Three tools. Half a day.
The pipeline, the email sequence, and the client guide — built once, run forever. Closes the loop between "send me a proposal" and a signed client.
Most service businesses have a gap of weeks — sometimes months — between "send me a proposal" and a signed client. This kit closes the gap by design.
Three tools. Half a day.
The pipeline, the email sequence, and the client guide — built once, run forever. Closes the loop between "send me a proposal" and a signed client.
Most service businesses have a gap of weeks — sometimes months — between "send me a proposal" and a signed client. This kit closes the gap by design.
What is inside.
Three tools, designed to work together. Set them up in order — pipeline first, then sequence, then guide. Half a day of work. The return shows up within the first quarter
Part One. The 5-Stage Pipeline Structure How to set up your CRM so a proposal can't disappear into the void. The stage where most pipelines leak (Stage 4) gets closed by design.
Part Two. The 3-Email Post-Proposal Sequence Word-for-word copy that fires automatically on Day 2, 5, and 9 after every proposal. The Day 9 close is the one most people don't have the nerve to send. It's the one that closes.
Part Three. The "What Happens Next" Client Guide A 30-day client orientation sent within 24 hours of signing. Pre-empts the post-signing anxiety before the client gets a chance to feel it.
PLUS
The half-day setup checklist (Hour 1, Hours 2-3, Hour 4 — what to do, in what order). The platform-agnostic structure that adapts to Funnel Gorgeous / GHL, ActiveCampaign, Kajabi, HubSpot, or whatever you're already using. And the customisation notes that turn the templates into your voice without losing the bones.
What is inside.
Three tools, designed to work together. Set them up in order — pipeline first, then sequence, then guide. Half a day of work. The return shows up within the first quarter
Part One. The 5-Stage Pipeline Structure How to set up your CRM so a proposal can't disappear into the void. The stage where most pipelines leak (Stage 4) gets closed by design.
Part Two. The 3-Email Post-Proposal Sequence Word-for-word copy that fires automatically on Day 2, 5, and 9 after every proposal. The Day 9 close is the one most people don't have the nerve to send. It's the one that closes.
Part Three. The "What Happens Next" Client Guide A 30-day client orientation sent within 24 hours of signing. Pre-empts the post-signing anxiety before the client gets a chance to feel it.
PLUS
The half-day setup checklist (Hour 1, Hours 2-3, Hour 4 — what to do, in what order). The platform-agnostic structure that adapts to Funnel Gorgeous / GHL, ActiveCampaign, Kajabi, HubSpot, or whatever you're already using. And the customisation notes that turn the templates into your voice without losing the bones.
Who this is for.
This is for you if you send proposals — and your close rate is lower than the work you put into winning the call.
It works best for:
Agency owners whose proposals disappear into "I'll review and get back to you"
Consultants who close on the call but lose the deal in the follow-up
Service providers whose CRM has the same five deals sitting in "Proposal Sent" for weeks at a time
Who this is for.
This is for you if you send proposals — and your close rate is lower than the work you put into winning the call.
It works best for:
Agency owners whose proposals disappear into "I'll review and get back to you"
Consultants who close on the call but lose the deal in the follow-up
Service providers whose CRM has the same five deals sitting in "Proposal Sent" for weeks at a time
About Camelia.
I've been building marketing infrastructure for 20+ years: Saatchi & Saatchi, advertising sales for Romania's major magazines, twelve years running my own Bucharest agency, and the last ten in Sydney with Zoom Direct Media. Member of the Australian Marketing Institute since 2016, currently on the NSW State Committee.
I write Highly Effective Marketers, a weekly newsletter on marketing systems for expert-led businesses. The three-tool kit in this PDF is the same one I run on every Zoom Direct Media engagement. The email sequence in Part Two was the first automation I built when I started in Sydney ten years ago, and I still run it on every proposal.
If you need help with the implementation, message me at [email protected] or directly on LinkedIn.
About Camelia.
I've been building marketing infrastructure for 20+ years: Saatchi & Saatchi, advertising sales for Romania's major magazines, twelve years running my own Bucharest agency, and the last ten in Sydney with Zoom Direct Media. Member of the Australian Marketing Institute since 2016, currently on the NSW State Committee.
I write Highly Effective Marketers, a weekly newsletter on marketing systems for expert-led businesses. The three-tool kit in this PDF is the same one I run on every Zoom Direct Media engagement. The email sequence in Part Two was the first automation I built when I started in Sydney ten years ago, and I still run it on every proposal.
If you need help with the implementation, message me at [email protected] or directly on LinkedIn.
Ready to close the loop?
Three tools. Ten pages. Half a day to set up. Closes the gap between "send me a proposal" and signed — for every prospect you've worked to get this far.
P.S. Part One's Stage 4 is where most pipelines leak. Part Two's automation makes the leak impossible. The two parts work together, and that's before you've even reached Part Three.
Ready to close the loop?
Three tools. Ten pages. Half a day to set up. Closes the gap between "send me a proposal" and signed — for every prospect you've worked to get this far.
P.S. Part One's Stage 4 is where most pipelines leak. Part Two's automation makes the leak impossible. The two parts work together, and that's before you've even reached Part Three.
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