Preparing Your Proposal: Clarity, Confidence, and Conversion

Before presenting your proposal to a client, take a moment to preview it by clicking the Preview button in the top right corner of the Package Creation screen. This feature shows you exactly what the client will see, including all Work Areas, their respective sections, and the Description of Services for each. Below that, you’ll find the packages you’ve configured, complete with pricing, giving clients a clear, side-by-side view of their options. This layout is designed to support Integrated Sales Psychology and Strategies (ISPS) by making comparisons easy and empowering clients to choose with confidence.

Once your packages are in place, it’s time to configure the Contract for Services section. This includes two required fields:

• Down Payment

• Number of Payments

For example, if you’re quoting a $100,000 project with a 15% down payment and four total payments, the client would pay $15,000 upfront. The remaining $85,000 would be split into three equal payments of $25,000. The software automatically adjusts the first progress payment to reflect the down payment, ensuring the total reconciles precisely, even accounting for rounding to the nearest cent.

At this stage, the Project Total With Tax and payment schedule will still show $0. Once the client selects a package, Elevation Advisor instantly calculates the full payment structure, including tax, and updates the invoice section accordingly. This automation:

• Ensures accuracy

• Streamlines your billing process

• Keeps cash flow predictable

• Eliminates manual math

If you haven’t already uploaded your contract, click Edit Default Contract to open the Contract sidebar. You can either:

• Paste the entire contract as a single block, or

• Upload it section by section (e.g., Section 1, Section 2)

This modular approach gives you flexibility to match your company’s legal structure or client communication style. Once saved, your contract will be automatically included in every proposal, ensuring consistency and professionalism across all client interactions.

In-Person Presentation: Building Trust and Connection

After finalizing your proposal and reviewing all package options, Elevation Advisor gives you two seamless ways to deliver it:

• Email the proposal directly using the Send button

• Print a professional hard copy using Print Proposal

While both methods are effective, we strongly recommend presenting the proposal in person whenever possible. This approach not only elevates the professionalism of your presentation, it also unlocks the full power of Integrated Sales Psychology and Strategies (ISPS).

Face-to-face presentations create a unique opportunity to build trust, answer questions in real time, and guide clients through their options with confidence. When clients see you’ve taken the time to meet with them, they feel valued. That sense of personal attention taps into core psychological drivers like rapport, reciprocity, and reassurance, which are proven to increase close rates and client satisfaction.

In-person delivery also allows you to walk clients through the proposal’s structure, explain the differences between packages, and highlight lifestyle benefits that resonate with their goals. Instead of simply reviewing prices, you’re helping them visualize outcomes like:

• Hosting family gatherings on a new patio

• Enjoying low-maintenance landscaping

• Creating a space that reflects their personal style and priorities

These emotional anchors make higher-tier packages feel more compelling and attainable.

Why In-Person Presentations Work

• Builds trust through eye contact, tone, and body language

• Reduces uncertainty by allowing real-time Q&A

• Reinforces professionalism and attention to detail

• Creates space for guided decision-making using ISPS

• Increases likelihood of selecting mid- or premium-tier packages

Whether you’re presenting a $15,000 starter option or a $35,000 premium upgrade, the in-person experience helps clients feel confident, informed, and in control. And when they’re ready to move forward, you can finalize the agreement on the spot, securing a calendar slot and keeping momentum strong.

Updated on: 10/10/2025