Our Effective Strategy to Get More Clients Faster
After being surrounded by and listening to the roadblocks and frustrations of countless service providers, there’s a single trend we see happening all too often-- clients are dropping off before they’ve booked. And if they don’t change their mind about moving forward, they do so super slowly after bombarding you with questions or simply taking way too long to review their proposal and sign.
We’ve also seen a trend in the 2 main reasons why this keeps happening to so many service providers. Luckily, we have a foolproof strategy to bypass these obstacles, so you can sign clients faster. Keep reading as we break down what those two reasons are and how to beat them!
Reason #1: Unclear Expectations & Outcomes
If you aren’t being super clear every step of the way with your clients, especially when it comes time to send over their proposal and have them pay, you’re opening up the door for them to move on with a different service provider.
At the very least, you’ll be spending extra time explaining things to them and answering questions that they wouldn’t have if everything was clearly outlined in their proposal. This definitely sets things off on the wrong foot and can bring up hesitations for them regarding what working with you will look like.
Clients shouldn’t be left guessing what’s going to happen after they sign, what it’s going to be like working with you, or what results they can expect to see. Even if these things were covered during the discovery call, always recap and lay them out for clients to read afterwards.
Reason #2: Unorganized Systems
If every step in your client process is done manually, how much time do you think this is eating up? Where you may be spending 1-2 hours now just to complete a client’s proposal and contract (and that doesn’t include email communication), you could only be spending 15 minutes with streamlined systems.
Even if that time doesn’t seem like a lot for each individual client, it does add up. Plus, if you’re getting regular leads, you don’t have time to waste. (Really, you have no time to waste regardless!)
How to Land Clients Faster
The solution to these problems is using a CRM like Dubsado paired with our Dubsado templates in The Creative Shop Co-op. By using just our proposal templates, members have seen a 21% increase in client conversions! Not to mention clients have been ready to sign and pay in just 5 minutes.
Our proposal templates allow you to present a professional solution to your clients’ problems in a way that ensures they’re never left in the dark about anything that’s happening. With Dubsado’s easy 1-2-3 steps that streamline the proposal > contract > invoice, clients are able to easily select what they want to purchase, sign the contract, and pay the first invoice right on the spot.
HOW DO THE TEMPLATES WORK?
As soon as you purchase (or download for free after becoming a Co-op member), you have immediate access to any and all Canva links and the Dubsado template link. All you have to do is one-click add the templates to your Canva and Dubsado accounts.
From there, you have total control to change any colors, fonts, text, photos, etc. to match your branding in Canva. (But, trust us, you won’t have to do much! We have a professional in-house designer creating these templates.)
Then, simply upload your customized graphics to your Dubsado proposal form. We’ve given you guides and copy prompts for each section of the proposal, so you’ll easily know what to say in your proposal. You have free reign to rearrange, delete, or add sections as it makes sense to your business!
Don’t Have a Dubsado Account Yet?
If you’re missing out on the totally magical glory of Dubsado, now is the time to sign up! You can start your 3-client free trial right here, and then save 50% on your first month or first year when it’s time to upgrade. (The free trial lasts for as long as it takes you to use your 3 free client slots, so it doesn’t expire!)
Learn more and sign up, so you can start landing clients faster, with more ease, and with less time being wasted.
