Successfully Navigating Through the Contracting Process



Navigating the Contract Process

Do you ever have challenges with writing and submitting proposals for new clients? I am always amazed how much of an art this process is with each and every new client.

Here are a few best practices to help you navigate through this somewhat challenging process:

1. Make sure that you create a standard template that you use with every client and then adjust it to fit the specific client’s needs and expectations. Having a standard template to start with will ensure that you are able to articulate the requirements that you need on every project.

2. Include every assumption you can think of based on your experience so nothing is left to interpretation.

3. Be specific with the understanding of the scope of the project, include an outline as well as deliverables.

4. Highlight the framework that you will use to complete the work.

5. Accurately estimate the fees and total project rate of the completed project. (Do not create a proposal based on time (hourly) but on the value that you will bring to the project).

What are your best practices as you navigate through this conversation with a potential client? Share your comments below!


Share the Post:

Related Posts

Virtual versus Digital Coaching

The Difference Between a Virtual or Digital Coaching Business

As you dive into the world of online business, one critical success factor is to know the difference between virtual and digital delivery in your business so that you create an experience that fits for your goals, style and outcomes.  When you are creating and growing your online business, the first key step is to

Read More
Create + Scale Digital Learning Experiences

Want Results? Move Beyond Topic-Based Learning Design

Corporate training design needs an overhaul – there I said it. Have you found yourself with more training hours assigned to your teams than they can possibly get through in a day, month, year, or lifetime? Are you struggling to get your team members to want to take training in your organization? Are you not

Read More