Byline Responsive Design Proposal Template Made Easy

E signature website development proposal template

hey what is up so welcome to this video what I'm gonna do is break down my proposal system it's a system I've used to land dozens of projects from $2,000 up to $20,000 and it's really really effective it's very simple to use it's not a lot of time to write up something like this and you're going to find that this works a lot better than what a lot of other people are using most web designers are sending these massive big proposals they're like ten page PDFs that take all this time and all this effort I don't think that stuff is effective a lot of the time I hear that it isn't effective and it freezes clients up it gets some overthinking the project and it either scares them off altogether or there's a lot of delays because the client is coming back asking loads of different questions they got concerns they're not sure because basically they have too much information at their disposal if you've done your job right during the sales phone call which is when you send a proposal you know you send after yourselves phone call if you've had a decent sales phone call you should know what they need to move ahead with something like this you should know what's gonna motivate them what's wrong with the business right now what problems or challenges they have what's important for the business over the next few years or the next few months or whatever their goals are so you have that information all you need to do is put it in the right format and a good email just an email you don't have to send all this other stuff you don't have to burn up loads of time and you don't have to take that risk because you haven't been paid yet so you shouldn't be doing all this work you could put it all in an email the right sort of email like this and I'll show you how to do it send that you send the invoice you let them come back if they have any questions and if they don't have any questions a lot of the time they'll just go right ahead and pay if they do have questions they come back to you you address those questions their concerns or objections they might have move past those and then get them to basically commit to the project and then you start getting into the project detail as you start requesting information you start talking about the fine details don't talk about fine details before the client has paid for the project it's a very common mistake you don't do that stuff until you gotten paid don't give money sort of solutions don't give them the fine detail of what you're going to do don't get into the technical ways that you're gonna solve the problems until you're paid you're still selling right up until that money's in your account I think a lot of people feel that after they've met a client in person or they've had a good sales phone call that it's sold and they think that it's fine to start you know hey this is what we're gonna do and this is what I need from you and these into the next stages for the next ten weeks and these are all the different things and it just freaks the client out it's way too much information it's not helping you sell and because they haven't even paid you yet and now it's only going to hold them back on actually going ahead and paying the deposit or the percentage of the invoice or whatever so until it's sold you're still selling and how you're still selling is using something like this keeping it all about what's gonna motivate them to take action and you're being very very light on the technical details keeping as much of that out of this as possible because it's not gonna help you sell they don't need to know that stuff just yet and it's way too much information that's only going to freeze up the client so with that in mind let's get into the system that I use not to give it a little bit of a context a lot of the sales work that I do and the information that I use it all comes from the sales phone call now if you don't know how to have a good sales phone call check out the link down below I'm gonna link to one a video that I met on sales phone call it's how to have a plan how to get all the information that you need to put into an email like this but I'm also going to link to a template that you can use to write up these emails yourself and I'll even include this email as well so you don't have to pause the video and try copy and paste it all that which I know people have done in the past so I'll just give me this real email this comes from where we know 12,000 dollar project that I did before I would give you the template and I'll also post to another video with this sales plan so check out the links below for all that stuff so let's get into it right away I'm gonna keep it shorter I don't want to read this word forward because when I do it turns into like a 30 minute video what I'll do is give you the general gist so hello to the clients name of obviously taking it out of here first paragraph I always thank them for taking the time to talk I tell them I feel good about the project and I set the tone for the email now the tone that I want for the email is keeping it about goals keeping it about what the business wants and keeping it away from technical stuff to find details the design side of the website project so I sell web design as the tool as a system or a way of getting results I don't sell web design because it looks pretty and it's X amount of pages and it's this color I try and stay away from all this stuff I don't want the client focused on those things I want them focused on what they can use a website for what it's gonna help them with rather than exactly what the website is itself if you have any issues of that just post up below any questions and I'll explain it in more detail so basically thanks taking the time to talk it was great to have a quick talk and get a feel for the goals and aims in the business not just for the website but for the bigger picture things regarding their business we see the website to me in them as a tool to help sorry actually no we see the website is in my business as a tool to help you reach and hopefully surpass those goals some please to get to discuss that so I'm very directly tying this project on this email to the goals of the business from the very beginning so I'm letting them know and I did this on the sales phonecall as well I build websites that are based around your business goals this isn't about me just selling you design that looks nice this is about me helping you sell to get results to fix specific problems now what Pacific specific problems the problems we covered on the phone call which is the very first thing that I bring up after this initial intro so the intro thank them for the time you know state that you feel good about the talk that you had and that you realize how important it is that you can help them with their big business problems I'll break it down more in the template so just check that I in the links below so after that section I get into recapping the main pain points during the sales call now when you talk to a client if you want to sell these big projects or even projects of any decent size you got to find out real things that's holding them back that's stopping them from progressing with their business and I'm not talking just about the website here I'm talking about the whole business so where are they at with the business what's annoying them what's frustrating them what problems do they have where would they like to be in the next year and the next three years five years ten years do they want to switch up this sort of clients that they're attracting do they want to make it easier for them to sell do they want to get more sales so they want to get more clients they want to increase their prices do they want to have more time off to play with their dog like what what stuff do they want now there's always something nobody has a perfect business and even if they do it doesn't stay perfect for long so there's always something that they need help with these are the things that you got to bring up first in your email before you get into what you're gonna help them with or what your prices are or what you want to do next you need to remind them of why it is that they need this in the first place and that is the very first thing you should get into some salespeople will call this agitating the pain basically making them very aware that they have problems these are the problems that they have and these are things that they need to get fixed right away these are not things that I guess I don't just presume to know these things I got this information directly from them on the sales phone call I specifically asked them what problems they had then when I found problems I went into those problems what does it look like why is it annoying them what do they want instead what other problems come from that problem and I wrote all this stuff down or I just remembered it and then in the email I'm recapping it so in this case there's things specific to this business I won't get into it because it's always unique for every business you can't just copy these ones you got to get this information directly from the client but what you want to do in the email is stay all those things you're basically giving them back the information that they gave you so you said this and this is a really big problem for you and this is something that's coming from that problem and this is what you want instead so very quickly I don't really want to get into you know this unique business but they have a family business that's growing rapidly and they want to get to the next level of bidding on larger projects while keeping the feel and the image and the positive attributes are running a family business so that's what these first two points are about mmm they do a lot of offline bidding it's an activity that takes a lot of time they put a lot of effort into it but they have a very low success rate so we talked about how the website could help with that and how it could improve that bidding process and make it more of a positive return on investment for the time and the effort they have a great portfolio it's not on their current website so that was a huge thing that we talked about that could be better they have all these really impressive projects nobody knows about it when they bid they can't even show this sort of stuff so those two points connect together and the next one was they wanted a job application section so this is kind of technical stuff that directly links to a website but they wanted a job application section and a back-end system for client information so basically I got a lot of stuff I got a lot of stuff that they want fixed and I'm the guy he can fix it and I'm basically refreshing in their mind because I don't know when they're going to read this email it's you know when I sent this is probably two or three days after sales phone call but maybe they're busy for a few days they read it a week later I don't want to assume that they remember everything I want to state all the problems that they have in order at the beginning of the email to really get them in a state to take action when they read this stuff you know you might read this on the YouTube video and be like oh okay that when they read this for them these are big things they you know when they open this email and they see this stuff they're like oh yeah that problem and that problem on this problem and at this point and yeah we need that so right away you know their state when they're reading this email is one of yeah we got all these problems I remember it all this stuff and these are things I need to get fixed and now they're in a good place to start taking action we're motivating them we're showing them the pain that already exists we're not making this up it's not you know we're presuming to know their business these are things that they told us these are real things things that we can help them with so we're helping them to help themselves by motivating them to take action by bringing up all these pain points as you get good at sales phone calls you'll get a lot of this information again check out the link to the other video because you need those strong pain points to build a fuel to get them fired up to decide to take action so cover those things first cover them in detail listed out start with the strongest first and go through all the main pain points and areas that they want to improve now when you've done that mm-hmm you don't want like a super negative pain based email and so you want to switch it up and you want to get into the potential here so I always you know after the pain point section I always get into the potential with this particular business they were ranked number one for a lot of keywords which is how I found them in the first place they had an old website with a lot of content so I was actually doing ok SCO wise but it just wasn't selling it was a terrible design it was way too much of the wrong sort of content kind of like a Wikipedia sort of website just like straight information no not persuasive no calls to action no selling systems or any of that sort of stuff mm-hmm so basically I was going over you know they have good SEO you're getting some visitors you're doing stuff offline that can tie into this website so why don't we basically use the potential you already have work with that potential fix these pain points and then and that's leading into the final section where I start talking about this solution so to recap nice little intro where you thank them for the time you state that you feel good about the project you get into the pain points cover all the main pain points then you get into the positive things that they have to work with the potential that you see and what you think they should be focusing on and what you would love to help them with that's what you're doing in this section ok so the second page of this and in an email I would have all been one page the second page and I want to keep this video as short as possible so I'll go through this pretty fast once you've gone through the pain points once we talked about the potential I then start putting in things that's going to boost my credentials that's going to make me look like the right price for the project in this section because of this particular project I mentioned that people I was working with I have a great content writer I have an accomplished designer I have someone to take care of the SEO I did that with this project because it was needed for the sort of site that we're planning and the size of the project in your case if it's just you and you feel comfortable about it just say that you feel good about the project and you know that you're capable of doing a great job if you want you can reference other projects in this stage or you can put it at the bottom which is what I did here but I actually took it I just reference like three projects below and the results that I got and I gave phone numbers to the owners with the contact names etc but you could put it in this section here all you're doing is building credibility building Authority and showing that you're definitely capable of producing good results again you don't want to get into the technical stuff you don't want to start saying this is what the SEO person's going to do that's what the content writer is going to do this one I'm going to do with design it's as many pages with this system and I'm gonna code it and using these languages you don't have to do that stuff they probably don't even understand it or they don't even care they care about that end solution that's why they're hiring you to get a result focus on the results don't get into the technical stuff if you need to just talk about who's on your team the capabilities that they have if it's just you talk about the abilities that you have now if there's something with the project that you're not able to do but you want to show that you can do it all you have to do before you send this email go find someone who's capable you know use your web design connections Facebook group going up work find someone is capable and then in this section of the email you could say hey for the AdWords I have a great connection they're super you know they're really effective at doing AdWords they've worked on dozens of projects and got amazing results and that is the person I'm gonna use for this project so the AdWords are fully covered basically you just find someone and then you just let this person know the potential client that you have the right person for the job they're more than capable and that it's taken care of so without getting into the details you're basically removing any fears or any doubts or any worries that they have that you're capable of doing whatever it is that you're promising the next section here is removing any objections in this case the main objection that they had to paying that amount of money over 12,000 dollars for a website was that the photos wouldn't be good enough now this is tricky for me because I was working I was not in the country that I was selling this website - I was working remotely I didn't have any way to take the photos so what I did to remove this objection is I basically said I'd take care of it by going looking for a local photographer online and they also mentioned that they knew this person that I'd like that so and you know unless they want that person to do it then I resold them on the importance of having good photos I did this because even though I'm not making the money from the photos that's going to the photographer if they don't believe in the value of paying a photographer even more so that's on top of 12,000 now they're paying even more if they don't believe in that cost and they don't get the photos then they probably won't get the website so I was helping to sell the photos here even though I don't make the money because if they don't pay for the photos they're not gonna pay me so you got to remove not only the objections that are directly related to you you're going to remove all the objections to getting them to sign up for this website project so that's what you want to do at the very end after you've gone over the pain points after you talked about all the potential let you see after you've built up your own qualifications and credentials and make sure that they trust you remove any objections that you can predict sometimes you won't predict them all they'll come back to you with an email hey what about this problem are you going to take care of that that's fine you just figure that those little things that you missed but you try to guess or preempt as many as you can and take care of them proactively in this first email sometimes when you do a good job you remove them all and the next thing you know the clients pay the invoice and they're good to go right away so give it your best attempt at removing all the objections that you can try and predict what would hold them back if you were the client what would stop you from getting this project and then have the best information that you can you know without having too much information to get them past that point so as an example this one's pretty common maybe the client says oh but the content on the website I just don't have time to write the content right now and so you could say hey you know I have a great content writer lined up who works in the niche or you could say hey I'm gonna spend a lot of the focus on this project on having great content but of course any changes that you want to make you just let me know once it's done and we can go from there so you're basically predicting from the sales call from what you know about the business from what you know about the business owner what problems they have and you just you take care of it first before they have to bring it up which is always better and this is getting quite long so I'll wrap it up just like this YouTube video let me know your thoughts and feedback and then at the end I get into the quote so this is a very last thing that I mentioned pretty much the quote I sent is flexible in this case is flexible sometimes it's not I just picked the best amount and I left them no and the quote is flexible but I would prefer to really have the time and means to create something great for and that's the business name although not my preferred style of site I will be aiming for something on this level and I referenced another website just to put in perspective that other website is where at fifty thousand dollars I'm only mentioning this since you haven't since you haven't dealt that's a bonus like website pricing before so just to put a bit of context on it basically when I talked them on the phone they had no idea about website prices for them a website was like five hundred dollars so when I said I wanted to work around a budget of ten to fifteen thousand dollars if that was a really big surprise for them so what I'm doing here is I'm price anchoring which is the technique where you mention a big price and then they go check out the invoice and they're like well he mentioned fifty thousand but he only quoted us twelve thousand rather than they think a website is five hundred and then they see a price through twelve thousand and they're like that's way bigger so I'm making them think that my price is smaller by giving it a different perspective which is it's a really effective thing and pricing and in selling you want to set high amounts and then move down to your rather than them having think that your amount is this way bigger amount than everything else just Google price anchoring if you want to read more about that thanks for taking the time to read this and hope it gives a clearer vision of what we are about any feedback or questions don't hesitate to contact me also as a time line I think I think eyesight could be finished I think their site didn't even check my spelling on this I think this site could be finished by early August and fully functional before in mid-august Thanks so you can see here I mean I got some spelling mistakes and stuff why I'm getting away with this and you might think that you know isn't professional is straight up but why I still got this project is because the pain points were so accurate these are things they really really need to help but the potential that we talked about on the phone call and that re capped in this section there was a lot of potential there there's a lot of things that I could do to help them sell I had the team in place I had the ability to help them I seen the potential we're getting better photos and I asked for the right amount of money to do the best sort of project for them and walk away with a good profit for myself so you can see that when you do it this way you can still make some spelling mistakes your grammar might be a hundred percent but you're getting the sale because you're really speaking in the language of what matters most of them and you're making it very easy for them to go ahead and sell and that's the whole thing with this approach is that they read this and they're like you have got all those problems and there is all that potential and this person is capable of helping so why don't we just give them the money and we go ahead and we get this done I'm not giving them anything here are very little that they can object to now instead if I just sent a massive proposal document 20 pages all the different stuff I'm gonna do and all the different information about the technical side of things now there's dozens if not hundreds of things that they can get caught up in that they can object to they kind of concerns about this approach with a simple proposal like this it's very slick it hits on the things that matters most of them it gets fired up it gets them motivated and it gets them to take action and it keeps it simple and once they commit to the project once they pay the invoice and in my case it's always 50/50 I got 50% up front 50% when it's done once they pay then I can sack getting into the technical things and I can start requesting information and start breaking down the project once they've committed but I need to make sure that they're committed first so an email like this is all about making sure that they commit now I want to keep this video short as possible so I'll wrap it up at that I know that's a lot of information any questions on this just post up down below check out the links I'll link to the guide to using this I'll give you a template and I'll give you this actual one that I used as well this exact email so that is it I hope it helps I know this is a different style video to normal but with something like this I wanted to go into detail and just really break it down so let me know what you think about this video approach if you like this style let me know in the comments and if you have any requests for similar videos on a different topic just let me know so that is it catch in the next video