This worksheet gets you all the basic info you need to know before issuing a quote to a potential customer.
The most important thing is to be able to give your potential new client an accurate website project quote for the work you will complete for them.
Taking the time to establish goals and deadlines are the best way to start your project on the right foot and avoiding disappointment for your client is imperative.
This template gives you an easy way to get your client to talk about their expectations and pain points. This way when you draft your quote you are taking into account all the work that needs to be complete so you don’t underbid the project.
I’m all about giving my clients bonuses when I do a project for them. So when I’m generating a quote I do try to account for unforeseen delays and even aspects of the project that take longer than I expected. Be sure to do the same so you don’t end up having to put in extra hours that are unpaid. If you feel you’ve billed for more hours than they deserve you can use the overpayment to cater a lunch for their office as a Thank you!