It also serves as a good exercise for you when writing a good business proposal as this is all the information you’re going to gather in any discovery phase of the deal.
It can be really useful to find out if they have some special event, or reason for a timescale to be important to them. You can even tie that into some scarcity to give them some incentive to sign the proposal off by a certain date.
It might sound like a self serving suggestion, but I recommend you take a look at using Better Proposals for writing your next business proposal.
The business proposal templates in the Proposal Marketplace alone will save you a ton of time.
You always want to make sure you have sufficient proof in any really good business proposal you’re sending. This could be examples, testimonials, video case studies, screenshots from a client proving you helped them with something, a recording of a voicemail – anything.
Take some time to check out Foundr’s guide for freelancers with useful tips on self-branding.
I did explain to him a contingency plan Sabrina and I have had in place for nearly a decade now for this exact situation. This guy was bold enough to ask that question but he can’t have been the first guy to THINK it. It’s less important how you get them to feel sadness at the end, so long as you do and they’ll use every trick in the book to do it.
From that moment on, I included that in every business proposal we sent under a section called “How we protect your data”. Why do you think killing off the kindest character is so prominent.
When you’re having that meeting with your potential client and they ask you to write them a business proposal for your solution, you can confidently walk away knowing exactly what task is ahead of you.
I didn’t think it was an appropriate time to go back to him and explain I probably wouldn’t give a shit about his data if I was dead.