How do you send proposals to your clients?

Great question! We like using Docsend: https://www.docsend.com/

This lets you get the analytics/data on what people look at most in your proposals (what information they spent the most time on). Also, it protects the documents from being forwarded - you can only access them by typing in an email (this allows you to know if it was opened and read)

I think this is a very professional way of doing it! Hope this helps!

I never send proposals that elaborate.

I find most people just see them and say 'no' because of the effort involved in evaluating the proposal.

What has worked for me is single page proposals because usually what clients care about are: how long will it take; how much will it cost; and what they are going to get.

Nailing all three of those in a quick read or glance makes negotiating so much easier.

I also get the added benefit of not having to sink a ton of work into a prospect whom won't close.

Check out highnote dot io which was specifically designed for this purpose. Drag and drop materials right in, choose beautiful stock images to make your proposal stand out. You also receive notifications on reader activity!

Very successful for many verticals and industries….

When you say that you are sending them "personal" proposals, what does that mean? You hint in the next sentence you give them a presentation and a media plan.

If you want to get replies, all you need to to is give them a blueprint of how what you offer is applied to their business and no other and hand it to them. Most likely, they will hire you to execute it, because who else could do it better.

If you are just telling them what YOU do an offer, that doesn't tell them how it translates to THEIR bottom line. Show them what to do, exactly how it should be done and tie it in with social proof, and you will know they read it due to all replies and call backs 💪

You could use some mail-sending service (like Mailchimp or Sendinblue) to track email status. It should show you if the email was opened if received, clicked on links, or even if it bounced.
The problem here is that it may need some technical knowledge, but I do think that there are a lot of services that would offer precisely what you need - you just need to take some time researching it on google

Just a question: Why can't you use some proposal software or tool that can track the email interactions?

Sending proposal documents to clients is an essential part of running a business, but it can also be a time-consuming and potentially risky process. That's why it's important to choose a reliable and secure file transfer solution that can streamline the process and protect your sensitive information.

One such solution is Blaze, a quantum-safe file transfer platform that offers fast and secure file sharing. With Blaze, you can easily send your proposal documents to your colleagues and clients, knowing that your files are protected by cutting-edge encryption technology that makes them virtually impossible to hack.

Blaze is designed with ease of use in mind, so you don't have to worry about complicated setup or installation. You can simply upload your proposal documents to the platform, select your recipients, and hit send. Your clients will receive a secure link that they can use to download the files, without needing to worry about passwords or complicated login procedures.

In addition to its security features, Blaze is also incredibly fast and reliable. You can transfer large files in a matter of seconds, without worrying about slowdowns or interruptions. This can be particularly helpful when you're trying to meet tight deadlines or need to get your proposal documents to your clients as quickly as possible.

So if you're looking for a fast, secure, and easy way to send proposal documents to your clients, Blaze is definitely worth considering. It's a great solution that can help you streamline your workflow and protect your sensitive information at the same time.

Visit the website: https://blaze.cx/
Check tutorials: https://www.youtube.com/@blaze-aeonx

Hope this helps!
I would love to know your feedback.

Thanks!

From the Notion dashboard I created at: https://fuelance.xyz/

It depends on the customers you're targeting, but we have seen the worst-case scenario at 2%. Targeting customers effectively matters, as does your main heading and presentation when a user opens the email you sent to them.

What has worked for us in the past is directly integrating an infographic image into the main email and using just a few lines of text. In this way, recipients truly understand what we want to convey and what they will get in return.

I hope you understand my point: avoid long paragraphs in your email.

In my (https://apkbubble.com/) opinion ''When you use a digital proposal platform, you won't have to deal with the hassle (and potential spam filtering) of submitting a large file over email. Instead, you might provide the client with an online link to the proposal.

We use PandaDoc. This lets us track opens and time spent on the proposal. We also put our pricing right on the cover. We want no one to be surprised about the cost.

After we send it we schedule a follow-up to talk with them about it.

Interesting, it seems like there are several platforms for agencies to send out proposals. I'm curios though, are there any desirable features that are missing from the existing solutions?

We've used Bonsai for proposals for a couple years. It's pretty flexible and gives notifications when a proposal is viewed. Same for invoices and contracts. You can schedule invoices too which is nice at the beginning of an engagement.

Docsend is the best option for you.

I have started using Craft for all proposals - just sending potential clients a link. That gives me some analytics on when it's been viewed and for how long. Also what document links were followed. It's not perfect but it works pretty well in my limited experience. Can embed files as well.

I used to use Dubsado but lately I haven’t been sending proposals as I changed my business model to not need them anymore! I will say Dubsado has a nice 1-pager solution for Proposal / Contract / Invoice to start a project.