Dubsado is an all-in-one CRM that allows you to do many many things right within the software. One of those things includes creating a variety of different forms, like proposals, contracts, questionnaires, and lead capture forms. Proposals are one of our favorite forms because when you send them, you have the option to make it an easy 3-step process for your clients where they can choose a package in your proposal, sign the contract, and pay the invoice all in three streamlined steps

Sending them is easy, and creating them can be even easier. Dubsado has a drag-and-drop form builder that makes building your proposal a breeze, which we’ll be diving into later. So, keep reading for our step-by-step guide to creating Dubsado proposals!

The biggest struggles we’ve seen service providers face includes difficulty landing high-paying clients consistently. They may land just one or two clients per month at their highest package, but the rest always fall on the smaller scale. This can lead to just breaking even each month, which leads to feelings of discouragement, worry, and self doubt.

But before we say “Just raise your prices!”, we understand that there are other steps that go into that as well. Part of being able to offer a premium package is providing more value through your client experience. That may sound to you like you need to start holding your clients’ hands more or putting more of your time into how you take care of them, but that simply isn’t the case.

You can completely transform your business with one single tool that we’re going to share with you in this blog post!

You’re working your tail off in your creative service-based business.

Your life is all about clients: finding them (where ARE they??), landing them (and competing on price makes your feel like you’re charging so much less than you need to if you want this biz to be sustainable), making the ones you DO find happy (so much so that you find yourself delivering WAY more than you originally agreed to)...

And maybe you’ve convinced yourself that this is just how life has to be if you’re going to do what you love for a living.

Do you ever find yourself on the word vomit train when attempting to sell anything? You know the one that makes zero stops and is stationed in Awkward Townsville? The one where you’re chatting with a potential client and you find yourself having the out of body experience where you hear yourself doing things like…

Many small businesses are basically “doomed” from the start.

Although done unknowingly, many entrepreneurs design their business in a way that keeps them stuck in the Merry-Go-Round trap.

They’ve designed their business in a circle. Doing the same things over and over again. Answering the same questions. Dealing with the same problems. And they aren’t growing.

I bet you know the feeling: you’re working and working and working, but you just aren’t seeing any progress. And where the heck are all those clients you desperately want to be working with?

It feels like you’re still playing “pretend business” and you’re wondering if you’re even smart enough to figure this all out like it seems like everyone else has.

This convinces you that the only way to get clients is to do what works for everyone else - posting 3x a day on Instagram, blogging “value add” content, showing up in Facebook groups where you *think* your client might be and so on…

You’re listening to countless other business owners tell you that doing all that ^ is what’s going to work for you...so why isn’t it?

Here’s the truth: it’s not you. It is the strategies you’re using. They aren’t right for YOUR business.