Proposal Checklist

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• 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.