> ## Knowledge Base Index
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> Use this file to discover available pages before exploring further.
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# Sales Quick Guide

You sell the work. Someone else builds the numbers; your job is the client, from first conversation to signature, and the relationship after it.

That split is deliberate. Proposals are read only for you, so you can open any proposal, see exactly what it includes and what it costs, and talk about it with confidence, without anyone worrying that a price changed on the way to the meeting. If something needs to change, you ask your estimator and they change it at the source.

## Set Yourself Up in Your First Hour

1. Sign in, set your password, and check your name and email under the gear icon.
2. Open **Proposals** and read two or three recent ones all the way through, including the contract at the bottom. You will be asked about it in a kitchen.
3. Add a client you're working with under **Clients** so the details are in the system before a proposal needs them.

## Working a Deal

**Know the proposal before the meeting.** Open it and read the packages the way the client will: what's included, what isn't, what each one costs, and what the payment schedule looks like. The payment schedule is where most hesitation lives.

![What your client sees: the package cards, each with its own price and Select this option button.](https://elevation-knowledgebase.s3.us-east-1.amazonaws.com/Proposals/Presenting_Proposals/Images/V2_Packages.png =1296x1475)

**Present in person when you can.** Walk them through the photos and the walkthrough video, then through the options. Let the premium package do its job: it makes the middle options feel reasonable. Talk about outcomes, the patio they'll host on, not line items.

**Close on the spot.** When they're ready, go to the Proposals page and click **Client Accept** next to the proposal. That opens their view, and they pick a package, type their name and sign right there with you. If they've already said yes and you don't want another email in their inbox, open the proposal and use **Accept for client** instead.

![Client Accept on the Proposals page opens the client view so they can sign with you there.](https://elevation-knowledgebase.s3.us-east-1.amazonaws.com/Proposals/Creating_Proposals/Images/Proposals_Client_Accept.png =820x118)

**Follow up with information, not pressure.** Email History on the Proposals page tells you whether they opened it. Somebody who opened it three times and went quiet needs a phone call, not another email.

**Keep the record straight.** If they pass, mark it Reject Proposal so the pipeline stays honest. A clean Active Stages list is worth more than a flattering one.

## After the Signature

You stay the face of the company. A few things that keep clients happy:

* **Upgrades still work after signing.** Their link stays live, and moving up a package creates a change order automatically.
* **Extra work needs a change order**, not a handshake. Ask your estimator to raise it.
* **Client details** are yours to keep current. Wrong email addresses are why proposals go unanswered.

## What You Can't Do, and Why

You can't edit proposals or pricing, and you can't reach Profit Genie, labor rates or expenses. Your estimator owns the build; you own the relationship. When a client wants something different, that's a conversation with your estimator, and it takes minutes.

## Your Checklist

* Proposal read in full before the meeting, contract included
* Presented in person whenever the drive is possible
* Signature taken on the spot with Client Accept when they're ready
* Every proposal followed up within a few days of being opened
* Lost jobs marked rejected, so the pipeline tells the truth
* Client contact details kept current

||| ℹ️ The fastest way to lose a job you've already won is silence between signature and start date. Tell them what happens next and when, even if the answer is "we start in three weeks."