Key Benefits for Business Leaders

Pricing Formula and Structure

Automation and Process

Action Items

  1. Set Up the Formula: Create the pricing formula in your CRM or a Google Sheet to automate calculations.
  2. Design the Template: Prepare a proposal template that can be auto-filled with client-specific data.
  3. Automate the Workflow: Integrate the form submission with your CRM or document tool to generate and send the proposal automatically.
  4. Refine Messaging: Emphasize the strategic insights and leadership benefits in your marketing materials to highlight the added value for business leaders.