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Ideal for Virtual Assistants (or service-based business owners) offering an ongoing service to clients virtually or in person. 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 Virtual Assistants seeking a done-for-you service proposal to present to leads that communicate:
> About you and your experience as a service provider
> How you operate as a Virtual Assistant
> Service overview including package information, communication guidelines, working hours, and more
> Share past client testimonials
> Invoicing details and how you receive payment
> Outline the next steps for your potential client
*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 assets that are included in the template if you wish to change them.
FAQs:
> Made in a cherry blossom 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 sample text that you can leave once you finish customizing.
> This template is built out to give you a structure for your Dubsado Proposal that you can plug in your own text to and is built to be versatile to a variety of service-based businesses(The sample text is geared towards Virtual Assistant but can be customized to suit other services).
> 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.
> 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 Virtual Assistants but can also be used by 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 or 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.