With the year winding down, there has been a whirlwind of inquiries for proposals and quotes. I'm so glad to have spent the time to map out that process and streamline it. As a solopreneur, organization is key to making sure I can direct my energy and creative juices for client work instead of administrative stuff.
Whether I'm undertaking a job for graphic recording, whiteboard videos or illustrations, there are 4 key documents that help make collaborations go smoothly. Here's what you can expect in your inbox.
First, we have the Proposal & Quote. This usually happens after an initial discussion about project details, budget considerations, requirements, deadlines etc.
Second, if we decide to work together a Statement of Work is drafted up. This is a formalized agreement to the terms and conditions of working together.
Third, in this line of work discussions and feedback sessions are a must. To ensure that everyone is on the same page, I'll record important information using my Client Session Notes template.
Lastly, an invoice is issued after everything is said and done.
I'm always a little sad when a project wraps up and so I prefer to think of the end of a project as, "Until next time!".