project proposal website design · project proposal website design Prepared for Reliant Search May...

project proposal

website design Prepared for Reliant Search May 2020

1910 SE 11th Avenue Portland OR 97214 971 338-9218

[email protected] www.upsweptcreative.com

DocuSign Envelope ID: 4D2A8A1F-853A-4019-A5BE-D198AE520840

let's put our heads together. If you want to keep growing your business, but aren’t sure how to take the next step, Upswept Creative has the smarts to help you get focused, so you can deliver your unique expertise to your clients, and connect with more of the kind of clients you love.

We've collected over 20 years of experience points in branding, website design, and social media. We're expert nerds who love to help you discover the unique story of your business. We’ll make your business brand sing with a visual presence that’s the perfect fit for you, and that attracts the people you really want to work with.

We're excited to create beautiful solutions that help your business grow, and make your day-to-day easier. That means we’re here to lead you through the process, and empower you with the tools you need to Get Things Done. We’ll deliver an end result that helps you flourish, and we have a strong, smart, beautiful plan waiting just for you.

A Taste of What We Have to Offer You: • Our understanding of design strategy and brand experience design is rock-solid, and we'll put our top-

notch skills to work for you.

• We design websites that are visually appealing, content-driven, easy to manage, mobile-responsive, and search engine friendly, so your brand looks and feels smart online.

• Our social media planning and management helps you zoom in on your goals and reach them, whether it's building a following, more engagements, or even launching a new product.

• We like to keep projects sailing smoothly, and create a relaxed atmosphere. You'll spend less time worrying, and you might even have a little fun with the process!

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We’d make a great team. Our background working with small businesses and our personal enthusiasm for boutique, community-centered enterprises makes us a perfect fit for Reliant Search. Our eye is always on more than just a product or service—it’s about sharing the experience that comes with it, and communicating the unique story behind it.

Our design strategies focus on connecting with the right people and their values, and helping them understand why they should join your community, and say Yes! to what you offer.

how we work We love to work collaboratively, to gain deeper understanding of what makes our clients passionate, and uncovering what makes each project unique.

Whether clients come to us with just the beginnings of an idea, or an established brand identity in need of a refresh, we know how to help clients gain clarity in their branding, and turn out brand assets that reach each organization’s ideal audience.

When we work together, we won’t just disappear behind a curtain and reappear later with your finished new design. We want you to be as invested in the process as we are. That means our communication will be open and frequent — we even invite you to use our project management software with us, so you have access to a transparent view of your project’s progress in real time.

We hope you’ll stay engaged with your project—we are the design experts, and you are the expert in your organization, and its history, mission, and goals. We’re excited to be your partner in design and marketing.

Let’s get started!

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What We Know About You We've had the opportunity to learn a bit about you and what you do, and we're looking forward to learning more as we work with you. Here's a quick overview of what we've learned so far, and what we’d recommend for making your brand shine:

• A full redesign of your website, which reflects a fun and personal yet professional brand, and is simple, straightforward, and mobile optimized.

• More user-friendliness for job searchers and those who need to log their hours.

• Seamless integration of the website and SmartSearch jobs board, using consistent branding for each.

• Web copy that’s specific to your target audience, and communicates which job markets you do and don’t provide services for.

• Images on your website that are more inclusive and reflect a more diverse demographic of job-seekers, while also targeting office workers in their mid-20s to late-40s.

• Clarity about what social media platforms and methods work best to target the sort of clients that Reliant Search serves.

recommendations We're not just about making your website look awesome--we also want you to get the awesome results you're craving, so your business will grow and prosper! With that in mind, we have a few recommendations we think you should consider and plan for to strengthen your online presence:

• Brand and Design Refresh: Your website’s layout is a few years out of date and needs a refresh that reflects your business’s personality, and its reputation as a community fixture. It also needs imagery more in line with the types of clients you are seeking.

• Copy Updates: You get a few more inquiries that are outside of your target clientele that you’d like. Your site needs copy that expresses exactly who you can help. Your site copy should also be optimized for search engines using keywords that attract mid-career job seekers.

• Website and Job Board Integration: Your current job board needs to be updated right along with your other branding elements, and the closer it can function in conjunction with your main website, the easier it will be for job-seekers to find and access.

• Social Media: We recommend maintaining a regular social media schedule on Facebook and Linkedin and following a carefully planned, metrics-driven strategy to follow. The goal is to create more opportunities for new potential clients to find your work and your website, and for you to be as easily discoverable as the larger corporate competitors.

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Website Design and Development Brochure Website DesignOur website design process is more than just a facelift. Your new website will be driven by your business goals and the vision we create for your brand. We guide you through content strategy and voice for your website, and take care of the design and techie details. We’ll make sure all of the “Ts” are crossed, so your website gets you the results you’re looking for.

With your Brochure Website Design, we’ll work together to find just the right template for your website, and then custom tailor it to fit your business, branding, and content strategy.

• Your homepage will clearly communicate who your target clientele is, and clearly direct visitors to view your job board, and get in touch with you.

• All pages on your website will be designed to present content provided by you with a friendly, light-hearted, yet professional feel that fits your brand and the values and showcases your business’s sterling reputation and community connections.

• We'll keep the most important content on your website in mind when we select and customize templates, and we'll make sure that content remains prominent, visually appealing, and easy-to-find.

Content StrategyWe’ll reaffirm your goals and identify ways that your new website will help you achieve them. From there, we’ll kick off the process of creating and refining content, so your new website will attract the right people.

• Content Audit: We’ll do a page-by-page review of your existing website content, from words to images to calls-to-action. We’ll determine what we can carry forward, what’s missing, and what could use some refinement. When possible, information will be consolidated into fewer pages that still communicate all necessary information.

• Client Discovery: Our discovery process is designed to guide you through finding and refining your brand voice. You’ll work together with us to identify your story and unique strengths, so we can transform it into powerful, actionable copy that will help your website do the selling for you.

Content Responsibility: By embarking on this project, you accept responsibility for delivery of content for your new website, whether content is created by you or by a third party. If content is not delivered by the due date established in the project timeline, the website launch date may be postponed.

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Design MockupsBased on our findings during your Content Strategy phase, we’ll select a base theme that fits with the goals and structure for your new website. From there, we’ll provide you with mockups that show the style, color, and brand direction we’ve conceptualized for you. You’ll also have ample opportunity to provide feedback for us to incorporate into the final product.

Website BuildOnce you’ve approved your Design Mockups, we’ll build your website on top of the WordPress Content Management System, preferred by Team Upswept for its ease of use, flexibility, stability, and search-engine friendliness.

If your website team isn’t already familiar with using WordPress to manage and update website content, don’t fret! We’re here to help you learn the ropes with custom user documentation and in-person training prior to site launch.

job board design & integrationFor your website to be a tool that supports your business, you need it to integrate as smoothly as possible with any third-party tools and utilities that you use. We’ll make sure your job board tools are as aligned with your website, both visually and technologically, as those tools will allow.

Our areas of focus will include:

• Directing the redesign of your job board pages, based on the design decisions we’ve made for your main website redesign;

• Identifying and implementing the best available pathway to create a visually cohesive and strategically structured user experience;

• Identifying and implementing the best available pathway to grant access to web analytics on the job search platform, enabling you to gain insight on your users’ needs and struggles.

Social Media roadmapYour online presence is an essential part of your company’s identity, and every social media platform is unique. We believe that setting the right goals and then following through is the key to success in social media marketing.

Your updated plan for 2020 will outline content guidelines, tone, and goals for both your Facebook and LinkedIn marketing. This plan will serve as the foundation on which we’ll build your social media presence.

The Social Media Roadmap includes these specifics for Facebook and Linkedin:

• Concrete goals that will give you something to work towards with your online presence

• A posting schedule for optimized reach and engagement

• Content guidelines to help inspire your content creation

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your project timeline Below is our estimated timeline for your project as described in this proposal. As it is intended to be a guide only, and not all project deliverables are included on the list.

These estimated deadlines assume that we receive client feedback within one business week of asking questions and sharing maps and mockups. Any client-side delays in giving feedback or supplying content may result in a delay in project completion, or missing other interstitial deadlines.

Pre-work, such as branding questionnaires and website content workbooks, will be shared with you upon receipt of the initial deposit, so you can get started right away.

• Project Kickoff: May 26, 2020

• Client Discovery Due: June 9, 2020

• Social Media Roadmap: June 23, 2020

• Website Mockups: June 26, 2020

• Website Build Completed: July 14, 2020

• Project Completion: August 14, 2020

Your project team We’ll all be working together on your project, collaborating to bring the best of what Team Upswept has to offer to this work. We all have areas of expertise, however, and will focus and lead accordingly.

Sarah Giffrow, Creative Director

Sarah is the driving creative force behind the full scope of your project. She’ll bring her expert design eye and online strategy know-how to the table, and define the vision and direction of your project from start to finish.

Anna Antic, Social Media Maven

Anna will work with you to identify your goals and create social media content guidelines and posting schedule. She’ll bring her expertise to bear on your analytics data to make sure the plan is working.

Emily Einolander, Project Manager

Emily will handle the administrative side of your project, making sure that deadlines are met, trouble is run out of town on a rail, and communication is open and efficient.

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Your investment All fees are one-time only, unless otherwise indicated.

optional items NOTE: Optional items are not included in the project total or proposed payment schedules. If you would like to include any of the optional items (yay!), please let us know, and we will update the proposal before resubmitting for your signature.

Suggested payment schedule We're providing two suggested payment schedules below, to help make your investment easy to manage. If you’d like to pay the balance in full before starting work, or adjust the billing schedule, we're more than happy to discuss the options with you!

SERVICE ITEM FEE

Brochure Website $4950

--Content Strategy and Copywriting —Included!

Job Board Design & Integration $750

TOTAL INVESTMENT $5700

SERVICE ITEM FEE

Social Media Strategy Session $299

PAYMENT SCHEDULE PAYMENT SCHEDULE WITH OPTIONAL ITEMS

• $2,000 due within two (2) weeks of signing of agreement

• Remaining balance to be paid in full on or before August 14, 2020

• $2,000 due within two (2) weeks of signing of agreement

• Remaining balance to be paid in full on or before August 14, 2020

TOTAL INVESTMENT: $5700 TOTAL INVESTMENT: $5999

Let’s Use This Payment Schedule Let’s Use This Payment Schedule

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ready to Get Started? Fantastic! To get things started on this project, we just need a few things from you:

• Indicate which payment schedule you’d like to use in the Suggested Payment Schedules section above.

• Accept this proposal by signing on the final page.

• We’ll send you an invoice for the deposit, and once we have received payment and your signed proposal, we’ll send your Welcome Packet and start making magic!

Finding the Perfect Fit for Your Business We’re committed to finding a solution that fits your business and your goals. This proposal is built around our understanding of what will best help your business grow, but if you have something different in mind, we’re always here to listen to you. If you’d like to discuss options or additional services, an alternate payment schedule, or any other changes you’d like to make to this proposal, please e-mail us at [email protected]. We can set up a time to talk over your desired changes, or hash it out over e-mail.

Proposal Expiration In order to guarantee pricing and availability, this proposal is valid for 30 days from delivery, until June 19, 2020.

project scope What if the project changes? We’ve built this package for you based on our current knowledge of your needs, and have designed it to be as complete a solution as possible for you.

If, at any point during our work together, we find that additional work significantly beyond the scope of what we have discussed is needed, we will provide a quote for the additional work, and wait for your approval before proceeding.

Warranty Upswept Creative will fix any bugs or errors discovered by you for up to 30 days following delivery of the final product. This does not include features or enhancements that were not outlined in the original project specification, or copy errors present in your written copy or photographs as they were delivered to us.

the legal stuff This agreement contains the entire understanding between Upswept Creative and Reliant Search (CLIENT). It supersedes all prior and simultaneous agreements between the parties. Any change to this

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agreement must be in writing, signed by all the parties. If the parties want to waive one provision of this agreement, that does not mean that any other provision is also waived. The party against whom a waiver is sought to be effective must have signed a waiver in writing.

Copyright Prior to final payment and project completion, all design or development work produced by Upswept Creative is protected by Federal Copyright Law (all rights reserved) and may not be reproduced in any manner without Upswept Creative’s written permission. Upon final payment by CLIENT, copyright ownership of the resulting work will be transferred to CLIENT. Upswept Creative retains fair use rights to the resulting work for portfolio use.

Use of Provided Images Should CLIENT provide third-party images or photography for use in design production, CLIENT must have legal rights to use and/or reproduce all provided images. If a third-party owns the provided images and claims any dispute with the use of said images, any associated cost or legal action resulting from the dispute is the sole responsibility of CLIENT. Upswept Creative will not be held liable for claims of misuse.

Termination Either party may terminate this Agreement by giving 14 days written notice to the other of such termination. If work is postponed or terminated at the request of CLIENT, Upswept Creative shall have the right to bill for work completed through the date of that request, while reserving all rights under this Agreement. If additional payment is due, this shall be payable within 30 days of CLIENT’s written notification to stop work, including any expenses incurred by Upswept Creative. CLIENT shall assume responsibility for any collection of legal fees necessitated by default in payment.

If work is terminated by Upswept Creative, any payments made by CLIENT, in amounts beyond the value of work completed will be refunded to CLIENT. If work is terminated by either party, rights to completed work shall transfer to CLIENT, and Upswept Creative retains rights to work completed on or before termination date for portfolio use. Source files for work completed prior to termination may be transferred to CLIENT by request.

make it officiaL! I have read and understood the terms above. I hereby agree to the terms of this agreement.

Reliant Search: Date:

Upswept Creative: Date:

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