Overview
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Learn how to discuss potential ecommerce projects with clients and accurately scope and deliver proposals.
Syllabus
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Introduction
- Welcome
- What you need to know
- Purpose of scoping projects
- Listen and repeat
- Clarify jargon
- Critical constraints
- Pick a proposal strategy
- Ask the right questions
- What type of products?
- Quantity of products
- Access and assets
- Red flags
- Estimate the scaling needs of a site
- Determine payment needs
- Payment considerations
- Understand shipping needs
- Discuss currencies and taxes
- Determine localization needs
- Note other integrations
- Create wireframes and site maps
- Detail tech specs
- Create prototypes
- Create timelines
- Account for overhead
- Agree on communication tools and frequency
- Write the proposal
- Present the proposal
- Keep meetings on track
- Next steps
