Client Service Proposal for Digital Marketing Service Providers (Live Workshop)
If you offer services—whether you’re a freelancer, coach, consultant, or virtual assistant—having a professional proposal template is a game-changer.
This week during our Monday Live Q&A Workshop, we explored how to not only create that proposal (or any digital product), but also how to package, brand, and sell it using Pagewheel in minutes.
Here’s how we did it—and how you can, too.
What We Built: A Digital Proposal Template for Service Providers
We started with a ready-to-customize proposal template in Google Docs, designed specifically for service-based businesses. This downloadable template includes:
- A professional client summary section
- Editable deliverables & pricing tables
- A la carte services list
- Onboarding next steps
- Optional boilerplate terms and expectations
Once personalized, it becomes a valuable digital asset you can sell or offer as a lead magnet.
How We Sold It with Pagewheel
Here’s the magic part. Using Pagewheel, we turned that simple document into a beautifully branded digital product with:
1. PDF Upload + Product Branding
We uploaded the PDF version of the proposal and added branding in just a few clicks—colors, fonts, and even a product mockup image (like a tablet or clipboard).
2. Sales Page Creation (Auto-Generated!)
Pagewheel built an instant sales page with AI-generated headlines, benefits, and calls to action. You can edit anything to match your voice, or let it write it all for you.
💡 Pro Tip: Use a clear product title. The AI pulls directly from the name to write your copy!
3. Delivery Page Options
We showed how you can:
- Deliver both a PDF and a Google Docs version for easy editing
- Add bonus sections (like explainer videos or tips)
- Customize delivery with links, calls to action, or upsells
4. Delivery Email Included
Yep—Pagewheel automatically creates the delivery email too! Just tweak the text, add bonus links, and you’re done.
Real Use Case: Selling Your Own Proposal Template
Even if you’re just starting out, a proposal template is a simple, high-impact digital product. Here’s how you might use it:
- Sell it as a standalone digital download
- Offer it as a bonus with a business service (like a strategy session)
- Use it as a freebie to grow your email list
No matter your niche, this approach works. And the best part? With Pagewheel, it’s truly plug-and-play.
No need to reinvent the wheel – grab a copy of the Pagewheel share funnel, complete with the client proposal template product!
More Resources
- Before you present a proposal, you MUST make sure you’re priced to profit!
- Make a great first impression with your client AND get to the heart of what they need with these proven client intake forms for business coaches and social media managers (or audit your own business!)
- Are you an Amazon seller? Use Pagewheel for your Amazon product funnel!
- Overwhelmed? Learn how to balance the three essential core business activities of attracting new customers, nurturing your audience while creating offers that convert!
Interested in Selling Products & Services Using Pagewheel?
- See how others are using Pagewheel to grow their businesses and get the scoop on new features when you join our Facebook group.
- Create a lead magnet and landing page – in MINUTES!
- Become an affiliate, share the Pagewheel love and add a new revenue stream!
