Pre-Proposal Preparation

[ ] Identify client's needs and objectives.
[ ] Conduct preliminary research on the client and their industry.
[ ] Schedule an initial meeting or call with the client to discuss the project scope.
[ ] Determine the client's budget, timeline, and preferred method of communication.
[ ] Obtain any necessary internal approvals to pursue the project.
[ ] Gather relevant past project information and case studies.

Proposal Development

[ ] Define the project's objectives and expected outcomes.
[ ] Outline the project scope, including deliverables, timelines, and key milestones.
[ ] Identify resources needed (staff, tools, materials).
[ ] Develop a value proposition that demonstrates ROI and benefits to the client.
[ ] Choose between different methodologies or options to offer the client.
[ ] Create a detailed project timeline with start and end dates.
[ ] Draft the terms and conditions, including fees, payment schedule, and cancellation policy.
[ ] Prepare an executive summary that highlights the key points of the proposal.