Sippin' Matcha & Helping You Make More Sales

Do You Really Need to Send a Proposal?

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Do You Really Need to Send a Proposal?

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📝 Episode Summary

You’ve probably heard this before: “That sounds great—can you send me a proposal?”

But here’s the thing… do you really need to?

In this episode of Sippin’ Matcha and Helping You Make More Sales, Brooke and Scott tackle one of the most common moments in the sales process—and why saying yes to every proposal request might be slowing down your close rate.

You’ll learn when proposals are absolutely necessary, when they’re just a polite “no,” and when you can (and should!) skip them entirely and move straight to the sale. It’s not about being pushy—it’s about leading with clarity, structure, and confidence. If you’ve ever used a proposal to avoid a pricing conversation… this one’s for you. 😉

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📘 What You’ll Learn
  • When proposals are necessary—and when they’re just slowing things down
  • Why “Send me a proposal” isn’t always a buying signal
  • The biggest mistake service providers make with proposals
  • What to do instead when the decision-maker is ready to buy
  • How to avoid using proposals as a crutch for hard conversations

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    🔗 Resources
    • 📄 Sales Conversation Assessment – Diagnose where your sales process is stalling https://buildingmomentum.info/assessment
    • 🧾 Your Daily Five PDF – A simple rhythm for daily, sustainable sales https://buildingmomentum.info/five
    • 🌍 Buddy Rathmell’s Company: Map Winners – Local SEO services from a trusted partner https://www.mapwinners.com/
    • 7 Brew Drive Through: https://7brew.com/

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      🎧 Listen to Previous Episodes in the Proposal Series:
      1. Why Your Proposals Aren’t Working (And What to Fix First): https://buildingmomentum.info/why-your-proposals-arent-working/
      2. Why You Get Ghosted After Sending a Proposal: https://buildingmomentum.info/why-you-get-ghosted-after-sending-a-proposal

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        🗣️ Join the Conversation

        Got a proposal, pricing, or awkward client question you’re not sure how to handle? Submit it anonymously here: 👉 https://buildingmomentum.info/matcha

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        🤝 Connect with Brooke on LinkedIn

        For more human-first sales advice (with a side of matcha), follow Brooke here: 🔗 https://linkedin.com/in/brooke-greening

         

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        Sippin' Matcha & Helping You Make More SalesBy Brooke Greening