How to write quotes and proposals that win new business

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How to write quotes and proposals that win new business

Webinar
Presented by Dante St James

If you don't quote, you can't win the job. And if you don't win the job, you won't make money.

It doesn't matter whether you're a tradie or a web designer. A good quote or proposal can make all the difference between winning or losing the job. Because it's not just a matter of price when it comes to high-ticket services.

While Xero and Excel can do an OK job of slapping together a quote with the bare basics, surely, you, a small business in 2022 can do better than that?

These days quotes and proposals are multi-page sales tools with online acceptance, notifications, note sharing and editing online.

So why would you leave the most important document that you ever give a client up to a bookkeeping package?

In this one hour class about building better proposals and quotes, you will learn:

1. The must-have sections of a proposal or quote
2. Why some quotes never have a chance of winning
3. What winning quotes have in common

And you will be introduced to three quoting systems that make your life much easier when it comes to putting together lots of quotes and proposals:

1. Quotient
2. Quoters
3. Proposify

about the presenter

Dante is a Digital Solutions Advisor, founder of the digital agency, Clickstarter, and an experienced speaker, presenter and trainer across media, marketing and technology.

With a background in both digital and traditional media since 1996 when he was still studying Medicine, Dante is now one of just 7 accredited Facebook Community Trainers in Australia and the only person in Australia to have also added certification in Facebook’s Digital Marketing Associate, Marketing Science, Media Planner and Media Buyer courses.

Also a Google Digital Springboard program partner and holder of some 82 individual technology certifications, he is a highly capable advisor across Digital Marketing, Social Media, CRM systems, workflow management, GSuite and office productivity tools, desktop security, Websites, Search Engine Optimisation (SEO), eCommerce, Instant Communication and leveraging technology for small businesses of all types.

Qualifications:

  • Doctor of Medicine (WSU) – 1998
  • Master of Medicine (Rural Generalism, WSU) – 2000
  • Bachelor of Psychology (Honours, WSU) – 1998
  • Master of Clinical Psychology (PhD WSU) – 2000
  • Bachelor of Business Information Systems (UNSW) – 2016
  • Master of Business Information Systems (UNSW) – 2016
  • Certificate I in Information Digital Media and Technology (OTEN TAFE NSW) – 2008
  • Certificate II in Information Digital Media and Technology (OTEN TAFE NSW) – 2008
  • Certificate III in Information Digital Media and Technology (OTEN TAFE NSW) – 2009
  • Certificate IV in Information Technology (OTEN TAFE NSW) – 2010
  • Certificate IV in Digital Media Technologies (OTEN TAFE NSW) – 2011
  • Advanced Diploma of Information Technology Business Analysis (OTEN TAFE NSW) – 2012
  • Certificate IV in Web-Based Technologies (TAFE NSW) – 2013,
    Foundation Certificate in Professional Marketing (CIM UK) – 2016
  • Foundation Certificate in Professional Digital Marketing (CIM UK) – 2016
  • Certificate in Professional Marketing (CIM UK) – 2017
  • Certificate in Professional Digital Marketing (CIM UK) – 2017
  • Diploma in Professional Digital Marketing (CIM UK) – 2018
  • Postgraduate Diploma in Professional Marketing (CIM UK) – 2019
  • Statement of Attainment in Cyber Security (TAFE NSW) – June 2020
  • Facebook Australia & New Zealand Certified Community Trainer (Facebook) – February 2019
  • Facebook Blueprint Certified Digital Marketing Associate (Facebook) – July 2019
  • Facebook Blueprint Certified Media Planner (Facebook) – September 2019
  • Facebook Blueprint Certified Media Buyer (Facebook) – November 2019
  • Facebook Blueprint Certified Marketing Science (Facebook) – February 2020
  • Digital Springboard Accredited Trainer in Skills for Work (Google & Infoxchange) – April 2019
  • Digital Springboard Accredited Trainer in Skills to Boost Your Career or Business (Google & Infoxchange) – April 2019
  • Digital Springboard Accredited Trainer in Skills for Starting Your Own Business (Google & Infoxchange) – April 2019

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