✅ Dos and ❌ Don'ts to Create Effective Dubsado Proposals
Proposals are a key feature of Dubsado and a great way to share your services with clients for them to sign up to work with you in a quick and easy way.
There are a few key things to consider when creating a proposal in Dubsado - a few dos and don’ts to keep in mind.
In this blog post, we'll explore 5 dos and don’ts to create effective Dubsado proposal that will help you sign clients.
Guide to Dubsado Proposals: 5 Tips to Create Effective Client Proposals
✅ DO - Keep it Simple & Straightforward
Focus on important information that clients need to know before signing up for your services, and remove any unnecessary sections or information from the proposal.
Key sections your should include in a proposal:
Packages and add-on with clear descriptions + pricing
Your process of working with clients
Deliverables or scope of work
Testimonials
Frequently asked questions
Things you shouldn’t include in a proposal:
Contract wording - this will be shared in the contract, so it’s not needed in the proposal
Content that isn’t helping the client make a decision - like work hours, communication method, etc. This can all be shared later
Remember, anything that isn't necessary will only make the proposal seem longer than it needs to be and can be a potential barrier to people signing up.
❌ DON'T - Include External Links
If you take one key piece of information from this blog post - let it be this tip.
The objective of a proposal is for your clients to sign up to work with you. They only should have two options:
Yes - accept the proposal
No - decline the proposal (not submit it)
Because of this, do not include social icons with links, portfolio links, website links, or any other link.
Why? Because you're giving people an out or a distraction by including external links. This comes from sales psychology.
Imagine someone is trying to make a decision about working with you. Placing an external link is basically giving them a way out and letting them avoid making a decision. "Oooh! What's on their Instagram feed?" they'll click on the link, go down a rabbit hole and possibly not come back.
By offering two options - a Yes or a No - and removing any distractions, you're giving potential clients a easier way to make a decision.
✅ DO - Include Add-Ons
Consider including add-ons in your proposals if they make sense for your business. This give you an opportunity to showcase additional services or options that clients may find valuable.
Ask yourself:
Are there services or tasks that your clients need help with that you're providing and not charging for?
Are there services that clients often inquire about that aren't on your proposal and you're invoicing for separately?
Including these options as add-ons can help you provide a better client experience and also increase revenue.
❌ DON'T - Add Too Many Options
Add-ons are awesome, but it's important to strike a balance and not include too many options to avoid confusing or overwhelming clients.
Streamline your proposals by:
Combining packages where it makes sense.
Including packages that clients sign up for frequently.
Removing packages that aren't in high demand.
Simplifying your packages will help reduce confusion and make it easier for your clients to decide on which ones to sign up for.
✅ DO - Add Your Contract & Invoice
Where possible, bundle the contract and invoice with the proposal to create a 3-in-1 proposal form.
This significantly reduces friction for clients as they sign up to work with you, because there are less step in the process.
By including the contract and invoice with your proposal, you're streamlining the process and increasing the likelihood of signing a client vs. sending all the documents in separate emails.
Hope these tips help you create more effective proposals for your business!
Ready for a Dubsado Setup?
If you're ready to take action and work with me, the next step is to book a free 20 minute discovery call.
During our call, we'll see if we're a good fit to work together and one of two things may happen:
I may tell you you're not ready for a Dubsado setup and recommend other options for you.
I may tell you that you are ready for a Dubsado setup and share what it's like to work with me. If you decide to work with me, I'll send you a proposal after the call.
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