“Everyone my name is ron sega. I m. A freelance designer and also the co co founder of prospero glad to be with you here on the envision youtube channel. We re going to be speaking about how to write winning proposals and what i ve learned over the years so let s get to it before we dive into how i write proposals which i spend like 16 years.
Trying to perfect this and also learn from best in class freelancers and other design agencies. I want to mention two points. That i think are important one of the best advice that i got from like top freelancer was that a proposal should never surprised the client right before you sent out a proposal. You probably met with your client.
Or had some kind of a phone call and during that phone call everything that your agreement should be covered. What you ll be working about what s the budget or ballpark price for the project. So that when you send out a proposal that s basically a document that meaning to sum up your conversation and kind of seal. The deal.
But it s not the first time that they ll discover something new about you second thing is everything that i m trying to do both in the meeting. And in the proposal is designed to make the most out of the project. Meaning that i will be able to charge the highest price possible and i m doing this by using a strategy called value pricing now value pricing is something that we can discuss like hours and we re not dedicating this video to value pricing. But the key concept here is that you are not kind of selling achromatic commodity right you re not selling website.
You re not selling apps. But rather you deliver value great value to the business that can really you know increase. The revenue increase their their value ability you know that you re going to transform their business and that works much much more money than you know a website where a specific deliverable. So i mentioned that now because it does relate to how i m building.
The proposal and also how long pricing. My project all right started deep into the hunt proposal itself now. I m aiming for a simple one one page document. Very simple structure with five sections and the reason that i do.
This is because nobody wants to read like a twenty page proposals with a bunch of terms and condition long texas. You know nobody wants to read this. So. If you want to have a chance of people actually reading what you re what you re sending them and trying to sell them then you should probably send something that s readable and for me you know as a designer in general.
I think that if you can if you can say something with less words. Then you should probably do this and simplicity wins. So first section in the proposal is kind of an overview and an overview means communicating back to the client that i understood what his company is about and what he s asking me to do right some people start the proposal with i will design a website for your business. I don t think that s a great idea to show them that i m bringing value to them right how i would do this is sum up our conversation.
Like hey i understand that your business is about businesses. And your long term goals is to do this and that and that s the reason that you need a new website. Because you re trying to reach this and that goal obviously i know these stuff about the company. Because i ve asked the relevant questions in the prior meeting and she communicated backing the proposal that i understand this and this is how i m going to help their business right so first section show them that you understand their business and then you re going to help them achieve a goal preferably.
A monetary goal right. I m going to help you hit 200 million dollar in sales. This year. Because i will create a highly convertible websites or e commerce site for you so.
When you when you position yourself. That way. It s obvious that your price is a great investment second section of the proposal. I sometimes call this why me i don t always put this section.
But if this is a new client. I put this now a lot of people think that they don t have to sell themselves. But eventually. The proposal is kind of a selling tool and you should not take into assumption that they know why you are the best person for the project.
Most probably they re also checking other you know vendors service providers designers whatever so in this section. I try to communicate without being too salesy. Why i think i will be a great fit for the project and i do speak from an honest place i m super excited about your project because i love your industry. I m passionate about music or whatever the industry is about and i have relevant experience because i this xyz project and so i think this will be a great fit between us.
So i try to mention the good qualities about me that are relevant to the project. Without being too salesy. But i do explain why they should work with me. And sometimes if i doing it right you know explicitly why work with me even though that s a good title.
Sometimes. I just positioned. This is about me and just kind of write this in a kind of a bio you know description. But eventually what i m doing is highlighting the points that are relevant to them and will help them make a decision about working with me again everything that we re doing is leading up to a call to action.
And that call to action is signed this proposal right so you re going to help want to help them do this third section is the pricing now i think and i saw a lot of proposals other people are writing people love to write pricing tables right homepage 2000. About page 500. I basically think that s ridiculous and that s put you in a place of a commodity and that s again not what i want to do i want to position myself is valuable and so if i do a website. Design i will just say website 20000.
I m not going to put a price on each little component of the website. So the first thing about pricing is do value pricing rather than kind of a list of deliverables price for each other that that s how i see things second tip that i got from exit from my partner earlier. I didn t use to do this. But she suggested me to write three packages in the proposal and the reason is that first your clients potential finds probably seeing other people because they kind of one make a decision about what they re buying and if you give them in your proposals.
Three packages different packages to choose from that kind of solve their issue of i pick. What i wanted specifically and maybe they don t have to choose from other vendors. But the other thing is that you can tell them and i personally believe this that any project can be achieved on any budget right. But the result will be different and so you can do a package that package.
Number one very limited tax number two is more expendable and package number three. We think that they didn t even dreamed about that s kind of what sales people called up sale right they re selling them the opportunity to buy from you services that it they didn t actually think that they need. But when presented in a professional context of the proposal. They actually do want you to design patient features in addition to the website.
I thought i need them. But that can be awesome right so that s the third section fourth section is the what s next section. And think about this you re a designer. So think about this from a call to action perspective.
Again you want to make this easier on them to understand what do i have to do now. So. I just write a bullet list of things like first thing. You should do find this proposal.
Yes. You have to tell them to sign the proposal second bullet point transfer me my fifty percent upfront payment right third point. We re going to get started on your project. So i write this kind of a bullet list of what they should do and kind of making them comfortable understanding.
What s happening next. So i think. This is super important fifth and last section of the proposal is kind of terms and conditions now some people send proposal and then they send like a lengthy lawyer type contract. I don t do this again.
I told you i think that simple is better and i think that i can really cover myself well by just writing a list of i don t think more than ten points. That are how i would get paid for example fifty percent. Upfront payment before i get started things that cover intellectual property for example. I hold all the directory property.
Until project has been paid for in an intellectual property moves to you and these kind of for example. I don t know fonts not included. I don t think that you need really more than ten of these bullet point to really cover yourself well and so i again opted for something simple and not language. I think that it also communicates the message of this is not very complicated so imagine you send a one pager that covers everything and another competitor sent like 20 pages of terms and conditions.
That s scary for the client is say why he s rewriting so much so many terms. That s scary. I don t want to work with so i think that you can t cover yourself don t be yourself you know open for vulnerabilities. But if you can t cover yourself with ten bullet points.
Then i think that you should anyway that basically sums up the way that i write my proposal and it has been working well for me over the years. So i hope that you ve learned something from it. And that perhaps you can apply it in your own business and be super. Successful yourself.
Hope you guys have a great day and hope more awesome content is coming to this great youtube channel. I will see you soon ” ..
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“Check our more of Ran s videos: https://www.youtube.com/channel/UCN7dywl5wDxTu1RM3eJ_h9QnnView his sample proposal (bottom of post): https://www.invisionapp.com/blog/how-to-write-a-proposal/nnWant to learn more about pricing? Catch Ran s upcoming webinar: https://www.invisionapp.com/webinars/price-your-design-worknnThere are few things more exciting than the prospect of a shiny new design project. Whether it s a branding, illustration, web, or product design project, it s all about how you write your proposal what you include in it and even what you choose to leave out will dictate whether you strike out swinging or hit a home run.nn—nnInVision is the world s leading product design collaboration platform, trusted by more than 1.5 million designers at companies like Uber, Netflix and Twitter. InVision empowers teams of all sizes to prototype, review, iterate, manage and test web and mobile apps all without a single line of code.nnGet InVision free forever: http://invs.io/1QOCxZqnn—nnSee who else uses InVision: http://invs.io/1QOD5P3 nStay up to date on the latest trends in product design: http://invs.io/1QOD91g nFollow InVision on Twitter: http://twitter.com/InVisionApp/”,
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