In this episode of Creative and Code, Jay Boston breaks down the art and science of crafting proposals that don’t just look good—but actually close deals.
Sending a templated PDF with a price at the bottom? That’s not enough anymore. Today’s clients want proposals that speak to their needs, reflect your expertise, and create excitement about working with you.
In this episode, we walk through how to design proposals that resonate with clients and convert consistently.
🧠 Key Topics Discussed:
🔹 Choosing the Right Proposal Format – Why InDesign, Google Slides, and Canva each have a place depending on the complexity and speed of the project.
🔹 Tailoring Proposals to Be Unique – No generic pitches—use the client’s language, include relevant work, and highlight their industry pain points.
🔹 Showcasing the Right Work for the Brief – Select case studies or past projects that match the client’s goals.
🔹 Presenting 3 Investment Options – Why offering 3 pricing tiers (Basic, Standard, and Premium) increases conversion rates.
🔹 Including Team Photos for Connection – Build trust by introducing the people behind the proposal.
🔹 Laying Out the Process & Timeline – Show clear phases, durations, and milestones—and include a start date that’s soon to create urgency.
🔹 Presenting the Proposal Live (Never Sending It Cold) – Why meeting in person or over Zoom allows you to control the narrative and handle objections in real time.
🛠️ Tools & Techniques Mentioned:
✅ InDesign, Google Slides, and Canva – For creating well-designed, interactive proposals.
✅ SOPs & Loom Videos – To streamline the process and empower your team to create high-quality proposals faster.
✅ Use AI to Pre-Analyse Client Needs – Tools like ChatGPT and Jasper can refine messaging and content faster.
✅ Proposal Templates for Consistency – Build a foundation, but customise every time for relevance.
✅ Calendar Links to Lock in Proposal Walkthroughs – Schedule meetings before the proposal hits their inbox.
📢 Final Takeaways:
Proposals are your first deliverable—make them count.
Always tailor your pitch. No two clients are the same.
Meet in person or live—control the conversation and close with confidence.
🎧 Listen Now. Work with us https://www.iddigital.com.au/
