Running a successful expert-business involves more than coaching, consulting, speaking, or freelancing.
It requires clear and professional client communications and an ability to properly manage the “business end” of your projects.
When my inbox started to flood with client inquiries, every minute I spent drafting up a proposal was a minute that I wasn't working on the real deliverables.
I don't want this to happen to you.
Don't spend hours on "discovery calls" (which are usually just people who want to pick your brain for free). What about emails? How many times have you re-written the same email response to different people who are "interested in working with you"?
You could waste days, weeks, or even months trying to get the right system in place. If you're going to scale, you need a system.
Every one of these business-critical details are taken care of for you in my Project Proposal Templates bundle, all designed to help you handle every project like a pro from start to finish.
Every Important Project Proposal, Client Intake Form, and Testimonial Form –– All Ready to Go.
I've distilled years of consulting business excellence into a set of ready-to-use bundle. Nothing is left out here.
These templates save time. They streamline your business processes. They add structure to your day-to-day operations.
But most important, they ensure your daily client interactions reflect positively on you as a total pro.
Use them and you’ll never be at a loss for the right questions to ask. You won’t hesitate indecisively over project terms. You’ll be sure to take the right steps to help secure your next project.
The more simple your tools, the more likely you'll use them. Here's what you get:
1. Client Intake Form
Get all the info you need before your first phone call. Your Client Intake Form ensures you know all the right questions to ask before spending any time on a prospect or project. Plus you won't waste time taking calls from tire-kickers who just want free coaching.
2. Official Project Proposal
Your project proposal isn’t just a price quote, it’s a marketing tool. This done-for-you Project Proposal Template spells out every detail, and reminds your prospect why hiring you is a no-brainer.
This is the same template I've used to secure projects with The John Maxwell Team, Donald Miller & StoryBrand, Suzanne Evans, Catalyst Leadership, and more.
3. One-Page Project Proposal (Great for Repeat Clients)
Most people write long proposals in an effort to look good. In reality, choosing the right clients ensures you save time in every step of the process –– including those you do repeat business with.
Your One-Page Project Proposal gets to the point quickly and efficiently, and you'll be surprised at how easily it helps secure repeat business.
4. Client Testimonial Form
Testimonials are a vital part of your marketing, but you must get detailed and results-based testimonials that showcase your unique value. Clients don't write very good testimonials, even if they love your work.
This Client Testimonial Form ensures every client (even that ones that don't like writing) give you a compelling, persuasive testimonial that you can utilize right away.
5. The High-Ticket "Pedigree" Page Strategy (NEW!)
If you've never heard of a "pedigree" page, it's because I made it up. This page has been the absolute key differentiator in helping me secure high-ticket projects between the range of $25,000 all the way up to $143,000 over a multi-quarter project.
This is a hidden page you build on your site (password protected) that outlines the biggest projects you've done but can't speak publicly about. This item alone is worth purchasing this entire bundle for, but wait –– there's more:
BONUS #1: VIDEO TRAINING: How To Have An Effective and Ethical Sales Call ($97 value!)
What do you do once you have your prospect on a phone or video call? What do you say? I spell it all out here in this teaching. One of the biggest mistakes you can make is allowing your sales call to turn into a free coaching call. It's vital that you stay in the driver's seat, all while allowing the prospect to ask his or her questions.
I use this framework every time I'm on a sales call –– whether it's with potential clients, mastermind applicants, or speaking inquiries.
This is a simple yet powerful framework, and when combined with the Project Proposal Templates you will have all you need to close more business –– even if you're not a seasoned sales pro.
BONUS #2: From Click-To-Client" –– 3 Email Templates That Take the Pain Out of Prospecting ($29 value)
New projects and clients are the lifeblood of any business. That’s why I'm giving you — at no extra charge — three more templates to help you land more projects with new clients.
#1. The "True Detective" Email Template
#2. The "Industry Fanboy / Fangirl Email Template
#3. The "Local" Email Template
These straightforward email templates will help you reach out to prospects in a quick and easy way.
Altogether, this special Marketing Proposal Bundle gives you everything you need to systemize client on-boarding. I've earned well over 7-figures as a consultant –– and these are the tools I've used to manage the backend of my business.
The simpler your tools, the more likely you're going to use them.
Think of how many hours you'll save by having this process in place. This small investment will help you automate the least "sexy" part of your expert business –– and position you as a total professional, which helps you repel the wrong prospects while commanding higher fees and better clients.
To your success,
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