How to Send Proposals That Close Clients (My Exact CRM Workflow)
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How to Send Proposals That Close Clients (My Exact CRM Workflow)
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About this listen
In this podcast episode, I’m taking you behind the scenes of my exact proposal process — from client call to signed contract — so you can stop overthinking proposals and start closing clients with ease.
✨ Watch on YouTube: https://youtu.be/KzflKtCa1Ko
I walk you through:
- How I structure proposals so they’re clear, simple, and professional
- Why understanding a client’s end goal matters before you ever send pricing
- How I audit a client’s business before proposing services
- The exact proposal template I reuse to save hours of time
- How I include timelines, deliverables, upsells, and next steps without friction
- Why using a CRM system completely changed how I run my business
I also show how I use my CRM to streamline proposals, contracts, payments, and follow-ups so nothing slips through the cracks.
If you want a proposal process that feels professional, aligned, and easy for clients to say yes to — this video will help.
✨Get 20% off Dubsado with code mfstudios
👉🏼OR visit: dubsado.com/?c=mfstudios
✨Website: www.monikafreemanstudio.com
✨Follow me on Instagram: @monikafreemanstudio
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