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!