IT CONSULTING PROPOSAL March 10, 2014 Prepared for: [Customer First/Last Name] [Customer Company] [Customer Address] [Customer Phone] Prepared by: [Provider Full Name] [Provider Company] [Provider Address]
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IT CONSULTING PROPOSAL
March 10, 2014
Prepared for:
[Customer First/Last Name]
[Customer Company]
[Customer Address]
[Customer Phone]
Prepared by:
[Provider Full Name]
[Provider Company]
[Provider Address]
[Provider Company] (hereafter known as the Provider) is pleased to submit a proposal for [Customer Company] (hereafter known as the Client) to serve as
an IT consultant. This proposal describes the IT consultancy engagement as well as services, terms, and schedule for the engagement.
Our IT assessment is the first-step towards implementing real technology changes to your staff, processes, and department as a whole.
The benefits of the assessment:
1. Identify key inefficencies resulting in wasted time and expenses2. Identify critical bottlenecks that are limiters to growth3. View a snapshot of your current technology infrastructure, processes, and staff4. Identify gaps in industry accepted IT management best practices5. Provide a clear and actionable roadmap for your IT department based on budget
and needs
The IT assessment is performed by:
1. Meeting with you to learn the basics of your business, strategy, and goals2. Reviewing your existing technology systems and infrastructure3. Performing interviews with key stakeholders and employees4. Using best in class industry techniques (Six Sigma, ITIL) to review your business
and its operations5. We provide a detailed Recommendation Report and Executive Presentation
tailored to your organization
6. [Provider Company] is a top provider of expert IT Consultant services. We have over [10] years in serving as IT consultants and a long list of satisfied customers. We will be happy to provide additional references upon request.
7.
8. We know and understand the IT industry and technology, and our mission is to put our expertise to work in your business or organization to provide positive benefits, vaule, and a great return on in your investment in our services.
9. Tina Roberts10. After several positions in marketing and business management, Tina found that
online marketing was the niche for him. With years of experience working with both corporate level and local business clients, Tina is looking to continually extend her SEO & Social Media portfolio to companies looking to grow in the online marketing world.
11. Education: Bachelors of Business Administration & Economics from ACME College (2007)
12. Experience: Currently works as a Search Engine Optimizer for ABC Digital Marketing, and has worked in the marketing and management field for 6 years.
13. Philosophy: The internet has brought a huge amount of potential for companies of all sizes. However, there are also a lot of companies just trying to push packages. You need a professional who will provide what you need, but will also make sure that you don't spend needlessly on things that you don't need.
14.
15. Al Johnson16. I deliver eye-catching, sales-bringing, message-passing website designs that
effectively meet your needs! The best part of it is that my prices are very reasonable, it's at a good price and excellent quality.
17. We offer Joomla and Wordpress web design, which are dynamic, database-driven sites managed by the most popular Content Management System on the market. With this
18. powerful CMS you will be able to log in to an administration interface and manage your site like a pro. You can control publishing, access, layout, forms and a host of other things on your website.
The IT consulting engagement will move through several phases. Every organization is unique, including its IT needs, capabilities, and objectives. As a provider, we do not offer canned services; every engagement is custom designed to meet the organization’s
specific requirements and goals. However, most engagements do follow a similar process that is described below.
Appraisal and Planning
During this stage, the current state and desired state of IT performance, security, or other areas that are the focus of the engagement are accessed, and a course for moving from the current state to the desired state is determined. This defines the scope of the consultancy agreement, and clearly defines the responsibility of the Client and responsibility of the Provider during the engagement.
Objectives and Schedule
Once ultimate goals are determined then intermediate objectives and the timeline for reaching them are established.
Execution and Metrics
Activities to reach objectives and goals are defined and carried out, including metrics to gauge the success of particular activities in reaching the goal or goals. The consultancy engagement services can involve, but not limited to:
Developing strategy Advising and overseeing activities to improve effectiveness and efficiency Present and train industry best practices Software planning Hardware/ software integration Design and development services
Review and Closure
At the end or the engagement term, the success of the engagement will be reviewed and any final sign-off completed. This will include recommendations for future direction for the organization’s IT development and improvement.
The following section describes the services provided as part of the IT Consultancy:
1. The Provider will assign a lead consultant to oversee the engagement and serve as a single point for engagement communication. The Provider may also assign software developers, system/hardware engineers, and other IT specials as the requirements and needs dictate.
2. Resolve IT issues and make recommendations regarding the IT network, IT security, software/application, hardware, data, and integration as the scope and the goals of the engagement requires to achieve engagement goals.
3. Project work will be split between the Client and Provider facilities, however the Provider project manager will coordinate regular on-site visits on client premises for meetings, evaluations, observations, reviews, testing, and other project purposes as needed.
4. Provider will grant to the Client an unlimited, unrestricted, royalty-free, fully paid nonexclusive license to any software, documentation and information not
produced or created by Provider as a result of the performance of work or services under this proposed engagement, however the Provider retains the copyright to above mentioned software, documentation, or information.
5. The Provider may utilize publicly distributed (open source) software for the solutions provided to Client, provided that it is either in the public domain or licensed for public distribution under terms that do not conflict with Client licensing.
Deliverables & Testing
The Provider will deliver the items determined during the Appraisal and Planning phase of the engagement. The deliverables list will be created and added as an addendum to this proposal or to the Work Agreement created at the acceptance of this proposal.
The terms for the engagement are defined as follows:
Length: [12 months]
Hourly Rate: [$75/hour]
Billable Hours per Week [25-35 hours]
Travel Rate [$35/hour]
The Client will be responsible for any expenses incurred during the execution of the engagement, including travel expenses, per diem, and consumables.
While the Provider may engage other contractors to fulfill specific aspects of the engagement, the Provider retains responsibility for executing the agreement and will not assign or transfer any ultimate rights or obligations to third parties.
The provider will invoice the client Net 15 for the billable hours at the end of every month of the engagement.
Conclusion
Again, we are happy to present this proposal for your review. Upon acceptance of this proposal, the Provider will draft a comprehensive Statement of Work based of project
requirements for your review that will serve as the project contract between the Provider and the Client.
If you have any questions or need additional information amended to the proposal, please let us know. You can reach me directly by phone at [Contact phone] or by email at [contact email].
[Signature]
[Provider Contact/Rep. First/Last Name]
[Contact Title]
[Company Name]
Web Design Proposal Template
February 28, 2014
Prepared for:[Customer First/Last Name], [Customer Title][Customer Company][Customer Address][Customer City, ST ZIP][Customer Phone]
Prepared by:[Provider Contact/Rep. First/Last Name][Provider Company][Provider Address][Provider City, ST ZIP][Provider Phone][Provider Website][Provider Contact Email]
Introduction[Provider] (hereafter known as the Provider) is pleased to submit a proposal for the web site development of [Customer Company] (hereafter known as the Client). This proposal describes the technology, services, terms, and schedule for the web site development project.
In the digital age, a web site frequently serves as your business or organization’s front entrance through which many customers will pass. Our mission is to give you a professional on-line presence that will generally enhance your organization’s image and branding, as well as move prospects through the sales process.
About Us
[Provider] is a top provider of professional web site design and development. We have over [10] years of experience in the web development field with a long list of satisfied customers. We will be happy to provide additional references upon request.
We have a clear understanding of the web site development requirements, and we have the knowledge, skills and experience to successfully complete the web site project.
Our Team & Leadership
Lisa Stone / Senior Partner, Creative Director + Project Manager
Lisa Stone, well-known for her strategic imagination in aligning business goals with creative strategy and expression, has successfully led brand design and marketing engagements for a variety of clients.
Her experience across a variety of industries—including technology, healthcare, retail, consumer products and professional services.
Committed to elegant solutions and powerfully simple communications, her areas of expertise are sustainable design solutions, logo design and integrated brand identity systems, brand design and strategy, print design, web design, digital media strategy, site architecture, and site marketing.
John Jones / Website Designer
John is a highly regarded designer whose process-driven approach to developing rich customer experiences helps our clients get into market faster and more effectively. For 15 years, he has applied his training in the areas of corporate identity, branding, and design for such notable clients in a variety of verticals.
John is committed to simplicity and passionate about crafting clear, engaging, effective communications. His dedication to design excellence—reducing complex, meaningful ideas to their visual essence—is accompanied by expert knowledge of color theory and the simplicity of Artisan graphic design and typography influences.
Web Development Project DescriptionIn order to develop a web site that fulfills all the goals of the web site development project, the proposed web development will take place in several distinct phases:
Planning: Here the scope, requirements, and description of the final web site will be determined and documented, including the overarching site goals, number of pages, site hierarchy, merchandizing needs, language and web tools used (i.e. Flash or carts), plus forms, animations/graphics, and other specialized content.
Concept Design: Sketches and/or page mock-ups are created that reflect the general appearance and the look and feel of the website for visitors. Once these are reviewed and approved web development will begin.
Creation and Coding for Primary Pages: Primary site (i.e. top level) web pages are created in the previously determined language (html, PHP, VBScipt) to meet all the appearance, performance, and content requirements. Then primary pages will be reviewed by the Client with appropriate feedback for revision.
Primary Page Revisions/ Creation and Coding for Secondary Pages: Primary web site pages are revised in accordance with the review/feedback. All site secondary pages are created.
Web Site Review and Testing: The finished web site will be reviewed and all functional aspects tested (i.e. forms, carts).
Acceptance and Project Completion: Once revisions and modifications resulting from reviews are complete, the web site will be uploaded and go live. After a successful one week trial period, the web site project will be considered complete.
Services & Technology
The web development project will be completed in the following way:
1. The Provider will assign a web project manager to oversee the project and serve as a single point of for project communication. The provider project team will also consist of additional web developers and other support staff members who will contribute as project requirements dictate.
2. Project work will generally take place at the Provider facilities, however the Provider project manager will coordinate regular on-site visits on Client premises for meetings, evaluations, observations, reviews, testing, and other project purposes as needed.
3. All project work will be in accordance with accepted best practices for web development.
4. Key requirements for the web development project will be established and documented in Planning stage, and will be added as an Addendum to the Statement of Work.
This proposal only covers web site development. The Provider will be happy to provide an on-going maintenance and support proposal.
Deliverables & TestingThe Provider will deliver the following items during or at the conclusion of the software development project:
1) Fully functional and approved web site in the required language(s) uploaded to the clients designated servers.
2) A Wordpress feature allowing the Client to easily add blog postings.
The timeline for project milestones and deliverables is listed in Table 1.
Table 1: Web Development TimelineMilestone Description Complete
1. Planning 01/01/20142. Concept Design 02/01/20143. Primary Page Development 03/01/20144. Primary Page Revision/Secondary Page Development 04/15/20145. Review and Testing 04/15/20146. Final Revision and Acceptance 04/30/2014
Terms and AgreementThe terms for the web development project are defined below:
- Comprehensive Web Development Project 75 hours @ $50/hour Total $3750
Progress payments for the project will be made as follows:
- Concept Design Complete:................................................... $500.00
- Primary Page Development Complete:................................ $500.00
- Secondary Page Development Complete:............................. $750.00
- Final Revision and Acceptance Complete:......................... $1500.00
The Provider will invoice the Client Net 15 at the completion of the listed project milestones.
ConclusionAgain, we are happy to present this proposal for your review. Upon acceptance of this proposal, the Provider will draft a comprehensive statement of work for your review that will serve as the project contract between the Provider and the Client.
If you have any questions or need additional information amended to the proposal, please let us know. You can reach me directly by phone at [Contact phone] or by email at [contact email].
Proposal for Search Engine Optimization Program
February, 23, 2014
Prepared for:
Sample [email protected]
Recipient Company
Prepared by:
Tim SmithSearch Engine [email protected]
122 Your Address, San Francisco, CA 94110 (415) 847-8011 | Proposable, LLC
Search Engine Optimization (hereafter known as the Provider) is pleased to submit a a Search Engine Optimization (SEO) program proposal for [Customer Company] (hereafter known as the Client). This proposal describes the program elements, services, terms, and schedule for the SEO program.
Our Search Engine Optimization methods can make your website appear on the very first page of a search engine's listings for relevant keywords. As one of the best SEO companies we make the necessary changes to a website in order to achieve top rankings in all major search engines.
Our team at Search Engine Optimization is a group of highly skilled search engine optimization professionals that have over 10 years of experience. We stay ahead of the trends so that our clients receive optimal results. There is no greater sense of accomplishment than seeing our clients dominate their competition online.
There are many facets to SEO, since there are many components to building a stronger on-line presence that allows potential visitors to more easily find your website. The primary focus of SEO is to improve page ranking so your website appears early in search results when users type in certain words, terms, or phrases into a search engine (like Google). Achieving this goal requires several separate, but related activities that we call the SEO Program.
This proposal covers a comprehensive SEO program. Some clients may choose to perform some aspects of the program in-house. However, an ineffective or lack of performance in just one area of the program can lead to poor SEO results. Allowing us to manage all phases of the SEO program ensures professional efforts and positive results.
Our approach to improving SEO is also a process that takes place over time involving proven practices as well as some trial and error (since the SEO landscape is constantly changing). Simply redesigning the web pages and reworking some content does not guarantee results. That is just the foundation. Truly building SEO power takes an on-going effort over the course of months.
Tina Roberts
After several positions in marketing and business management, Tina found that online marketing was the niche for him. With years of experience working with both corporate level and local business clients, Tina is looking to continually extend her SEO & Social Media portfolio to companies looking to grow in the online marketing world.
Education: Bachelors of Business Administration & Economics from ACME College (2007)
Experience: Currently works as a Search Engine Optimizer for ABC Digital Marketing, and has worked in the marketing and management field for 6 years.
Philosophy: The internet has brought a huge amount of potential for companies of all sizes. However, there are also a lot of companies just trying to push packages. You need a professional who will provide what you need, but will also make sure that you don't spend needlessly on things that you don't need.
Al Johnson
I deliver eye-catching, sales-bringing, message-passing website designs that effectively meet your needs! The best part of it is that my prices are very reasonable, it's at a good price and excellent quality.
We offer Joomla and Wordpress web design, which are dynamic, database-driven sites managed by the most popular Content Management System on the market. With this powerful CMS you will be able to log in to an administration interface and manage your site like a pro. You can control publishing, access, layout, forms and a host of other things on your website.
The following services will be provided as part of the SEO program:
1. The Provider will assign a SEO project manager to oversee the program and serve as a single point for program communication. The provider project team may also consist of additional SEO specialists, web designers, content providers, and other staff members who will contribute as the program requirements dictate.
2. Develop the code in the appropriate language (i.e. HTML, .NET, Java) for a properly functioning web site and its attributes to display and operate on common user devices (Windows, Apple, Android).
3. Project work will generally take place at the provider facilities, however the Provider project manager will coordinate regular on-site visits on client premises for meetings, evaluations, observations, reviews, testing, and other project purposes as needed.
4. All program work will be in accordance with accepted best practices for SEO and web development.
The Provider will deliver the following items during or at the conclusion of the software development project:
1) Comprehensive SEO plan with timeline
2) Web Concept descriptions, sketches, drawings, and/or mock ups
3) Fully functional and professional web site.
4) All related ancillary files used to execute the web site.
5) Monthly reviews of SEO results and associated web site modifications/updates
6) Final review and completion/hand-off
A proposed timeline for the program milestones and deliverables are listed in Table 1.
Once the program fulfills the requirements, the client takes final acceptance of the website and sustaining the SEO program.
The terms for the program is defined below:
SEO Project Manager 50 hours @ $50/hour $2500
Web Designers 50 hours @ $40/hour $2000
Content Creators 20 hours @ $25/hour $500
Administrative Support 10 hours @ $20/hour $200
----------------------------------------------------------------------------------------------------------
Project Total: $5200
Progress payments for the project will be made as follows:
Estimate
Product/Service Cost UnitQuantity Subtotal
Website Optimization $40.00 Per Hour 20 $800.00
Pay Per Click Management (PPC)
$350.00 Per Month 2 $700.00
Monthly Retainer $750.00 Per Month 2 $1,500.00
Local SEO Strategy $1,000.00 One-time 1 $1,000.00
Hourly Consulting $40.00 Per Hour 30 $1,200.00
Total: $5,200.00
Again, we are happy to present this proposal for your review. Upon acceptance of this proposal, the Provider will draft a comprehensive Statement of Work based of project requirements for your review that will serve as the project contract between the Provider and the Client.
If you have any questions or need additional information amended to the proposal, please let us know. You can reach me directly by phone at [Contact phone] or by email at [contact email].
Proposable Overview Video from Proposable on Vimeo.
[Provider Company] (hereafter known as the Provider) is pleased to submit a proposal to create a [specific graphic design] for [Customer Company] (hereafter known as the Client) . This proposal describes the graphic design process, services, terms, and schedule for the graphic design.
For over a decade we have built a large and loyal client base by delivering timeless and smart design and technical solutions in a way that is both creative and efficient.
When we get enlisted to build a networking interface for global philanthropists or create a website promoting early childhood development and education, we deliver smart and enduring solutions. In return we get client loyalty and the privilege to do it again.
We use brand to help you do new things. New businesses. New approaches that challenge, provoke, reinvent. While many products and services are drowning in a sea of sameness, we help our clients communicate in new ways, creating brands through thoughtfully crafted customer experiences at every touch point that capture the market’s imagination. {And create spectacular new growth.} That’s why graphic design, brand and marketing strategy are an integral part of everything we do.
[Provider Company] is a top provider of expert graphic design services. We have over [10] years of experience in providing graphic designs and a long list of satisfied customers. We will be happy to provide additional references upon request.
[Provider Company] specializes in a number of graphic design services, including:
Logos Brochure and Report Designs Presentations Web Elements Displays Business Cards
Tim Roberts
We're a team of graphic designers, web designers, Php developers & data entry. Collectively, we have 10 years experience in virtual design, more than 500 completed design projects, and satisfied clients worldwide. Allow us to take care of all your designing needs in a creative and professional manner.
We can help you with your logo design, website design, banner design, flyers, ebook covers, book templates, web templ ates, css 3 landing pages, wordpress websites, background designs, wallpapers, and customized calendars. We also provide printing & shipment services with best rates
& quality. We're available at your convenience - 24/7. Our team members can speak in a variety of languages. So, we are the face of the new global economy.
Janet Jones
After several positions in marketing and business management, Janet found that graphic design was the niche for her. With years of experience working with both corporate level and local business clients, Tina is looking to continually extend her graphic design portfolio to companies looking to grow in the online marketing world.
Education: Bachelors of Business Administration & Economics from ACME College (2007)
Experience: Currently works as a Grapjhic Designer and has worked in the marketing and management field for 6 years.
Philosophy: The internet has brought a huge amount of potential for companies of all sizes. However, there are also a lot of companies just trying to push packages. You need a professional who will provide what you need, but will also make sure that you don't spend needlessly on things that you don't need.
Creating the graphic design that best meets the Client needs involves a creative process that relies on significant Client involvement. Rarely can a designer disappear for a few days or weeks and
emerge with the perfect design, and that is usually not the most effective approach to using a graphic designer.
We propose a four stage process to create the design best suited to meet the Client’s needs.
1) Research: The provider designer/design team will meet client to discuss the design project and collect information regarding the goal of the design project, branding and messaging themes, intended audience, and other relevant specifics including existing positive and negative examples.
2) Concept Design: Applying the information gathered in the research stage, the Provider will concept 3-4 different design approaches for initial evaluation, review, and discussion. The Client can select a design “as is” to move forward with final design, suggest some specific changes to a design (i.e. color changes, rendering adjustments) for a final design, or combine elements of the concept designs to move toward a final design. If none of the concept designs are acceptable, the Client should be able to use these concepts as a springboard to providing specific guidance to the Provider for creating a final graphic design. The Provide will then create a single concept design that reflects the Clients descriptions and direction.
3) Final Design: Once a concept approach is selected and approved, the Provider will implement the concept in a fully realized design element/deliverable.
4) Acceptance: The Provider will present and review the final design with the Client and make any tweaks and adjustments on the deliverable design. If the Concept phase was successful then changes to the Final Design should be minor. Once the design element/deliverable is acceptable the associated files are delivered the graphic design project is complete.
The following section describes the services provided as part of the graphic design project:
1. The Provider will assign a lead designer to oversee the process and be the creative leader/designer, as well as serve as a single point for design communication. The Provider may also engage other designers to assist as the requirements and needs of the design process dictate.
2. Design work will generally take place at the provider facilities. The lead designer will coordinate on-site visits on client premises for meetings, evaluations, reviews, and other purposes as needed.
3. Provider will grant the Client unlimited, unrestricted rights and ownership to the design elements/deliverables upon payment in full.
4. The Provider will determine and use the most appropriate design application for creating the graphic design unless the Client specifies otherwise. These will typically involve standard graphic applications (i.e. Adobe Creative Suite). If the Client specifies a non-standard design application then the Client is responsible for any expenses incurred in obtaining the application.
The following section describes the services provided as part of the graphic design project:
1. The Provider will assign a lead designer to oversee the process and be the creative leader/designer, as well as serve as a single point for design communication. The Provider may also engage other designers to assist as the requirements and needs of the design process dictate.
2. Design work will generally take place at the provider facilities. The lead designer will coordinate on-site visits on client premises for meetings, evaluations, reviews, and other purposes as needed.
3. Provider will grant the Client unlimited, unrestricted rights and ownership to the design elements/deliverables upon payment in full.
4. The Provider will determine and use the most appropriate design application for creating the graphic design unless the Client specifies otherwise. These will typically involve standard graphic applications (i.e. Adobe Creative Suite). If the Client specifies a non-standard design application then the Client is responsible for any expenses incurred in obtaining the application.
The Provider will deliver the final graphic design elements/deliverables in the file type and mode requested by the Client (i.e. JPG file on CD).
The terms for creating the graphic design are described below:
Delivery of [specific graphic design]....................................................................... [$500]
A proposed timeline for the design process and deliverables are listed in Table 1.
Table 1: Graphic Design Timeline
Item Description Completed (from Proposal Acceptance)1. Research 1 week2. Concept Design 2 weeks3. Final Design 4 weeks4. Acceptance/Delivery 5 weeks
The provider will invoice the client Net 15 upon acceptance and delivery.
ConclusionAgain, we are happy to present this proposal for your review. Upon acceptance of this proposal, the Provider will draft a comprehensive Statement of Work based of project requirements for your review that will serve as the project contract between the Provider and the Client.
If you have any questions or need additional information amended to the proposal, please let us know. You can reach me directly by phone at [Contact phone] or by email at [contact email].
Proposal for Social Media Marketing Program
July 17, 2013
Prepared for:
[Customer First/Last Name], [Customer Title]
[Customer Company]
[Customer Address]
[Customer City, ST ZIP]
[Customer Phone]
Prepared by:
[Provider Contact/Rep. First/Last Name]
[Provider Company]
[Provider Address]
[Provider City, ST ZIP]
[Provider Phone]
[Provider Website]
[Provider Contact Email]
Introduction
[Provider Company] (hereafter known as the Provider) is pleased to submit a proposal for [Customer Company] (hereafter known as the Client) a Search Engine Optimization (SEO) program. This proposal describes the program elements, services, terms, and schedule for the SEO program.
About [Provider Company][Provider Company] is a top provider of expert social media marketing services. We have over [5] years in delivering social media services, and a long list of satisfied customers. We will be happy to provide additional references upon request.
Our goal is to provide a comprehensive social media program that integrates smoothly with other marketing and adverting programs and messaging, whether on-line or on other media.
The Provider will not engage in posting inauthentic reviews on review sites like Yelp and Yahoo as part of the social media program. Such activities are generally considered unethical and not part of legitimate social media work. The Provider will, however, assist in creating or improving descriptions of the Client’s business available on these sites.
Jenny Jones
After several positions in marketing and business management, Tina found that online marketing was the niche for him. With years of experience working with both corporate level and local business clients, Tina is looking to continually extend her SEO & Social Media portfolio to companies looking to grow in the online marketing world.
Education: Bachelors of Business Administration & Economics from ACME College (2007)
Experience: Currently works as a Social Media Marketer for ABC Digital Marketing, and has worked in the marketing and management field for 6 years.
Philosophy: The internet has brought a huge amount of potential for companies of all sizes. However, there are also a lot of companies just trying to push packages. You need a professional who will provide what you need, but will also make sure that you don't spend needlessly on things that you don't need.
Robert Roberts
I deliver eye-catching, sales-bringing, message-passing website designs that effectively meet your needs! The best part of it is that my prices are very reasonable, it's at a good price and excellent quality.
We offer Joomla and Wordpress web design, which are dynamic, database-driven sites managed by the most popular Content Management System on the market. With this
powerful CMS you will be able to log in to an administration interface and manage your site like a pro. You can control publishing, access, layout, forms and a host of other things on your website.
Social Media Marketing ProgramThis proposal is for a comprehensive and coordinated campaign to build a social media presence on the popular social media outlets, particularly facebook, Twitter, and Youtube, but can include other social media outlets as well. Social media provides the opportunity to build brand awareness, transmit messages to key audiences, and drive website traffic at very low cost, therefore offering big returns through more leads and prospects which in turn promote sales and revenue.
Effective social media marketing takes quality and consistency over time to build interest and a following. This section describes the activities that will be part of the social media marketing program over a six month social media program.
Determine Social Media Strategy: Review the Client the short term and long
goals in using social media. Create an overall plan for initial and on-going social media activities and responsibilities and for key messaging strategies.
Create/Update Accounts:
Create facebook, Twitter, youtube channel, blog post site/area, and other social media accounts, or update any existing accounts/blogs as needed (i.e. improved profile images and descriptions). This includes applying existing logos and marketing graphics or creating original profile content if required.
Initial Activity: Transmit initial and introductory message over the selected social media outlets. Sustain extra activity during start-up period.
Sustained Activity: When the initial social media activity is complete, regular activity must be sustained according to the social media marketing plan. Weekly or monthly sessions with the client are held to brainstorm ideas, topics, and messages for on-going activity, review social media results compared to the plan, and make adjustments as required.
Transition/Hand-Over: Once this program is complete, the social media marketing activity will be handed over to the Client marketing manager for long term activity. The provider will be happy to present an on-going sustaining proposal for social media marketing at that time.
Through all the activities, the Provider will present a professional representation of the Client’s business or organization that align closely with other marketing and branding efforts.
Services & TechnologyThe following services will be provided as part of the SEO program:
1. The Provider will assign a social media project manager to ove rsee the program, be a major participant in activity creation, and se rve as asingle point for program communication. The Provider project team may also consist of additional social media specialist, content providers, and other staff members who will contribute as the program requirements dictate.
2. The Provider will ensure the following sustained activity takes place over the six month program:
- Five to seven Twitter Tweets per week- Five to seven facebook actions per week- Five 3-5 minute videos uploaded to the youtube- One 200-400 word blog post per week.
3. Project work will generally take place at the provider facilities, however the Provider project manager will coordinate regular on-site visits on client premises for meetings, evaluations, observations, reviews, testing, and other project purposes as needed.
4. The Provider will use standard text and graphic technologies to develop social media content (i.e. Microsoft Word, Adobe Creative Suite).
Deliverables
The Provider will deliver the items/services listed above during a six month social media marketing program. Results will be monitored and improvement actions will take place as required.
A proposed timeline for the social media marketing program milestones are listed in Table 1.
Terms and AgreementEstimate
Product/Service Cost Unit Quantity Subtotal
Content Writing $45.00 Per Hour 20 $900.00
Facebook Page Creation $500.00 2 $1,000.00
Twitter Profile $250.00 1 $250.00
Social Media Marketing Management
$75.00 Per Hour 20 $1,500.00
Social Media Setup Fee $500.00 One-time Fee
3 $1,500.00
Total: $5,150.00
Program payments will be invoiced as follows:
Initial Activity Complete .......................................................................... $2540.00
Five Monthly Payments for Sustained Activity of $600/month............... $3000.00
Transition/Handoff Complete.................................................................... $2500.00
The provider will invoice the client Net 15 at the completion of the listed program milestones.
ConclusionAgain, we are happy to present this proposal for your review. Upon acceptance of this proposal, the Provider will draft a comprehensive Statement of Work based of project requirements for your review that will serve as the project contract between the Provider and the Client.
If you have any questions or need additional information amended to the proposal, please let us know. You can reach me directly by phone at [Contact phone] or by email at [contact email].
Software Development Proposal for [Specific Project]
July 17, 2013
Prepared for:
[Customer First/Last Name], [Customer Title]
[Customer Company]
[Customer Address]
[Customer City, ST ZIP]
[Customer Phone]
Prepared by:
[Provider Contact/Rep. First/Last Name]
[Provider Company]
[Provider Address]
[Provider City, ST ZIP]
[Provider Phone]
[Provider Website]
[Provider Contact Email]
Introduction
[Provider Company] (hereafter known as the Provider) is pleased to submit a proposal for [Customer Company] (hereafter known as the Client) software development project for [specific development project description]. This proposal describes the technology, services, terms, and schedule for the above software development project.
About [Provider Company]
[Provider Company] is a top provider of software development and other professional IT services. We have over 10 years in the software development field and a long list of satisfied customers. We will be happy to provide additional references upon request.
We have a clear understanding of the development requirements, and we have the knowledge, skills and experience to successfully complete the project.
Tina Roberts
After several positions in as a software engineer Tina found that software development was the niche for her. With years of experience working with both corporate level and local business clients, Tina is looking to continually extend her programming portfolio to companies looking to grow in the online marketing world.
Education: Bachelors of Business Administration & Economics from ACME College (2007)
Experience: Currently works as a Search Engine Optimizer for ABC Development, and has worked in the marketing and management field for 6 years.
Philosophy: The internet has brought a huge amount of potential for companies of all sizes. However, there are also a lot of companies just trying to push packages. You need a professional who will provide what you need, but will also make sure that you don't spend needlessly on things that you don't need.
Al Johnson
I deliver eye-catching, sales-bringing, message-passing website designs that effectively meet your needs! The best part of it is that my prices are very reasonable, it's at a good price and excellent quality.
We offer Joomla and Wordpress web design, which are dynamic, database-driven sites managed by the most popular Content Management System on the market. With this
powerful CMS you will be able to log in to an administration interface and manage your site like a pro. You can control publishing, access, layout, forms and a host of other things on your website.
Services & Technology
The following section describes the services provided as part of the IT Consultancy:
1. The Provider will assign a lead consultant to oversee the engagement and serve as a single point for engagement communication. The Provider may also assign software developers, system/hardware engineers, and other IT specials as the requirements and needs dictate.
2. Resolve IT issues and make recommendations regarding the IT network, IT security, software/application, hardware, data, and integration as the scope and the goals of the engagement requires to achieve engagement goals.
3. Project work will be split between the Client and Provider facilities, however the Provider project manager will coordinate regular on-site visits on client premises for meetings, evaluations, observations, reviews, testing, and other project purposes as needed.
4. Provider will grant to the Client an unlimited, unrestricted, royalty-free, fully paid nonexclusive license to any software, documentation and information not produced or created by Provider as a result of the performance of work or services under this proposed engagement, however the Provider retains the copyright to above mentioned software, documentation, or information.
5. The Provider may utilize publicly distributed (open source) software for the solutions provided to Client, provided that it is either in the public domain or licensed for public distribution under terms that do not conflict with Client licensing.
Deliverables & Testing
The Provider will deliver the items determined during the Appraisal and Planning phase of the engagement. The deliverables list will be created and added as an addendum to this proposal or to the Work Agreement created at the acceptance of this proposal.
Verification
"Verification" typically involves reviews and meetings to evaluate documents, plans, code, requirements, and specifications.
This can be done with checklists, issues lists, walkthroughs, and inspection meetings.
Validation
"Validation" typically involves actual testing and takes place after verifications are completed.
The term “IV & V” refers to Independent Verification and Validation.
Walkthrough
A “walkthrough” is an informal meeting for evaluation or informational purposes. Little or no preparation is usually required.
Inspection
An "Inspection" is more formalized than a “walkthrough.” The subject of the inspection is typically a document such as a requirements spec or a test plan, and the purpose is to find problems and see what's missing, not to fix anything. Attendees should prepare for this type of meeting by reading through the document; most problems will be found during this preparation.
The result of the inspection meeting should be a written report. Thorough preparation for inspections is difficult, painstaking work, but is one of the most cost effective methods of ensuring quality.
The following is a short list of quality assurance principles:
Test and QA activities start early in the software development life cycle. Quality is built into the solution: “Do it right the first time". Each step or phase is validated before moving ahead to the next step or phase. Repeatable processes are established and used by all like projects. Processes are continuously reviewed and improved.
Terms and Agreement The terms for the engagement are defined as follows: Length: [12 months] Hourly Rate: [$75/hour] Billable Hours per Week [25-35 hours] Travel Rate [$35/hour] The Client will be responsible for any expenses incurred during the execution of
the engagement, including travel expenses, per diem, and consumables. While the Provider may engage other contractors to fulfill specific aspects of the
engagement, the Provider retains responsibility for executing the agreement and will not assign or transfer any ultimate rights or obligations to third parties.
The provider will invoice the client Net 15 for the billable hours at the end of every month of the engagement.
Conclusion Again, we are happy to present this proposal for your review. Upon acceptance
of this proposal, the Provider will draft a comprehensive Statement of Work based of project requirements for your review that will serve as the project contract between the Provider and the Client.
If you have any questions or need additional information amended to the
proposal, please let us know. You can reach me directly by phone at [Contact phone] or by email at [contact email].
[Signature] [Provider Contact/Rep. First/Last Name] [Contact Title] [Company Name]
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Create Powerful Consulting Proposals for Clientsby Consulting Success | 7 Comments
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As a business or marketing consultant, you have a core area of expertise. The field you focus on, and the skills and experience that set you apart from the rest.Unfortunately, while you may be the best in your chosen field, that is not really enough when building a consulting business. You need to be able to create effective consultant proposals, to convince potential clients to make use of those superior services. Putting your proposal on paper also helps to avoid confusion later on, when clients may have assumed that something had been included, that actually had not.Once they have decided, you need to be able to provide concise, clear and informative proposals and reports.
Communication is key to starting and building a successfulbusiness consulting proposal, and here are a few tips to make the process a little easier:BackgroundIncluding this section helps to demonstrate to the client your understanding of their problem. It puts in writing what you and the client have discussed regarding their situation and needs, and helps define the scope of the project right off the bat.Required results and ObjectiveBased on the requirements and background of the project, this details how, and to what extent, you will help them to solve their problem.Given the vast variance in possible objectives, this section is key. For example, your task may be only to observe a particular process from within the organization, and provide a report and recommendation on how to improve the process.
That is very different from becoming a part of the implementation after the report has been filed, and by putting that in writing early on, you and the client are on the same page when it comes to your involvement!
Assumptions and RequirementsThere will usually be some assumptions that you will have to make at the outset of any project. Again, putting these in writing at the very beginning can help further down the line.For example, you may include in your assumptions that a senior employee will be available at all times to assist with queries. Obviously, should that not be the case, your estimated time frame might be affected, which may upset your client.
Getting such assumptions and requirements out of the way from day one (or earlier) helps everyone involved to make the process run a little smoother.
MethodThis section deals with the method you intend to employ in order to create the desired solution.Outline each step in the process, and any models or techniques you intend to utilize.
DeliverablesYou may include a single, or many deliverables, for example, within the project management field, each task is split into many interdependent deliverables, each with an estimated time frame.Using these milestones to track progress helps to identify any specific delays or issues that may need to be addressed in order to complete the project,
Detailed StepsA more in depth look at the methodology, the steps, which are also related to milestones and deliverables, are set out in chronological order.Again, this does help, should there be a delay of any kind, to identify and correct the issue timeously, and get the project back on track.
CostsOnce the project is set out on paper as above, it is a good idea to come up with a schedule of rates for the various deliverables or steps involved.By being as detailed as possible, you not only minimize the chance of having to add extra costs at the end of the project, but in the event that that does occur, you already have rates on which to base the additional costs.
GuaranteeIt is a good idea to include a guarantee with your project. Of course, you intend to provide the service your client needs, within the stipulated time frame, and at the price agreed, but it does help to allay any remaining fears on the part of the client to have this guaranteed in writing!ReportingIf you have set up your proposal based on this guideline, then you already have your reporting structure set up!Periodically, during the project, you can simply update your clients on percentages completed, based on methodology, deliverables and steps required, as well as providing accurate billing based on completed portions.
Continued CorrespondencesOne last tip – if you start out well, keep it up! If any changes occur during the project, to the scope, deliverables, cost or methods to be used, make sure you update your consultant proposal or contract document, and send or deliver a copy to your client.When dealing with intangible items, which you will very probably be doing as a consultant, its easy for everyone to get confused. Get everything down on paper, and that will never be a problem!
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