Service Proposal Template

13 years ago

I might not be the most qualified person to answer this, as I don't do "services" as often as a lot of these people... but when I set up a new lead client or a website client, my invoice acts as my "service proposal" for the most part. It's itemized, has the price, has the terms of the agreement, and they sign it.

I haven't had any trouble yet...

I'm not a lawyer, I don't play one on the internet, take my advice as you'd like.

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RRG

13 years ago

Originally Posted by mr2monster

I might not be the most qualified person to answer this, as I don't do "services" as often as a lot of these people... but when I set up a new lead client or a website client, my invoice acts as my "service proposal" for the most part. It's itemized, has the price, has the terms of the agreement, and they sign it.

I haven't had any trouble yet...

I'm not a lawyer, I don't play one on the internet, take my advice as you'd like.

I agree. Don't do proposals. Figure out the solution they need and present an agreement to provide the solution. "Proposal" equals "hope" while "agreement" equals "confidence." Assumptive close.

It's all about positioning.

Thanks

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Qamar

13 years ago

Originally Posted by mr2monster

... but when I set up a new lead client or a website client, my invoice acts as my "service proposal" for the most part. It's itemized, has the price, has the terms of the agreement, and they sign it.

I haven't had any trouble yet...

I'm not a lawyer, I don't play one on the internet, take my advice as you'd like.

I have received such advice from are reputable Warrior too. In fact this is the most common practice that I always come across and it sounds easy too.

Qamar

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Qamar

13 years ago

I had a prospect who called me to know more about my mobile site design services. After talking over the phone, he's interested with my offer and would like me to email him a service proposal so that he can bring it up to his boss for approval.

That's why, I need to know the standard service proposal layout.

Qamar

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RRG

13 years ago

Originally Posted by Qamar

I had a prospect who called me to know more about my mobile site design services. After talking over the phone, he's interested with my offer and would like me to email him a service proposal so that he can bring it up to his boss for approval.

That's why, I need to know the standard service proposal layout.

Qamar

I don't want to burst your bubble, but that's probably going to be a waste of time, effort, and energy for you.

If the guy you're dealing with only has the power to say NO, but not the power to say YES, you're dealing with the wrong guy.

Here's what I would do: tell your guy that you need him to set up a meeting between, you, him and his boss.

If he says no, probably not a real prospect.

You can send the proposal and hope for the best, but there's a 95% chance you won't get the deal.

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Qamar

13 years ago

Originally Posted by RRG

I don't want to burst your bubble, but that's probably going to be a waste of time, effort, and energy for you.

If the guy you're dealing with only has the power to say NO, but not the power to say YES, you're dealing with the wrong guy.

Here's what I would do: tell your guy that you need him to set up a meeting between, you, him and his boss.

If he says no, probably not a real prospect.

You can send the proposal and hope for the best, but there's a 95% chance you won't get the deal.

Appreciate your guessing, but I am quite positive that the deal is on. The chap is in-charge of marketing for his company and he only need the document for paper work.

Anyway I will return and report the outcome. Thanks

Qamar

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RRG

13 years ago

Originally Posted by Qamar

Appreciate your guessing, but I am quite positive that the deal is on. The chap is in-charge of marketing for his company and he only need the document for paper work.

Anyway I will return and report the outcome. Thanks

Qamar

Hey, I hear you. I'm not trying to be negative at all.

My comment is based on experience. It's always easier to start at the top. Then if you end up working with the Marketing guy, it's because his boss told him to.

Going the other way is much harder.

Besides, if it's a "done deal," you wouldn't need a "proposal."

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Qamar

13 years ago

Originally Posted by RRG

Hey, I hear you. I'm not trying to be negative at all.

My comment is based on experience. It's always easier to start at the top. Then if you end up working with the Marketing guy, it's because his boss told him to.

Going the other way is much harder.

Besides, if it's a "done deal," you wouldn't need a "proposal."

If it's a mom and pop business, I wouldn't have worry too much because most them can work the way you and I use to work.

Probably a verbal agreement and a handshake will get the ball rolling. But some businesses don't work that way. So I have no choice but to follow their company's procedure.

Anyway no hard feelings and thanks for the input.

Qamar

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WillR

13 years ago

Originally Posted by Qamar

If it's a mom and pop business, I wouldn't have worry too much because most them can work the way you and I use to work.

Probably a verbal agreement and a handshake will get the ball rolling. But some businesses don't work that way. So I have no choice but to follow their company's procedure.

Anyway no hard feelings and thanks for the input.

Qamar

It doesn't matter if you are dealing with a mom and pop family business or a big law firm, each should be treated with the same level of professionalism. Remember, an agreement is not just there to protect the client it is also there to protect YOU. It is not a hard thing to implement so you really have no excuse not to use one.

An invoice is NOT a service proposal. An invoice is just that... an invoice.

You need a separate agreement that both you and your client should sign BEFORE work commences that outlines the exact job to be completed, the timeframe, the payment terms (how much payable upfront, how much on completion), cancellation terms (what happens if either you or the client cancels mid way through the project), etc, etc.

It takes all of ten minutes to write up a simple agreement like this and that same agreement can be reused over and over. It is not worth the risk for the sake of a quick 10 minute job. You should get into the habit of treating your business like a REAL business and keep records of everything you do. If you don't treat your business like a real business then it never will be.

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Seantrepreneur

13 years ago

I'm not a lawyer either, but you can get in BIG time trouble if you have your invoice act as proposal. What happens if the client isn't happy with the work you've done and doesn't want to pay the invoice because he think you didn't do or he didn't agree with whats on the invoice? That's why with a proposal signed you have that as back up to say my invoice reflects the services you agreed to on the proposal.

If you are really looking to build a big business its worth getting set up with a solid proposal as well as contract. If not you are seriously playing with fire in this sue happy world. We have proposals and service agreement that have been looked at by contract lawyers to ensure we are covering our a** in case crap hits the fan.

I realize I didn't really fulfill your request/answer your question, but I just wanted to be sure that you don't follow some advice that could end up costing you.

Hope that helps.

Sean

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Qamar

13 years ago

Originally Posted by Seantrepreneur

I'm not a lawyer either, but you can get in BIG time trouble if you have your invoice act as proposal. What happens if the client isn't happy with the work you've done and doesn't want to pay the invoice because he think you didn't do or he didn't agree with whats on the invoice? That's why with a proposal signed you have that as back up to say my invoice reflects the services you agreed to on the proposal.

If you are really looking to build a big business its worth getting set up with a solid proposal as well as contract. If not you are seriously playing with fire in this sue happy world. We have proposals and service agreement that have been looked at by contract lawyers to ensure we are covering our a** in case crap hits the fan.

I realize I didn't really fulfill your request/answer your question, but I just wanted to be sure that you don't follow some advice that could end up costing you.

Hope that helps.

Sean

That's the whole thing!
I have come across various versions pertaining to this topic. I do have the complete service proposal and contracts for such jobs but the thing is, I am not a registered company, more of an independent contractor.

I felt that by sending them the complete service proposals and contract document seems like overkill but on the other hand since I am dealing with their websites, i thought it's good to cover my behind.

Qamar

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Fernando Veloso

13 years ago

Write down EXACTLY what's IN and what's OUT of your services. Then add your brand, contacts, etc, and send it over with a DEADLINE.

The simpler the best.

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Qamar

13 years ago

To make matter "worse", my prospect is a law firm!
Sh@#!........... I don't want to look like a fool when dealing with this law people....

Qamar

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Seantrepreneur

13 years ago

Don't say I didn't warn you! haha Jk. Good job on potentially landing this client!

Now, after the deal is done, up sell, up sell, up sell. It's easier to sell to a client than it is to a prospect. Always remember that!

Sean

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dancorkill

13 years ago

If your client is a law firm just be upfront, you don't normally setup big contractual agreement documents because all your clients love your results and don't need a contract to be locked in. Get some free tips from them on the documentation side. Every lawyer I have dealt with likes to sign something. As long as you have already hooked them with a great offer they will just let you know if you need to change any of the paperwork.

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Creativegirl

13 years ago

Anyone not covering their a$$ is a lawsuit waiting to happen. I learned the hard way and have both a lengthy legalese contract and a letter of agreement. I test them on different clients and types of projects but ALWAYS include:

- Scope of Work or Deliverables
- Exclusions
- Schedule
- Cost
- Payment details

These can actually serve as your headlines and be used in a proposal, letter of agreement or contract.

In a letter agreement I start with a narrative overview.

Doesn't matter than you're freelancing or doing business under your name. Protect your self. We don't do spec work and we don't leave anything open ended or unclear. Protecting yourself protects the integrity of your word, work and also protects your clients.

Good luck.

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Qamar

13 years ago

Sometimes I feel presenting complete set of service proposals with all the "law" jargon could frighten prospects, especially the moms and pops...

Qamar

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Service Proposal Template

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