EVERYTHING INCLUDED IN THIS TEMPLATE
Visually Stunning Cover
The first thing your client sees when your quote shows up in their inbox is a nicely designed cover. As a business owner, you understand how hard it is to gain the client's attention, so your goal should always be to start the quote with an attention-grabbing image. From the text, logo, and background image, you can change everything to make it a better fit for your needs.
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Pre-Written Intro and Services Section
How to explain to your clients that what you're offering will be a perfect fit for their needs? Our introduction section is the best way to write a meeting summary and explain that you have precisely what they're looking for. This quote template consists of a pre-written introduction section that is already structured to fit every coaching company needs. Just add a few specifics, and it's ready to be sent out! Like everything else, it's completely customizable, including the colors, text, images, and layout.
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Process and Timescales
Explaining the coaching techniques and sales processes to someone outside of your industry may sound easy... Until you try to write about it. Fortunately, we created a plan of action already sectioned to fit the perfect amount of information. You can adjust it to suit your exact process.
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Pricing
Getting pricing right in the coaching industry is difficult. Luckily, all you have to do in this automatically calculated pricing table is put the numbers in, type a brief one-line description of your services, and the most important part of your quote is done! If you prefer to charge per hour, sell in quantities, or have optional up-sell products, just click on the settings button and adjust it any way you like.
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Next Steps with Digital Signing
Nothing is more aggravating than losing on a deal you thought was unquestionable. Sadly, this happens when communication drops for any number of reasons. To avoid it, we added the 'Next steps' page, which gives your clients a chance to sign the quote directly! All digital signatures are 100% legal and compliant. When your client signs, the digital signature certificate will show up in your Better Proposals account.
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Pre-Written Contract
The best way to protect your business is by laying down the ground rules right from the start. To make that process easier, we have added the Terms and Conditions page to our quote template, allowing you to customize it to fit your exact process. We may not be legal professionals, but this will be a good stepping stone if you are not using anything at all. That said, get a legal professional to read it over.
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Take Payment from Your Client
Once you made sure your clients know what their cost and payment schedule looks like, it's time to collect the payment. Using our integrations with Stripe, PayPal, and GoCardless, you can receive payments from your client the moment they sign the quote and then, if needed, start a subscription.
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SEE HOW IT WORKS
Your docs, your branding
Set up your logo, brand colors, and fonts once to have them automatically embedded in all your documents.
Reuse what works
Save your best work into the Content Library and use pre-built blocks to speed up your doc creation.
Become flawless
Leave embarrassing mistakes in the past. Use merge tags to automatically populate docs with the right information.
Create VIP experiences
Give clients an onboarding experience they won’t forget. Collect extra info with forms, let them book calls, get paid, or redirect them to your website.
Documents for all your project stages
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There's no better way to show off your consulting skills and knowledge than by using a proven sales document with your clients. This quote template has everything you need in one place to turn prospects into steady clients.
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As a marketing consultant, you know the value of the first impression. Don't let your business quote ruin your chances of getting new clients - use this tried and tested template that works for successful consultants like you.
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As a business coach, you know how to get the best out of your clients and show them the path to business success. This handy sales document is what you need to create a compelling offer that speaks about your expertise and professionalism.
