Ready to make booking you effortless for your clients? In this episode, I’m breaking down how to create a five-minute booking process using a well-structured proposal (or quote/smart file, depending on your CRM). If booking feels like a scavenger hunt, leads will ghost instead of sign—but with the right setup, you can take them from inquiry to booked in just minutes!

If you’ve been following along in the Client Experience Series, this final step ties everything together! Plus, if you need an easy button, check out my pre-made booking proposal templates for Dubsado & HoneyBook. No Canva or coding required!

🔗 Grab your proposal template here → coliejames.com/booking-templates

Don't forget to use the code PODCAST for 10% off.

Find it Quickly

1:09 - Why You Need a Five-Minute Booking Process

2:38 - Key Benefits of Proposals & Smart Files

3:29 - What Makes a Highly Converting Proposal?

3:55 - The Header Section

4:52 - The About You Section

6:00 - The Process Section

6:33 - FAQs & Handling Objections

7:25 - Simplifying Your Offers

8:59 - Making This Work Without Dubsado/HoneyBook

9:23 - Final Tips for a High-Converting Proposal

9:47 - Easy Button: Proposal Templates

10:41 - Next Steps & Wrap-Up

Mentioned in this episode:

Join the Systems Glow Up Challenge

What if writing client experience emails didn't make you want ot pull your hair out? In my three-day Systems Glow Up Challenge, I'll help you stop overthinking every message and start writing with clarity and confidence. Join us on April 29th at coliejames.com/glowup