I often help draft client agreements for new small business entrepreneurs through my law firm. One of the things I talk with them about is what their process for obtaining clients looks like. Understanding that, I can better recommend how to best structure their client agreements.

In this episode, I talk about how to manage your proposals and contracts, if you are using proposals in your client acquisition process. You’ll hear about how a business proposal differs from a contract, what to include in your client proposals, and how to address your proposal in your contract.

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In this episode:

[02:20] - What is a business proposal? Danielle first addresses this key point and uses her law firm as an example.

[04:27] - How should you differentiate between your proposal and your contract? Danielle briefly overviews what goes into a proposal.

[05:40] - Danielle provides clues as to what else you should include in your proposal.

[07:24] - If proposals make sense in your business, many tools exist to help you. Danielle mentions a few of them.

[09:09] - You might be wondering about this when you send proposals to clients.

[09:43] - Danielle discusses a couple of options for addressing your proposal within a contract.

[11:24] - Make sure that the terms in your contract and proposal match each other.

[11:55] - Danielle provides an overview of what the typical proposal-to-contract cycle can look like.

[12:48] - Follow these action steps to manage proposals and contracts in your business.

 

Links & Resources:

Bidsketch

Proposify

Dubsado

Pitch Perfect Proposals by Small Business Boss

“Business Proposal Ideas to Win More Clients” by Small Business Boss

Marketing Queen - Crystal Dove

Episode 18: “Client Agreements for Service Business Owners”

Businessese

Liss Legal