Today I want to share something that’s been really useful for us, especially at Content Refined, to make proposals and contracts for clients. We had always done this in a pretty laid back way in the past – we would talk to the client over Skype or Zoom, and follow up with a recap of their needs via email. There might be some back and forth, and then we would send their payment link via email.
We still do some of that, but earlier in 2018 we started using this tool Qwilr to make things a lot more streamlined. One of our Project Managers, Mona, actually introduced us to this tool. It’s basically a drag-and-drop, intuitive document builder with awesome templates to work from. They have their own stock photography too, so you can switch up the backgrounds to make it more suited to your brand. The overall tone looks really hip, clean, and professional.
It’s specifically helped us in these 3 ways:
- Overview of our services.
- Custom projects and long-term contracts.
- Pitching new offerings.
Now taking a closer look at each of those…
Providing a detailed overview of our services to prospective clients.
As to be expected, there’s a lot of subjectivity in the world of content creation. Everyone has different preferences for writing requirements, format and style of articles, publishing needs, etc. So this overview is a great way to let our clients know exactly what we do (and what we don’t do).
Full overview here:
This has been great to send out to people who have shown interest in our services, or who want to refer us to a colleague. It looks professional while detailing everything. Plus they’re directed to Laura to email any questions/hesitations or to book a call.
Detailing custom projects and long-term contracts.
We do a lot of custom work for people who have particular requirements that differ slightly from our standard process. We’ve also started working on more long-term contracts for our clients, like 6 or 12 month commitments. So this sort of proposal is perfect for those as well.
They have an option where you can add an ‘accept’ button and/or a signature requirement at the end of the document for contracts.
Personalized pitches for new offerings.
We’ve been pitching the content upgrades more over the last few months, because it’s an offering that not many other content marketing companies are doing (especially at this level) so it really sets us apart. Then we started doing personalized cold outreach, so whoever was sending out the emails (Laura, one of the other Project Managers, or a Sales Rep) would have a proposal customized to them; it would include their bio, their contact info, and their booking link. Again, this is just a nice, professional, streamlined way to keep everything looking consistent with the Content Refined branding.
I’m not an affiliate or anything for Qwilr. I just wanted to share it with all of you guys because it’s been a great solution for streamlining some of these documents and proposals for us! What do you guys use to send out proposals and contracts, etc.? Let me know in the comments!