My 15 minute Client Proposal Process (using Notion + Paperform)

Hey guys! In today's video, I'm giving you a deep-dive look into my client proposal process and the system I have set up to collect responses, share project details, and kickoff onboarding using #Notion, @Paperform, and Paperform's Stripe integration.

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LET'S CONNECT:

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🎵 Where I get my Music - Epidemic Sound

PS: Some of the links in this description are affiliate links that I get a kickback from 😜

[solveforlife]

Thank you! So much value in such a short video I absolutely love your no ghosting policy

[NamiAssir]

Honestly shocked this doesn't have well over 1M views. Incredibly helpful

[Paperform]

Thanks for sharing your workflow, Sara! 💛

[mollytt]

This is amazing! I really appreciate you breaking down your steps and I LOVE your personality and attitude. No one has time for potential clients to mess around and it’s hard to find successful business owners that can stick to their rules 😊

[lifebykaye]

This is brilliant! Been looking for a way to shorten my workflow. ❤

[catesv]

These tips are fire! I have already created a form to embed in my Notion proposals, to speed up the process! Thank you for the great tips! ☺☺

[ivanv]

So happy I've discovered you, the amount of views & likes is unfairly low

[TheBurciist]

I am new to Notion. After you are done the proposal and attempt to send it, what if they don't
have notion?

[kylequisquisan]

Hello, I cannot access the shop link.

[ca_budine]

You can use that for a funeral service, but not for a creative industry

[Moderntractiondotcom]

Curious why you chose Paperform vs Tally which is so similar to Notion.

I was so sick of proposals that I create packages and posted those on a hidden page on my website.