April 13, 2022

To send or not to send...

Some folks say you should present your proposal to the client in a live meeting, either remotely or in person.

This is a valid approach and I know plenty of people who use it successfully.

However, I am not a fan of this for several reasons.

Here are five:

Here’s the thing...

If you’ve written a strong proposal, I don’t think it matters much whether you send it or present it, so I have always opted to email it because it’s less work for everyone.

If on the other hand, you HAVEN’T written a strong proposal, the solution isn’t to present it live. The solution is to write a better proposal.



P.S. This message is an excerpt from Lesson 4 of my Automatic Proposal workshop. If you’d like to be notified the next time enrollment opens, you can add your email address to the notification list here: NOTIFY ME »