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Intermediate4-5 hoursSave 10+ hrs/week
Proposal & Quote Generator
Win more deals with faster, more compelling proposals. This playbook helps your VA create customized proposals that speak to each prospect's specific needs while maintaining your professional standards.
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Tools Used:ChatGPTPandaDoc/ProposifyGoogle DocsNotion
Analyze your best-performing proposals to identify winning elements
Create modular templates: executive summary, scope, timeline, pricing, terms
Build industry-specific variations with relevant case studies
Set up brand-compliant design templates in your proposal tool
Pro Tips
- •Include social proof (testimonials, logos) in every proposal
- •Create 'quick quote' templates for simpler engagements
Need Help Implementing This Playbook?
Our team can set up these workflows for you, train your VA, and ensure everything runs smoothly.
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