History: estimate

Source of version: 49 (current)

This first step is a preliminary estimation 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.

{FANCYTABLE(head=> __Actions__)}
Create an entry for client/project in the [resources#CRM|CRM] and keep a record of all communications
Organize a meeting with stakeholders
[gathering_specifications|Gathering specifications]
Estimate budget and deadline with {FILE(fileId=9)}Budget template{FILE}
{FANCYTABLE}

SourceHistory

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	Sidebar Menu Home Search Categories Wiki Wiki Home Last Changes List Pages Orphan Pages Sandbox Multiple Print Structures Articles Articles Home List Articles Forums List Forums File Galleries List Galleries	History: estimate View page Source of version: 49 (current) This first step is a preliminary estimation 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. {FANCYTABLE(head=> __Actions__)} Create an entry for client/project in the [resources#CRM\|CRM] and keep a record of all communications Organize a meeting with stakeholders [gathering_specifications\|Gathering specifications] Estimate budget and deadline with {FILE(fileId=9)}Budget template{FILE} {FANCYTABLE} SourceHistory
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History: estimate

Source of version: 49 (current)