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I think that clients vary in their preferences. I would usually have a very granular template (i.e. broken down into little chunks), and I would directly ask th
by steveattard 15y ago
I think that clients vary in their preferences. I would usually have a very granular template (i.e. broken down into little chunks), and I would directly ask the prospect, "What level of detail would you prefer in this quote?" Then I would adjust the quote accordingly, because I think you will find that more detail is not always better for some clients that prefer to pay lump sums, but the opposite will also apply.
- tnorthcutt 15y agoDo you see any strong patterns in terms of different kinds of clients preferring certain levels of detail?
- steveattard 15y agoNo strong patterns, but some characteristics. Situations where you're more likely to get by with a block quote: Established trust, where you have high credibility with the prospect, when you have been referred to them from a trusted source, or where they are already a client of yours. Where you probably will require a more granular quote: If your proposal/quote will be passed on to other people in the company, needs to be approved by a board or higher management, and if the prospect is known to be tight with their money. Also quotes above a certain amount usually need to be granulated, for me this was anything over $5K.
- tnorthcutt 15y agoThanks, that's very helpful.