Consider A Project Evaluation

Every detail priced before day one.

A project evaluation, instead of a traditional RFP (request for proposal).

Recommendations, options, and costs

What You Get

We review your current website and email marketing setup under a non-disclosure agreement. Then we talk with you about what’s working, what isn’t, and what you want to change.

You get detailed recommendations, with options and costs for each.

Because every detail is priced up front, there are no pricing surprises and no fights over cost overruns when new ideas come up mid-project. The report also becomes the benchmark for the project’s success.

Most organizations do this after choosing a provider, when the terms and costs are already locked in. It’s like a Vegas marriage, minus the Elvis impersonator.
Proposals have limits

Evaluation vs. RFP

TL;DR: proposals have a higher degree of creating an environment of missed opportunity.

Although we love putting together proposals, they do have limitations. They tend to lack crucial details and there’s typically a lack of meaningful “getting to know you” stage where you can learn about options that may have been previously unknown when putting together your RFP scope.

Sure, the provider gets paid and delivers a “good enough” product that is a step up from what you had in place, but it likely falls short of what you need and will only put you in a position where you have to repeat the process all over again in a few years. As an option, we encourage potential clients to consider a Project Evaluation in lieu of a proposal.

Credited toward year one

What It Costs

Prices begin at $1,000 and are based on the scope of the evaluation material.

We charge a flat fee for any evaluation; following the evaluation report and recommendations, if you decide to move forward and become an UpStage user, we will apply 100 percent of the cost toward your first year’s annual fee. Think of your evaluation as a non-refundable deposit that provides better understanding and cost control measures.
Let’s talk it through

Is It Right for You?

There’s only one way to find out: get in touch and let’s chat about it.

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