Blueprints

Create Proposal Manually

Step-by-step guide on creating a proposal manually for our growth services. Today, we'll walk you through the process of assembling a proposal using Google Docs and Zoho Sign. This manual method complements our automated process, ensuring you understand every detail of crafting and sending out proposals to clients. Tools Needed:  * Google Docs  * Zoho Sign  * Canva (for cover page design)  * Zoho Form (for proposal letter) Step-by-Step Guide: 1. Understanding the Proposal Structure:  a. Begin by reviewing the proposal's sections. While it may seem lengthy (typically 9 pages), breaking it down simplifies the process. Sections include:  b. Cover Page (designed in Canva)  c. Introduction Letter  d. Deliverables Overview  e. Timeline   f. Pricing  g. Terms and Conditions 2. Customizing the Proposal:  a. Replace placeholders with client-specific details throughout the proposal using Find and Replace in Google Docs.  b. Ensure accuracy in all client references and company names to avoid errors. 3. Creating the Proposal Letter:  a. Access the Zoho Form labeled "Proposal Intro Letter."  b. Input client details such as name (e.g., Mike), business name (e.g., Blue Reef Networks), and industry specifics (e.g., fractional IT management).  c. Submit the form to generate a personalized proposal letter. 4. Drafting Deliverables:  a. Consult with the account executive to finalize deliverables tailored to the client’s needs.  b. Example deliverables: Outbound outreach, email campaigns, social media management, lead generation, etc.  c. Include specifics such as frequency (e.g., 7 hours/week outbound dialing) and targets (e.g., 250 leads/month). 5. Setting the Timeline:  a. Plan a strategic timeline outlining when each deliverable will commence and complete.  b. Coordinate tasks like video production, campaign setups, and social media management monthly. 6. Finalizing Pricing and Terms:  a. Review and adjust pricing details as needed.  b. Include special offers or discounts with a sign-on bonus to incentivize prompt decision-making. 7. Integration with Zoho Sign:  a. Once finalized, use Zoho Sign to electronically sign and send the proposal to the client securely.

Jack Burrows
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