r/alexhormozi

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 — 19 hours ago

Working for free

Alex hormozi talks how we should work for free for the 5-10 clients to get in the reps to become better because we probably suck at the thing that we are trying to sell at the start, but what if you have hard cost that you can't cover from your side? eg. software that you use that cost money.
Do you become upfront about it in the demo / discovery call or do i do some freelancing on the side to cover the hard cost myself?

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u/Blue_Mango11 — 2 days ago

Offer or No show problem?

I'll try to keep this as brief as possible
niche: dental clinics in north east part of india
offer: cut no show rate by 20% in 30 days
lead magnets that i use in this sequence:

  1. Reveal a problem of how much money they are losing per month on their no show then
  2. I present my offer for free in exchange for testimony and feedback tho in the discovery / demo call i will them that my service / labour is completely free but they would need to front the hard cost for delivery which is around Rs. 4,200 (2,500 which is vps and 1,700 is usage base for whatsapp api and groq) because I have no capital to upfront I have made around 300 cold calls in that region and have booked about 3 demo calls, but none of those 3 people showed up for the demo.

So the question is:

  1. is the problem my offer due to not having guarantee like a risk reversal? or
  2. how im handling the booked leads after booking the demo call? (i use cal.com and book them within 60 secs after hanging up the call)
  3. or the perceived likelihood of achievement being low because im doing it for free (which i can make it better by sending them a demo of how it works via whatsapp and sending them supporting research on how my system reduces their no show rate, these ideas occurred to me after watching the warm outreach course in ACQ.com)

and how would you solve it

u/Blue_Mango11 — 2 days ago

Rule of 100 for physical products?

I’m a woodworker who is about to start a business selling handmade goods. To start I want to use the rule of 100 but am confused on what my offer could be when doing outreach.

I’d be selling hardwood home accessories for high income individuals. Margin roughly around 50-70% depending on the item I land on.

Free products given away are expensive and not feasible with the high cost of hardwood. So I’m curious what might be a good offer or lead in besides saying “Do you know anyone who is interested in buying this thing?”.

Thoughts and insight would be great! Also curious what ACQ AI would say if someone is willing and able, thanks!

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u/Upset_Walrus_6398 — 3 days ago

I'm building ACQ AI app clone and going to give it away for FREE

I'm building an AI app that will have knowledge of everything that Alex ever said in any of his YouTube videos.

Basically, it's a clone of ACQ AI app that starts at $1000/month.

I'll open source the entire app.

Monthly cost?
Depending on how much you use the app, but at least 10x cheaper than the official app!

Anyone interested?

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u/Away-Brush1407 — 5 days ago

Question about objection handling

When do you know when to handle objections different ways?

For example if they say they're busy or don't have the time

So you either address it by proposing a scheduling/time solution vs using one of the usual time objection overcomes?

One seems more solution oriented, the other is "objection handling" oriented, so how do you differentiate when to use either ?

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u/Methhead1234 — 4 days ago

For those who have actually applied Alex’s principles in their business, please share your experience

I would like to hear from those who have actually applied Alex‘s principles and teachings in their business. What results and success, if any, did you experience? Which of his teachings, specifically, did you get the best results from? How much, if at all, did your revenue increase? Please give specific examples of what you did and the corresponding impact it had so that everyone in this group can benefit. Thank you very much.

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u/HabitsAreKey — 5 days ago

Title: I run a cold outbound agency, but I'm struggling to generate leads for my own agency. Roast my offer.

I run WhiteKim at whitekim.com, a done-for-you outbound agency for established high-ticket B2B companies.

Our current offer is:

We find companies showing buying signals, figure out which ICP and message gets responses, then run the outbound system across cold email, LinkedIn, and phone.

We also handle replies, follow-up, meeting booking, and reporting so the client mainly has to take qualified sales calls.

The main offer is a $5,000 90-day sprint.

After that, managed outbound is $4,000/month plus infrastructure.

Our target client is generally:

$2M+ revenue
$10k+ average deal size or $3k+/month retainers
Proven offer and case studies
Existing sales process
Able to close calls and take on more customers

The problem is that I'm having trouble consistently generating leads for WhiteKim itself through cold email and LinkedIn.

We've tested different lists, buying signals, personalization, copy, offers, CTAs, follow-ups, and campaign structures.

We can generate some replies and conversations, but I'm not getting enough qualified positive responses to feel like the acquisition system is actually solved.

So I'm starting to wonder whether I'm trying to optimize the outbound when the offer itself isn't strong enough.

If you were the owner of a $2M+ B2B service company, would this offer make you want to respond?

"WhiteKim identifies companies showing buying signals and runs your outbound across email, LinkedIn, and phone so you can generate qualified sales meetings without hiring and managing SDRs."

What feels weak or generic about that?

What would make you choose this over another lead gen agency?

Would you make the offer narrower?

Would you focus on one type of company instead of "high-ticket B2B"?

Would you change the outcome I'm selling?

Would you change the pricing or guarantee?

Or is the bigger problem that every outbound agency basically sounds the same now?

I'm specifically looking for feedback from people who have sold B2B services, run outbound agencies, or bought lead generation before.

Feel free to tear the offer apart. I'm trying to figure out whether I have an outbound problem or an offer problem.

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u/Dry_Description_3544 — 5 days ago

Free Time - Looking to Help others. Fixing a Constraint

Hello everyone, My name is Paul and I am looking to help others no catch.

I got some free time today and tomorrow.

Looking to help others with their offer, LP, VSL, Media buying

Pretty handy with data, a knack for spotting the constraint in a business.

I can knock out some time to help anyone who needs it, if your just starting out or growing like crazy.

About me, 3X Founder... 2 Exits, been a part of a few more as a consultant. Managed 9 Figures in AD spend in my career of almost 20 years in marketing. Even worked with some really brilliant people.

Former Acquistion.com DOM, Built the biggest LOB at PDI, even work with some incredible voices out there.

I like helping others this is my world, been focusing on a PODCAST I have put together, and spending my time lately on Project management and better follow thru got that attention span of a gold fish and Clickup is my friend.

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u/keothedemonpoke — 5 days ago

Cold DMs for a local service business — worth it, or waste of time?

Working on lead gen for my videography business (weddings/brand films/small and local business video for socials) in a smaller market, and I’ve built out offers using the $100M Offers framework… tiered packages, value stack, guarantees, the whole thing.

Now I’m working through the Core Four for outreach, and cold DMs on social media are one of the channels I’m considering. For anyone who’s actually applied this in a service-based local business (not an info product or SaaS):

- Have you used DMs as an actual acquisition channel, or did it end up being a waste of time compared to warm audience/referral-based channels?

- If you did use DMs, how much did you lean on the offer itself doing the work vs. the outreach message just being a door-opener to a call?

Would appreciate any advice. Thank you!!

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u/vitahlity — 5 days ago
▲ 3 r/alexhormozi+1 crossposts

51K Instagram followers, $69 MRR on Skool. Anyone cracked Instagram to Skool conversion without showing their face?

Grew a faceless Instagram to 51K since January. Quotes I believe in, thoughts from my head, mindset and performance content. Military background, can’t show my face.

Started Skool August 1st. $69 MRR, $14 monthly cost. Early days, but I want to figure out conversion before I scale content.

What I’m building isn’t another “grow your brand” community. It’s accountability, competition, shared training, and programs that actually fit a busy life. Started because I noticed it myself after becoming a father. I’ve always had physical selection standards to train toward. Without that external structure, something changes. I want to create that structure for other people.

The content clearly works on Instagram. People follow, engage, share. But getting them to pay for a community is a different ask entirely.

For anyone who’s converted an Instagram audience to a paid Skool community, especially without a face behind the brand:

- What actually moved the needle?
- How did you frame the pitch without it feeling like a sales post?
- Is there a follower to member conversion rate I should be benchmarking against?

Not looking for generic advice. Looking for people who’ve actually done this.

u/eactual — 6 days ago

Rate my offer out of 10?

We help B2B podcasters turn every episode into weeks of high-quality content, from short-form videos and LinkedIn posts to newsletters and lead magnets, so they stay visible, build authority, and get more value from every episode without recording anything extra.

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u/sayeedshabab — 7 days ago

Advice from Fellow Hormozi Followers

Overthinking and would love input from others who have dealt with the same or have insight:

Problem: I overthink every possible business I can start and also have some imposter syndrome as well. I really struggle with determining what I can do as a business.

Constraints, limitations, and context:

  • I only have roughly 10-15 hours per week to spare due to children/family obligations currently. And the hours are usually scattered in the early morning, lunch hour, and evening.
  • I'm an intermediate-level woodworker (roughly 4 years of experience building things for my own home)
  • I work in IT risk and compliance for a large public company
  • Struggling with these options, as woodworking is very time-intensive and IT risk/compliance is touchy from a legal perspective. Public companies need the most help in this area but also spend tons of money hiring large firms to do so.
  • Past ideas considered: woodworking closing gifts for realtors regularly; flipping furniture and recording content for social media; AI implementation for small businesses, although this hasn't proven very helpful yet for actual revenue generation.
  • I'm okay not building an empire worth millions, so I know some of these options may not fit super closely with Alex's principles.

Any feedback would be super helpful, thanks!

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u/Upset_Walrus_6398 — 8 days ago

Help with sales skill

Besides repetition. What some resources that have been helpful for you to learn how to sell? Do you have a go to script that you use?

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u/CameraJumpy3469 — 7 days ago

I work hard, but I feel like I'm operating at half speed

Alex, I think my biggest business bottleneck is not discipline or procrastination, it's throughput.

I work hard and usually know what I want to accomplish, but I have 3 problems:

  1. Small decisions take me much longer than they should.
  2. I often realize afterward that I spent time on something that wasn't the highest-leverage thing I could have done.
  3. Even when I know exactly what to do, I execute slower than I believe I'm capable of.

So I can lose time at every step: deciding, prioritizing, and executing.

If you had this exact problem and wanted to dramatically increase your output over the next 90 days, how would you diagnose the real bottleneck and what operating system would you build first?

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u/AppropriateYellow477 — 8 days ago

Ask me questions, and I will answer them using ACQ AI for you :)

it is as simple as the title says, I will reply to your questions in the comments here or in DM's if you want

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u/FrostingInfamous6810 — 11 days ago

Better Money Management System Help!

Hey Business Gal and Girls
I had a question and I tried asking Alex but no response but I will ask it here!

Short Version- How would you structure the finances of a capital intensive business to balance personal income, reinvestment, and an emergency fund?

Long Version

Hey Guys

I run a business buying and reselling phones, iPads, and other electronics. As the business has grown, I’ve realized I need a real money management system.

Recently I took a big risk and lost about $30,000. I’ll recover, but to me this was a wake up call. I had to hustle hard just to cover my bills, and it made me realize I don’t have a good system for separating my business finances from my personal finances.

When I had a regular job, it was simple. I would pay my bills, set aside money for savings, and enjoy what was left. When I first started the business, I just spent less than I made and treated the business money like it was my own.

Now the business has reached a new level. It’s much more capital intensive, inventory takes a lot more cash, and because of longer payment cycles which makes money always available when I need it. I know I need a better financial system.
If you were in my position, how would you structure things so you could:

  1. Pay yourself consistently
  2. Keep enough cash in the business to continue growing
  3. Build an emergency fund for both yourself and the business

I've heard guys do a percentage of profits, ive heard set a amount

love to hear yall advice.
Also, bonus question: How do you handle taxes as a business owner? I feel like nobody really talks about that part. 😂

I've heard guys do a percentage of profits, ive heard set a mount

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u/RealKingSimon — 8 days ago

You there Alex?

Hey Alex, first of all, Thank You!
I am starting a business while having a job. The thing is, I can get almost 5-5:30 hrs per day for business, and it's in the chiropractors' niche, selling AI niche, the services I am selling are automation systems like reputation management, lead follow up, reactivation, for now then slowly shift into an AI Implementation Agency, so cold calling would be better or DMs? and is this time enough to get started? and I have read offers, leads, and a bit of money models too. I plan to make the foundations strong, but when I think about making an offer so good, I think of selling them all these systems, but then I think of how would I even book appointments like I can only book them based on one thing I present them to the first time on Cold Call or DMs even it's all FREE, like is there any way to present the whole package and show value, I haven't find the answers, so I can only think of presenting 1 thing initially like free website or any automation system in way that shows some value, then upsell later.

- I know It's a lot to ask, but I'll really apreciate the help.
once again Thanks a lot!

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u/Mammoth-Criticism545 — 9 days ago

I am really really afraid of starting a Business. And the reason for that is.....!!!!!

I have spent 4 years selling software development, infrastructure, cloud, automation and video editing services for companies.

Now I want to start something of my own.

I have technical people behind me who are willing to work, but there is 1 problem.

I am doubtful about my closing abilities and the reason for that is....

I feel most of the clients I work with are technical people. When they are on the call, they expect me to have knowledge about how to get things done.

And some even don't want to work with agencies as they consider it a hassle.

So, as a non-technical person, how do I deal with this?

In all my 4 years, I mostly used Upwork and LinkedIn, where owners would go on the call and usually close the deals. I was the one booking appointments.

So, any solution to this dilemma?

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u/Syed_Abrash — 10 days ago

Renting out office space, need leads

I have 8000m2 of office space. 700m2 is available turn key. 1000 is available for a company that fully wants to spec it then self.

We are 20km from the big cities, have good parking and a great view over grassland.

We have used the local realtor but this results in very slow progres. We thrive due to almost no churn.

Location is middel of Netherlands.

I want to add lead gen. So I post 6 times a week on LinkedIn. Been doing that for 8 months. Get decent views for the niece.

Sales ticket ranges from €9000 up to €1.000.000. depending on the amount of me rented en contract duration. €1.000.000 is like 800m2 for 7 years.

What would be the best additional leadgen approach for this kind of bussiness.

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u/Putrid-Bumblebee2984 — 12 days ago