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Workflows

Step-by-step guides for the key moments in your client work — from first proposal to repeat business.

Sending your first proposal

No previous proposal experience needed. Set up your brand, add your services, and send something professional within the hour.

Client onboarding workflow

Turn a signed proposal into a running project. Keep the brief, timeline, and first deliverables in one place from day one.

Project scoping and pricing

Translate a vague brief into clear deliverables, packages, and rates. Prosperus handles the arithmetic while you focus on what to charge.

Winning retainer clients

Structure ongoing agreements with monthly pricing and renewal reminders that run themselves.

Upselling existing clients

Add new services to existing client relationships — presented as a proper proposal, not a casual email request.

Reducing proposal ghosting

Automated follow-up sequences that stop the moment a client replies. No manual chasing, no awkward nudges.

Moving to package pricing

Replace hourly billing with two or three clear tiers. Let clients self-select. A clearer offer closes faster.

Managing multiple proposals

See every open proposal in one pipeline. Know what’s been viewed, what’s stalled, and what needs a nudge.

Most lost proposals aren’t lost on price. They’re lost because of unclear scope, late follow-up, or a format that doesn’t look serious. The right workflow changes all of that.

Winning work is only the beginning. Prosperus supports the whole cycle: proposal, signature, onboarding, delivery, and the next proposal. These workflows show you how to use it end to end.

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