Offering three options in your Salesforce proposal provides you with a greater chance of closing the project.
Each option can build on the previous one, and priced accordingly. So the client chooses the small, medium, or large t-shirt.
Across all options, there are often some common elements. Here are a few for your consideration.
Communication
Specify your communication channels. For example, email for formal communication, and Slack, Google Chat, or … sigh.. MS Teams for informal and quick responses.
Assumptions
When drafting your proposal, you most likely make some assumptions along the way. For example, with a greenfield Salesforce project, you could assume the client already has secured the necessary user licenses.
Be sure to list these assumptions. Not only do these provide clarity, but if you’re incorrect about one of them, you can easily revise the proposal.
Timelines
Committing to a specific delivery date is hard, perhaps even impossible. Not even the CEO of a company has that level of control over things. Projects require teamwork, teams are made of people, and people are fallible.
Consider using language such as, “We understand your express desire to have the project delivered by {date}. While we cannot commit to completing work by this date, we will make all reasonable efforts to do so.”
The takeaway
People often get squishy about the timeline issue. If they do, remember the iron triangle.