The New nGen Works Proposal

Greetings everyone and welcome to the first nGen video blog post.

Recently we’ve been changing a lot of our documents to be more in line with the direction we’re taking the company. Today I wanted to talk about the changes to our proposal, but nobody was around! So I thought I’d tell my video camera I got for Father’s Day.

This bad boy is about 20 minutes long, one take and no edits. You can only imagine how long it would take to write this out let alone read it. Hopefully this format can let you put it on in the background and listen, or sit back with some coffee or a beer and laugh at me.

Either way I hope you find the information on our new proposal enlightening. Please share your input and ideas!

Chris Olberding

07.02.10 at 10:59am

Good stuff – we’re about to go through a process/documentation overhaul with Amber coming on board next week. Would love to take a look at it if you don’t mind sending to your physically closest competitor.

Ben McDonald

07.02.10 at 11:55am

Carl,

I thought you would like to know that I am drinking a Miller Lite while I laugh with you.

Good stuff!

Martin Ringlein

07.02.10 at 11:55am

Again Carl, great job and well said. I love these recents posts as it just makes me feel that nGen and nclud have a lot in common with respect to how we go about the business of running the business — really just makes me feel good to know we’re on the right track.

You really nailed it with this video though; I love the idea of a ‘pause clause’, I might have to steal that one!

The biggest thing I’ve noticed with a proposal, especially when pitching larger organizations … is that sometimes the proposal you submit is the ONLY interaction or impression you get with senior executive management. As impressive as your website, portfolio or even your verbal pitch might be … a senior stake holder in the decision making process often times will only see the proposal — making a crucial document with respect to really expressing who you are and that process that makes you unique.

In your proposals, do you include a list of representative team members as well as a relevant portfolio pieces?

If you don’t mind sharing, how much time would you say you spend on average preparing a proposal for a new perspective. Do you have it fairly templatized at this point or is each one uniquely crafted?

Holly Alexander

07.02.10 at 12:29pm

Well said. As a project manager for a start-up web development company (with a PR background), I’ve taken a plunge into the deep end of the interactive world and have since been an avid reader of your blog and business practices. You’ve managed to articulate the frustrations and common pitfalls that can turn a seemingly straight-forward project into near disaster.
There was a lot of head-nodding and note taking as we all watched/listened to this morning’s post. We are in the process of establishing our own practices and policies that will help us and the client not only create the best web solution, but to have fun while doing it. Thanks again for the insight and honesty. Look forward to your next post!

Matt Downey

07.02.10 at 1:12pm

Great video, Carl (and on nGen Friday no less!). And you’re right, it’s high time we start talking a little bit more openly about how to deal with client relationships and expectations. Looking forward to more videos soon, have a great weekend!

Jeff Batterton

07.02.10 at 1:19pm

Good insight! Thanks for sharing.

Adam Little

07.02.10 at 2:30pm

Congrats on your video debut! It’s clear that your honing your speaking skills (I think I heard only one or two “ums” at most)and the fact that you did this in one take speaks volumes to how passionate you are about the entire process. You are truly an nGen superstar!

As for the content, we’ve been doing timestamps for about two plus years now and it’s worked out great for us too. Although, we adjust the length of ours depending on the size of the client. If you’re small and have less red tape, you should be able to get back to us faster than a larger corp client who has to swim upstream for approval.

I also love the idea of the pause clause, but I can’t recall one of our projects where that clause would’ve ever been enacted. But thanks to you, we may have to drop that little gem in just in case. I’ve got some more things to discuss, but I don’t want to turn this comment into a blog post itself, so I’ll be in touch soon. Happy Friday!

Carl Smith

07.02.10 at 8:30pm

@Chris – Happy to share it Chris, but only if you promise to never use the phrase “physically closest competitor” around me again. That kinda creeped me out.

@Ben – Drinking a Miller Light before lunch is not good. Seek help. There are much better morning beers.

@Martin – Sir, the synergies between our companies either mean we’re both or the road to success or hell. Either way we’ll have fun getting there. Glad you liked the “pause clause,” it really drives home to clients that we need to keep the project moving. We don’t reference who will be involved in the project, but we often send relevant work as part of the informal email estimate which precedes the proposal. I also show sample sites to demonstrate tangible examples of the different phases as we present the proposal which allows us to sneak in some more work. Proposals take anywhere from two hours to two days depending on the complexity of the project. If it takes more than two full days we normally charge for a scoping phase which is a few thousand dollars. This is as much to make sure the prospect is serious as it is to get compensated for our time.

@Holly – Wow, thank you so much for the kind words. I’m very glad your team got some value out of the video. Best of luck in putting your process together.

@Matt – Speaking openly? OK, you can’t tell people about the amazing, spectacular client you landed months ago but can I? I mean, I’m allowed to mention we do work with Epic Games now. Well if I can’t, let’s just say 45Royale is the shiznite. Nothing but love sir!

@Jeff – Most welcome, glad you liked it.

@Adam – What? The whole 45Royale team is in the house! Thanks for the speaking critique, I was actually shocked at how well it flowed when I listened. In my head I kept thinking I should stop and start over but I just charged onward! Regarding the timestamp, if a client can’t get approval in 30 days, I don’t want that client. Well unless they’re some huge media outlet or something. Jealous of you having clients that want things fast. We want a nice pace, and for some reason a lot of our clients are just sluggish.

Thanks to everyone for the comments, and check back for more soon!

Carson Shold

07.06.10 at 8:35am

Great talk. I love the idea of having the “Do not backup” line. The latest project I was working on, which was well into the development stage, and all of a sudden the entire site map changed. The worst part is that the client didn’t realize why we went over budget – something that would have been more clear if we had that red line right on the proposal.

The Pause Clause is definitely intriguing too. I can’t think of a better way to encourage clients to stay on track. Well done.

Keep up the awesome stuff!

Jon Livingston

07.06.10 at 10:44am

Excellent talk and advice Carl. You have a gift for being in front of the camera.

The “Pause Clause” is a great idea, something I never thought of but have always wondered how to deal with. I’ve struggled with that fine line of client interaction, typically being too lenient (especially with content) which has cost us time and money.

Simon

07.06.10 at 2:43pm

Very lucid, my friend. Your presentation skills are outstanding.

Now you just need to work on your running skills…. next week?

Rob Landry

07.06.10 at 8:00pm

Kudos, Carl, for sharing! Great points and things we all struggle with from time to time. The “Do Not Back Up” and the “Pause Clause” are interesting ideas.

We found many of the same things to work for us. We tried a 2-phased approach (1 – design, 2 – build). We’d reserve the right to rebid the 2nd phase, but as you say prospects really want to see just one package. “Re-estimating” is a great way to position things.

Would love to get a copy of the proposal.

Carl Smith

07.07.10 at 9:48am

@Carson – Backing up is a killer. Clients have to understand the importance of that approval. We still slip up on getting a verbal instead of something in writing. Every time we do it feels like it stings us a little. Glad you liked the video. Another one will be coming shortly.

@Jon – So nice to hear from you sir! Loving the new site and approach you’ve got going on. Give the Pause Clause a shot. I just explain that we can’t wait when something stalls or we’ll be penalized. Most clients get that. They have something similar in their world.

@Simon – Coming from a pro like yourself I appreciate that Simon. Unfortunately I’m still fighting with a messed up left calf muscle. hopefully I’ll be back to running a decent speed soon.

@Rob – Glad you enjoyed the video Rob. The Pause Clause has been a winner for awhile now, the Backup Clause just went into effect but I think it will do well too. Re-estimating works great, and it’s something we need to lean on more. The big deal is really having the pre-production meeting and looking at what needs to happen. I’ll send the proposal off later today. All the best.

Ryan Dunagan

07.09.10 at 9:44am

Enjoyed the video Carl! Very insightful.

We struggle with a lot of the same things and educating clients from the get go is so critical to the success of the project. Sounds like you guys have nailed this with your new proposal. Keep the videos coming.

Carl Smith

07.09.10 at 4:44pm

@Ryan – I think we all struggle with these things. Hopefully we can come together to make things easier. All the best!

Greg Wineman

07.09.10 at 7:13pm

Awesome Carl – I’d love to see it if you don’t mind sharing with your second closest competitor :)

Carl Smith

07.10.10 at 6:07am

@Greg – Hmmm, alright you’ve talked me into it.

Danny Outlaw

08.02.10 at 5:30pm

Dude. Those hair flips are sexy. Meeeeow.

Robert Jolly

08.09.10 at 10:12am

I knew when I bookmarked this video, the time spent watching it would be well worth it.

Thanks for putting all this out here—your ideas continue to impress and inspire me. This approach is much more warm, human, and creative than what many employ. The payoff is truly worth it!

Carl Smith

08.09.10 at 9:15pm

Robert, thanks for the kind words. To hear that what we’re doing inspires you makes it all worth it.

Mike Coker

08.14.10 at 8:15am

Hi Carl, I was sent to have a look at your site and in particular this video post, and told I must download and read the ‘nGen Client Guide’ – very impressed, and thankful (I haven’t fully read it yet). We will be reworking our client proposals and like the lighter version that you have created. Having had a few projects recently put on hold, love the idea of not feeling like we have to ‘instantly’ start up again when the client is ready. That is a great clause. Typically if there is development downtime, we fall-back to own projects, but these too are hard to remember where you were at, and its not easy to pick up again.

Very valuable information, thank you for sharing it.

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