Here’s the process to be followed.
- Receive Enquiry
- Connect with client via email, phone or Zoom (whatever is appropriate, depending on the size of the work request)
- Kick it around amongst team informally and using Slack or Basecamp
- Email back suggested solutions that include a quick spark of an idea. Sketch something quickly out on paper, clients love this.
- The goal is to get clients excited about ideas before we talk budget.
- If relevant include examples of similar work that we may have done for other clients
- Ensure team members who are doing the work contribute in setting the proposed budget
- Email proposed budget to client of hours and hourly rate
- Set yourself a reminder to follow up this client within 24 hours
If the work is a modification to existing work, here’s the process:
- Receive Enquiry
- Supply of proposed changes (Note: only avoid this step if instructions are clear and do not require a screenshot solution)