Dubsado Proposal Template for Project Services in Pink - Client Onboarding and Service-Based Business Templates
Upgrade your project client onboarding process with our Dubsado Proposal Template designed specifically for service-based businesses offering one-off projects. This digital download includes a thoughtfully crafted proposal to streamline your client sign-up for ongoing services.
Ideal for service-based business owners offering a project-based service to clients virtually or in person, including one-time system setups, copywriting, branding, web design projects and more. This template is your go-to solution for presenting professional, visually appealing proposals to potential clients.
Say goodbye to manual client onboarding hassles. This Dubsado Proposal Template automates the workflow, allowing you to showcase your rates, obtain signatures (optional), and facilitate payments (optional) seamlessly. Be transparent, professional, and efficient in securing new clients.
Perfect for business owners seeking a comprehensive proposal to present to leads that communicate:
> About you, your experience in your field and company values
> How you operate as a service provider and team
> Service overview including key phases of the project, communication guidelines, working hours, and more
> The deliverables of the project so your lead knows what they are getting at the end of the project
> Share past client testimonials
> Invoicing details and how you receive payment
> Outline the next steps for your lead
> Collect lead details and preferred package
*Please note the above are the included sections in the Dubsado proposal, all can be customized or removed completely.
How to Access:
Upon purchase, you'll receive a link to effortlessly copy the proposal into your Dubsado account in 1 click. You will also get access to a Canva template to customize background assets.
FAQs:
> Made in a pink theme. Some assets are created using Canva such as the header, footer, and testimonial blocks. You will get access to this file in your PDF download if you wish to change or adjust them.
> This template is built out with some text in it that you can leave once you finish customizing. However, most of it is instructional text that needs to be edited and is used to help direct you as to what to fill in certain sections based on your business.
> This template is built out to give you a structure for your Dubsado Proopasl that you can plug in your own text too and is built to be versatile to a variety of service-based businesses.
> The walkthrough video will give you a brief overview of how to edit the proposal. Dubsado knowledge is needed to edit, as in-depth guidance on Dubsado editing features is not given in the video.
> Testimonials used in the template are placeholder testimonials generated by AI.
> A basic Dubsado knowledge is required to use this Dubsado Proposal template.
> The entire Dubsado Proposal is customizable to match your unique brand and needs.
> A walkthrough video will be provided to explain how the Dubsado Proposal template is set up.
> Ideal for solo or small-team service providers in various service-based professions. Such as, System Implementors, Copywriter, Web Designer, Graphic Designer, Coaches, Dietitians and more.
> You can have this Dubsado Proposal template installed in under 5 minutes and then depending on your customization that is up to you.
> If you do not have a Dubsado account you can sign up here and save 20% off your first month of year: https://www.dubsado.com/?c=samantha20
> No refunds will be offered due to the nature of this product.
> Purchasing implies your consent to be added to my email list which you can unsubscribe from at any time. You must remain on the list to get notified of any updates to this product.
> For personal use only and are not for any commercial use.
> Can't be resold as is or altered on its own.
> You can not share, resell or redistribute any products sold on this shop.
> Be aware Canva elements used in templates may change to a pro feature within Canva after being built out and you will be required to upgrade your account to use or pay for the element.