Closing Made Simple: Form to Proposal Sequence

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If your quote/proposal process begins with collecting Lead information from a FORM, then Form to Proposal is designed for you.

Form to Proposal Sequence (6 Written-For-You Emails):

  • Confirmation and Expected Turnaround: Thanks clients for submitting the form, setting the stage for what's next.
  • Service Guide: Shares your service guide, emphasizing the benefits of booking with you and collaborating as the ideal travel partner.
  • What to Expect When You Receive Proposal: Outlines the proposal process and next steps.
  • My Story and My Why: Connects with clients on a personal level, sharing your passion for travel and why you are thrilled to work with them.
  • Story and Testimonial: Uses client testimonials to reinforce your authority and establish credibility.
  • Planning Process and Timeline: Breaks down the steps and timeline, keeping clients informed and engaged every step of the way.

If your FORM leads to a call, then you'll want to layer on our Form to Call sequence - Coming soon!

The Closing Process doesn't always end when you send a quote. You'll definitely want to followup with your leads multiple times over the next few days, weeks, and yes - even months.

Our Closing Follow Up and Closing Long Term Follow Up is available as a Bundle for your convenience.

PLUS Access to our exclusive Facebook Group where members ask questions and get valuable tips for up-leveling their businesses. (Value $597)

This is a digital product and will be delivered electronically. Pictures and images are not included. See Terms & Conditions for full details.

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