"It's Friday afternoon, and a potential client just emailed, asking about your services. You scramble to find your pricing. (Where did you save that document?) You dig through old emails for a proposal you sent six months ago that you could adapt. You piece something together and curse your past self for not being more organized. This scenario plays out constantly for solopreneurs. Most chalk it up to the chaos of running a business alone."
"If you don't have a way to track potential clients or deals, you're potentially losing money. You need a system to store contact names and email addresses, along with information about the person/company and why they're interested in working with you. To avoid feeling frantic when you put together a proposal, make a template (and a few variations, if you have different bundles of services)."
Solopreneurs often scramble for pricing, proposals, and client information, which wastes time and harms professional perception. Basic operations systems prevent lost revenue and reduce stress without requiring complex software. Core business functions need documented processes and simple tools. Sales and pipeline management require stored contact details, notes on interest, and follow-up schedules. Proposal templates and a few variations speed responses and reduce frantic work. For more complex offerings, lightweight software can enable drag-and-drop proposal assembly. Regular follow-up tracking ensures deals do not fall through when potential clients fail to respond on time.
Read at Fast Company
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