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Proposals? Statement of Work? Quote? Agreements?

What does your agency call the document you send to clients before starting work? According to a survey of agencies by the team over at Podio, the actual terminology varies greatly, but “Proposal” took the lead with 73% of the votes.

Does it matter if the document is called a proposal? Quote (44%)? Statement of Work (23%)? Recommendation (8%)? Agreement (26%)? Contract? Something else entirely?

The varied responses point to a “sense of an organic, evolving process that varies from agency to agency, client to client, and project to project” the Podio team reported.

I hope agency owners can take away a key lesson here: There is no right or wrong way of doing it – the point is to do it. Get something published and in front of your client. It does not matter what you call it, but the content matters greatly.

About the Daily Marketing Minute

The Daily Marketing Minute is my project for the last quarter of 2014. Each day, I will deliver bite-sized, fat-free nuggets of sales and marketing insights.

In an increasingly noisy sales and marketing world, it is easy to lose track of why you do what you do. Ultimately, I believe that relationships will transcend the daily grind we face in sales and marketing. Every day, I’ll share insights and tips to grow your business and connect with your customers in a better (and more human) way.

Thank you for sharing your precious time with me.


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