Video Summary
Most agencies and solopreneurs overcomplicate proposals, spending hours creating long documents that clients rarely read. In this tutorial, I share the streamlined process I’ve used for years to simplify proposals, send them faster, and get invoices paid without unnecessary friction.
Using HighLevel’s (affiliate link -> I get a cut if you use it and you get my affiliate bonuses) proposals and contracts tool, I show how to build a simple, reusable template. Instead of 10–15 page proposals, I use a one-page overview with project details, services, and an “items needed” section—plus a clear breakdown of fees and a signature page. Everything is templated so sending a proposal takes minutes, not hours.
This method works whether you’re an agency, coach, or consultant. By productizing services and using templates, you eliminate the guesswork and keep proposals focused only on what was agreed upon in your discovery or growth plan call.
The result: clients clearly understand what they’re getting, you save massive amounts of time, and payment setup becomes automatic once the proposal is signed.
Key Takeaways
- Keep Proposals Simple: Shorter is better—one-page overview, fee breakdown, and signature page. Avoid bloated documents.
- Template Everything: Use a base proposal template with placeholders (services, fees, client info) to reuse across clients.
- Productize Services: Pre-build standard service packages (websites, automations, reputation management) to speed up proposals.
- Include “Items Needed”: List logins, access credentials, or other essentials you’ll require from the client.
- Optional “Not Included” Section: Prevent scope creep by clarifying what isn’t covered or what requires extra fees.
- Proposal → Payment Flow: In HighLevel, proposals can trigger automatic invoicing and recurring billing upon signing.
- Save Time: Proposals that once took hours can be built and sent in 15–30 minutes.
- Tools: Works with HighLevel, Better Proposals, or any other proposal software you prefer.