What are Success Steps?
Success Steps track your activity in GoProposal and show what to complete next. They help you:
Understand your progress
Stay accountable to goals
Celebrate milestones like your first accepted proposal
The four Success Step categories
1. Basic Setup
Configure core areas such as pricing and engagement letters
Complete these steps to send your first proposal quickly
2. Results (Time to Value)
Track proposals created and accepted
Measure progress with new and existing clients
3. Advanced Setup
Add integrations after completing Basic Setup
Common integrations include Xero, QuickBooks, BrightManager, and GoCardless
4. Mastery
Focus on team engagement and client-centric practices
Use the Gloss Method to align services with client goals and timelines
How do Success Steps work?
Success Steps ticks off most steps automatically when you complete tasks in GoProposal
When all steps in a category are complete, the award icon lights up
Two steps require manual completion:
Version one of your pricing (Basic Setup)
Completion of a Gloss Review (Mastery). To tick these off, go to the relevant area and select the circle tab
📌 TIP: Success Steps are designed to help you achieve value quickly and adopt best practices for long-term success.
Need Support?
Visit the community hub or contact us in the chat.