Become a Proposify Pro
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Become a Proposify Pro

Learn how to use Proposify & unleash your sales potential.
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0.0 (0 ratings)
Instead of using a simple lifetime average, Udemy calculates a course's star rating by considering a number of different factors such as the number of ratings, the age of ratings, and the likelihood of fraudulent ratings.
0 students enrolled
Created by Collin Belt
Last updated 9/2017
English
English [Auto-generated]
Current price: $10 Original price: $50 Discount: 80% off
5 hours left at this price!
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Includes:
  • 1 hour on-demand video
  • 6 Articles
  • 3 Supplemental Resources
  • Full lifetime access
  • Access on mobile and TV
  • Certificate of Completion
What Will I Learn?
  • Know how to use Proposify to unleash your sales potential.
View Curriculum
Requirements
  • You need to have a Proposify account or sign up for a free trial.
Description

When you enroll in this course, you gain instant access to video tutorials and bonus resources for learning all the essential tools that Proposify offers to speed up your proposal process and get you more sales.

WITH BECOME A PROPOSIFY PRO, YOU'LL LEARN THE PROVEN 8-STEP SYSTEM TO FAST-TRACKING YOUR PROPOSIFY SUCCESS.

STEP 1: PROPOSIFY BASICS
First, you’ll get set up in Proposify and learn how to set up your accounts and accounts for your clients. Once you do this the first few times, it'll be a cinch to set up all your accounts.

STEP 2: CREATING PROPOSALS
With the basics under your belt, you're ready to start creating proposals. We'll walk you through the best methods for setting up new proposals -- and for keeping them organized.

STEP 3: USING THE EDITOR
Proposify offers a huge number of tools to design and edit your proposals. We'll walk you through using each one, and give you some pro tips on the extra features of each tool.

STEP 4: PROPOSIFY TABLES
Proposify tables are simple to learn but difficult to master. Learn the ins and outs of each type of table, and the appropriate use case scenarios.

STEP 5: SENDING PROPOSALS
How you send the proposal is as important as what's in the proposal itself. You'll learn how to send your proposals within Proposify or directly through email, and know how to monitor when your clients are looking at your proposal.

STEP 6: CREATING PROPOSIFY TEMPLATES
One of the key advantages of using Proposify is saving heaps of time through templates. By the end of this section, you'll know how to create brand new templates from scratch and how to clone existing templates for unique use cases.

STEP 7: USING THE CONTENT LIBRARY
Proposify lets you store all your content in one place, but it can be a nightmare to navigate if you don't know how to keep it organized. Thankfully we've got the pro tips for storing, organizing, tagging, and accessing your content from the content library.

STEP 8: PROPOSIFY BEST PRACTICES
Get proven practices that work, more than just the obvious tactics. We're handing you the keys to proposal success, now it's your turn to drive.

PLUS, YOU'LL GET A TREASURE TROVE OF HELPFUL BONUS RESOURCES, INCLUDING:

  • The Switch to Proposify Guide (step-by-step instructions on how to bring your existing proposal into Proposify)
  • The Proposify Variables Cheat Sheet (a handy guide for automating your proposal to save tons of time)
  • The 7 Fatal Proposal Mistakes Costing You Sales (7 common proposal pitfalls getting between you and closing the sale)

A message from your course instructor: 

The traditional ‘proposal’ as we know it is dead. Long gone are the days of “if you send it, it will sell.” You need a marketing toolkit that works day and night to deliver your business new sales.

It broke my heart to see businesses and agencies falling into the same proposal pitfalls over and over again, and that’s why I became a certified Proposify Partner. I've been able to help my clients turn around their unproductive proposal workflows and come out as sales champions.

Because Ice Nine is a company that places business strategy at the core of our designs, we're able to us to deliver our clients real sales results. Now those results can be yours too.

What would it mean to you to have your dream clients flooding your inbox begging to work with you? It's not unusual for that to happen when you're killing it in Proposify! But you need the training to get there first. Sign up for our Proposify 101 course to start the next chapter of your sales-success story.

— Collin Belt, Founder of Ice Nine

Who is the target audience?
  • Anyone who wants to increase their close rate using Proposify.
Compare to Other Proposify Courses
Curriculum For This Course
39 Lectures
01:06:19
+
Welcome to the Course!
2 Lectures 02:59

BONUS DOWNLOAD: The Switch to Proposify Guide
00:28
+
Creating Proposals
3 Lectures 06:06
Creating Proposals Overview
00:26

Creating a New Proposal, Selecting a Proposify Template, Attaching Files & Taggi
03:56

Staying Organized with Streams
01:44
+
Using the Editor
10 Lectures 18:23
Using the Editor Overview
00:29

Editor Intro & Navigating the UX
01:09

Design Editor & Page Layout
01:21

Setting Up Sections
02:28

Repeaters
02:03

This is a handy cheat sheet that contains all of the variables you can use in Proposify. You'll want to have this for the next video ;)

BONUS Download: Proposify Variables Cheat Sheet
00:06

Variables
02:14

Design Tools: Textboxes, Images, Shapes, Videos & Lines
04:51

Typography
01:56

Signatures
01:46
+
Proposify Tables
5 Lectures 08:14
Proposify Tables Overview
00:22

Using Basic Tables
02:40

Using Pricing Tables
03:38

Styling Tables
01:00

Tables Best Practices
00:34
+
Sending Proposals
3 Lectures 07:07
Sending Proposals Overview
00:33

Sending Proposals to Your Client, Editing Email Communications, & Following Up
04:28

Engagement Notifications, & the Proposify iOS App
02:06
+
Creating Proposify Templates
2 Lectures 03:39
Creating Proposify Templates Overview
00:28

Creating Proposify Templates from Scratch, C& Cloning Templates
03:11
+
Using the Content Library
6 Lectures 06:35
Using the Content Library Overview
00:31

The Sections Library
01:22

The Fee Library
01:11

The Snippet Library
01:37

The Image Library
00:46

Content Library Best Practices
01:08
+
Proposify Best Practices
6 Lectures 09:23
Proposify Best Practices Overview
00:27

BONUS Download: 7 Fatal Proposal Mistakes Costing You Sales
00:14

If your proposal isn't doing this one thing...
04:15

Monitoring Your Analytics (And What They Mean)
02:35

How to Seal the Deal
01:30

Next Steps...
00:22
About the Instructor
Collin Belt
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Founder of Ice Nine

Collin has spent thousands of hours working in Proposify and brought in every type of proposal you can imagine. After working with more than one hundred clients, he’s distilled his Proposify knowledge into a series of online courses so you can become a proposal superstar. When he's not closing deals or geeking out over the latest tech, you’ll probably find Collin at the closest Starbucks working on the Ice Nine Website.