Making sales a breeze
Lauryn is a creative copywriter for women in wellness. She’s grown significantly in the past few years, and was looking for a fresh, elevated way to book clients that align with her new ideal.
She was spending too much time crafting custom proposals and had to manually editing every contract/invoice she sent out – each on a different platform. She craved a system where these 3 pieces of her booking process could all drip together, with a design that reflected her current brand and style.
She came to me wanting…
- An easy-to-edit proposal template
- A way to combine the proposal, contract, and invoice workflow
- Help turning her packages into easy-button offerings clients say “heck yes!” to
And she’s pumped about it:
”Caitie has saved me so much time and taken my ‘I know what I’m doing’ factor up by a 1000%.”-Lauryn
Lauryn had an idea of what she wanted, but wasn’t sure how to get there.
We kicked things off with a call to feel into her needs for booking and accepting payments from clients. She expressed wanting her proposal, contract, and invoice to all flow together without having to spending hours custom crafting everything.
She had just signed up for Dubsado, a project management software with this capability, but couldn’t stand the thought of trying to set it all up herself. So I took her jumble of notes and turned it into a process that makes her clients swoon.
”My clients feel so much more confident booking with me, and almost always say ‘Wow – that was smooth!’ Drop offs have gone down and bookings have skyrocketed.”-Lauryn