I’m looking for some advice to ensure that my proposal process is as smooth and client-friendly as possible. Here’s how I currently have it set up:
Proposal Process:
- Contract First: I’ve structured my Smart File so that the contract is the first page the client sees. It outlines all the terms and conditions, payment terms, project scope, etc.
- Invoice Second: After the client signs the contract, they immediately move on to view the invoice. The invoice includes a 50% non-refundable deposit due within 14 days of invoice being presented and the final 50% due upon completion of the video.
- Payment Milestones:
- The first payment of $2,800 is due 14 days after the invoice is presented.
- The second payment of $2,800 is due upon project completion, and this is clearly indicated on the invoice as tied to the milestone "Completion of Video."
My Goals:
- I want to ensure that clients feel comfortable and not rushed, while also maintaining a clear and logical flow in the process.
- I aim to avoid any confusion about payment expectations and the timing of when payments are due.
My Questions:
- Does this approach seem clear and client-friendly?
- Is it standard practice to have the contract first and then the invoice, or do you think I should consider another structure?
- Do you think the 14-day window for the initial deposit is appropriate, or should I adjust this timeframe?
