A streamlined quoting process for copywriters
April 16, 2009 • Glenn Murray
This is the system I use to create, send and archive my copywriting proposals. With it, I can bang out a proposal and automatically save it in the right place. All in about 3 minutes. (TIP: Turn your volume up; I need a new mic!)
What this demo doesn’t delve into…
This screencast doesn’t go under the hood to discuss the intricacies of how the individual apps fit together (that’s a story for another day), but it does illustrate the power of the apps and systems when brought together strategically. In other words, it shows you that even copywriters can have pretty streamlined processes!
Applications used in my copywriting quote system
- MS Word 2007
- MS Excel 2007
- MS Outlook 2007
- ACT! by Sage Premium
- Adobe Acrobat 9 Standard
- FSL Launcher
Why would a copywriter need a streamlined quoting process?
I blame Google. As soon as I started ranking well, things really started looking grim. I found I had another very serious challenge to overcome: I was inundated with request for quotes (RFQs). Around 10-20 per week. And for each one, I had to manually type the client’s name, company name, quote price and project name 2 or 3 times. This was not only extremely time consuming; it also meant I was far more likely to make mistakes in my quotes. (Which, of course, I did.)
It didn’t take me long to figure out I’d have to streamline my quoting process if I was going to make the most of my high ranking (and actually get some work done). So I set up a system. One that combines quite a few different software applications, and which – now that it’s all working nicely – saves me a LOT of time, and drastically reduces my margin of error.
Please comment for more info
Please comment to let me know if you’d like more information about anything in this screencast. I’m considering releasing further details, and maybe even some templates and macros. But it’ll take me some work, so I’ll need to know someone wants it!