Nusii: How To Increase Sales As A Freelancer Or Small Agency

Dave Swift

Feb 23, 2021 — 3 min read

Discover how Nusii, the preferred proposal software at our digital marketing agency, can streamline your sales process, from drafting to signing, to boost your revenue. This detailed guide provides insights and a step-by-step walkthrough of using Nusii to create professional and efficient proposals.

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Highlights:

Introduction to Nusii: Learn about the dashboard features of Nusii, including sales revenue tracking, estimated pipeline revenue, proposal acceptance rates, and account activity overview.
Why Use a Dedicated Proposal Tool: Understand the significance of using specialized software for proposals over general CRM tools, with a metaphor comparing web design processes to proposal creation.
Client Management: Tips on thoroughly filling out client information for dynamic template insertion, enhancing the personalization of your proposals.
Templates and Sections: Guidance on creating reusable templates and sections within Nusii to streamline the proposal process for various services like website design, SEO optimization, and hosting.
Pricing Section: Instructions on how to add pricing sections to your proposals, including fixed and recurring costs, and how to make sections optional for customizable packages.
Proposal Customization and Review: Steps to customize and review your proposal from both the creator’s and client’s perspectives, ensuring a professional appearance and functionality.
Settings and Customizations: Overview of Nusii’s settings for customizing company information, proposal appearance, email templates, and integrating with other tools for a seamless workflow.

Important Moments:

Course Announcement: Mention of a new free course, "Closing the Deal," available on Skilljet for Astra agency license holders, covering the entire sales process.
Nusii Overview: Introduction to Nusii, including its features and benefits for creating and managing proposals efficiently.
Dashboard Features: Detailed description of the Nusii dashboard, showcasing its functionality in tracking proposal performance and client interactions.
Client Information: Emphasis on the importance of detailed client profiles for effective proposal customization.
Template Creation: Walkthrough on creating a comprehensive proposal template, including sections for services offered, pricing, and personalized messages.
Pricing Strategies: How to effectively use the pricing section to present different service packages and options to potential clients.
Finalizing Proposals: Guide on finalizing and sending proposals to clients, along with tips for setting expiration dates to encourage prompt responses.
Customization and Integration: Insights into customizing proposal aesthetics to match your brand and integrating Nusii with other business tools for enhanced functionality.

Conclusion:

Nusii offers a robust solution for digital marketing agencies seeking to improve their proposal process. Its user-friendly interface, combined with powerful customization and integration capabilities, makes it an excellent choice for agencies aiming to increase efficiency and win more business. Remember to check out the "Closing the Deal" course on Skilljet for an in-depth guide to leveraging Nusii for your sales process.