Save Time With An Effective Website Development Proposal (Tips + Template Using Doc Variables!)

We have been using the proposal document in this video for the past 3 years. It has everything your standard proposal should have and has won us a lot of business. It was created by taking the best parts of other proposals found online. We're sharing it with you so that you can use it as inspiration to create or evolve your current proposal.

- Proposal Template: https://docs.google.com/document/d/1ey5UxYkhbhUtjx7eNfnG7jdxFSi29OmaeMRLh6vZJHQ/copy

- Doc Variables Website: https://www.docvars.com/
- Doc Variables Chrome Extension: https://workspace.google.com/marketplace/app/doc_variables/232821636920

- Cloudways (Hosting): https://cloudways.com/

- DosuSign: https://www.docusign.com/

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💡 Lots more content: https://markjosephszymanski.com

🛠️ See my full stack: https://markjosephszymanski.com/tools

🆓 Completely FREE resources: https://markjosephszymanski.com/resources

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Timestamps:
0:00 - Intro & Context
2:21 - What This Proposal Is For
3:00 - Document Layout (Header/Footer/Page Numbers)
4:48 - Cover Page Design
6:51 - Have Defined Terms and Documents
8:21 - How To Save Time With Doc Variables
13:53 - Messaging Tips
15:01 - A Cover Letter Page Is A Nice Touch
16:25 - Timeline Milestones Are Important
16:58 - Lean Into ROI & Partnership Messaging
17:50 - Manage Expectations Of What's Next + Proposal Review Meeting Concept
18:55 - Thoughts On Scope Of Work
20:05 - Solution Overview - Show You Understand Their Problem
20:55 - Site Structure - You At Least Need To Know Number Of Pages
22:53 - Additional Features Included - Things They Need/Want
24:23 - What's Not Included - Extremely Important
24:33 - How We Handle Domain Names
27:00 - How We Handle Copywriting, Images, and Videos
29:37 - Tell Them Additional Development Is Not Included
30:01 - Ongoing Support Section
31:23 - Educate The Prospect
32:24 - Manage Expectation Of The Monthly Plan
34:06 - Timeline & Process Section
34:30 - 2 Situations To Avoid With Timelines
35:50 - Big Tip: Predefined Payment Schedule
38:20 - Display And Follow Your Process
40:14 - Investment Section
40:40 - Eliminate Payment Friction
43:23 - Estimated Total Based On Scope
44:33 - Monthly Investment
45:15 - Signature Section & Workflow
46:40 - Consider Adding Value Section After Investment Section
48:18 - Final Thoughts & Outro

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Disclaimer: Please note that some of the links in this video’s description may be affiliate links. If you click through and make a purchase, I may receive a commission at no additional cost to you. I only recommend products or services that I genuinely believe in and have personally used or thoroughly researched. Thank you for supporting the channel!