A crash course in turn­ing project guess­es into authen­tic numbers

Scoping & estimating digital projects

Two-hour online class

Registration is closed

We’ve got a hunch that the dig­i­tal esti­mat­ing and scop­ing process isn’t all that rosy…

  • How many times has that big red guess of a num­ber on your pro­pos­als matched the amount you col­lect­ed in your bank account? 
  • How often do you blow 20%, 30%, 110% over your esti­mat­ed project bud­gets and absorb the loss­es with­out your client ever hav­ing a clue? 
  • How many times do you wake up num­ber crunch­ing because you missed a whole tier of hid­den func­tion­al­i­ty, but your require­ments list is final?
  • How many times do you let forth an ani­mal scream, wish­ing for a bet­ter way to track change requests and scope creep before they’ve tanked your timeline?

We, the daugh­ters and sons of dig­i­tal projects, have all suf­fered the net­tle sting brought on by poor scop­ing and esti­ma­tion. Maybe our sales lead agreed to a clien­t’s ridicu­lous bud­get and she passed the num­bers over the fence. Maybe our devel­op­ment team over­com­mit­ted, or the spec­i­fi­ca­tions jumped ship. Or maybe we sim­ply don’t know how much work our projects real­ly take. What­ev­er the case, the sticky sap of dig­i­tal frus­tra­tion stops today. Des­tiny is call­ing: she just told us you should start with this two-hour class for busi­ness own­ers, free­lancers, and dig­i­tal PMs. 

It’s time to take back the reigns.

We’ll trek through the wild

Join Rachel Gertz for this two-hour decon­struc­tion and explo­ration of esti­mat­ing and scop­ing web­sites, apps, and oth­er cre­ative projects. Take con­trol of your dig­i­tal process and be as smooth and dig­ni­fied as Big Foot, casu­al­ly scal­ing the slopes of the Rocky Mountains.

Chop your way through the for­est of tan­g­ly errors most busi­ness­es make dur­ing ini­tial scop­ing and estimating.

Nav­i­gate tough client con­ver­sa­tions about mon­ey and time, and learn use­ful ways to ana­lyze, size up, and com­mu­ni­cate the com­plex­i­ty of your next project.

Make your ball­parks mean­ing­ful, your con­tracts flex­i­ble, and avoid get­ting pinned to a fixed bid that ends up pooching your week­ends for the next eight months.

Rachel will show you how refo­cus­ing your approach from clinch­ing the deal’ to show­ing the val­ue’ means you make bet­ter rev­enue and more authen­tic con­nec­tions with your clients. You’ll learn ways to refo­cus your approach so you can cre­ate strong part­ner­ships and ongo­ing con­tracts with clients who real­ly love you.

Here’s a taste

It’s okay to say I don’t know.” The next time your client asks you a point­ed ques­tion about func­tion­al­i­ty or wants an answer about how long some­thing will take, tell her: Good ques­tion. Let me chat with the team about that and get right back you.” Your team will thank you for it, and your client will trust that you’re doing your research.

You’ll also learn

The com­mon errors we make dur­ing ini­tial esti­mat­ing and scop­ing that doom our projects and how to avoid them
The dif­fer­ence between fixed bid, project based, and val­ue based projects and why you should avoid fixed bids like the plague
How to pro­pose and bill for an ini­tial research phase that helps scope the rest of your project
Prac­ti­cal steps to take you from wild esti­ma­tions to accu­rate num­bers that your clients will shake hands over
Why you need your team’s help to accu­rate­ly scope your projects and how to do it properly
Why scop­ing chunks of your project is bet­ter than a ball­park for the whole thing, and how to get your clients on board
How to buffer in costs like project man­age­ment and the a**hole tax
How to side­step RFP cat­tle calls and focus on high val­ue contracts
Valu­able scripts for com­mu­ni­cat­ing your value
Rachel Gertz's pretty face.


Rachel Gertz

Dig­i­tal PM Train­er, BA B.Ed
Rachel Gertz is Co-founder and Dig­i­tal PM Train­er at Loud­er Than Ten. She trains appren­tices in dig­i­tal project man­age­ment so they can work full time while learn­ing to keep their com­pa­nies hap­py, healthy, and ready for the future. Rachel works on rais­ing tides that float all boats to ele­vate the tech­nol­o­gy industry.