This is an unedited example of a proposal written by One Second Proposals.
It’s a great start and shortcut and requires a bit of editing for voice and personalization before sending.
Here’s a draft of your proposal:
Executive Summary
Thank you for considering New Leaf Digital for your ClickUp needs. We understand the challenges you’re facing with your current setup and are here to provide a streamlined solution that will save you time and enhance your team’s productivity. Our goal is to help you figure out the best way to manage your operations while we handle the behind-the-scenes implementation.
Introduction
At New Leaf Digital, we specialize in ClickUp services, offering tailored solutions to meet the unique needs of our clients. Our mission is to simplify your workflow and optimize your tools for maximum efficiency. With a proven track record of success, as highlighted by our satisfied clients like Alicyn McLeod, we are confident in our ability to deliver exceptional results.
Current Situation
Your current setup involves using TaxDome, Google Sheets, Dubsado, Flodesk, and Zapier, which has led to feelings of overwhelm and inefficiency. The need for organization and streamlining is crucial, especially with new team members coming on board. You require a system that provides clear visibility of tasks and status, automates processes, and integrates seamlessly with your existing tools.
Our Solution
We propose a comprehensive package that includes four 60-minute calls, behind-the-scenes implementation, and unlimited chat and screen recording support. Our approach will ensure that your system is set up optimally, allowing you to focus on your core services without wasting time on technical details.
Benefits
By working with New Leaf Digital, you’ll gain a customized solution that addresses your specific pain points. Our services will provide clarity, reduce manual work, and enhance collaboration within your team. You’ll have a dashboard in ClickUp that integrates with QBO, offering real-time insights and streamlined operations.
Pricing
The total investment for our services is $3,000, with a $500 deposit required to begin. This investment will cover all aspects of the project, ensuring a seamless transition to a more efficient system.
Next Steps
To get started, please review and sign the proposal. Once the deposit is received, we’ll schedule our first call and begin the implementation process. We’re excited to work with you and look forward to helping you achieve your goals.
Testimonial
“Meagan is amazing! We knew ClickUp was the practice management and task tracking answer for us based on peer feedback. But where were we to even start with such a robust and flexible platform? Enter Meagan who had all the answers & patience to get us started in the right direction. We highly recommend Meagan if you are looking to get ClickUp implemented quickly & optimally.” – Alicyn McLeod
Please let me know if there are any edits or if it looks good to you!