Producing your first proposal with a client can feel daunting. New software and new processes can do this. But these steps will give you greater confidence towards achieving this.

It helps to remind yourself why your doing this.

You're doing this for you, so that you  stop over-servicing clients, stop undercharging them and start commanding the fees you're really worth, which are consistent across all services and all clients.

STEP 1 - Choose your First Client [20 mins] 

Start by identifying a suitable client for your first proposal meeting. We would recommend to someone who you feel is being undercharged and if possible, someone who’s year end is near. Some firms choose clients who aren't even profitable for them or who just don't value what they do.

Alternatively, you may choose to use it with a new prospect who you've never priced before. 

It's entirely up to you and either option is fine. The important thing is to get the first proposal under your belt.

Watch our “Feel the Fear and Reprice Anyway” webinar.

STEP 2 - Book your Meeting [10 mins]

Now you’re ready, book the proposal meeting. Committing to a date will force you to do what you need to do to make this work. A wise man once said, if you're not slightly embarrassed when you launch something new, you've spent too long working on it.

STEP 3 - Practice on a Friend [30 mins]

Once your proposal meeting is booked, watch through the ‘how to use the proposal tool like a pro’ video and practice a run through on a colleague, friend, or family member to increase your confidence further.

STEP 4 - Go for It

Depending on your level of confidence will depend on whether you want to produce the proposal during the meeting or afterwards. GoProposal is designed to be used on front of your client ultimately, because you can answer any questions they have while you're with them, agree the fees together and it will really wow them and show how professional you are. Trust it, trust yourself and go for it.

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