Getting proposals out within 48 hours

The longer a client waits for a proposal after their consultation, the more time they have to keep shopping around.

Start by standardising: one proposal template and one fee agreement per practice area you serve, with your approved wording locked in. Most delay comes from rebuilding documents from old versions.

Capture the variables during the consultation: stream, fees, inclusions and any special terms. If notes are structured, the proposal can be assembled in minutes and reviewed by the practitioner the same day.

Offer a card payment link for the deposit alongside bank transfer. Removing a step at the moment of commitment matters.