What’s the best way to send proposals to new potential clients? PDF, deck, email, Loom?

Hey everyone,
I run a small email marketing agency, and I’m trying to improve the way I present offers and proposals to new potential clients.

I’m a huge fan of Alex Hormozi’s content and recently read his latest book, $100M Money Models. I’ve been trying to apply more of his ideas around offers, sales, and making the buying process as simple as possible.

I’ve seen people use PDF proposals, Google Docs, Notion pages, pitch decks, Loom videos, or even just a simple email, but to be honest, I’m not sure what the best approach is. I want the process to feel professional and clear without overcomplicating it or sending a huge proposal nobody reads.

Time is limited, so I want to make sure I’m using the most efficient and effective process, especially as a small agency where I’m handling sales and fulfillment myself.

For those of you who sell agency or consulting services:

What’s your recommended step-by-step process after a potential client shows interest?

And when it comes to the actual proposal, do you recommend PDF, deck, Loom, email, or something else?

Appreciate any guidance or examples of what’s worked for you!

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u/Pristine-Row-7432 — 20 hours ago
▲ 8 r/Klaviyo+1 crossposts

💰 Could one Klaviyo update actually lower your billing?

It might.

Klaviyo's new Multi-Email Profiles feature allows a single customer profile to store up to five email addresses.

At first glance, it sounds like a small technical update. It's much bigger than that.

Think about how customers behave:

📧 They subscribe with Gmail.

🛒 They check out with Apple Pay.

💼 Months later, they order again using their work email.

Until now, many brands ended up with multiple profiles for the same customer.

That meant:

❌ Duplicate contacts

❌ Fragmented customer history

❌ Broken automations

❌ Poor personalization

💸 And potentially more billable profiles than necessary.

With Multi-Email Profiles, those identities can be unified into a single customer profile (when Klaviyo has a reliable identity signal like an External ID).

The result?

✅ Better personalization

✅ Cleaner reporting

✅ Smarter automations

✅ And for many brands... a leaner, more accurate customer database that could reduce profile-related billing.

I wrote a full article explaining:

🔹 Why this update matters beyond the feature itself

🔹 How identity resolution actually works

🔹 Why External IDs are the real hero

🔹 What every ecommerce brand should audit today

📖 Read the full article in the comments.

If you're running an eCommerce brand on Klaviyo, this is one update you shouldn't ignore.

reddit.com
u/Pristine-Row-7432 — 1 month ago

Votación NO Oficial de Hogueras aLicante 2026

Pues eso, estaba hasta las narices de buscar la programación oficial de este año y que todo estuviera en diferentes webs... Y hoy he encontrado la página TOP Hogueras ALicante . Está curiosa.

Aparte de la guía, he visto que tienen montado un ranking paralelo para votar las hogueras fuera de lo que diga el jurado oficial y la guía está bastante bien montada (está en inglés y japo)

¿Es nueva de este año? ¿Sabéis si los horarios que ponen son 100% fiables? No parece oficial

u/Pristine-Row-7432 — 2 months ago
▲ 6 r/woocommerce_Stores+2 crossposts

Anyone here using Klaviyo and open to being a real example for a training I’m recording?

I’m putting together a Klaviyo training, and I don’t want to use fake/demo examples.

Would anyone with an e-commerce store be open to letting me review their Klaviyo setup and record the walkthrough?

You’d get a free review of your main flows, and I’d use the process as an educational example.

I’d mainly look at:

  • Welcome flow
  • Abandoned cart
  • Browse abandonment
  • Post-purchase
  • Winback / list cleaning
  • Basic deliverability
  • Copy and flow structure

The only catch: I’d need permission to record the walkthrough and use it in the training.

Anything sensitive can be blurred or anonymized before it’s used: customer data, lists, brand info, internal notes etc...

Best fit would be a Shopify/Klaviyo store with some existing traffic/sales.

I made a short form here to apply so I can keep everything organized.

Feel free to share!

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u/Pristine-Row-7432 — 3 months ago

Board game + AI

I was just wondering how people are approaching AI yo board games, anyone has any experience or cool board game recommendation that uses AI?

Thanks in advance.

reddit.com
u/Pristine-Row-7432 — 3 months ago
▲ 5 r/Klaviyo+1 crossposts

¿Alguien de España usando Klaviyo para ecommerce?

Llevo usando Klaviyo para otras marcas fuera de España desde hace unos años, pero todavía siento que en España no ha calado mucho.

He probado muchas otras plataformas de email para ecommerce, pero Klaviyo les da mil patadas. Estadísticas más avanzadas que te permiten seguir qué ha hecho el comprador, ingresos vía email, flows y automatizaciones con triggers y filtros específicos.

En fin, solo tenía curiosidad por saber vuestra experiencia manejando Klaviyo en un ecommerce de España, porque me sorprende que todavía se recomiende MailChimp y otros softwares que están bien para empezar, pero no son tan escalables como Klaviyo.

(O quizá me estoy perdiendo yo algo que no sé)

Cualquier respuesta es válida.

reddit.com
u/Pristine-Row-7432 — 3 months ago

Tried ARMENIAN meat (khorovats) for the 1st time

This seasoned meat was amazingly tasty + some vegetables

u/Pristine-Row-7432 — 3 months ago
▲ 12 r/NoStupidQuestions+1 crossposts

Why do companies force “entry-level” jobs to require 3–5 years of experience?

Like… how is anyone supposed to start their career if every “beginner” job already expects professional experience? Are companies just too lazy to train people now, or is it a filtering tactic because too many people apply?

And if nobody hires actual beginners, where are people supposed to get those years of experience in the first place?

reddit.com
u/Pristine-Row-7432 — 3 months ago