Sending a proposal to a potential client can be scary and exciting all at the same time. Your goal is to book more clients, so you want this to be an easy process for everyone involved. If you can make this stage feel effortless, it showcases the value of your services and gets new clients excited about working with you. I love using Dubsado to create interactive proposals for my clients. They make it super easy to send the proposal, contract and invoice—all in one step!
“Keeping the booking process on-brand will give you a higher conversion rate, and it will help you stand out from your competitors.”
CREATING CODE-FREE FORMS
You can create graphics for your form using an online tool called Canva or Adobe Illustrator. However, this way is a lot more work for my clients because it involves designing the graphics and uploading them to Dubsado. Furthermore, if you decide to make any edits to the graphics, you have to edit, save, and re-upload your file, which can be time-consuming. You’ll also notice a lack of customization for buttons, packages/form layouts with this approach. However, if you’re a Canva lover and already have a subscription, you can certainly create some beautiful forms this way. This method will definitely give your clients an on-brand experience.
CREATING CODED FORMS (MY GO-TO!)
On-brand Form Option #1 – if you want to DIY
My friend Alice Louise (Forms & Flows) creates beautiful templates that you can purchase and install in your Dubsado account. First, you can click here to view and purchase a template of your choice. After you select a template, you will receive instructions on adding the form to your Dubsado account. It will require some copy and pasting, but once that’s done, you can go and customize your brand colours, fonts, images—you name it! You will receive step-by-step instructions on how to complete all of this. (Feel free to chat with me on the bottom left corner if you need any support 🙂)
On-brand Form Option #2 – If you want it DFY
You can hire someone (like myself) to build and create a custom proposal for you. Alice’s template is such a great starting point that I use it myself—and you don’t need to worry about purchasing a template if you go this route because I have a commercial license. Since I can custom code, I can make special edits or tweaks to ensure that the results are 100% on-brand. Click here to learn more about done for you Dubsado form design.
10 SECTIONS TO INCLUDE IN YOUR DUBSADO PROPOSAL
Keep in mind: an excellent proposal reassures your prospects that they can feel confident about booking your services. Don’t forget that your proposal is a mini sales page. Take the time to remind your lead why they need your services, what the process for working together will be like, and perhaps preempt any common buyer objections.
Here are 10 sections you should include in your proposal:
- Headline/Problem/Pain Points
- Welcome Message
- Your Story/Video
- Case Study
- Introduce Packages
- Package Details/Unique Selling Proposition
- Urgency/Proposal Expiry Date
- Closing Statement/Share Excitement
Overall, creating proposals for your business can feel like a big task at the beginning. But it gets so much easier once you have a compelling, beautiful Dubsado template ready to go. Not only will you save so much time sending proposals, but I also promise that your conversion rate will be higher too.