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History: estimate

Preview of version: 46

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This first step is a preliminary to see if what the client wants is possible in terms of cost and deadline. In a web-agency context it's usually difficult to quote a website without all the specification gathering process. But you don't want to spend a lot of time for this while the client hasn't agreed to anything.

A first meeting should be organized with the client, account manager and project manager. Through a quick review of the specifications gathering and budget template documents, you can estimate the work and give the client a price range and a deadline. It can be done with a simple email. Then the client can more or less morally agree to this.

Actions
Create an entry for client/project in the CRM and keep a record of all communications
Organize a meeting with stakeholder
Gathering specification
Estimate amount and deadline with Budget template


History

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Date User Edit Comment Version Action
Thu 12 of Aug., 2010 04:54 UCT System Administrator   49
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Thu 12 of Aug., 2010 02:44 UCT System Administrator   48  v  s  
Mon 09 of Aug., 2010 21:19 UCT System Administrator   47  v  s  
Mon 09 of Aug., 2010 21:18 UCT System Administrator   46  v  s  
Mon 09 of Aug., 2010 14:36 UCT System Administrator   45  v  s  
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