My 15 minute Client Proposal Process (using Notion + Paperform)

Hey guys! In today's video, I'm giving you a deep-dive look into my client proposal process and the system I have set up to collect responses, share project details, and kickoff onboarding using #Notion, ‪@Paperform‬, and Paperform's Stripe integration.
If you want a more in-depth tutorial on how to set up this #Paperform response form, check out this exclusive workshop I did on their channel - • Simplify Your Proposal...
10% off Paperform | bit.ly/41f7ORt
Grab my Notion proposal template | bit.ly/3zIthqp
----
LET'S CONNECT:
🐦 Twitter | / thesaraloretta
📬 Newsletter | www.systms.clu...
☕️ Support future content | www.buymeacoff...
----
MY FAVORITES:
🎵 Where I get my Music - Epidemic Sound
🎥 Camera Gear & Software - bit.ly/3wQqqd0
PS: Some of the links in this description are affiliate links that I get a kickback from 😜

[@NamiAssir]

Honestly shocked this doesn't have well over 1M views. Incredibly helpful

[@SaraLoretta]

🥹 one day!

[@mollytt]

This is amazing! I really appreciate you breaking down your steps and I LOVE your personality and attitude. No one has time for potential clients to mess around and it’s hard to find successful business owners that can stick to their rules 😊

[@Paperform]

Thanks for sharing your workflow, Sara! 💛

[@elisabethwaller8232]

I love this! Ghosting is the worst.

[@catesv]

These tips are fire! I have already created a form to embed in my Notion proposals, to speed up the process! Thank you for the great tips! ☺☺

[@SaraLoretta]

Ahhh I love to hear it! ❤️‍🔥

[@lifebykaye]

This is brilliant! Been looking for a way to shorten my workflow. ❤

[@SaraLoretta]

So glad to hear!! 🔥 let me know how your implementation goes!

[@TheBurciist]

I am new to Notion. After you are done the proposal and attempt to send it, what if they don't
have notion?

[@ivanv6862]

So happy I've discovered you, the amount of views & likes is unfairly low

[@SaraLoretta]

🥹🫶🏼 appreciate you!

[@kylequisquisan8023]

Hello, I cannot access the shop link.

[@ca_budine]

You can use that for a funeral service, but not for a creative industry

[@Moderntractiondotcom]

Curious why you chose Paperform vs Tally which is so similar to Notion.
I was so sick of proposals that I create packages and posted those on a hidden page on my website.

[@SaraLoretta]

I was using Paperform 1 before I got into Notion, and 2 before Tally was created. I’m a creature of habit, if it works why change 😂