KWPP - Survey Proposal

KWPP

PROPOSAL Enhancing Your Business with Data-Driven Insights

OBJECTIVES OBJECTIVE 1

OBJECTIVE 2

OBJECTIVE 3

Enable data-driven decision-making for our client by implementing a comprehensive survey solution that harnesses the power of real data to inform business strategies, particularly in the dynamic real estate industry.

Gain a deeper understanding of the real estate agent team's needs, aspirations, and concerns to fuel business development efforts. Tailor recruiting and development strategies with pinpoint accuracy.

Utilize concrete data to identify weaknesses and transform them into strengths within various areas of business operations, including inhouse training, retention strategies, and communication and marketing initiatives.

SCOPE OF WORK 01 02 03 04 05

Survey Setup on SurveyMonkey Email Outreach

Phone Calls and Follow-Ups Data Analysis Report Generation

SURVEY SETUP ON

SURVEYMONKEY Setting up the survey with advanced data analytics tools Ensuring survey functionality and user-friendliness Customizing the survey for specific data capture Integrating the survey with existing data systems

EMAIL OUTREACH Crafting compelling email invitations Personalizing email communications for agent engagement Strategic email scheduling and follow-ups Tracking email engagement for effective follow-up

PHONE CALLS & FOLLOW-UPS Personalized calls to 600+ agents Confirming survey receipt and participation commitments Addressing agent concerns and questions

DATA ANALYSIS Secure collection and collation of survey responses In-depth quantitative and qualitative analysis Identifying trends, patterns, and insights Data visualization for clear presentation

REPORT

GENERATION Creating a comprehensive report based on survey findings Outlining key takeaways, recommendations, and actionable insights Preparing a professional and visually appealing report

60%

25%

15%

PROJECT DURATION The estimated duration for this project with 600+ agents is expected to be completed within 6 to 8 weeks, depending on factors such as agent responsiveness, the complexity of data analysis, and report generation.

SURVEY ACTION PLAN & COST BREAKDOWN

Day 1: Project Kick-off Meeting Confirm project details, expectations, and timelines.

Obtain necessary access and permissions.

Days 2-3: Survey Platform Setup Configure the survey on SurveyMonkey.

Customize the survey and integrate advanced analytics tools.

Days 4-5: Integration and Testing Integrate the survey with existing systems.

Conduct thorough testing.

Days 1-3: Email Content and Design Craft compelling email invitations and follow-up communications.

Design engaging visuals.

Days 4-5: Email List Segmentation Segment the email list for targeted outreach.

Verify contact information.

Days 1-4: Initial Email Outreach Deploy initial email invitations to all agents.

Monitor email responses.

Days 5-7: Follow-up Emails Send personalized follow-up emails.

Encourage agent engagement.

Days 1-10: Phone Calls Initiate personalized phone calls to all agents.

Confirm survey receipt and secure participation commitments.

Days 11-14: Data Collection Collect and securely collate survey responses.

Verify data accuracy.

Days 1-5: Quantitative Analysis Conduct quantitative analysis.

Prepare data visualizations.

Days 6-7: Qualitative Analysis Perform qualitative analysis.

Summarize key findings.

Days 1-3: Final Payment Invoice for final payment.

Confirm payment receipt.

Days 4-5: Report Delivery Deliver the comprehensive report.

Schedule a presentation to discuss findings.

Weekly 30-minute meetings scheduled throughout the 8-week timeline.

Meetings for sharing findings, addressing challenges, and ensuring project progress.

Excited about collaborating for enhanced business decision-making.

Open to questions and providing further clarification.

1. SURVEY SETUP ON SURVEYMONKEY: Setting up the survey: 10 hours at $350/hour = $3,500

2. EMAIL OUTREACH: Crafting the initial email: 2 hours at $350/hour = $700 Sending the initial email: 2 hours at $350/hour = $700 Follow-up emails and sending: Additional hours (e.g., 10 hours) at $350/hour = $3,500

3. PHONE CALLS AND FOLLOW-UPS: Making phone calls: 40 hours at $350/hour = $14,500

4. DATA ANALYSIS: Data analysis: 20 hours at $350/hour = $7,000

5. REPORT GENERATION: Creating the comprehensive report: 20 hours at $350/hour = $7,000

SURVEY COST: $36,900 KWPP DISCOUNTED PRICE: $30,000

PAYMENT SCHEDULE Initial Deposit

$15,000

50% to commence the project

Progress Payment

$7,500

25% upon data collection and analysis

Final Payment

$7,500

25% upon report delivery

PAYMENT MILESTONE: Initial Deposit

50% of total project cost at project kick-off.

Progress Payment

25% of total project cost upon data collection and analysis completion.

Final Payment

25% of total project cost upon report review, revisions, and final report delivery.

DISCLAIMER: The estimated project cost and payment milestones provided here are for reference only.

Actual costs and payment schedules are subject to negotiation and formal agreement.

Figures are based on specified hourly rates and estimated hours.

Final project cost and payment terms will be detailed in the official project agreement.

Any discounts or modifications to the cost structure will be outlined in the project contract.

For specific and binding financial arrangements, refer to the official project contract.

Any additional software or tools beyond SurveyMonkey that may be required for data collection, analysis, or reporting will be the responsibility of the client.

The client is responsible for acquiring and covering the costs associated with any additional software or tools that are deemed necessary for the project.

Ensuring successful project execution

Delivering valuable insights to support business objectives

THANK YOU!

KWPP

PROPOSAL Enhancing Your Business with Data-Driven Insights