Genealogy Wise

The Genealogy & Family History Social Network

Client Proposals  

Many genealogy researchers charge for their services on an hourly basis.  This is simple to administer and easy for the client to understand.  However, some clients are uncomfortable with an open-ended expense.  One way to deal with this is to tell the client an upfront estimate of the number of hours expected for a given project.  As an alternative, some genealogists simple quote their clients a flat fee, which is fine as long as the anticipated work fits with the project quoted in the fee schedule.

The proposal you present to the client does not have to state all the details of how you will accomplish the work.  Focus on what is important to the client – what they will get as an end product and what it will cost them.  If you do create proposals, review them periodically to see how effective they are.  Be honest with yourself.  

Review your past proposals to see what has worked best and identify what areas may need more work on your part.  One way to find out how accurate your time-based proposals are is to keep a log of the time you spend on each project.    

By taking our, "Business Skills: Business Administration" course you will come away with the tools needed to create effective proposals for you, your clients, and your business as a whole.  

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