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Close more sales, get paid faster, and onboard new clients with ease... all while making your people feel super supported.

Proposal Training

Cut admin time down to just a few minutes and increase your proposal conversions.


You can save time sending proposals and onboarding clients, get paid faster by streamlining this process, and automate the entire stage while simultaneously increasing your close rates.

Sounds good, right? If you sell a service, you usually don’t need to spend more than 30 minutes onboarding a new client. That’s what the Proposal Training is designed to help you do. Rather than needing to send all the onboarding paperwork manually, we can automate it to run at the click of a button in a way that’s totally customised to your business.

So many business owners feel this struggle:

You get a client on a discovery call. You both click. Yay! Then what?

They ask for a proposal, but you aren’t really sure what to send them. So you stress out for a while then send a patchwork form you aren’t super proud of. If they accept, you also have to send the contract, invoice, and onboard them as a new client. That’s a lot of time wasted.

Maybe you skip the proposal all together and just send over the contract, but after the high from your awesome discovery call fades, they end up ghosting. You thought you were getting a new client, but now they won’t reply to your emails. Another lead lost.

Or maybe you do have a pretty good system in place, but you know there’s a way to streamline the process for your new clients and yourself. And at the same time, you’d love to learn how to increase your close rate at the proposal stage.

THIS IS perfect for you if:

Who’s the Proposal Training for?

If you already have an automated proposal through an onboarding workflow that feels good for your clients and saves you time. Or if you’re an all around rockstar who doesn’t need to get more clients.


Hint: Set up systems and automations first. Then think about hiring a virtual assistant. You might not even need one yet if you implement everything you learn inside the Proposal Training.

You’re a solopreneur who thinks you might need to hire a virtual assistant to help with this exact admin task soon because it sucks so much time out of your usual flow.

You wish you could crack the code to close more sales after the discovery call and get paid those deposits faster.

You’re a service provider who spends over 30 minutes onboarding every new client.

$97 - i need this!

My recommended proposal structure to make hiring you a no brainer.

The must-include details to get more clients on your calendar.

How to streamline the next steps, like signing the contract and paying a deposit.

What's inside the Proposal Training?

How do I access the training?

Frequently Asked Questions

Upon purchase, check your email for a link to log into your dashboard. If you’re already in one of my programs or have purchased a resource, and you use the same email to purchase this digital product, you’ll see your new access point inside that same dashboard.

How long do I have access for?

You’ll see the Proposal Training in your dashboard for 1 year from the day that you purchase. If you need these resources for longer, all are available for download or to be saved to your personal Google Drive account.

Do I need to use Dubsado for this? What if I have another CRM?

No! Although I recommend Dubsado over other CRMs most of the time, this training will help you improve your proposals regardless of which platform you use. Even if you create your proposals as PDFs, this will help you.