Like everything in software development and creative arts, the material presented here is designed to be the starting point for you to develop your business processes around. If you already have some of these in place you will find additional information in the kit materials that can enhance your existing system. Proposal Kit is used by hundreds of thousands of businesses and freelancers world-wide. Since no single set of materials will work as-is for so many, you may have to make some edits to some materials to suit your particular business needs. Most of the changes you make will only have to be done once (such as inserting your logo or editing a paragraph of pre-written text). These changes can all be done with your word processor.
Proposal Kit is designed to give businesses the content they need and aid in the quick and easy automation of tailoring documents to each client, and all at a price any business can afford. Proposal Kit includes both proposal and contract materials along with additional bonus business and development materials. You use your native applications such as word processor and spreadsheet since you are already familiar with a particular set of tools.
Other automated proposal systems are available from other companies, however they usually start at about $500 for a basic proposal generator for a single user and can quickly run into the 5-figure range for a larger size sales force or web enabled automation. These systems end up generating documents in the end anyway and you still have to write much of the content for the proposal. They also will not include any of the web professional content, contracts, or contracts such as those included in Proposal Kit. When you are ready to step up to a higher level of automation your Proposal Kit content will be invaluable for jump-starting the content creation of a higher end system (or you can contract with those companies who will up sell you on having them write your proposal content to set-up their systems at $1500+ per day). These resources are out of reach of most individuals and small businesses so we strive to provide you with all the tools you need at a price you can afford. And when you do move up, you can take what you created to jump-start the next step.
The first steps in using Proposal Kit are to read the documentation that comes with each package and this tutorial. The documentation describes the contents of the Proposal Kits, tips on dealing with problem clients and situations, how to use the estimate spreadsheets, explanations of the web site navigation systems and diagrams. The link to this document is located in each of the web page organizer installed on your desktop. The organizer HTML pages are the interface included with Proposal Kit which allows you to launch all of the kit materials using your word processor, spreadsheet, diagram tools, web editor, etc.
- Edit each of the base documents as needed for your business
- Have a prospective client
- Conduct an extensive interview with that prospect to determine their needs
- Create a storyboard diagram (optional)
- Generate the estimate (included if using the Professional version)
- Generate the documents
- Deliver the proposal
- Negotiate the contracts and agreements (Professional version and Contract Pack)