Questions

There's really two things I'm trying to figure out: First, how do agencies break things down for their clients in terms of deliverables/milestones/plans, etc. What phases are in the plan? Second, how much of the plan/strategy do you develop and reveal to the client in the proposal/quote before they sign/pay? After all, the plan/strategy is a big part of what they're paying you to develop, but they'll also want to see what they're going to be paying for before they pay you anything. How do you balance that?

We offer two different documents -- a proposal (quote), and then, after the client signs a contract, a strategy (plan).

The proposal explains what we're do. Since we're in content marketing (blogging, social media and email marketing), that includes details like frequency -- how often we'll post to the blog.

The strategy dives more into the HOW. We explain how we'll accomplish those goals and meet those deliverables, and do all the research we need to do on our end to launch into the project.

Good luck!


Answered 10 years ago

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