Mastering the Proposal Module: A Complete Guide for GMB Briefcase Users | Help Center

In the world of local business management, the ability to quickly and effectively present your services to clients can make all the difference. Whether you're offering digital marketing services, consulting, or any other business solutions, a well-crafted proposal can be a game-changer. GMB Briefcase offers a powerful Proposal Module that streamlines the process of creating, customizing, and managing proposals for clients.

This complete guide will walk you through how to master the Proposal Module in GMB Briefcase, ensuring you can deliver compelling, professional proposals every time.

What is the Proposal Module in GMB Briefcase?

The Proposal Module within GMB Briefcase allows you to create customized proposals directly from your dashboard. It simplifies the process of drafting and managing proposals for potential or existing clients, enabling you to focus more on growing your business and less on administrative tasks. Whether you're sending proposals to clients or tracking them for future follow-ups, the Proposal Module enhances your ability to stay organized and professional.

Key Features of the Proposal Module

Before diving into how to use the Proposal Module, let's review its key features:

1. Customizable Templates – Choose from a variety of templates or create your own to fit your branding and business style.

2. Real-Time Collaboration – Work on proposals in real-time with your team, making edits, adding comments, and finalizing details.

3. Tracking Capabilities – Monitor the status of your proposals, including whether they’ve been opened, read, or approved by the client.

4. Digital Signatures – Allow clients to sign proposals digitally, streamlining the approval process.

5. Incorporate GMB Data – Seamlessly integrate Google My Business (GMB) data into your proposals, offering additional value to your clients.

6. Pricing & Payment Integration – Include pricing, payment terms, and invoices to provide a full-service proposal experience.

How to Use the Proposal Module in GMB Briefcase

Now that you're familiar with the key features, let's take a step-by-step look at how to use the Proposal Module effectively:

Step 1: Access the Proposal Module

To get started, log into your GMB Briefcase account and navigate to the "Proposal" section from the main dashboard. This will take you to the area where you can create, manage, and track your proposals.

Step 2: Choose a Template or Create Your Own

The Proposal Module offers pre-designed templates to help you get started quickly. If you want to use your own design, you can create a custom template that suits your brand’s aesthetic and style. These templates can be fully customized, allowing you to adjust fonts, colors, and layout to match your business's identity.

Step 3: Add Client Information

Input the necessary client information, such as their name, company name, and contact details. This ensures that each proposal is personalized for your target client and can help to build a stronger relationship.

Step 4: Customize Your Proposal

The core of the Proposal Module is its flexibility. You can easily add text, images, pricing tables, and Google My Business information directly into your proposal. This makes it easy to present a comprehensive, clear, and compelling offer to your client.

1. Text Blocks: Add sections to describe the services you're offering, the timeline, and any other relevant information.

2. Images and Logos: Upload images or your company logo to enhance the look of your proposal.

3. Pricing Table: Include pricing details in an organized format. You can list services, rates, and total costs in a professional manner.

Step 5: Add Terms and Conditions

It's essential to set clear terms and conditions within your proposal to outline the project scope, timelines, payment methods, and other legal details. The GMB Briefcase Proposal Module allows you to include this information in the same document, reducing the need for back-and-forth communication.

Step 6: Send for Approval

Once your proposal is finalized, you can send it directly to your client via email or provide a download link. The client can view the proposal online and even provide feedback or approval digitally.

Step 7: Track Proposal Status

The Proposal Module in GMB Briefcase includes built-in tracking. This allows you to see when a proposal is opened, how much time the client spends on each section, and whether it has been approved. This information helps you follow up effectively, knowing where the client stands in their decision-making process.

Step 8: Digital Signatures

To make the approval process seamless, clients can sign proposals digitally. This eliminates the need for physical signatures and speeds up the finalization process.

Step 9: Follow Up

After sending the proposal, it’s important to follow up. The Proposal Module tracks whether the client has viewed the document or signed it, which can help inform your follow-up strategy. Whether you’re sending a reminder or addressing client concerns, knowing the status of your proposal helps you stay proactive.

Tips for Effective Proposal Writing

1. Be Clear and Concise – Keep your proposals clear and to the point. Focus on how your services will solve the client’s problem or improve their business.

2. Tailor Each Proposal – Customize each proposal to address the unique needs of the client. Personalization shows that you’ve done your homework and are invested in their success.

3. Highlight Key Benefits – Focus on the value your services will provide, and don’t just list features. Show how you can help the client achieve their goals.

4. Include Testimonials and Case Studies – If possible, include testimonials or case studies from other clients to provide social proof and build trust.

5. Use Professional Language – A proposal is a formal document, so make sure it’s written professionally and free from errors.

Conclusion

Mastering the Proposal Module in GMB Briefcase can transform the way you create, send, and manage proposals for clients. With its intuitive features and customizable options, you can streamline your proposal process, improve client relationships, and close more deals.

By following the steps outlined in this guide, you'll be able to create professional, personalized proposals in no time, ensuring that you put your best foot forward in every client interaction.

Start using the Proposal Module today and take your business’s client engagement to the next level with GMB Briefcase!

For more information or to access detailed help articles, visit the GMB Briefcase | Help Center.

Find Us Online 

Facebook

LinkedIn

Twitter

YouTube Channel