Congratulations! You just got a brand new lead… so what happens now? How do you convert that lead to an actual paying client? The answer is a proposal. A well-prepared proposal is the difference between booking new clients on repeat and letting opportunities pass you by. 

With the right proposal, you can improve your close rate but also lower the chance of your clients experiencing buyer’s remorse. Let me explain… Often clients that reach out for professional organizing services are generally people that are embarrassed about how their space looks. It typically takes them a while to find the courage to reach out for help, and sometimes even after making the initial contact, they get cold feet about moving forward. 

A proposal can provide all the information your lead needs in order to make the easy decision to 7hire you. In this blog, I’ll share the 4 things every professional organizer should include in their proposals. 

7 Things to Include in Your Professional Organizer Proposals 

Welcome Message

Put your clients at ease the moment they open their proposal. Greet them by name, let them know you are happy they are here and share a little bit about how you can help, and what they will find in the proposal. 

Here is an example:

Hey (Client Name), I am so thrilled you’re here, and can’t wait to work with you. Together we are going to tackle the clutter in your life and transform your space to be beautiful and functional.  

I’ll be with you every step of the way to make those difficult decisions about what to keep and what to part with. My services are all-inclusive to ensure you never have to worry about a thing. My team and I will handle hauling away donations and trash, sorting your items, creating labels, and more! 

In this proposal, you’ll find all of your project details, our process, and what to expect moving forward. Thank you for trusting us with your space. We are so honored and excited to be working with you! 

The service you provide for your clients is intimate and that should be felt in your proposal. Let your personality shine through so that the client feels comfortable and not like just another number in your bank account. 

Your Process

This doesn’t need to be super detailed but it’s important to share this with clients so they know what to expect when the actual work starts. As professional organizers, it comes naturally to us to know that first, we declutter before organizing. But if someone has never worked with an organizer before, they may not know this. Give your clients a general overview like the example below:

1. Remove & Edit – We’ll take everything out and help you determine what stays and what goes. Don’t worry – you always have the final say. 
2. Organize & Contain – Next, we’ll categorize like items together and determine where items will live. We’ll also utilize organizing containers to ensure the system lasts.
3. Label – Once everything is where it belongs we’ll add labels.
4. Enjoy – Relax and enjoy your newly organized space. 

Project Details & Investment

The main purpose of a proposal is to share with the client what they are getting and at what price. Besides just adding the general investment be sure to include all the deliverables that your client is getting. I like putting the deliverables in a list format above the price so the client can see the benefits of the investment they are being asked to pay. 

Example: 

• A complimentary in-home consultation.
• Custom in-home organizing with 1-4 Professional Organizers
• A list of suggested organizing supplies + shopping time
• Donation and trash haul away
• Space design & layouts for organizing solutions
• Coordination with additional service providers, if needed

Additionally, you can add the project goals or scope of work. This is a great way to reaffirm that you heard the client’s challenges and are making it your priority to alleviate those pain points for them. 

Testimonials 

If you aren’t adding testimonials to your proposals these stats may change your mind! 72% of consumers say positive testimonials and reviews increase their trust in a business. Customer testimonials placed alongside more expensive items increased conversion rates by 380%.

Remember, the proposal is meant to be used as a way to convert a lead to a paying client. We want clients to EASILY say yes to working with you, and seeing positive testimonials from past clients will only make their decision easier. I recommend adding 3-5 testimonials. 

Images

By far the biggest mistake I see organizers make when creating proposals is adding too much text. Not only does an entire page full of text look intimidating, but it’s also really boring. The proposal is not your contract. It should be the party before the legal stuff comes in. 

Add an image of you or your team near the welcome section, and sprinkle other images throughout. I would recommend not showing any “before” images. Stick to spaces like pantries, closets, and kitchens. These images are meant to give your clients a glimmer of what their space could look like. You are showing them what could be their own reality if they book with you. 

Frequently Asked Questions

FAQs are a great item to have on your proposal because it allows clients to get answers immediately rather than them having to contact you a bunch of times before they are ready to accept the proposal. You want to eliminate any roadblocks that could prevent someone from booking with you. 

Here are some great questions you can add to your FAQ section:

1. Are you going to make me get rid of all my stuff?
2. Where will my donations go?
3. How long will this project take?
4. What if I need to reschedule? 
5. Will you judge my space? 

Next Steps 

Never leave a client guessing. Tell them at the end of the proposal what needs to be done and what will happen next. If you are using a CRM like HoneyBook or Dubsado you can automatically have a contract ready to sign the moment a client accepts their proposal. If that’s the case, tell them that. 

Here’s an example: 

Ready to Get Organized? 

If you are ready to get started scroll down and click the button ‘submit’ to accept this proposal. From there you will automatically be directed to sign the contract and pay your deposit. 

Need Proposal Inspiration? 

Need a little inspiration for how to design your proposal to easily convert clients? Take a look at the before and after one of my sweet clients Kristin of Kristin and Co Organizing. Want me to design your proposal for you? I’ve got you! Click below to have me design your forms for you!

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BEFORE

AFTER