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Sunday, January 16, 2011

A Month of Templates: The Project Bid

During this month of templates, we've covered queries and letters of introduction, but what happens when you have a potential client who requests that you provide her with a bid or written proposal? I use a template for that as well.

In the proposal, I provide my bid, and describe the scope of the work of the project. Sometimes it’s beneficial to list the amount of hours you estimate the work will take; in other situations, you'll just give a flat “project fee.”

Here’s an example which I used for a small advertising agency that needed a writer for a full-color brochure for its client. (My fee was based on my hourly rate at the time.) My comments appear in green:



Re: Smooth Stone Brochure

Dear Diane:

It was a pleasure speaking with you this morning about the referenced project; thank you for giving me the opportunity to bid on the Smooth Stone brochure.

My bid to provide the copy on the project is $1,200, which includes:

• Phone calls with client re: theme and purpose behind brochure;
• Trip to Smooth Stone to visit site;
• Initial draft of copy;
• Reviewing and discussing copy with client;
• Phone calls with you and client re: copy, layout, etc.;
• Editing and revising copy; and
• Final copy for production. [I like that I've explained the amount of work writing the brochure will entail; in this case, the ad agency's client insisted I visit the company in person so I could see firsthand what kind of work they did. That meant more time, and a higher bid. In retrospect, though, I would have clarified how long the brochure would be, either in pages or words, to keep the project from growing into a larger one than I expected.]

Thanks again for your interest and I hope we’ll have the chance to work together.

Very truly yours,
Kelly James-Enger


Readers, this is a simple but effective bid, and it got me the job. You should have a similar template on hand for any work you do that may require a proposal. Next up, a longer, more substantial bid for a book proposal.

1 comment:

  1. I'm glad to see that you're bid was so simple. I recently was in a position to do my first proposal–it was with someone I had worked with before but not for a paid project, and I wasn't sure of the best way to approach it. My outline was only a little more complex than yours is here.

    Will look forward to seeing the book proposal template.