How To Structure A Proposal For Web & Branding Projects ep.3 w/Rebecca

Рет қаралды 99,447

6 жыл бұрын

Do you need to prepare a proposal for a web project and don't know where to start? Building a website can be like building a house. What are the project parameters before you start bidding? Do you know the scope of work beforehand?
How much time and resources do you invest in preparing a proposal?
Rebecca's on her own and needs to learn how to prepare proposals to win jobs. Ongoing series w/ Rebecca Heinemann. This is episode 3 in the series.
CraftWell Studios
www.craftwellstudio.com
--
00:07 How do I structure my proposals and estimates for web and branding projects?
01:23 How do you create an estimate for a website, without all the details?
02:00 How do I answer an RFP? - Request for Proposal
03:28 It's nearly impossible to build a project when you don't know the scope of work.
04:06 Charge clients for strategy/discovery up front, to determine what their needs are and to define the scope of work
08:35 How do you make a good impression on a client - Comfortable, Knowledgeable, Rapport, Easy to work with
10:20 Pay attention to the subliminal signals you send and gut feelings that you have.
10:57 How do you schedule a follow-up call with a client after the first meeting?
11:59 Create an Agenda: Know what questions that you need to be answered, before you leave a meeting
12:40 Roleplay - Client Call - Setting an Agenda
14:03 How do I deal with clients who do not know what they want?
16:09 Have the courage to say what's on your mind
17:04 Just Ask: We feel that we can't be fully transparent.
19:16 Talk to people like a real human being
19:23 Having a meeting, means that you are already qualified
20:15 Give a loose price range based on certain aspects of the projects.
21:25 Anyone who gives a bid without a real discussion/research is giving them a bogus bid.
22:27 Trust is built with thorough diagnostics
24:23 It's irresponsible to provide a bid with no context
24:56 Get to the number / project budget really fast
25:37 What questions do you ask to qualify your leads? Budget, Timeline, Project type, Creative Fit, Personality Fit
27:38 How we prevent bad clients and filter out bad matches
29:45 You can't rest on your laurels, and expect work/leads to come in.
31:07 When a client insists that you put together a proposal without enough details
32:50 Only build proposals with levels of increasing engagement and time investment from the client
35:00 How do I make a full proposal?
36:56 Summary & Outro
Book References
--
Influence - Robert Cialdini
Win Without Pitching Manifesto - Blair Enns
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Пікірлер: 228

@visualthings 6 жыл бұрын

One of the things I like with these sessions is that Rebecca appears like a normal person like most of us are, so we can identify with her uncertainties, the situations she meets, etc. and I find that way more useful than an interview of a design superstar.

@thefutur 6 жыл бұрын

visualthings perfect. We like Rebecca too!

@rebeccacheinemann 6 жыл бұрын

Hey thanks! I appreciate your comment. Doing these sessions is always hard. I'm glad you got something out of it :)

@rebeccacheinemann 6 жыл бұрын

Being on camera has been a challenge as well as putting my work in the spotlight to be reviewed and critiqued. But I feel very fortunate to be working Chris. The rewards and energy I am getting back are invaluable. I feel the momentum and it's moving me forward in a positive way. Much love and gratitude to the whole team at The Futur and of course Chris. I'm so glad to be a part of this series The Process.

@bbmoette 6 жыл бұрын

I can only imagine! My props to you Rebecca for having the guts to do it! I love watching the shows your on and seeing your sweetness. You look lovely btw! Good job everyone! Love the shows!

@robertstallworth2060 6 жыл бұрын

Rebecca! I love the fact that you're an introvert just like I am! INFJ to be exact (which is what you also appear to be). It takes guts to put your business side out there for a number of reasons! But I can already tell that with what Chris is teaching, any uncomfortable feelings of vulnerability you may feel now will dissipate as you begin to grow and develop a higher level of confidence! I totally hope that for you! :) #KeepitUp

@lubnasajjad4 6 жыл бұрын

You were awesome

@arywennolyn 6 жыл бұрын

i just love her voice and how she talks, i'd definately wait for new episodes or any informative videos that she would be in.

@DavidJoyal 6 жыл бұрын

Rebecca Heinemann thank you for putting yourself out there!

@kylecastro2791 6 жыл бұрын

As a 17 year old, I've been learning information worth thousands and it gives me confidence for the future.

@sassisammi 5 жыл бұрын

If you have found The Futur already and you're only 17 - stick with them. Honestly I did a Diploma in GD a few years ago and I've learned so much more from following their youtube vids. It is honestly so valuable so well done - watch their BRANDING A BUSINESS series about Hamilton Family Brewing - it is BRILLIANT and good luck with your 'futur' career...

@aeralv 5 жыл бұрын

same tayo!

@khadijahossain4438 3 жыл бұрын

i am 15 y/o. lol

@appleid3223 2 жыл бұрын

Now you’re 21.

@ThewebwarriorsAu 6 жыл бұрын

Absolutely awesome points! When I ran a coaching business I HAD to learn the art of rapport, asking questions and asking questions that I was scared of asking. Great training for when I kicked off my web business and so many people give feedback that they appreciate the questions that we ask and have them really dig deep into their needs. I also love to concept of charging upfront strategy work rather than just deep diving into "redoing a website" for the sake of it.

@moopotter 6 жыл бұрын

This whole interview is absolute GOLD, but that last 8 mins about "winning without pitching is FLAME!!!

@ddelpadre 5 жыл бұрын

Found this channel a couple months ago and have seen many videos that caught my interest but this series and conversation really connected to me. I have many ideas but practicing the art of conversation and providing value is where I am going to start. Thank you!

@kimberlymarriott9916 6 жыл бұрын

Making better designers and designer/client relations one video at a time! The Futur is definitely one of my go to resources.

@mohammadmojadidi709 6 жыл бұрын

I love every point that was addressed and the transparency was so fluid that it really did make the cloudiness disappear. Thanks for shining that light on us

@JoeChanTV 6 жыл бұрын

I’ve been freelancing for few years and you guys had discussed topics that are so useful and answered questions that I have never had answers to but needed to know, Thank you! WHY hadn’t the channel came up on my feeds earlier before! But I never regret the sh~ts I have gone thru haaa... made me a better person today.

@melindalivsey1 6 жыл бұрын

Great episode! Thank you, Rebecca, for always asking great questions and Chris, for your wisdom. It's taking me some time but in every new client call I'm learning to ask better questions and it's making a massive difference.

@thefutur 6 жыл бұрын

Melinda Livsey the questions you ask are key.

@bbmoette 6 жыл бұрын

You're rad, Melinda! Wish you amazing success and can't wait to see more of you on the shows :D

@melindalivsey1 6 жыл бұрын

@bbmoette thank you! :D

@ajjames9065 6 жыл бұрын

What a fantastic episode. Many of the comments I recall being said in past videos. So when Rebecca asks a question I'm now getting better and predicting what you will say. So these videos, to me, are awesome at coaching me along. And I am getting better and better at dialog such as this with my customers. Thank you! #tenpercent

@thefutur 6 жыл бұрын

play along and test your knowledge.

@abelotugeme4362 3 жыл бұрын

So Chris is a really smart guy and he has a business coach. This really clears up a lot.

@ThugLifeModafocah Жыл бұрын

this content is so priceless... It would be awesome to have mentor in a daily basis like Chris. Every now and then I need to check all of it because is so good.

@thefutur Жыл бұрын

Thank you

@felone 6 жыл бұрын

Pro tip: Watch these long dialog videos with 1,5 speed and save some precious time ;) This one is about 30 minutes. Respect from Finland to The Futur team, with quality content every time!

@neilwilliams2883 5 жыл бұрын

or just play it through a set of headphones and go about your day... I have to do that because I never have time to simply watch.

6 жыл бұрын

I wish that episode had way more minutes. That's just amazing.

@somtoonubogu 6 жыл бұрын

Replayed this about 5 times already today. Great episode

@thefutur 6 жыл бұрын

ep. 4 is even better.

@alelolai 6 жыл бұрын

This was wonderful, thank you so much. I cannot wait to see a followup to this. Many of Rebecca's questions were things that I wanted to know as well. This was a great and informative talk. Thanks again!

@samteenev 6 жыл бұрын

Another strong and informative episode. Chris, you're a designer, teacher, mentor and therapist

@thefutur 6 жыл бұрын

i just play one on tv.

@edgarspavlovics3540 6 жыл бұрын

and a brony

@connieindahouse 6 жыл бұрын

I’m really enjoying this series. Even though it’s focused on design consulting, the topics and issues covered can be applied to other types of consulting generally. A lot of value here 💎

@thefutur 6 жыл бұрын

thank you very much.

@MelissaClaasen 6 жыл бұрын

When Chris talks about the gut feeling (at 27:20) 'and the bank account says "take it, take it" and you hate your life afterwards.' That's hilarious because it's true. That spoke to me deep in my soul. I've been there a few times. I thought it was just me being fussy and difficult regarding the clients I choose to work with (and that I'm lucky to be getting work at all so I should just take everything I get). But I know that if I ignore that gut feeling, I'll be miserable and create work I'm not proud of. So now I'm so careful with screening clients. Love watching these videos, guys 😊 Warmest wishes from South Africa

@thefutur 6 жыл бұрын

hello South Africa!

@YTAldoaz 5 жыл бұрын

You guys are not only helping, you are bringing more value to the business, showing how important it is!

@PDiaz90 6 жыл бұрын

Love this. We can apply these tips to any business, that's the beauty of it. Thank you for the great content.

@bridge_studio 6 жыл бұрын

Better than ask what they want, ask what they want to achieve. Great stuff, love this series!

@ingx2 6 жыл бұрын

I'm watching this in my lunch break at work because I find it so helpful for self development & so entertaining at the same time. Thank you!

@Copernicus222 6 жыл бұрын

I went through this exact process earlier this year - a great refresher to hear strategies for "upping your game". Thanks!

@AlvaroDiazCastro 6 жыл бұрын

Great project insights Chris & Rebecca. I have used 13:58 questions, Scope, timeline and budget. So things got equal. If the client wants to know everything from me and my team I also want to know what will I dive in. With bad clients that is the point where the project ends and it`s a confirmation for that gut feeling. If both sides are open and clear about themselves, in their willing to get the best for the project that is the way to go. -No hidden information. Thanks.

@paulapoetry 6 жыл бұрын

I appreciate this series, and look forward to the next episode. There are some great insights here - invaluable information - thorough and specific.

@bobbiechan 6 жыл бұрын

Great episode and I really enjoy watching it. I can relate so much to myself and all the mistake that I do when approaching a client. Thank you guys!

@meegsm 6 жыл бұрын

This series has be invaluable to me. I get so excited when I see a new one uploaded!

@damilolaalabi9480 6 жыл бұрын

You guys are basically what i need in my life now, thank You Chris and the futur crew!

@KCNwokoye 4 жыл бұрын

Chris Do is a remarkable coach. His process is thorough and consistent. I can imagine he attracts high value clients because of the outlook and years of mastering his craft and his desire to grow and inspire others to live their best life. His values have evolved and robbed off across his business and mentees. I actually bless Chris daily in my meditation and support his vision of 1 billion. I hope to say thank you in person one day,. Keep on shining Chris and your amazing team.

@thefutur 4 жыл бұрын

Thank you KC!

@KurtThigpen 5 жыл бұрын

Chris Do, I immediately went and bought The Perfect Proposal after this, as I'm struggling with turning in a proposal. This video really helped me a lot. THANK YOU!

@thefutur 5 жыл бұрын

Thank you.

@toolondaboards 3 жыл бұрын

I'm a music producer and mix engineer and all this info translates to my field. This content is pure GOLD.

@diegobernal2168 6 жыл бұрын

Thanks Chris for this video...TheFutur channel has taught me a lot...not only about the business of design and other topics that are valuable for this industry but also how to overcome fear and how to become a better version of yourself. Powerful life lessons! Many many thanks

@thefutur 6 жыл бұрын

Glad to hear.

@khandramayorga4870 6 жыл бұрын

This vid is worth GOLD 👏💣💎💎💎💎💎

@thefutur 6 жыл бұрын

and diamonds? : )

@woodsoncreativestudio3959 6 жыл бұрын

Hell Yeah

@khandramayorga4870 6 жыл бұрын

Absolutely Chris.... you are a mine full of diamonds and business wisdom to be discovered and unearthed . I can't wait for the next vids with her 🎬keep them rolling. !🎥😎

@moongarita 6 жыл бұрын

Just listening to you is cathartic Chris.

@thefutur 6 жыл бұрын

awww.

@stephanslydignjohn639 5 жыл бұрын

This channel has to get some kind of award if it hasn't already🏅 so much valuable knowledge.

@thefutur 5 жыл бұрын

Thank you.

@JayLooney 5 жыл бұрын

@@thefutur your response rate is so unbelievable, you must be following that GaryVee advice!

@RamiresRafael 6 жыл бұрын

Been waiting for this! Thanks again, Rebecca and Chris!

@jbchotai1 6 жыл бұрын

Cool one. Every bit of what you said was gems to me. It has cleared plenty of my confusions. Thank you Chris :) Rebecca you are very good and sorted with your questions which also helped many of us. Thank you so much.

@thefutur 6 жыл бұрын

the next episode will be even better. check back next week. finishing up the edit.

@rebeccacheinemann 6 жыл бұрын

I'm glad that you are getting something out of this as well :) Thank you for the comment.

@stevencooper7383 6 жыл бұрын

Thanks for this futur, I really enjoy all of your videos I’m starting my own business and I’ve learned a lot from you. I would love to keep getting this info from such a knowledgeable staff like yours on business, art direction and many more.. Thanks again

@skywire444 5 жыл бұрын

Very valuable video for any size firm. Lots and lots of nuances and insights for creatives. Well done.

@1deplatt 4 жыл бұрын

I enjoyed this. Every tidbit of info helps

@adepejualawusa 6 жыл бұрын

Thank you Chris. Always!

@cnsvids4u 6 жыл бұрын

She so sweet and talented. I'm learning so much more! Thanks for sharing 😁

@penguinchilli6244 6 жыл бұрын

He uses such wonderful analogies. Paraphrasing here but this was my favourite - "We're working off an operating system that's incorrect. It's flawed. Most of the time it's us writing the code, but that's the good news. We can rewrite the code"

@thefutur 6 жыл бұрын

thanks

@DonTerrell 6 жыл бұрын

💥💥💥 Wow, Chris this was such a timely and great video to watch. Have a call with a client tomorrow on a web and branding project. Such great info and questions to ask!! Thanks!

@thefutur 6 жыл бұрын

just in time learning.

@harshvardhangantha10 6 жыл бұрын

Great video guys, very insightful. Thank you for sharing your knowledge with us :)

@visarpaloja960 6 жыл бұрын

it helps alot, especially if your new to this business

@Manish-mb8cq 2 жыл бұрын

very very interesting . great interview . thank you .

@randomlifevideos3271 3 жыл бұрын

My goodness, this is gold

@djlive408 6 жыл бұрын

The refunds hurt but I rather refund their money instead of hearing them complain about something else. I just let the client know that this will not work and I give them the money back. Like my other boss used to say "not all business is good business". Great talk guys!!!!

@thefutur 6 жыл бұрын

better to walk away with your dignity intact.

@chrischarles3770 2 жыл бұрын

I always get this feeling like Chris lit my brain on fire.

@thefutur 2 жыл бұрын

Haha

@odesksolutionsaffordablewe2693 6 жыл бұрын

This video was therapeutic. LOL, I felt I was Rebecca sitting there just taking it! LOL Love this video, watching it again and again.

@rebeccacheinemann 6 жыл бұрын

haha....I surely do get a kick in the butt ;)

@rafaelm.5148 6 жыл бұрын

Really great insights. Thanks!!!

@jeffpunz5337 6 жыл бұрын

Really helpful episode! Thanks!

@GOGOAKUMAN 4 жыл бұрын

That was great, thanks guys.

@lebohangMoloisi 6 жыл бұрын

Hi Chris and Rebecca, thank you so much for teaching us different to dealing with client. I have two questions: 1, How do I approach a potential client for web design or branding? 2, How do I approach the budget subject if I approached the client?

@thefutur 6 жыл бұрын

hello Levi. 1. Learn about their needs, goals and challenge first. Don't pitch. Learn. 2. Once you find a problem that they also think is valuable, you can ask much easier.

@letiah7863 4 жыл бұрын

You guys never fail to have what I need when I have questions about running my design business! Where can I donate?

@djs964 2 жыл бұрын

This video is very valuable! 👍🏻😃

@wiliamelomaloma5990 6 жыл бұрын

Great video always an A+++plus infinity every time. Thanks.

@thefutur 6 жыл бұрын

@spikeroseman3992 6 жыл бұрын

This is absolutely what i need to hear. Thank you. Do you have an episode or website where you dive into your list of 'dealbreaker' red-flag checklist that you mentioned in this episode? I've taken a beating by not seeing the red-flags before.

@thefutur 6 жыл бұрын

watch good client vs. bad client.

@ericle8289 6 жыл бұрын

Awesome! Thanks guys

@joshuanorris3017 4 жыл бұрын

I know this is an older video, but in more recent videos Chris has talked about Anchoring, where instead of saying $80,000 - $120,000 you would say 120-80. The customer will be anchored to the thing you say first, if you say the cheapest thing first, that’s what they are going to be left thinking about, so when you charge them $95,000 their initial feeling is going to be that it’s more expensive, where as if you said $120,000 first, they would be anchored to that, and now $95,000 sounds like discount

@tjveach 5 жыл бұрын

Great job, really great job

@pixellabmedia7142 6 жыл бұрын

Great advice Chris!

@itorres008 5 жыл бұрын

7:28 A question I often have, The client wants an estimate, you don't have enough information and getting requirements/project planning/estimating.drafting proposal would take substantial time you should be paid for... you propose that activity as an initial billable phase... How do you price that? Hourly rate for time you think all that will take? Percentage of client-stated budget (or some ballpark budget we can come up with)? What percentage? For example, some assume 1/4 or 1/3 budget of a project goes to analysis and design. How do we get to a number for this phase?

@DividedxMindx 6 жыл бұрын

This is my favorite episode. Watched it 5 times lol.

@thefutur 6 жыл бұрын

Matthew Benkert the next one is even better Matt!

@MaciejSarna 6 жыл бұрын

Ran! You run! Thanks!

@anthonylyon7284 6 жыл бұрын

Awesome insight!

@Valerianinho 6 жыл бұрын

This is worth so much, i cant even handle it

@thefutur 6 жыл бұрын

hi bruno. contain yourself. ❤️ if you can't, donate something.

@alifelongfriend 5 жыл бұрын

The best advice here is to listen to your gut. Respect yourself and your work. Follow that advice and you will be profitable and secure. Your client will get a better fit or no fit if he/she is an **s. I have clients I love and unfortunately some I have fired.

@TheHollygirls 2 жыл бұрын

this is gold

@anthoneynuda9859 6 жыл бұрын

Yes!!!

@breppbrepp 6 жыл бұрын

Thanks!

@rubencanodiaz 4 жыл бұрын

Thanks a lot

@carlospovy9669 6 жыл бұрын

Looooove it. Chris is a beast!!!

@michellezareas8276 5 жыл бұрын

I think Chris might be my spirit animal... Totally joking, kindred spirit would be a better word. One of the best episodes I have seen thus far! Thank you for sharing your wisdom, everyday! Btw, proposals have been on my mind. My first reaction was, What?! I have to do proposals on top of everything else?!” I don’t do proposals, I do a discovery phase, which is prepaid, and then I determine project scope, and budget. If the client agrees, I close the deal and send a letter of agreement. When the deposit has cleared, I move forward with work. Now, I am learning how to determine scope better... 🙌😆🙏😍

@thefutur 5 жыл бұрын

i'll be your spirit animal. humans are animals. ;)

@michellezareas8276 5 жыл бұрын

Thanks, Chris! I am studying and re-watcing, while I work for every little detail. Btw, I would very much like to communicate about where to start investing in myself through your Toolkit. Should I send a message via your website? Please LMK, I know you are a busy guy!

@HitAndMissLab 5 жыл бұрын

Thumbs up. Absolutely great content.

@thefutur 5 жыл бұрын

thank you.

@vero.valencia 4 жыл бұрын

A very enjoyable video.

@olibertud Жыл бұрын

Everything that Chris talked about in 28:00 onwards, is legit true! I've encounter this. I thought I'm just alone to hate my life because of these situation. Saying that "It does goes that far". IT'S TRUE! I got this company that is doing a campaign and now, I haven't received a single payroll. I discontinued the job btw. They did too. It's kinda sad that we had a contract stating that I should be paid X date and delivered all those stuff that needs to be done. It sucks that there's these people.

@kevinbishop_ 6 жыл бұрын

It's like me and The Futur are in sync at the moment. A video like this is released the same time a get an email back from a RFP. Client says: - "Regarding the budget, we're just trying to get a feel for how much something like this would cost at the moment. So, in short, I'm not sure! Proposals should not include website design and build - that will be done separately. So, if you could give an idea of what you think it would be to do the brand identity and brand guidelines, that would be very helpful. As I said, we are a small business so our budgets aren't huge, but we do realise that we need to do this professionally so we get it right at the outset." This was an awesome episode in dealing with this type of client. And as Chris said, using "The Win Without Pitching Manifesto" as a guide also, I feel so much more confident in dealing with these requests.

@thefutur 6 жыл бұрын

#NSync

@GamerSolitO 2 жыл бұрын

This is good!!!!! More if this

@louiegroenewald 6 жыл бұрын

Great info and great filter you used for this video or is it that amazing camera Chris mentioned the other day?

@thefutur 6 жыл бұрын

great exposure and lighting followed up with some TLC in color correction.

@JulietteTsvigun 6 жыл бұрын

Great video! I would agree with many things that have been said. The only problem I have is that I can't see it working with some companies, like mine for example. I am currently working on the side of the client, not the design company. I prepare RFPs and evaluate bids and in no way my company can accept someone just giving you an estimation/range. Also when we announcing a tender, there is no way we meet with the bidders...We aren't allowed. But I do agree with Chris - meet, discuss give an estimate, review, do the work, send the bill, be happy - is for the best of the client and of the customer.

@thefutur 6 жыл бұрын

adapt what you can and apply to your specific market.

@jayraja2346 6 жыл бұрын

Юля Цвигун out of interest; where do you submit your bids ? Agreed, great video here

@josey700 5 жыл бұрын

This is real good.

@tobist231 5 жыл бұрын

Best thing to do is to offer x money for proposal after fact finding meeting and budget set then to offer to deduct that from the project once they sign

@slavrine 6 жыл бұрын

A very informative, on-the-point video. Learning lots from master Do. However, would be nice to see/ hear some advice for someone in a position of a freelancer (a younger design startup with no employees).

@thefutur 6 жыл бұрын

that's our next series. some young guns going to get coached up.

@marcelomord2 3 жыл бұрын

good questions!

2 жыл бұрын

I need that proposal And I need rewatch the video.

@baklulu7392 Жыл бұрын

14:20 I have worked with many clients and certainly stumbled upon some like that, WORSE part is, even if you prepare all questions, they won't be able to answer, leaving you with a huge gray area about the project scope which can hurt you financially and client relationships. I would say avoid those type of clients as much as you can, OR ask details if you don't get details, ask again and again, do not move forward until you get the details you need to create a quote.

@philmckay9973 5 жыл бұрын

nice episode

@RJMAN625 6 жыл бұрын

I'm your fan, Chris. Do you have any plan making a video about how much salary do graphic designers make? For example, motion graphics designer vs print graphic designer and furthermore art director vs creative director. I've found some assumption salary in Glassdoor and etc, but I always wonder and curious about pragmatic numbers in the industry.

@thefutur 6 жыл бұрын

www.aiga.org/salary-survey

@James-uz9se 5 жыл бұрын

So what is included in a proposal and do you charge money for the proposal? To give the client a price you need to know more information, but not everything because that’s a part of the strategy that you actually ask money for. How to deal with that?

@tin-sewdavid633 6 жыл бұрын

"Just ask" ... lesson learned :P

@arthur1022 6 жыл бұрын

Is Rebecca coming back!? I'd love to see how she's doing now? I know her and Melinda had a couple of segments together and would love to see them again as their journey is so valuable!

@thefutur 6 жыл бұрын

i hope so. she's kind of busy w/ work.

@rebeccacheinemann 6 жыл бұрын

We shot something recently. Hopefully it gets posted soon ;)

@arthur1022 6 жыл бұрын

awesome! I can't wait! :D