Sales Process

Proposal Assessment List

By Published On: October 13, 2025

Are we keeping existing content? Is it in WordPress so ...

  • Are we keeping existing content?
  • Is it in WordPress so the export is simple, or another system that needs special conversion?
  • Are there external sites that need to be merged, like a blog?
  • Do they need email?
  • Is there eCommerce?
  • Do they have photos or need new photos or video?
  • Do they need copy written or revised?
  • Do they need simple or elevated SEO?
  • Standard or elevated security?
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