Proposify Pro 101: Proposal Fundamentals Course by Ice Nine

Proposify Pro 101: Proposal Fundamentals Course

Learn how to use Proposify & unleash your sales potential.

Get access for $99

Overview

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.
Note: In order to use this course, you must sign up for Proposify. There’s a 14-day free trial.

What's included?

Video Icon 34 videos File Icon 4 files Text Icon 3 text files

Contents

Welcome & Bonus Resources!
Welcome to the Course!
1 min
Introduction
BONUS Download: The Proposify Bible
2.86 MB
BONUS Download: The Switch to Proposify Guide
2.31 MB
Proposify Basics
Proposify Basics Overview
1 min
Creating an Account, Access & Logging In, Adding New Users, & Adding Your Clients
4 mins
Creating Proposals
Creating Proposals Overview
1 min
Creating a New Proposal, Selecting a Proposify Template, Attaching Files & Tagging Your Proposals
4 mins
Staying Organized with Streams
2 mins
Using the Editor
Using the Editor Overview
1 min
Editor Intro & Navigating the UX
2 mins
Design Editor & Page Layout
2 mins
Setting Up Sections
3 mins
Repeaters
3 mins
BONUS Download: Proposify Variables Cheat Sheet
677 KB
Variables
3 mins
Design Tools: Textboxes, Images, Shapes, Videos & Lines
5 mins
Typography
2 mins
Signatures
2 mins
Proposify Tables
Proposify Tables Overview
1 min
Using Basic Tables
3 mins
Using Pricing Tables
4 mins
Styling Tables
1 min
Tables Best Practices
1 min
Sending Proposals
Sending Proposals Overview
1 min
Sending Proposals to Your Client, Editing Email Communications, Following Up & Creating Email Templates
5 mins
Engagement Notifications, & the Proposify iOS App
3 mins
Creating Proposify Templates
Creating Proposify Templates Overview
1 min
Creating Proposify Templates from Scratch, Creating Proposal Templates from Proposals & Cloning Templates
4 mins
Using the Content Library
Using the Content Library Overview
1 min
The Sections Library
2 mins
The Fee Library
2 mins
The Snippet Library
2 mins
The Image Library
1 min
Content Library Best Practices
2 mins
Proposify Best Practices
Proposify Best Practices Overview
1 min
BONUS Download: 7 Fatal Proposal Mistakes Costing You Sales
424 KB
If Your Proposal Isn't Doing This One Thing...
Monitoring Your Analytics (And What They Mean)
3 mins
How to Seal the Deal
2 mins
Next Steps

FAQs

When does the course start and finish?

The course starts when you sign up and it never ends! It is a completely self-paced online course - you decide when you start and when you finish.

How long do I have access to the course?

How does lifetime access sound? After enrolling, you have unlimited access to this course for as long as you like - across any and all devices you own.

What if I am unhappy with the course?

Not a problem! If you find the course just isn't for you, contact us in the first 14 days and we will give you a full refund, no questions asked.

I'm not a designer. Will Proposify work for me?

Though Proposify has many powerful features for both designers and marketers, once you know how to find your way around the program anyone can find success. The majority of clients we've trained are business professionals with little-to-no design experience, and all of them have come out on top with a better proposal workflow.

I have a team and I'd like to purchase enough seats to train everyone. Do you offer a group discount?

Tons of agencies are switching to Proposify, which is great! We'd love to be your resource for getting your entire company up to speed. Team pricing starts at $999 for every 10 seats. For a custom quote for your organization, send an email to contact@iceninestudios.com.

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