Phil Risher says your proposal isn't the pitch, the follow-up is. For deals over $1,000–$5,000, record a Loom video walking through line items and setting expectations. It costs about $10 a month and converts better than sending the proposal alone.
when you send an estimate over that says, hey, here's the questions, blah, blah, blah. Every single business should be doing this. Your salespeople should record a Loom video of the proposal that you're about to send to this customer, especially if it's over $1,000, $5,000, and explain what's on that proposal. Yeah. Because they're going to have questions and they're going to want the walkthrough and you just built this thing. Take an extra 3 to 5 minutes and record this stuff. Yeah. And explain exactly what it is. So what does that sound like? You get Loom, it's $10 a month, L-O-O-M. Then you open up the proposal that you just built and you go through and you say, hey Adam, just sent you this proposal. I want to send over a quick video explaining all of this stuff. Remember I was at your house? I talked about these gutters and these gutters, and here's what I put in this proposal here, right here. This could go up or down, but I think this is a good number. And you, you're walking them through this. Totally. People do not do this and it blows my mind because there's so much opportunity to use Loom inside of their sales process and it's, it's crazy.
