Dubsado Public Proposal - Should I Use One?

dubsado-public-proposal-should-i-use-one

Have you noticed that you can make a proposal public in Dubsado, but you’re not really sure when you would use that feature?

I see a lot of buzz about client journeys that start with a discovery call, but every service offered isn’t a one size fits all. Do you want to have the option for your clients to “buy now” instead of waiting to speak with you?

The Dubsado public proposal feature is a great, easy option for clients to book with you immediately. While a public proposal may not be an option for every service you offer, it may be the perfect solution for some of them.

So, what are the scenarios that lend themselves well to a public proposal?

1. You’re selling digital products

  • A public proposal will give a shop-like feel to your site for your digital products.

  • A workflow can be created that enables an email with a link to the product be sent immediately after purchase

2. No consultation or pre-screening

  • Do you have services that do not require a consultation or pre-screening before a client books?

  • With a public proposal, you can opt to enable clients to book instantly, and still have the option to require them to sign a contract and/or pay an invoice first.

What could you use a public proposal for?

Randi Lingley