The first stage in getting started with GoProposal is to get your pricing right. This is fundamental to making GoProposal work.
The pricing you will find within your app and the pricing methodology has been taken from profitable accountancy businesses of all different sizes.
Take it, adjust it, and test it with one client. You can always edit it after that.
Step 1 - Fill out the Pricing Wizard [5 mins]
Step 1 - Fill out the Pricing Wizard [5 mins]
Before you do anything, make sure you have filled out the Pricing Wizard.
Our wizard is a quick and intelligent way to get a starting point with your fees, which you can then adjust and nudge up and down to make your own.
When you first sign up, the wizard will pop up instantly in your app.
(If you haven't yet done this step, reach out to the team so we can reset your pricing wizard)
This will give you a head start by populating your services with fees!
Review the Current Pricing [15 mins]
Before you change anything, produce your first proposal with your new set of fees and get a calculation to see if you are happy with what you have already.
You'll see what you need to add, edit or remove. Take a current client’s services and fees, run them through the system and see how it comes out.
Step 2 - Edit Your Pricing [1 hr]
Step 2 - Edit Your Pricing [1 hr]
There may be some different ways of pricing for you to discover the benefits of. The next step is to edit the current pricing slightly for your core services so that you feel comfortable with it. You can always adjust this at a later point if you feel the pricing is incorrect.
Step 3 - Add Your Own Services [30 mins]
Step 3 - Add Your Own Services [30 mins]
It’s likely you are going to want to add in your own line items where there are services or software missing. Adding a new line item is really easy. Choose the pricing type that works best, add any calculations if need be and add some descriptive content.
Note: You can always edit this, we advise aiming to get your core services in initially then come back and add the more complex line items later.
Step 4 - Remove What You Don’t Need [15 mins]
Step 4 - Remove What You Don’t Need [15 mins]
You will notice a comprehensive list of line items once completing the wizard, these are added by default to ensure all bases are covered for your practice. Just delete out what you don’t need or unpublish them so you can come back to them if needed. If you do delete them, you can always reimport them again.
Step 5 - Check the Descriptions [45 mins]
Step 5 - Check the Descriptions [45 mins]
Once you have core services and software in the system, you will want to check through the descriptions in the line items and adjust them where necessary. A good way to do that is to produce a proposal with every service selected and read the descriptions in the proposal. Edit the descriptions where necessary or copy and paste what you already have.
Step 6 - Complete 3 Ballpark Tests [15 mins]
Step 6 - Complete 3 Ballpark Tests [15 mins]
Once you’re happy with the set up, choose a broad range of 3 clients you currently have and run them through the system. There’s no set rule for this, as it all depends on where you are currently in your pricing. The bottom line is to run some tests, make your final adjustments. The only question to ask yourself at this point is "Is this better that what we currently have?" If so, you're ready to go.
Next steps