Creating Sales Proposals in Notion

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In this video, I share with you my process for creating and sending brand proposals in Notion.
Tally Forms: tally.so/
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You can access all of my notion templates (including this one) by signing up for your free Notion Starter Pack here:
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I hope this is valuable to you. If you have any questions or just want to chat. Leave a comment and I'll meet you there. :)
#notion #notiontemplate #notiontutorial
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Sub Count: 2315
Date: 9th December 2022

Опубликовано:

8 дек 2022

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Комментарии : 28

@vizwiz Год назад

I used this for a sales call last week and the client absolutely loved it. Thank you!

@chloeforbesk Год назад

That's the best feedback! Thank you so much for sharing, Andy! :)

@rafalpotasz 4 месяца назад

I'm building my own system, A-Z and this was one of my favourite videos on doing this sort of thing. It also helped me realise that an operational agreement is actually enough in most cases. Loved being introduced to Tally and I like how you broke everything down. Big thank you :)

@chloeforbesk 4 месяца назад

Hey Rafal :) I'm so glad it was helpful. Love that you're building out a system to match your needs!

@rafalpotasz 4 месяца назад

@@chloeforbesk Best way to go about anything, I think. Just build it yourself, make it as good as possible, you will learn a ton in the process :)

@chloeforbesk 4 месяца назад

@@rafalpotasz Agree 💯! Trial and error is our best teacher.

@yakoubmag Год назад

Damn i've been looking for something like that, and i randomly found this, thanks a lot :)

@chloeforbesk Год назад

I'm glad you found it too :)

@CreatorMatch 5 месяцев назад

Amazing video super insightful thanks soooo much!!

@chloeforbesk 5 месяцев назад

Thank you :) I’m so glad it was helpful!

@tekuankuan3611 Год назад

this is truly amazing and what i have been looking for i hope your channel sky rockets !

@chloeforbesk Год назад

That’s so lovely! Thank you :)

@SEORankLabs 6 месяцев назад

When the client signs the tally embed, what ties their signature to the contract? In the proposals database theres a check that they accepted the proposal but no reference back to that proposal? What if you have a problem client and need to show them what they signed how do you access it?

@chloeforbesk 6 месяцев назад

I've never had that issue but if that's of concern then I'd likely recommend either building the whole form in Tally so the whole thing is saved and embedded or using an alternative tool such as Paperform. I hope that helps.

@alexandramure4346 6 месяцев назад

hello !! Thank you so much for your videos, its so helpful ! Which template should I take to have all in one ??

@chloeforbesk 6 месяцев назад

Hi Alexandra :) They’re all set up by departments so it would depend what your needs are. The free starter kit lets you build an all in one. The client management one is the closest to an all in one. I do have a system-wide template coming out in the next couple of months.

@brandingcamp707 Год назад

I love this! Is there any way to link tally to the chosen proposal? Because in this case you just sign the client but not for the actual project.

@chloeforbesk Год назад

Thank you :) I'm not sure I fully understand. Do you mean how do I create unique proposals for each client with the tally form embedded? If so, I use this brand proposal as a template (stored in my sales CRM) so I can customize it for each client. I then send the client their specific proposal with the tally embed form. I'm asking for their name, signatures etc. so I know they've approved the project. Let me know if this doesn't answer your question? I'd love to help clear up any confusion.

@brandingcamp707 Год назад

@@chloeforbesk Thank you, I meant the overview you're showing at 11:08. It is only showing the client and not the project the client has signed. Or do they only need to sign once for all future projects?

@r.designs Год назад

I just finished setting up a template for my notion proposal yesterday, but I’m not sure how to automate it into my client CRM I created, for example if they accept the proposal could I make it go to the next step ? Not sure if that makes sense haha

@chloeforbesk Год назад

Perfect sense :) When I close the client, I usually click the 6 dots and ‘move to’ their client portal. You could also move it to your project section if that fits better with your set up. Does that make sense?

@r.designs Год назад

@@chloeforbesk yes it does thank you so much !

@NatashaBenscoter Год назад

Hi! Great work on these templates! Are they still available?

@chloeforbesk Год назад

Hi Natasha :) Most of them are including this one. Just go to chloeforbesk.com/freebies and sign up for the Notion Starter Pack. That will give you access to all of them.

@kelseypomeroy2599 Год назад

Hello! I am interested in this template but I can't find it on your website. Can you point me in the right direction?

@chloeforbesk Год назад

Hi Kelsey, this is part of my free Notion Starter Pack. You can access it here: chloeforbesk.com/notion-starter-kit :)

@ahmedrioo6560 Год назад

we still have no access to get that template?

@chloeforbesk Год назад

Hi Ahmed, do you have access to the Vlogmas page I share in my welcome email? I've just double-checked the permissions and you should be able to access all of them. Sorry to ask. Can you check again and if you don't have access, reply to my welcome email? That way I can send you the direct link while I trouble-shoot the issue.