Slides from presentation by Melanie Adcock

2. Who Am I?
• Co-owner of Adcock Creative Group
• Full-time Freelancer for over 9 years
• Speaker at WordCamps (Atlanta, Miami, Birmingham)
• melanie@adcockcreativegroup.com

3. Why This Session?

4. Why?
• Honestly, I hate writing proposals.
• I’d avoid it or spent hours on them
• I wanted to automate and expedite the process
• Share what I have learned.

5. Proposal vs. Quote
• A quote is a list like an invoice or shopping list
• Proposal can position you as an expert.
• Presents the value of the service you provide

6. What Not to Include
• Avoid technical terms
• Don’t list plugins by name
• Don’t itemize costs unless you are breaking the
project down into phases.

7. What To Include
• Business Snapshot
• Business Needs / Target Audience Needs
• Scope of Work
• Investment
• Process
• Contract *

8. Let The Client Write It
• Interview - have a list of questions to ask during the
client interview
• Website Worksheet
• Only write a proposal if you have a chance. ASK
ABOUT THEIR BUDGET.

9. SAMPLE PROPOSALS
• Show samples on Better Proposals
• Show sample of PDF
• AppSumo Deals

10. Tools
• Word or Pages
• Better Proposals (http://bit.ly/2LwU42L)*
• BidSketch
• Proposify
• 17 Hats
• Plutio

11. Guide the Client
• Optional: Offer to go over the proposal with the client via phone,
Skype, or Zoom
• Get the deposit before doing ANY work

12. Now Stop Stressing
Questions?

13. Resources
• WP Elevation - wpelevation.com | Proposal Template
• Advanced Coaching - nathaningram.com
• Adcock Creative - adcockcreativegroup.com/proposal
• Contact Me - melanie@adcockcreativegroup.com
• Slides - adcockcreativegroup.com/wcatl19