u/Key-Moment-4472

Everyone talks about getting clients.

Nobody talks about everything after you get them.

For me it was proposals and onboarding.

What's your answer?

I've learned that saying "yes" to every client usually creates bigger problems later.

Nowadays I look for things like:

• Clear goals
• Realistic expectations
• Good communication
• Decision makers involved
• Healthy budget

Turning down bad-fit clients has honestly improved my business.

What's your biggest green flag before signing someone?

Curious what everyone is seeing.

Mine used to be under 10%.

My biggest improvement wasn't better sales calls.

It was improving what happened AFTER the call.

A strong proposal can answer objections before they're raised.

What close rates are you seeing right now?

Curious what everyone is seeing.

Mine used to be under 10%.

The biggest improvement wasn't better sales calls.

It was improving what happened AFTER the call.

A strong proposal can answer objections before they're raised.

What close rates are you seeing right now?

When I first started doing agency work, I wasted an insane amount of time creating proposals.

Every client wanted something different.

A local SEO proposal looked different than a website proposal.

A Google Ads proposal looked different than a branding proposal.

So every time a lead came in I was basically starting from zero.

Eventually I got tired of it.

I spent time building standardized proposal frameworks that could be customized in minutes.

Now every proposal includes:

• Executive Summary

• Business Analysis

• Opportunity Assessment

• Recommended Strategy

• Deliverables

• Timeline

• Investment Options

• ROI Expectations

• Next Steps

I ended up creating templates for:

• SEO
• Local SEO
• Google Ads
• Social Media
• Website Design
• Branding
• Email Marketing
• Content Marketing
• Video Marketing
• AI Automation

The biggest benefit wasn't saving time.

The biggest benefit was consistency.

Every proposal looked more professional.

Every proposal felt more valuable.

Every proposal was easier for clients to understand.

If you're running an agency or freelancing:

What's your current process for creating proposals?

Do you build them from scratch every time or use templates?

I've reviewed a lot of agency proposals recently and noticed a pattern.

Many proposals explain:

• What will be done
• How it will be done

But never explain:

Why it matters financially.

Clients don't buy SEO.

Clients buy more revenue.

Clients don't buy websites.

Clients buy conversions.

Clients don't buy marketing.

Clients buy growth.

What's one thing you think every proposal should include before sending it to a prospect?

When I first started doing agency work, I wasted an insane amount of time creating proposals.

Every client wanted something different.

A local SEO proposal looked different than a website proposal.

A Google Ads proposal looked different than a branding proposal.

So every time a lead came in I was basically starting from zero.

Eventually I got tired of it.

I spent time building standardized proposal frameworks that could be customized in minutes.

Now every proposal includes:

• Executive Summary

• Business Analysis

• Opportunity Assessment

• Recommended Strategy

• Deliverables

• Timeline

• Investment Options

• ROI Expectations

• Next Steps

I ended up creating templates for:

• SEO
• Local SEO
• Google Ads
• Social Media
• Website Design
• Branding
• Email Marketing
• Content Marketing
• Video Marketing
• AI Automation

The biggest benefit wasn't saving time.

The biggest benefit was consistency.

Every proposal looked more professional.

Every proposal felt more valuable.

Every proposal was easier for clients to understand.

If you're running an agency or freelancing:

What's your current process for creating proposals?

Do you build them from scratch every time or use templates?