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Design
Proposal
Worksheet
Research
The very first step to creating any sort of proposal or outline is to
research. You have to know what the client wants, what they need,
and what they really need. Lets say that the client is looking for a
complete graphic re-design of their current website. You have to
create a pitch for it. You have to research to figure out why they need
your services. While the obvious is They want a new look, thats only
partially true.
Any business is in business to make money. They wouldnt care about
the look or the appearance of their website, or even having a website
for that matter, if they just wanted it to look nice. They want something
that will offer them money, a return on their investment.
Research and write the reason your client needs graphic design:
Example:
ABC Company has an older website layout which isnt performing well
on search or on different mobile devices. The search and layout is
confusing to visitors, which usually results in lost sales.
Your turn remember to research your actual client to see what their
issues are. If you cant find information, its better to go with what you
have.
Taking the time to research the clients actual problem will give you a
huge advantage when youre writing your proposal, mainly because it
allows you to create customized solution and pitch for their problem.
Create an Outline
Creating an outline is a moot point if you happen to be using proposal
software, but if you arent, then take a few minutes to write out the
basic parts of your proposal. If youre not sure what to write, you can
also add in place holder text between each section.
a.Problem Statement
b.Recommended Solution
c. Benefits
d.Pricing
e.Call to Action
You can rename your sections however you like, but the listed options
usually work.
Putting it Together
Once you have an outline, you can use the research you did in the
first exercise to create a winning proposal. Because there are five
steps to any great proposal, you can start with the first.
1. Problem Statement
The problem statement is pretty much a re-iteration of what you dug
up when researching, but written in proposal language. This means
laying it out in a way that clients can see, and outlining services that
can fix it.
Example:
2. Proposed Solution
Your proposed solution should highlight not just the skills you are
offering, but also how they benefit the company in terms of the
problems that youve already dug up. Look at the real issues and
outline services that solve the real problems.
Example:
3. Benefits
The next step is to outline the benefits of your solution. While any
benefits of your services may be obvious to you, most clients might
not even know the difference between web development and graphic
design, let alone what your services can do for them. Outline the
4. Pricing Section
Your pricing section may be a delicate matter but your main goal
should be to keep it simple. Unless the project is complex, or will take
more than a few weeks, you want to offer one entire budget price and
$2,970
Your turn, write out a budget for the project youve been discussing:
Price ________________________________________
Service One
Service Two
Service Three
The final part of any proposal should always be a call to action. You
want to make it as easy as possible for your potential clients to get
ahold of you and move forward with the project. After all, you want
them to hire you. Including a call to action also reduces the risk of you
writing a great proposal, impressing the client, and then them
forgetting about you. Always include a call to action.
You can definitely see immediate results if you implement even one of
the suggestions in this worksheet. Of course, your results will improve
even more when you implement several or all of them!
To find out how Bidsketch can help you land 18% more clients while
earning 32% more on each project, visit the link below:
http://www.bidsketch.com