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- Hi [Account Manager Name],
- I've put together a proposal for \[Project Name]. This is a one-time interactive project for a fixed cost of \[$ fixed cost].
- [OPTIONAL: USE WHEN PRESENTING TWO OPTIONS. DELETE THIS BRACKET AND ANY UNUSED PARTS]
- We scoped two approaches for this project. Based on [client goal or constraint, e.g., timeline, budget, or integration needs], we recommend [Option A] at [$ fixed cost] because [one-sentence reason]. We also scoped [Option B] at [$ fixed cost], which [one-sentence difference, e.g., adds X or removes Y]. If [client name] would prefer Option B, just let me know and I can update the proposal.
- PROPOSAL AND INVESTMENT
- [Project Name]: [$ fixed cost] (one-time, fixed cost)
- HIGH-LEVEL OVERVIEW
- * Dedicated Project Manager
- * [High-level deliverable]
- * [High-level deliverable]
- * [High-level deliverable]
- [OPTIONAL: ADD OR REMOVE DELIVERABLE LINES AS NEEDED]
- [OPTIONAL: USE WHEN THE QUOTE RELIES ON UNVERIFIED DETAILS. DELETE IF NOT NEEDED]
- ASSUMPTIONS
- This quote assumes:
- * [Assumption, e.g., the site will have up to X pages]
- * [Assumption, e.g., we will integrate through RMFX rather than directly with their CRM]
- * [OPTIONAL: Additional assumption]
- If any of these change, the scope and investment may need to be adjusted. Please flag anything that doesn't look right and we'll revise the proposal before moving forward.
- [OPTIONAL: USE WHEN A CLIENT CALL MAY BE NEEDED, DELETE IF NOT NEEDED]
- I'm happy to walk through this proposal live on a call with [client name]. Feel free to schedule a 30-minute meeting!
- NEXT STEP ->
- Once the proposal is accepted, a Project Manager will be assigned to get the project started.
- Please let me know if you have any questions.
- Thank you,
- [Your Name]
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