Create The Flow
Create The Flow is for the person who knows they're meant for more—not more hustle, but more alignment, more peace, more purpose, and a life that feels authentic.
Hosted by Monika Freeman, each episode explores the mindset shifts, life transitions, nervous system healing, intuition, and personal growth that help you navigate change with confidence and create a life that feels deeply aligned.
Whether you're rebuilding after burnout, navigating a career change, redefining success, healing old patterns, or stepping into a new chapter, you'll find honest conversations, practical tools, and gentle reminders to trust yourself through the unknown.
If you're ready to stop forcing life and start flowing with it, you're in the right place.
Because when you trust yourself, follow your intuition, and live in alignment with who you truly are, everything begins to change.
Create The Flow
How to Send Proposals That Close Clients (My Exact CRM Workflow)
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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