Jason Doria Website Proposal

Prepared by: Jackson Middleton – KiltedMedia

Prepared for: Jason Doria – Assistant Vice President – Northwood Mortgage LTD.

SNAPSHOT

Jason Doria is a licensed mortgage agent with Northwood Mortgage. Jason would like to develop a personal website that remains compliant with the licensing of Northwood Mortgage LTD, but allows him to grow his personal client base.

KiltedMedia is a marketing company that works exclusively with Canadian mortgage professionals. KiltedMedia has prepared this proposal to outline the expectations of both parties.

The new website will be built on jasondoria.ca. The domain will be purchased and hosted by KiltedMedia, however upon full payment of the invoice, Jason Doria will be the owner of the domain, and can request a transfer at anytime to an account of his choosing.

BUSINESS NEEDS

Specifically, the new website will be built to do the following:

  1. Establish the personal brand of Jason Doria.
  2. Remain compliant with Northwood Mortgage LTD. License #10349
  3. Be fully responsive to any size display.
  4. Updated with regular content as to appear current for visitors.
  5. Have clear calls to action with clearly identifiable contact information.
  6. Target higher end clients in the downtown Toronto area.

SOLUTION

We recommend the development of a completely new website, built from the ground up, with a custom design. KiltedMedia will be responsible for the following:

  • Purchase of the domain jasondoria.ca.
  • Setup of hosting and SSL on a dedicated server.
  • Ongoing site updates, maintenance, and security of the website.
  • Custom graphic design elements.
  • Regularly updated content on the blog. Minimum 2 posts per month.
  • Custom formatting of content provided via a third party (Creative Soul Communications for example).
  • Ongoing updates to information on the website. (bio, contact details)

Additionally the following “behind the scenes” features will be built into the website:

  • WordPress search engine listing functionality
  • High Speed Page Loading
  • Anti-Spam features on Contact forms

Web hosting services are included in the package quoted below. via our preferred hosting partner Brant at BrantMagic.com

PROJECT TIMELINE

We offer the following timeline to build the website.

Phase 1: Discovery – 20 Minutes. Client Action Required. *** Already Completed. 

Please complete the client intake form at kiltedmedia.ca/a-little-about-you. Once you have completed the form, we will begin the design of your site.

Phase 2: Hosting and SSL Setup – 3-4 days. *** Already Completed.

We will purchase your domain jasondoria.ca  and set it up with hosting on a dedicated server and add SSL encryption. We will load Wordress, and build your website on the DIVI theme by Elegant Themes.

Phase 3: Graphic Design – 1 Week for initial proof.

From the information you provide on your client intake form, we will build a website that captures the look and feel of your personal brand. We will incorporate your company logo as per guidelines. You will be provided with a proof of the site in less than a week. From there we go back and forth with revisions until you are satisfied.

Our goal is to have this process wrapped up in less than 2 weeks. We usually take 24-48 hours between revisions. The more information you provide us upfront, the easier it is for us to provide you with a website that meets your needs!

Phase 4: Completion – 2-3 Weeks. 

Our target is to have your website complete within 2-3 weeks. We begin once your invoice has been paid. In order to ensure a fast turnaround time, we ask that you get back to us with questions and provide us with information in a timely manner. Our commitment to you is to stay in contact throughout the entire process. Should you need anything, please don’t hesitate to contact us anytime.

COST

First Year – Website development and 1st year management: $1495.00 plus GST.

Subsequent years – $95 per month (billed annually) plus GST.

We issue invoices electronically through Freshbooks. Our payment terms are “payments due upon receipt of invoice”. Invoices can be paid by credit card via the Freshbooks system or by sending an email money transfer to jackson@kiltedmedia.ca using the secret question: Company name? with the answer: KiltedMedia

Once your invoice is paid, we begin the process of building your website.

After the first year, we will contact you about your renewal. At that time, you can choose to pay for the ongoing maintenance of your site monthly or quarterly at $95 per month, semi-annually with a 10% discount, or annually with a 20% discount.

We have sent the initial invoice for $1495 plus tax through Freshbooks to jasonwdoria@gmail.com.

MUTUAL AGREEMENT

We will always do our best to fulfil your needs and meet your goals, but sometimes it’s best to have a few things written down so that we both know what’s what, who should do what and what happens if stuff goes wrong. In this contract you won’t find complicated legal terms or long passages of unreadable text. We have no desire to trick you into signing something that you might later regret. We do want what’s best for the safety of both parties, now and in the future.

Our goal is to have a mutually beneficial relationship. If at any time you aren’t happy with our services, please let us know. If we aren’t able to make it right, we will give you control of your website without any hassle or extra cost to you.

In short

You Jason Doria are hiring us KiltedMedia; both located in Canada, to design and develop a website for the estimated total price as outlined in our proposal. KiltedMedia will maintain the integrity of the website at the price as outlined in the proposal. Jason Doria can cancel services at anytime, however there won’t be a refund for services already rendered.

Confidentiality Agreement

It is understood that KiltedMedia and its representatives may come into contact with confidential information during the time we are working together. As part of the condition of KiltedMedia working with Jason Doria, we herby undertake to keep in strict confidence any information regarding any client, employee, or business dealings of Jason Doria, Northwood Mortgage LTD. or any other organization that comes to our attention while working on your behalf. You have our utmost confidence. KiltedMedia will not include any branding on your website, nor will we disclose to anyone for any reason that we have been hired by you, or that we have designed your website.

It is also understood that Jason Doria and his representatives keep the contents of this proposal, and the pricing included confidential.

Authorizing this project requires you to complete the form below, and click the approve box in the contact form. By submitting the “Approved” button you accept the terms of this proposal, as does Jackson Middleton at KiltedMedia.

Between Jason Doria and KiltedMedia

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