1. Receiving the client's request

M-Social receives a customer request. It can be different:

• Minimal: "I need to make a website" or "I want a chatbot".
• Detailed: accompanied by a brief, technical specification, product presentation, UX/UI designs, or links to analogues.

2. Study of the request and preparation of questions

A manager is assigned to the client, who carefully examines the materials received and forms a list of clarifying questions that help to better understand the client's goals, expectations and limitations. Examples of such issues:

• What is the planned implementation period?
• Which functions are important?
• Do you have any technology preferences?
• Do I need to integrate with external services?

3. Internal evaluation of the project

After receiving all the necessary data, the manager conducts an internal evaluation of the project. The following are involved in this process::

• Backend and Frontend developers
• Designers (if necessary)
• QA Engineers
• Devops
• Each specialist analyzes his part of the tasks and evaluates the labor costs. The project manager also takes into account potential difficulties and nuances in order to avoid surprises at the implementation stage.

4. Formation of detailed estimates

Based on the estimates received, the manager draws up a detailed project estimate, which includes:

A breakdown by stages (design, development, testing, etc.)
, an estimate of the time and cost of each block
The estimate is not just numbers, but a structured document that allows the client to understand what the cost of the project consists of.

5. Preparation of the cover letter

In addition to the estimate, the manager prepares a cover letter with explanations and comments on the estimate.

• Focuses on the critical functions of the project
• Suggests possible alternatives
• Indicates potential risks in the implementation of a particular functionality, suggesting alternative options.
• This helps the client to make informed decisions and see that we are not offering a template calculation.

6. Preparation of additional materials (on request)

If necessary, the project manager also provides:

• Work schedule (project timing)
• The list of AI that can be used in the project
• Technical requirements for the client's materials
• These materials allow the client to better understand the scale of the project and choose the most profitable strategy for its implementation.

7. Answers to questions and revision of the proposal

After sending the estimate, the active phase of communication with the client begins. The manager often organizes a conference call to discuss estimates. This allows you to reduce the time for correspondence, avoid misunderstandings and make decisions faster. The manager answers any questions from the client, explains the details and adjusts the offer if necessary. For example:

• If new ideas come up, we can quickly make changes to the assessment.
• If necessary, we can offer alternative approaches or technologies that will reduce the cost of the project without loss of quality.

A presale in M-Social is not a formal stage, but a full—fledged work on creating trust and understanding between us and the client. We don't just want to give an assessment — we want to become your partner in creating a high-quality product.

=> "Management"