Dubsado Custom Proposal Secrets: Get Clients to Say YES!
Вставка
- Опубліковано 3 сер 2024
- Struggle with creating stunning, custom-priced proposals for your clients? Let Lauren from The Smarter Creative ✨ show you the ropes of using Dubsado to craft seamless quotes effortlessly.
- Learn the importance of custom quotes for unique client projects and how Dubsado optimizes this process.
- Discover how to start with an invoice to build your custom proposal template, using smart fields for efficiency.
- Understand the steps to ensure your custom prices are displayed properly, avoiding common setup errors.
- Explore an alternative method of building custom quotes directly from the proposal, aligning with client agreements.
- Find out where to access Lauren's professional Dubsado templates and her offerings ranging from DIY solutions to personalized setup services.
Get 30% off your first month or year of Dubsado: dubsado.com/?c=smartercreative
✨ LINKS DISCUSSED IN THE VIDEO:
→ Check out the Shop: thesmartercreative.com/shop
→ Change the Header / Navigation Tabs with CSS: thesmartercreative.com/use-cu...
✨ Does your creative small business need help getting organized? Schedule a clarity call with me and see how the Smarter Creative can help you get your business in order!
→ www.thesmartercreative.com/call ✨
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Join me on Instagram - / thesmartercreative
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TABLE OF CONTENTS
00:00 Introduction
00:25 Why Dubsado Proposals
00:55 What is a Quote Like Proposal
02:22 Custom Proposal in Dubsado Option 1
08:27 Custom Proposal in Dubsado Option 2
13:20 Wrap Up
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#Dubsado #businessorganization #creativebusiness #creativebusinessowner
TAGS
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This video single handedly sold me. Buying that template rn!!!
Woohoo!! I hope it serves you well!!
Your proposals are gorg!
Awww thank you!!! Here is the link to shop them if you want 🫶 thesmartercreative.com/shop
Thanks Lauren, question aside from the price and why work with us section, what else would you add in the proposal ?
Depending on the business, I'd have testimonial(s), next steps, timeline, what to expect, portfolio info, FAQs + more!
@@TheSmarterCreative thank you it’s for social media management 😊
@@glambyshey I'd for sure include pain points that you eliminate, the impact that you can have on their business, customize the goals for the client, and maybe even case studies of past clients! Best of luck!!
@@TheSmarterCreative this helps! Thank you so much