Create The Flow

How to Send Proposals That Close Clients (My Exact CRM Workflow)

Monika Freeman Episode 118

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0:00 | 10:56

In this podcast episode, I’m taking you behind the scenes of my exact proposal process — from client call to signed contract — so you can stop overthinking proposals and start closing clients with ease.

✨ Watch on YouTube: https://youtu.be/KzflKtCa1Ko

I walk you through:

  • How I structure proposals so they’re clear, simple, and professional
  • Why understanding a client’s end goal matters before you ever send pricing
  • How I audit a client’s business before proposing services
  • The exact proposal template I reuse to save hours of time
  • How I include timelines, deliverables, upsells, and next steps without friction
  • Why using a CRM system completely changed how I run my business

I also show how I use my CRM to streamline proposals, contracts, payments, and follow-ups so nothing slips through the cracks.

If you want a proposal process that feels professional, aligned, and easy for clients to say yes to — this video will help.


✨Get 20% off Dubsado with code mfstudios 

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✨Website: www.monikafreemanstudio.com

✨Follow me on Instagram: @monikafreemanstudio


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