the Proposal & EsTIMATION

1. Overview

  • Purpose:

    • Present a tailored solution and cost estimate to the client.

  • Objectives:

    • Clearly communicate the value of your services.

    • Provide accurate and competitive estimates to win the client's business.

2. Step-by-Step Procedures

  • Develop Proposal:

    • Create detailed proposals outlining services, timelines, and costs.

  • Estimation:

    • Provide accurate cost estimates based on client needs.

  • Presentation:

    • Deliver proposals to clients for review.

3. Roles and Responsibilities

  • Salespeople:

    • Create and present proposals.

  • Assistant:

    • Assist in compiling proposal materials, managing documentation.

4. Tools and Resources

  • Proposal Software:

    • PandaDoc, Proposify.

  • Estimation Tools:

    • Buildertrend’s estimating features, Excel templates.

5. Templates and Checklists

  • Proposal Template:

    • Download Proposal Template (Google Doc)

  • Estimation Checklist:

    • Download Estimation Checklist (Google Sheet)

6. Additional Resources

  • Training Videos:

    • Creating Effective Proposals

  • Best Practices Articles:

    • How to Write Winning Proposals