Half the context is gone by the time you write the proposal.
Your sale starts by listening. Pagatu keeps the conversation, the proposal that comes out of it and the payment that follows in one place.
You run a discovery call, take notes, and a week later write the proposal trying to remember what mattered to that client. If the project runs long, the scope gets debated again because it was never written down.
What changes in your week
- Meeting notes live apart from the client
- The call is attached to their record and to what comes next
- Scope is agreed verbally
- It is set down in a signed agreement
- Each phase is billed by digging up what was charged before
- The payment history sits with the client
Lo que deja de estar repartido
- Meetings and their follow-up
- Phased proposals
- Agreements and their terms
- Progress and payments per project
A consultant books the discovery session from his availability link. Right after it, he writes the proposal with the scope in three phases, sends it and gets the signature. Each phase delivered is logged with the payment that goes with it.
Start where it hurts most.
You don’t have to set up the whole process on day one. One well-sent document already changes the conversation.
Start free