Process Party: Part 3 – Proposals

This week the Hot Young Designers are continuing their Process Party series and tackling proposals. Converting leads to new client projects is all about how we sell our value to clients. Rebecca takes us through the systems she uses to automate proposals, contracts, and collecting retainers. Shaun shares how he’s using proposals now and how he wants to get better. Grab a pen and paper for this episode, because they’re getting into the nitty gritty!

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Stuff They Mentioned:

Rebecca restyled her Zoom background and uploaded it to her Instagram reels

Shaun loves referring to his Investment Guide so clients know what to expect. The Identité Collective has a great post about how to get started on your own.

Consider capturing clients faster by including your contract after your proposal. We explored Contracts For Creatives in Episode 12.

Rebecca has used Dubsado to automate her proposal process.

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