When you enroll in this course, you gain instant access to video tutorials, easy-to-use written walkthroughs, and bonus resources for learning all the essential tools that Proposify offers to speed up your proposal process and get you more sales.
WITH PROPOSIFY PRO 101, YOU'LL LEARN THE PROVEN 8-STEP SYSTEM TO FAST-TRACKING YOUR PROPOSIFY SUCCESS.
STEP 1: PROPOSIFY BASICS
First, you’ll get set up in Proposify and learn how to set up your accounts and accounts for your clients. Once you do this the first few times, it'll be a cinch to set up all your accounts.
STEP 2: CREATING PROPOSALS
With the basics under your belt, you're ready to start creating proposals. We'll walk you through the best methods for setting up new proposals -- and for keeping them organized.
STEP 3: USING THE EDITOR
Proposify offers a huge number of tools to design and edit your proposals. We'll walk you through using each one, and give you some pro tips on the extra features of each tool.
STEP 4: PROPOSIFY TABLES
Proposify tables are simple to learn but difficult to master. Learn the ins and outs of each type of table, and the appropriate use case scenarios.
STEP 5: SENDING PROPOSALS
How you send the proposal is as important as what's in the proposal itself. You'll learn how to send your proposals within Proposify or directly through email, and know how to monitor when your clients are looking at your proposal.
STEP 6: CREATING PROPOSIFY TEMPLATES
One of the key advantages of using Proposify is saving heaps of time through templates. By the end of this section, you'll know how to create brand new templates from scratch and how to clone existing templates for unique use cases.
STEP 7: USING THE CONTENT LIBRARY
Proposify lets you store all your content in one place, but it can be a nightmare to navigate if you don't know how to keep it organized. Thankfully we've got the pro tips for storing, organizing, tagging, and accessing your content from the content library.
STEP 8: PROPOSIFY BEST PRACTICES
Get proven practices that work, more than just the obvious tactics. We're handing you the keys to proposal success, now it's your turn to drive.
PLUS, YOU'LL GET A TREASURE TROVE OF HELPFUL BONUS RESOURCES, INCLUDING:
- The Proposify Bible (the insider's guide to using Proposify)
- The Switch to Proposify Guide (step-by-step instructions on how to bring your existing proposal into Proposify)
- The Proposify Variables Cheat Sheet (a handy guide for automating your proposal to save tons of time)
- The 7 Fatal Proposal Mistakes Costing You Sales (7 common proposal pitfalls getting between you and closing the sale)
A message from your course instructor:
The traditional ‘proposal’ as we know it is dead. Long gone are the days of “if you send it, it will sell.” You need a marketing toolkit that works day and night to deliver your business new sales.
It broke my heart to see businesses and agencies falling into the same proposal pitfalls over and over again, and that’s why I became a certified Proposify Partner. I've been able to help my clients turn around their unproductive proposal workflows and come out as sales champions.
Because Ice Nine is a company that places business strategy at the core of our designs, we're able to us to deliver our clients real sales results. Now those results can be yours too.
What would it mean to you to have your dream clients flooding your inbox begging to work with you? It's not unusual for that to happen when you're killing it in Proposify! But you need the training to get there first. Sign up for our Proposify 101 course to start the next chapter of your sales-success story.
— Collin Belt, Chief Design Strategist & Founder of Ice Nine
About Your Instructor:
Collin has spent thousands of hours working in Proposify and brought in every type of proposal you can imagine. After working with more than one hundred clients, he’s distilled his Proposify knowledge into a series of online courses so you can become a proposal superstar. When he's not closing deals or geeking out over the latest tech, you’ll probably find Collin at the closest Starbucks working on the Ice Nine Website.
Welcome & Bonus Resources!
BONUS Download: The Proposify Bible
BONUS Download: The Switch to Proposify Guide
Proposify Basics Overview
Creating an Account, Access & Logging In, Adding New Users, & Adding Your Clients
Creating Proposals Overview
Creating a New Proposal, Selecting a Proposify Template, Attaching Files & Tagging Your Proposals
Staying Organized with Streams
Using the Editor
Using the Editor Overview
Editor Intro & Navigating the UX
Design Editor & Page Layout
BONUS Download: Proposify Variables Cheat Sheet
Design Tools: Textboxes, Images, Shapes, Videos & Lines
Proposify Tables Overview
Sending Proposals Overview
Sending Proposals to Your Client, Editing Email Communications, Following Up & Creating Email Templates
Engagement Notifications, & the Proposify iOS App
Creating Proposify Templates
Creating Proposify Templates Overview
Creating Proposify Templates from Scratch, Creating Proposal Templates from Proposals & Cloning Templates
Using the Content Library
Using the Content Library Overview
Content Library Best Practices
Proposify Best Practices
Proposify Best Practices Overview
BONUS Download: 7 Fatal Proposal Mistakes Costing You Sales
If Your Proposal Isn't Doing This One Thing...
Monitoring Your Analytics (And What They Mean)