End Proposal Procrastination for Good!
I don't know about you, but I've always struggled writing proposals. By the time a client and I get that far in the process I'm just ready to get to work. I don't want to draft up documents. Procrastination has never really been my thing but when it comes to proposals, I'll find any excuse to not get it done.
I think part of my struggle is not really being sure what to include.
If I go with something like a scope of work document it's often dry and doesn't do much to sell my services.
But “salesy” type proposals are often so full of fluff that they don't really cover all the details and that can get you in a lot of trouble when it comes to scope creep.
So, I've bounced back and forth between writing really generic proposals and really bespoke ones — neither one was efficient nor effective.
The answer is pretty obvious… I need a process.
So over the past few weeks I've been developing a fill in the blank style document that serves as a scope of work but spices things up a bit by including the marketing language that you would see in a sales deck or proposal.
It covers things like the project overview, the project scope, deliverables, processes and timelines, communication, payment schedule, investment, and even a full FAQ section.
So much of this information stays the same from project to project so Ii don't know why I've spent so much time reinventing the wheel. But for those details that are specific to the project, at least I have a framework I can go off of.
It's just fill in the blank.
I got my first shot at trying this out last week as I wrote up a proposal for a new client. Not only was I able to get this done in less than 20 minutes, but I feel extremely confident that I've covered everything and me and my customer have the same set of expectations.
Now I know I can't be the only one with these kinds of struggles so I figured maybe my friends at the admin bar would want to take a look.
I've gone through and packaged this entire system up including a walkthrough video, a fill in the blank template, and I've given you the finished proposal I used to send to my client that I just got signed. This way you can see what it looks like once you've filled in all the blanks and what a finished proposal looks like
If you're like me and you procrastinate when it comes to writing proposals, then just maybe this is the thing you need!
Have a new proposal system in just minutes!
1. Purchase your copy of the Easy-Peasy Proposal System
Immediately after your purchase, I'll send you over your copies of the Easy-Peasy Proposal documents.
2. Watch the walkthrough video & download documents
After you sign up, I'll send you an email with a brief video walkthrough and a link to download your copy of the templates. This will help get you up-to-speed in just a few minutes.
3. Tweak the documents to suit your needs
Using the fill-in-the-blank template, you can make all the changes you need to create your own “master copy”. You'll likely want to tweak multiple parts of the document, as well as fill in your own FAQ answers.
4. Duplicate and use as needed
Once your master template is setup, you can quickly duplicate it, fill in the blanks, and get your proposals out the door in record time!
Frequently Asked Questions
Does the Easy-Peasy Proposal include a contract?
No, this is mostly a scope of work document and I would highly suggest you have a legally binding contract to go with it (I use Monster Contracts).
Is the document customizable to match my brand?
Yes, it is fully customizable — and there is purposefully no “design” to the documents whatsoever. I imagine most people will copy/paste this information into their proposal software. Of course, you could fancy this Google Doc up and use it if you wish.
Can I use your FAQ answers?
I debated on whether or not to include my answers to the provided FAQ's in the example document because I'd really prefer you do not use my exact content for those. However, I know seeing examples can be helpful in getting your “creative juices” flowing, so I decided to include them. Please only use them for inspiration and write your own. You'll be better for it — and besides, I've already indexed all the copy ;-)
Fill in the blank, cloneable Google Doc you can reuse for all of your proposals.
Completed, filled-in example from a real proposal I recently won.
Processes & Timelines
Frequently Asked Questions
Video walkthrough tutorial