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Get Optimized: 3 powerful account strategies you may be overlooking - Shared screen with speaker view
Andrew Seay
15:27
Hey Nick
Conor Cox
15:31
Welcome everyone!
Glen Soule
15:50
Thanks for putting this together
Melissa Hawkes
15:55
Greece! Welcome!
Nick Brown
16:01
Hey Drew! Welcome everyone :)
Danny Lee
16:04
Good Afternoon
Mike Moran
16:08
did Melissa freeze ?
Crystal Voss
16:19
Good afternoon
GILBERT PRZYSWA
16:26
HELLO
Lenka Hola
16:39
Good Afternoon from Czech Rep
Glen Soule
16:40
Process for posting questions?? Chat or Q&A?
Steve Bell
16:42
is there audio now?
Conor Cox
16:51
@Glen - please use the Q&A
Jhay Lynne
16:57
Good efternoon
Steve Bell
17:02
yes, great
Steve Bell
17:06
thanks
Mike Moran
17:07
audio up now
Andrew Seay
17:21
Muzak
Steve Bell
17:22
Pat Metheny!!
Danny Lee
17:37
eye of the tiger
Steve Bell
18:02
maybe a little Eddie Veder…
Melissa Hawkes
18:22
Playlist for next time
Steve Bell
33:46
Question: I love the tracking but mot clients will downlad a pdf then circulate it, so i lose tracking. If i turn download off, they may not circulate. Any advice how to think about this?
Steve Bell
33:58
mot xx > most
Steve Bell
35:27
?
Lisa Lavelle
35:47
We've started asking if there are people we should be sending the email to so they can all see it... There's an option to add more emails on the share/send page.
Quinton Laatz
35:59
We can’t see your template screen
Megan Casey
36:12
I don’t see the templates?
Audrey Longstreth
36:12
I'm not seeing the template list. I still just see your webinar cover
Temitope Sonuyi
36:14
screen not updating
Kristen Santoro
36:16
Not seeing screen
Redcape Marketing
40:31
Can you add calculations to a proposal without using a chart?
Mike Moran
42:34
so what plan by default is WSI on ?
Melissa Hawkes
44:06
Mike, just drop us a note on chat or support and we can confirm the plan you are on:)
Melissa Hawkes
44:18
support@proposify.com
Melissa Hawkes
44:48
It should also be under your Billing tab in settings.
Melissa Hawkes
45:12
Audio is working for me. Is it not for anyone else?
Patrick Davies
45:27
Working here
Erica Slichter
45:33
audio is working fine for me
Melissa Hawkes
46:11
Thanks Erica for confirming
Steve Bell
51:15
I’ve never had a session with Proposify. What would it take to schedule a session with Nick? To open the negotiation… I would upgrade our account beforehand:)
Melissa Hawkes
51:56
Steve, recommend emailing support@proposify.com to express your interest and our team will reach out for next steps;)
Steve Bell
54:50
no
Steve Bell
54:56
yes, want to
Steve Bell
56:16
I see/. can u see or hear me
Steve Bell
56:32
ok, what was nicks q
Christian Bowers
56:40
Thank you guys for doing this. It has been incredibly helpful so far. Always need some fresh ideas for my proposals. :)
Mike Moran
57:13
Use code names for your proposals :-)
Steve Bell
57:15
Hi Nick, i was in. an accident friday splinters on hands so slow typing
Danny Lee
57:46
Paul's question is a real question for some organizations where there are no assigned territories or leads.
Steve Bell
58:43
so to recap your answer nick, send proposal as link for better tracking? did i get that right?
Mike Moran
58:49
totally serious response .. sit down and design a naming structure that makes sense for you
Melissa Hawkes
58:52
You got it Steve.
Steve Bell
59:24
ok thanks! also i have emailed support to plead :) for a session with nick.
Danny Lee
59:47
So proposals can be put into work spaces that only an Admin or the actual rep can see
Melissa Hawkes
01:01:16
Important to note that Workspaces are a feature only available on our Venti plan.
Steve Bell
01:01:33
i run a PPC Agency our average project is $5-15k. I’ve used Proposify 3 times, won two projects. The first was $115k second over 3 mo, the 2nd $40k over 4 mo.
Danny Lee
01:01:49
yes we have Venti
Danny Lee
01:02:04
but this is not an issue in our company
Melissa Hawkes
01:02:26
Great Danny.
Steve Bell
01:02:44
I have a lot of proposal dev experience, but can't honestly say i know Proposify yet. I do know the potential is huge if i learn how to fully utilize it.
Sorena Vargas
01:03:20
Amazing show
Jhay Lynne
01:03:21
Hope we can have the recording so we can review
Steve Bell
01:03:21
Great job on the webinar, Proposify team!!
Danny Lee
01:03:27
thank you
Christian Bowers
01:03:41
Thank you! You guys have a great energy.
Jhay Lynne
01:03:45
Awesome. Thanks!
Steve Bell
01:03:47
Mellissa, Conor, and Nicl - thanks!
Nick Brown
01:03:53
Thanks so much everyone! Take care!
Bernadette Fernandez
01:03:56
Thank you so much!
Jay Carter
01:03:56
Thanks
Oliver Mika
01:03:56
Thanks guys!!
GILBERT PRZYSWA
01:03:57
Thanks for the presentation
Lenka Hola
01:04:01
Thank you ☀️☀️👍