If a client requests a proposal, a new Proposal tab will be available in the project workspace. You will also receive an email letting you know that the client has requested a proposal. The proposal tab is where you create and submit your proposal.
What to Expect During the Proposal Stage
The project opportunity enters the Proposal Stage when the client requests a proposal from the expert.
Define the Approach: In the Proposal Stage, experts and clients focus on defining the project approach and the details around timeline and fees. Both parties are encouraged to communicate in the messaging pane in the Workspace, and are encouraged to use Catalant’s Zoom integration to schedule calls to discuss the details live.
Resolve Questions: Catalant recommends using the Proposal stage to raise and resolve any outstanding questions around client needs and expectations. It is essential to discuss these items in detail prior to the start of a project ensures a successful engagement.
Complete the Proposal: After discussing with the client, experts should complete the fields in the Proposal tab with the details of the proposed approach, timeline and fees. Once the proposal is complete, the expert should request client approval of the proposal where prompted in the Platform.
Move to Contracting: At this point, clients may request additional changes to a proposal or may approve a proposal. If a client approves an expert’s proposal, the expert and client will move to the Contracting Stage.
Note: When a client approves an expert’s proposal, other experts who submitted proposals are notified that another expert has been selected for the project.
Review our Best Practices for Creating Proposals
Formalize the Offering: Detail your approach to the project, including a description of services to be provided, any deliverables, and a clear timeline. While this is your chance to impress your experience upon the client, the information you provide would also be the substance for the project agreement if the client chooses to move forward with you.
Be Persuasive: Make a strong argument about why you are the best fit for the project. Your proposal should reflect not only your proposed approach and deliverables, but also the level of detail and professionalism you will bring to the engagement. Feel empowered to attach additional materials, such as relevant work samples, detailed work plans, or client references, to support your proposal.
Avoid Ambiguity: Use clear language to specify exactly what is in-scope and out-of-scope for a project. Defining key items (e.g. deliverables, timelines, budget, data sources, etc.) up front aligns both client and expert and reduces any chances of future misunderstandings.
Highlight any Dependencies: To make sure both you and the client are aligned by outlining your expectations of the client, including any necessary data sharing or scheduling commitments, or any other externalities that would determine the project’s success.
If a client approves your proposal, you will move to the Contract tab to generate a Project Agreement for your agreed-upon scope of work.Projects cannot be initiated through Catalant without a Project Agreement fully executed on the platform.