Book a chat
Work Feed Guides Services Approach About Contact Book a chat
Edition 12 · Free PDF · Convert

Close the Deal

Proposals that get signed, pricing conversations that don't end in discounting, and onboarding that turns one client into three.

Get the free guide See what's inside
10 pages 10 min read A4 print-ready Free PDF

Get the free guide.

You're talking to someone who might pay you. This 10-page guide covers AI-assisted proposal writing, handling the pricing conversation without caving, onboarding without dropping the ball, and turning one client into three through testimonials and referrals. The last guide in the Idea to Invoice series.

We'll email you the download link. No spam, no newsletter — just the guide.

What's inside

4 sections, 10 pages.

  1. Proposals that get signedStructure, scope, and the 'what happens next' paragraph. AI can draft a proposal in minutes. The guide shows you the three edits that make it yours.
  2. The pricing conversation'That's too expensive.' The guide covers anchoring, the cost-of-inaction reframe, and when to walk away. Discounting is a last resort, not a first response.
  3. Onboarding without dropping the ballThe first week sets the tone. A checklist, an email sequence, and the one question that prevents scope creep before it starts.
  4. Turn one client into threeTestimonials, referrals, and the 'who else do you know?' email. The guide gives you the exact words and the exact timing.
Common questions

Questions this guide answers.

How do I write a business proposal with AI?
Give the AI four things: the client's problem (in their words), your solution, the scope (what's in and what's not), and the price. The guide provides a prompt template that produces a structured proposal in minutes, then shows you the three edits: personalise the opening, add one specific example from the conversation, and write the 'what happens next' paragraph that most proposals miss.
How do I handle pricing objections?
The guide covers three responses to 'that's too expensive': anchor to the cost of not solving the problem (what does it cost them every month to keep doing it the old way?), reframe to value (what's the outcome worth?), and offer a smaller scope at a lower price rather than discounting the same scope. The guide includes a pricing objection table with specific responses for the five most common pushbacks.
How do I onboard a new client?
The first week sets the tone for the entire relationship. The guide provides a five-step onboarding checklist: send a welcome email with what happens next, schedule a kickoff call, confirm scope in writing, set the first milestone, and ask the one question that prevents scope creep ('what would make this project a failure in your eyes?'). Includes a three-email follow-up sequence.
How do I get referrals from clients?
Ask at the moment of success — when they've just told you the project worked. The guide gives you the exact email: thank them, name the specific result, and ask 'who else do you know who has this problem?' The guide also covers how to ask for a testimonial (make it easy: draft one for them to edit) and when to ask for a case study.

Other guides in the series

01Where AI Actually Helps 02The 30-Day AI Pilot 03Your Data, Your Rules 04Writing AI Instructions That Actually Work 05The AI Vendor Interrogation Kit 06Your First AI Employee 07Set Up Your Own AI Agent 08Is This Worth Doing? 09Build the Thing 10Get Found 11Get the Conversation 12Close the Deal (this guide)

Read the guide. Then talk to us if you want to.

We'll tell you on the first call if the guide is all you need.

Book a chat