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HOW TO EXTRACT A BUDGET 
FROM YOUR CLIENT 
BY:- 
Ashish B Pawar 
Sales, Systematix Indore
 The most simple and straightforward approach to determining a budget is to 
ask the client what they can spend. Rather than spending hours working up a 
proposal for work the client might not be able to afford, try to find out their 
budget from the start and work from there. Jobs can often be done in stages or 
at different costs. Variables can be changed such as the paper used, inks, 
features on a website and more. Therefore, a lower budget doesn’t necessarily 
mean the work can’t be done. 
ASK THE CLIENT
 What if a client won’t reveal their budget? In that case, you will often have to simply quote 
what the job is worth based on the work requested. If you want to avoid working up a long 
proposal with the possibility of no return, considering giving the client an estimate towards 
the beginning of the project. Keep a large range and explain it is only an estimate and that 
you will provide a more detailed quote. This will give you an idea of what the client can 
spend based on their reaction. 
WHAT IF…..
LET’S TALK SOME MORE…… 
When They Won’t Give You a Budget…..
“BEING SECRETIVE ABOUT YOUR BUDGET WILL NOT HELP YOU GET THE BEST PRICE, SOLUTION, OR 
PARTNER.”
 If your client is redesigning, ask them what they spend on their last 
website. They might be more inclined to talk about what they spent on 
the previous project and their expectations going into this project in 
regards to budget. 
ASK WHAT THEY SPENT LAST TIME
 “OK, I understand you can’t provide the budget. So I’m going to 
work up some numbers and a brief scope of work, and then 
present it to you before doing a full-fledged proposal. If the 
numbers work, I’ll go ahead. If not, I won’t.” 
TRY A MINI-PROPOSAL FIRST

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EXTRACT A BUDGET FROM YOUR CLIENT IN 4 STEPS

  • 1. HOW TO EXTRACT A BUDGET FROM YOUR CLIENT BY:- Ashish B Pawar Sales, Systematix Indore
  • 2.  The most simple and straightforward approach to determining a budget is to ask the client what they can spend. Rather than spending hours working up a proposal for work the client might not be able to afford, try to find out their budget from the start and work from there. Jobs can often be done in stages or at different costs. Variables can be changed such as the paper used, inks, features on a website and more. Therefore, a lower budget doesn’t necessarily mean the work can’t be done. ASK THE CLIENT
  • 3.  What if a client won’t reveal their budget? In that case, you will often have to simply quote what the job is worth based on the work requested. If you want to avoid working up a long proposal with the possibility of no return, considering giving the client an estimate towards the beginning of the project. Keep a large range and explain it is only an estimate and that you will provide a more detailed quote. This will give you an idea of what the client can spend based on their reaction. WHAT IF…..
  • 4. LET’S TALK SOME MORE…… When They Won’t Give You a Budget…..
  • 5. “BEING SECRETIVE ABOUT YOUR BUDGET WILL NOT HELP YOU GET THE BEST PRICE, SOLUTION, OR PARTNER.”
  • 6.  If your client is redesigning, ask them what they spend on their last website. They might be more inclined to talk about what they spent on the previous project and their expectations going into this project in regards to budget. ASK WHAT THEY SPENT LAST TIME
  • 7.  “OK, I understand you can’t provide the budget. So I’m going to work up some numbers and a brief scope of work, and then present it to you before doing a full-fledged proposal. If the numbers work, I’ll go ahead. If not, I won’t.” TRY A MINI-PROPOSAL FIRST