Sales Quick Guide

Welcome to your Elevation Advisor Quick Start Guide! These guides are designed to give you clear, step-by-step instructions and information on the tools you’ll use most often. Each section highlights only the essentials so you can get up and running quickly, without being overwhelmed by excessive detail. 

Regardless of your role, this guide help you confidently work with Elevation Advisor Software. 

1. Creating a Proposal 

• Menu → Proposal → Create New Proposal. 

• Client Details – Select or add a customer; confirm contact and property info. 

• Project Info – Name the project clearly (e.g., “Smith Backyard Patio”). Enter crew size and daily hours. 

• Work Areas – Add and name work areas (Front Yard, Patio, Garden). 

• Sections – Add prebuilt or custom sections to each work area. 

• Measurements & Materials – Enter your dimensions, link materials from your Catalog, and confirm unit costs and install times. 

• Equipment/Subcontractors – Add necessary items, select billing type, and save changes. 

• Descriptions – Write clear, client-facing scope statements. 

• Templates & Alternatives – Save reusable sections; duplicate for alternate materials. 

• Review & Send – Check totals, taxes, and markup. Send via email link or PDF. 

Proposal Checklist 

• Make sure your client info is correct 

• Check work areas & sections for completion 

• Ensure measurements are entered for all sections 

• Materials should be linked and verified 

• Verify your install times for accuracy 

• Make sure that any equipment and subcontractors added 

• Make sure that your scope descriptions are clear 

• Review your pricing 

2. Using the Projects Page 

• Purpose – Manage active projects, invoicing, and budgets. 

• Menu → Projects 

• Navigation – View current projects, finished projects, and a daily calendar overview. 

• Status Updates – Keep current to reflect real-time progress. 

• Scheduling updates

Projects Page Checklist 

• Ensure all projects are on the schedule 

• Update invoicing as needed 

3. Invoicing 

• Purpose – Bill clients efficiently and accurately for completed or partial work. 

• Menu → Projects → Invoice Client. 

• Types – Progress billing, make changes to billing or view the current invoice. 

• Line Items – Imported from approved proposal; adjust if needed. 

• Terms – Match signed agreement; set due date. 

• Delivery – Email link or PDF. 

• Tracking – Monitor payments and follow up on invoices. 

Invoicing Checklist 

• Terms match signed contract 

• Items match delivered work 

• Payment options provided 

• Overdue reminders sent promptly 

4. ISPS – Integrated Sales Psychology & Strategies 

Purpose – Improve proposal acceptance and increase upselling potential through persuasive structure and messaging. 

Core Principles 

• Value Anchoring – Present premium first to make other options feel more affordable. 

• Choice Architecture – Offer three tiers: Basic, Enhanced, Premium. 

• Emotional Framing – Focus on client benefits (“This patio design maximizes usable space for family gatherings”). 

• Social Proof – Include photos and testimonials from past projects. 

• Scarcity & Urgency – Highlight time-sensitive offers or seasonal benefits. 

Best Practices in Elevation Advisor 

• Name work areas in ways that evoke lifestyle value (“Outdoor Dining Space” vs. “Rear Patio”). 

• Use project images in proposals to create visual desire. 

• Add optional upgrades with prices so clients can choose more without a separate conversation. 

• Keep proposal language positive and focused on outcomes. 

-Up Tips 

• Avoid “checking in” emails — use action-focused language (“I’d like to help you move forward with…”). 

• Reinforce benefits and timelines (“Completing before summer ensures you enjoy the space all season”). 

Updated on: 10/18/2025