Better Proposals for Coaches and Consultants

Help your clients feel comfortable saying yes
then help keep them on track to achieving their goals.



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THE BASICS

Creating proposals is now
Easy, fast and painless

As a coach or consultant your clients sit at the very heart of everything that you do. There’s no buzz quite like the feeling that you have helped bring about changes in someone’s life - but how do you demonstrate you're the right person to help them with their challenges?

With the presentation ability of Better Proposals on your side, you can enhance the management of your client’s journey, winning their trust, documenting milestones – all whilst keeping payments rolling in.

From that tentative initial meeting, you and your client can watch those relationships develop in a journey that looks like this:

Send an Online Brochure

Send out online brochures to tell the world and potential clients about your passion for coaching and how you can help.

Create Their Proposal

You meet a potential new client and shake their hand. Capitalise on the energy and momentum of your first meeting by rapidly sending them a personalised proposal and an action plan specific to them.

Online Signature

With an inspirational and workable plan in front of them, who would refuse the opportunity for change? By getting clients to use the digital signature feature, you encourage a firm and dedicated commitment, paving the way for real progress to be made.

Collect the Money

Client fees, deposits and even monthly subscriptions can be settled quickly and conveniently with the Instant Payments feature. This connects with Stripe, PayPal and GoCardless.

Client Sign-off

Keep clients motivated and on target by sending regular updates, action plans and those all-important milestone congratulations.

It's time to practice what you preach

Sounds exciting, no? Get started straight away with our 14-day trial completely free of charge, and see how Better Proposals could benefit your coaching business today.
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JUST LAST YEAR ALONE

Over $120,000,000 of sales
won using Better Proposals

What are the benefits over using
Microsoft Word and InDesign?

Enough control to make it yours.
But not so much that you spend your entire day working on it.

Save Time Writing Proposals Save Hours Using intelligent templating and merge tags takes your proposal writing from hours to minutes. There's no formatting to do and the design takes care of itself.
Beautifully Designed Online Proposals Beautifully Designed The fonts are perfectly sized and spaced, images look perfect every time and your proposal will always look perfect on any device.
Impress your clients Impress Your Clients From the way that the email arrives, to the awesome full screen covers, high definition imagery and embedded videos, your clients will be left with no choice but to be impressed.
Close Deals Faster Close Deals Faster Using the built-in Digital Signature tool, your potential client can sign their name online to approve your proposal legally and securely.
Follow Up at the right time Follow Up at The Right Time The second your client opens your proposal you get an instant notification and you can track what they're reading live. You can see which pages they've read, in what order and for how long.
Organised Pipeline Organised Pipeline A structured sales process is the foundation of any successful business. Better Proposals shows you your pipeline, which stage each deal is at and who you need to follow up with next.
Our time to write proposals went down and our conversion rate went up. Win win all round if you ask me.
Jack Manley
Freestyle Web Design
STREAMLINE YOUR PROCESSES

Integrates with your favourite tools

CRM

Do live search from Better Proposals and pull in the contact details from your CRM

Payments

Allow your clients to pay you immediately after signing your proposal.

Live Chat

Put Live Chat on your proposals and answer their questions when they have them.

FREQUENTLY ASKED QUESTIONS

Your questions, answered

Your questions, answered

Common questions about plans, designs and security

You don’t have a template for my industry! Not to worry - all of our templates can be quickly adapted to suit your needs. Many users also prefer to import their own templates, so whether you want something all your own or something fast & easy, there’s a template for you. Can I edit your templates? Yes, you can! Add, delete, or change sections as you see fit. Make a mistake? Just import the template from the Marketplace again and you’re good to go. Do you need my credit card number? Not for the free trial. We won’t ask you for any payment details until it’s time to purchase a plan. Are my proposals secure? Yes, absolutely. Better Proposals uses 256bit SSL security to protect your account. Your proposals are always private, and every proposal recipient is given their own unique encrypted link that can’t be intercepted or accessed by anyone else. Will my clients see your logo? That’s up to you! All monthly plans allow you to remove our branding and logo from your proposals, giving a clean, white-label feel. Or, you can keep our logo and branding active and earn a commission when recipients sign up for Better Proposals. Can I change my plan after purchase? Yes! Test out any of the plans above, and if it’s not working, you can upgrade or downgrade whenever you want, as often as you want. I’m not a designer. How do I make my proposal look presentable? Better Proposals handles font spacing, colour schemes, and design details by default. We’ll take care of the minor details so you can focus on landing the sale. Feeling stuck? Contact Support and we’ll help you along. What about custom plans? Enterprise users can send unlimited proposals and add extra users for just $10/mo. You can access training, template design services, and proposal copywriting services through our partners. Can you answer another question not listed here? Yes! We can answer questions in as little as 10 minutes during business hours. Contact us and we’ll get back to you shortly.