Spend less time on admin work, book more clients and kick off projects with a bang. Use this Dubsado proposal checklist to do just that!
Don’t just list the packages right away. Instead, add a brief paragraph that reminds clients of the value you offer.
Mine starts with this: “I would be honored to assist you in defining your brand voice, creating website content that is tailored to your business and the clients you want to serve.”
You can also include the booking steps, timeline and any other crucial details in this space.
Is a deposit required? What about a contract? List the steps for booking. I recommend mentioning the steps briefly at the top and bottom of your proposal.
When will the project start? How long does it take? List those elements in your introduction.
Of course, include your package details! I recommend using an introduction paragraph that explains the benefits or who the package is meant for. Then, you can use a bullet list to feature the tangible items of your package. The price should also be noted.
Are any bonuses or discounts included? Mention those too. This can often soften the investment cost.
Remind the client that others are raving about your services.
This is your chance to upsell! You never know when a client will see an add-on and book that too. I usually include about two add-ons.
Oof. Don’t overwhelm potential clients with late fees, copyright, payment dates and other nitty gritty details. Those will all be listed in the contract! There’s no need to bog down the proposal with the hard stuff.
Been there, done that, but a proposal with too many options is more likely to confuse and overwhelm a potential client. Use your discovery call (which I recommend holding before you send the proposal) to get an understanding of your client’s needs and goals. Then, narrow down your recommendations based on this.
I used to be guilty of this. If your proposal includes a link to a page on your website or blog post, you might want to reconsider this. The last thing you want is for your potential client to stray away from the proposal. The goal is to keep them there and get them to book! (Okay, I do have one link to a comprehensive process page to give clients a visual overview of the process, but that’s it!)
To send a proposal, you need an email to go along with it! Your email should thank the client, link to the proposal and perhaps list the next steps.
I use the Dubsado custom fields to include the business name and the client’s first name. This makes it feel personal.
Don’t let your pricing and services sit there simmering with potential clients. Give them a limit. One day, you won’t be available as soon as they can get back to you, which can be tricky if the proposal is still active. I have very limited availability which is why I include an expiration date on the proposal. This essentially pencils in the project on my calendar, with 72 hours to really make it official.
My proposal includes three tabs. The first is the proposal, which when submitted, populates the contract and invoice. This books clients in minutes and prevents unnecessary back and forth.
Let potential clients ask questions. My comment box says, “One of my goals is to lift up individuals — that means helping you as a person and as a business owner. Please, if you have any questions or comments, let me know!”
When I received my brand photos from Rudney Novaes, I immediately added them to my proposals. I swear my booking rates went up immediately.
My proposal is totally customized with my brand fonts and colors from the branding suite I received from The Kate Collective.
Take a look at my proposal for 2021! If you’re curious about how else I use Dubsado, check out this post.
If you’re interested in checking them out, use the code saltedpages for a 20% discount. This link will automatically apply it for you!
DISCLAIMER: This blog post contains referral links for Dubsado. If you use them, I may receive credit. Using my links benefits us both!