Choose your first client (20 minutes)
Select a client who may be undercharged or whose year-end is near. Alternatively, choose a new prospect you have not priced before.
Book your first meeting (10 minutes)
Schedule the proposal meeting. Setting a date helps you commit and move forward.
Practise on a friend (30 minutes)
Run through the proposal with a friend or family member. This builds confidence before meeting your client.
Go for it
Decide whether to create the proposal during the meeting or afterwards. Using GoProposal live allows you to answer questions, agree fees, and impress your client.
See also
Need Support?
Visit the community hub or contact us in the chat.
