You're Invited: Learning About Our Proposal Process

It’s almost party time! We’ve planned our party (researched quality leads), invited our guests (had conversations with our prospects), and now it’s time to start cooking and get the party set up (sending proposals, contracts, and having meetings). You’ve worked hard to get to this point. All of your hard work finally paid off, and the lead you were having a conversation with asked you to send over a proposal or set up a meeting! Congratulations! So, how do you make the most out of meetings and proposals? We’re getting ready to tell you. If you haven’t yet, make sure to check out the first blogs in this series, talking about our sales process and prospecting process.


You have a meeting set with a lead! Hopefully, you used Calendly to book a meeting. If you did, you can send personalized emails and texts to remind them about the meeting and keep sending them relevant value-rich content to help with the sales process. Once an appointment is booked, here’s the process that our CEO, Nico De Bruyn, uses.





Just because you have a meeting set doesn’t mean you should stop engaging with your lead. Keep nurturing that relationship so they are ready to sign quickly when you send over a proposal or contract.


As you get ready for the meeting, you’ll be crafting a proposal. Think of the content you put in your proposal as the ingredients for your party’s main course. This needs to have all of the information your lead has asked for, and be personalized for them, i.e., price, timeline, goals, scope of work, etc. Remember, you’re solving a problem that they have, so make sure your objectives are clear. They need to see what they will get out of this when they sign your contract. Crafting a winning proposal can be tricky. Make sure you have a template that you use. Although every proposal will be different, using a template can save you a ton of time when it comes to creating these for your leads. You can check out our blog about more automation tips and tricks to see what else you can do to save time and money!


There are some platforms out there where you can find potential clients that are already telling you exactly what they are looking for in terms of scope of work, timelines, budget, and more. This is a great way to speed up the sales process. We call this Request For Contracts (RFC). It’s a great way to narrow down your outreach and go after prospects that are already asking for your service and are ready to find a solution NOW!


Boundless Media has systems in place to help with automation, RFCs, content creation, and more. You can think of us as your party planners! We can do all of the work while you sit back and enjoy the party. If you want help, reach out and see what we can do for you.





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