How to 'seal the deal' with interested clients and set up a project on the Marketplace platform.
If you connect with a prospective client on our platform and they would like to move forward with the engagement, the next step is for you to send the client a formal proposal using the platform proposal builder.
On Priori Marketplace, formal proposals are the final administrative step before beginning work, and offer you a chance to review and confirm how the project will be set up on our platform for purposes of billing and ongoing administration.
You can build and send a formal proposal by viewing the relevant client request on your account dashboard, selecting the "Build Proposal" option and filling out the information on each tab of the proposal builder.
While the proposal builder is fairly intuitive, the notes and video below may be useful when sending your first proposal.
Video. Prepare & Send Formal Proposal to Client
Once you have sent the proposal, the client will be notified and can view the proposal on their Priori account.
If the client accepts the proposal, you will be notified by email and provided with the client’s contact information to connect and start work.
From there, you and the client can work together directly to complete the project and you will use your Priori account to send invoices during the engagement. Each new open project will also appear as a card on your account dashboard. You can read more about billing and invoicing on the next page:
For existing or repeat clients, you do not need to send a proposal to the client to start the engagement. You can instead directly open a new project from your account dashboard. This process does not require the client to accept your proposal to hire you for the new engagement.