Description

Episode Summary: How freelance proposals and estimates actually get written — the tools, the discovery questions, the template structure, and the red flags worth walking away from.

What You'll Learn

• The key term differences: estimates, quotes, bids, and proposals
• 3 Gary Vee-inspired questions that shape every discovery call
• A 3-phase proposal process: discovery, template, and estimate
• A red-flag warning for prospects who only care about price

Covered in this episode: the proposal-writing process, tools used, key terms, the questions asked of every client, the proposal template structure, and a few tips and warning signs. Future topics: pricing, contracts, and invoices.

Key Terms

• Estimate — a ballpark figure for what a job will cost.
• Quote — the bottom-line, final price for the job.
• Bid — competing directly against other businesses for the same job, common in construction and trades.
• Proposal — the full package: a detailed document laying out the project, proposed solutions, why you're the right fit, and the quote, estimate, and timeline. In short: what does the client need, how will it get done and for how much, and why are you the best person for the job?

The Freelancer Proposal

Writing a strong proposal is a skill built over time and repetition, like everything else in freelancing.

3 questions, modified from Gary Vaynerchuk:

1. "How are you judging me?" — clarifies what success looks like from the client's point of view, and signals genuine care about the role.
2. "What results are you looking for from this project?" — never assume the obvious answer is the real one.
3. "What are your struggles or obstacles?" — surfaces the real underlying issue (sales down? no website traffic? something else entirely), which leads to a much stronger proposed solution.

Keys to a good proposal: ask good questions, listen for both the obvious and underlying signals, then offer a solution grounded in being the right person for the job — one that's clear about what hiring you actually costs.

Phase 1: Discovery Process / Q&A

Step 1 — gather contact info and create a master folder. Tools: Google Forms, Google Drive.

Step 2 — set up a 30-60 minute call or in-person meeting. The goal is connection: understanding the what and why of the project, listening carefully, and asking plenty of questions. Tools: Skype, Calendly, Google Calendar. Take good notes.

Red flag warning: trust your gut. If a prospective client only wants a price and won't provide the information needed to prepare a real proposal, it's okay to say thank you and walk away — scary when mon…

Read the complete show notes and resources on mikemurphy.ai.

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