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LadyJMJ1

posts: 7

Jul 14, 2010 2:28 PM ET    Quote  Report Abuse
Points: 0   Vote

Hello Startup Nation,

I need a critique on a RFP Response Template and cover letter template.  The cover letter will be posted as a separate topic.  Hopefully, I'm in the ballpark - if not, let me know.  Also, if anyone know if this would be suitable for a platform such as Elance, please let me know.

Sincerely,

Jackie

Executive Summary

        The Objective

        Valued Customer, Inc is in need of Virtual Office Administrative services to take over for a non-existent administrative office.  With zero office staffing, administrative functions have suffered.  Outsourcing these activities will allow the owners to focus on other aspects of the business.

 

        The Goal

        Valued Customer, Inc is a small privately owned organization that now requires professional virtual office administrative services in a cost effective manner.

 

        The Solution

        E-Works Consulting of Michigan specialized in Virtual Office Administration for small businesses.  Our virtual assistants are Microsoft Office certified that can provide additional office support services through the corporate office located in Detroit, MI.

 

        We will provide virtual data entry services to include:

        Daily entry of sales and returns

        End of month statement of record entry

        Quarterly and Yearly sales reports

 

        Bookkeeping services to include:

        Daily, Quarterly and Yearly accounting reconciliations

        Tax statements and summaries

        Quarterly tax payment reports

        Ledger Maintenance

        Inventory accounting balancing

 

        Customer Care services to include:

        Responding to customer email inquiries and request

        Escalation of customer concerns

        Email list maintenance

        E-Marketing

 

 

Client Operations

Valued Customer is a privately owned X company with 4 locations.  Started in 1950 with a staff of 1500 employees, Valued Customer employs a staff of 125 employees at each location and a client base of approximately 5000.  The administrative off staff currently consist of the owners who took over the responsibilities when the (full-time) office manager left the company.  The lack of an administrative support personnel has lead to a relatively large backlog of data entry files, poor inventory control, email response, payroll not being met on time and past due tax filings.

 

Once E-Works Consulting of Michigan is responsible for their office administration duties, Valued Customer will be relieved and available to return to full-time management of their company.  E-Works will bring all data entry duties, inventory control, email response, payroll and tax filings current.

 

Summary

The following is an estimate summary of costs associated with services offered by E-Works Consulting of MI for virtual office administrative services.  These numbers are an estimate only.

 

Initial Account  Set Up

Price

Discount

 

 

 

Service A

0.00

 

Service B

0.00

 

Production of Service B

$500.00

 

 

 

 

Total Setup Cost:

$650.00

 

 

 

 

 

 

 

Ongoing Monthly Retention

$250.00

 

Service C

$200.00

 

Bi-Weekly Production of Service C

$200.00

 

 

 

 

Total Ongoing Monthly Costs:

$650.00

 

 

 

 

Total: Initial Account Setup

$650.00

 

Total: Ongoing Monthly Costs

$650.00

 

 

Monthly Total

 

$650.00

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 


Standard Disclaimer* The numbers represented above are used as an estimate.  The above Cost Summary does in no way constitute final pricing.  Estimates are subject to change if the project specifications of terms of contract are changed in any way.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Contract Terms

                Project Fee

1.       Due upon receipt

2.       Net 10

 

                Non Disclosure Agreement

                                A non disclosure agreement will be signed in mutual agreement of both parties.

               

                In the event of cancellation for any reason

                                Immediate notice is required by either party.  There are no prepayment penalties.  Cancellation of contract prior to the end of the initial deadline will require payment, in full, for all contracted services due at the end of the project period.

 

                Late Payments

                                Late payments will be assessed on any account past due by 10 days.

 

                Final Terms

Final terms will be provided in the contract for services

 

Benefits

By utilizing E-Works Consulting of Michigan as your virtual office administrator you will realize the following benefits:

 

1.       Lower overall cost for the project

2.       Greater flexibility in deadlines

3.       Professional preparation of the end product

4.       Initial setup includes everything necessary to get your business on track

5.       Zero employee overhead costs

6.       Complete confidentiality

 

Project Management

      My entire office is at your service.  I am available to answer any questions or concerns you may have.  We can discuss any additional reports or summaries upon your request.

 

E-Works Consulting of Michigan

Jacqueline M. Johnston, Owner

313-759-8919

Eworksofmi@gmail.com

http://eworksofmi.services.officelive.com

 

                                                                                                                                      

nevadascul

posts: 651

Jul 14, 2010 5:01 PM ET    Quote  Report Abuse
Points: 0   Vote

Hi ladyJMJ1

I rewrote the opening to your proposal.  I think it more focuses on the clients needs.  I have other ideas if your would like to discuss them further.  You may reach me at culshaw@spcfreelance.com.


Executive Summary

Customer’s stated objective

The owners of Valued Customer, Inc are currently handling all administrative office functions.  This has reduced the amount of time they have to manage other aspects of the company.  So, they are now looking for a cost affective means to provide administrative support services.  Outsourcing these activities may provide the answer.  The owners could then focus on other aspects of their business.



-------------------------

The older we get, the more excuses we make for not chasing after our dreams. But truth is, goals are attainable at any age.
LadyJMJ1

posts: 7

Jul 14, 2010 9:08 PM ET    Quote  Report Abuse
Points: 0   Vote

S. P. Culshaw,

I updated the proposal template.  And i'm going to see what happens....Thank you very much for your support.

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