Successfully reported this slideshow.
We use your LinkedIn profile and activity data to personalize ads and to show you more relevant ads. You can change your ad preferences anytime.
HandsOnWP.com @nick_batik@sandi_batik
Introverted Freelancer’s Guide to
Writing a Winning Proposal
Austin WordPress Meetup
HandsOnWP.com @nick_batik@sandi_batik
…AN ON-GOING
DISCUSSION
starting and
building a
successful
WordPress
freelance
busin...
HandsOnWP.com @nick_batik@sandi_batik
YOUR UNIQUE VALUE
PROPOSITION
HandsOnWP.com @nick_batik@sandi_batik
WHAT IS YOUR PERSONAL
“SUPER POWER”
• The things that come to you
easily
• Your inna...
HandsOnWP.com @nick_batik@sandi_batik
DEFINE AND UNDERSTAND
YOUR TARGET CLIENT’S
NEEDS
• How well do you know
your target ...
HandsOnWP.com @nick_batik@sandi_batik
INSTALL AN INQUIRY
FORM
HandsOnWP.com @nick_batik@sandi_batik
THE
DISCOVERY
PROCESS
HandsOnWP.com @nick_batik@sandi_batik
THE WHY OF DISCOVERY
• Develop a Scope of Work for
a reliable cost and time
estimate...
HandsOnWP.com @nick_batik@sandi_batik
THE HOW OF DISCOVERY
BEFORE the meeting do your
homework
• Review Client's Intake
Qu...
HandsOnWP.com @nick_batik@sandi_batik
THE HOW OF DISCOVERY
• Identify the decision makers and confirm they are
attending
•...
HandsOnWP.com @nick_batik@sandi_batik
AS THE DISCOVERY MEETING
MODERATOR, YOUR JOB IS TO ASK
QUESTIONS, LISTEN AND ASK MOR...
HandsOnWP.com @nick_batik@sandi_batik
QUESTIONS YOU MIGHT
ASK DURING DISCOVERY
SESSION• Spark creativity and get everyone ...
HandsOnWP.com @nick_batik@sandi_batik
AT THE END OF A
DISCOVERY SESSION
You should have covered:
• Research
• Goal Plannin...
HandsOnWP.com @nick_batik@sandi_batik
ASSUMPTIONS THAT CAN
TRIP YOU UP• Client will provide high quality photos and videos...
HandsOnWP.com @nick_batik@sandi_batik
WHAT IS THE “PRODUCT”
OF OUR DISCOVERY
SESSION
• Take a day or two to create a Creat...
HandsOnWP.com @nick_batik@sandi_batik
HOW THE CREATIVE
BRIEF GUIDES
YOUR PROPOSAL
AND WORK
THROUGHOUT THE
PROJECT.
The Sta...
HandsOnWP.com @nick_batik@sandi_batik
THE JOB OF A PROPOSAL
• Only two reasons a business
invest in a website project
• So...
HandsOnWP.com @nick_batik@sandi_batik
WHAT SHOULD YOU
INCLUDE YOU IN YOUR
PROPOSAL• Executive Summary of the
Business
(no ...
HandsOnWP.com @nick_batik@sandi_batik
Sandi Batik
WordPress evangelist, consultant, trainer, curricula
developer, author, ...
HandsOnWP.com @nick_batik@sandi_batik
Nick Batik
Started in web development in 1994 and have been a
WordPress consultant, ...
Upcoming SlideShare
Loading in …5
×

Introverted Freelancer Guide To Writing Proposals

751 views

Published on

Right-brained or left brained, creative or analytical, the Introverted Freelancer needs to suss out what problem your WordPress client is asking you to solve. We’ll talk about how to define the client’s problem and convert that problem statement into a proposal the defines how you will meet the clients’ needs and help improve their bottom line.

Published in: Business
  • D0WNL0AD FULL ▶ ▶ ▶ ▶ http://1lite.top/8w278 ◀ ◀ ◀ ◀
       Reply 
    Are you sure you want to  Yes  No
    Your message goes here
  • Looking For A Job? Positions available now. FT or PT. $10-$30/hr. No exp required. ■■■ http://t.cn/AieXS5j0
       Reply 
    Are you sure you want to  Yes  No
    Your message goes here
  • DOWNLOAD FULL BOOKS, INTO AVAILABLE FORMAT ......................................................................................................................... ......................................................................................................................... ,DOWNLOAD FULL. PDF EBOOK here { https://tinyurl.com/yyxo9sk7 } ......................................................................................................................... ,DOWNLOAD FULL. EPUB Ebook here { https://tinyurl.com/yyxo9sk7 } ......................................................................................................................... ,DOWNLOAD FULL. doc Ebook here { https://tinyurl.com/yyxo9sk7 } ......................................................................................................................... ,DOWNLOAD FULL. PDF EBOOK here { https://tinyurl.com/yyxo9sk7 } ......................................................................................................................... ,DOWNLOAD FULL. EPUB Ebook here { https://tinyurl.com/yyxo9sk7 } ......................................................................................................................... ,DOWNLOAD FULL. doc Ebook here { https://tinyurl.com/yyxo9sk7 } ......................................................................................................................... ......................................................................................................................... ......................................................................................................................... .............. Browse by Genre Available eBooks ......................................................................................................................... Art, Biography, Business, Chick Lit, Children's, Christian, Classics, Comics, Contemporary, Cookbooks, Crime, Ebooks, Fantasy, Fiction, Graphic Novels, Historical Fiction, History, Horror, Humor And Comedy, Manga, Memoir, Music, Mystery, Non Fiction, Paranormal, Philosophy, Poetry, Psychology, Religion, Romance, Science, Science Fiction, Self Help, Suspense, Spirituality, Sports, Thriller, Travel, Young Adult,
       Reply 
    Are you sure you want to  Yes  No
    Your message goes here

Introverted Freelancer Guide To Writing Proposals

  1. 1. HandsOnWP.com @nick_batik@sandi_batik Introverted Freelancer’s Guide to Writing a Winning Proposal Austin WordPress Meetup
  2. 2. HandsOnWP.com @nick_batik@sandi_batik …AN ON-GOING DISCUSSION starting and building a successful WordPress freelance business
  3. 3. HandsOnWP.com @nick_batik@sandi_batik YOUR UNIQUE VALUE PROPOSITION
  4. 4. HandsOnWP.com @nick_batik@sandi_batik WHAT IS YOUR PERSONAL “SUPER POWER” • The things that come to you easily • Your innate skill or passion • The differentiator that makes a client want YOU • The business management name for “Super Power” is “Value Proposition” • It describes your target client, the problem you solve, and why you’re uniquely better than other freelancers.
  5. 5. HandsOnWP.com @nick_batik@sandi_batik DEFINE AND UNDERSTAND YOUR TARGET CLIENT’S NEEDS • How well do you know your target audience • What are the problems they need you to solve
  6. 6. HandsOnWP.com @nick_batik@sandi_batik INSTALL AN INQUIRY FORM
  7. 7. HandsOnWP.com @nick_batik@sandi_batik THE DISCOVERY PROCESS
  8. 8. HandsOnWP.com @nick_batik@sandi_batik THE WHY OF DISCOVERY • Develop a Scope of Work for a reliable cost and time estimate for the project. • Our experience adds value — Clients don't know what they don't know • Identifies inaccurate assumptions and improves communication • Gets the real motivations, expectations, goals on the table
  9. 9. HandsOnWP.com @nick_batik@sandi_batik THE HOW OF DISCOVERY BEFORE the meeting do your homework • Review Client's Intake Questionnaire • Review their current site • Do a Google look up on both the client and the market space • Review their competitors' sites • Do a Basic Brand Analysis
  10. 10. HandsOnWP.com @nick_batik@sandi_batik THE HOW OF DISCOVERY • Identify the decision makers and confirm they are attending • Set the time for the meeting: • Send a meeting agenda to the participants • If key personal are not in attendance cancel the meetingFollow the agenda • Avoid excessive small talk, start talking about their business • Have the meeting notes recorded or bring a scribe • Ask questions and clarify the answers until every agrees • what the site looks like • the content it should contain • how the endusers will find and use it.
  11. 11. HandsOnWP.com @nick_batik@sandi_batik AS THE DISCOVERY MEETING MODERATOR, YOUR JOB IS TO ASK QUESTIONS, LISTEN AND ASK MORE QUESTIONS• Don't Focus on the technology the how we do it is not as important as listening careful to what the client is saying • Talk about the client's goals and problems get deep with all the issue the client needs to solve • Listen carefully and don't try to solve their problem on the spot.
  12. 12. HandsOnWP.com @nick_batik@sandi_batik QUESTIONS YOU MIGHT ASK DURING DISCOVERY SESSION• Spark creativity and get everyone involved • Conduct a group brain-dump — Sort answers into 3 columns 1. Needed 2. Nice to have 3. Great idea— but not just now • Who is the clients target audience? • Look at site use patterns from both the clients and the clients target customer • “As a <role>, I want <goal/desire> so that <benefit>” • “As a customer representative, I want to search for my customers by their first and last name to find the customer faster.” • What problem do you want to solve? • What risks is the client afraid of? • What is worst case scenario?
  13. 13. HandsOnWP.com @nick_batik@sandi_batik AT THE END OF A DISCOVERY SESSION You should have covered: • Research • Goal Planning • Target Audience • Users Stories • Look and feel • Competitor Analysis • Content Strategy - Basic • Content Audit
  14. 14. HandsOnWP.com @nick_batik@sandi_batik ASSUMPTIONS THAT CAN TRIP YOU UP• Client will provide high quality photos and videos in a timely fashion. • Client will provide descriptions for products. • Client will provide feedback on layout designs in a timely fashion.
  15. 15. HandsOnWP.com @nick_batik@sandi_batik WHAT IS THE “PRODUCT” OF OUR DISCOVERY SESSION • Take a day or two to create a Creative Brief • This is a visual mind map of all the project’s goals and a plan for achieving them • Include information from the client questionnaire, initial meetings, Discovery interviews, team discussions, and site content strategy sessions • Describes how users will interact with the site content • Analytical data collected • Create a site map • Prototyped web design • Proposed production plan to achieve your goals
  16. 16. HandsOnWP.com @nick_batik@sandi_batik HOW THE CREATIVE BRIEF GUIDES YOUR PROPOSAL AND WORK THROUGHOUT THE PROJECT. The Statement of Work in the creative brief is the structure for proposal, a timeline and pricing
  17. 17. HandsOnWP.com @nick_batik@sandi_batik THE JOB OF A PROPOSAL • Only two reasons a business invest in a website project • Solve a problem • Reach a business objective • Propose a Clear and Obvious Solution to your client's problem • A clear and obvious path forward to help them achieve their objectives
  18. 18. HandsOnWP.com @nick_batik@sandi_batik WHAT SHOULD YOU INCLUDE YOU IN YOUR PROPOSAL• Executive Summary of the Business (no more than two paragraphs) • The Business needs • The Target Audience needs • Propose your solution • Project timeline • Investment • FAQs • Next steps
  19. 19. HandsOnWP.com @nick_batik@sandi_batik Sandi Batik WordPress evangelist, consultant, trainer, curricula developer, author, unapologetic geek, unrepentant capitalist, lucky enough to do what I love everyday. I’ve served as Austin WordPress Meetup co-organizer since 2010. With my husband Nick Batik, co-founded Pleiades Publishing Services in 1992 and Hands-On WordPress Training in 2010. Follow me @sandi_batik / @WPATX Contact me at: handsonwp.com https://www.linkedin.com/in/hsandrachevalierbatik Presenter
  20. 20. HandsOnWP.com @nick_batik@sandi_batik Nick Batik Started in web development in 1994 and have been a WordPress consultant, and web developer since 2007. A WordPress evangelist, I’ve served as Austin WordPress Meetup co-organizer since 2010. With my partner, co-founded Pleiades Publishing Services in 1992 and Hands-On WordPress Training in 2010. Follow me @nick_batik / @WPATX Contact me at: handsonwp.com https://www.linkedin.com/in/nicholasbatik Presenter

×