Proposal Checklist

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Proposal Checklist

  • Quote the Job

    • Start with covering your own costs.
    • Add a margin based on the industry standard retail value of the work.
  • Write the Proposal

    • Include:
      • Scope
      • Phases
      • Key dates
      • Touch points
      • Fee quote
      • Name of contact
    • Create an agreement with your client around timing of payment.
  • Create a Contract

    • Remember: For small jobs, a signed proposal is good. For big jobs, you need a full contract; have your template ready so it’s quick and easy.
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