Proposals & Scope of Work
Master the art of crafting precise proposals and scopes of work to ensure clarity and mutual understanding in every business deal.
Proposal & Scope of Work
This section covers Mike's exact plug-and-play proposal system that moves deals from conversation to contract—quickly, clearly, and without confusion.
One-Page Deal Closer
Start with a client overview: Property company name, main contact’s name and title, plus their top pain point (e.g. 24/7 food access, no extra workload). Then present the solution at a glance: smart machine, micro market, or locked cooler café. Location: lobby, breakroom, or clubhouse. Cost: $0 install and service. If there’s a revenue share, list X% after fees. Product mix includes fresh meals, healthy drinks, and impulse buys. Clarity wins deals.
Scope, Timeline & Support
Spell out scope of work: your team handles install, stocking, maintenance, insurance, reporting. The client provides space, outlet, Wi-Fi, and signage approval.
Timeline: decision → contract → install in 2–3 weeks. Include a first-week burn-in for staff training and ops support.
The call-to-action: approve the scope, sign the agreement, and schedule delivery. It’s frictionless, fast, and transparent.
Contract Terms & Alignment
Your contract should formalize all terms: responsibilities, services, revenue share, and termination clause or clawback terms.
This sets clear expectations and protects both parties. Use it post-pitch to reinforce verbal alignment or finalize decisions. Once inked, it’s time to polish the brand front-end. In the next lesson, Mike shows how to create flyers, a lean website, and social posts that make you look pro without wasting time in Canva.
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Complete the following exercises:
1. Reflect on a recent project or proposal you were involved in. Identify which elements of the proposal or scope of work were unclear or led to misunderstandings. Consider how you could apply the principles of clarity and alignment discussed in this lesson to improve future proposals.
2. Draft a mock proposal for a hypothetical client, incorporating all the essential elements outlined in this lesson. Focus on crafting a clear scope of work and a concise solution overview. Share your draft with a peer or mentor for feedback on its clarity and effectiveness.
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QUIZ
1. What is the primary purpose of a proposal and scope of work document in a business transaction?
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Leave your comments and questions below.
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