Agency Project Proposal Template - 80K$+ in Sales
My first post here. Includes breakdown and template of the approach to proposals/quotes I used to generate 80K$+ in 1st year of sales. 2.5 years ago I started a software development agency, Automation for Lawyers, helping small law firms in the US/UK automate their operations, primarily with no-code tools, such as Zapier and Make. With this business, I have been able to bring in over 80K$ in revenue in the first year, and land my current full-time job with one of my clients. The below template specifically was used to close 30K$+ in projects, with the biggest single one being priced at 10K$. The below template will be most useful for services offering fixed-priced projects where value and Return on Investment (ROI) can be fairly easily and predictably calculated, such as "X hours saved per week". Nonetheless, I believe the framework will be applicable to a varying extent to any kind of agency business. For context, my sales process was the following: 1. Lead books in a 30-min discovery session 2. During the session, I gather the info to be able to produce the below proposal 3. In some cases, a 2nd follow-up session was required to gather all the info 4. I would then prepare and send them the proposal using the template below, which they would e-sign 5. We would then sign an actual contract with all the legalities 6. After the payment has been received, we would start the work Sometimes as well I would build them a small Minimum Viable Product (MVP)/demo for free, this was especially useful for the first few cold leads, so that they could gain trust in me. For bigger projects, it also may be sensible to run an hourly-based audit project before preparing the proposal, where you would gather all the required info about the project, and where the deliverable would be a report/project plan the client can take away and hire either you or someone else to build the project. Below is the breakdown of each part of the proposal template, and attached you will find a Word template to kick you off if you would want to replicate it.