A business coach was losing momentum between "I'm interested" and "where do I sign?" — a gap that was costing her thousands. She closed it.
Nina B. coaches founders and senior leaders on business strategy, decision-making, and performance. Her packages range from £3,000 for a focused 6-week sprint to £15,000 for a year-long engagement. She works with around 12–15 clients per year.
With high-ticket packages, the sales process matters enormously. Nina was good at the conversation — but terrible at what came after.
After a successful discovery call, Nina's process was painfully manual:
1. Open Word. Find last proposal template. Copy-paste it. Edit names and package details. Save as PDF. Email it. 2. Wait. Follow up. Wait. 3. If client agreed: send a separate contract. In a different template. In a different document. 4. Wait for the signed PDF to come back. Sometimes it came back with annotations in the margins. Sometimes it didn't come back at all.
"I had one client who took three weeks to send back a signed contract," Nina says. "By the time it arrived, her urgency had cooled completely and she downgraded to a smaller package."
The friction between interest and commitment was costing her conversions.
Nina started using Builtomate's proposals and contracts features after a fellow coach mentioned it in a peer group. The key feature: proposals and contracts are delivered as a link, not a PDF — and clients can accept and sign directly in the browser.
Nina now has two proposal templates saved in Builtomate: one for her short-term sprint package, one for the year-long engagement. After a discovery call, she duplicates the relevant template, customizes the scope and pricing, and sends the proposal link within the hour.
The proposal includes an embedded acceptance button. Once accepted, the contract is triggered automatically — pre-filled with the agreed scope and terms. The client signs digitally in the same flow.
"The whole thing from proposal sent to contract signed now happens in one session for most clients. Some sign the same day. One signed within 20 minutes of receiving the link."
She also uses Builtomate's invoice feature to schedule the deposit invoice for automatic sending upon contract signature.
In Nina's first 60 days using the proposals and contracts features, she closed £24,000 in new coaching contracts — her strongest two-month stretch ever.
Average time from proposal sent to contract signed: 3.2 days, down from 11 days under the old system. One client who had gone quiet for six months re-engaged after Nina sent a polished proposal link. The professionalism of the presentation re-established trust.
"I've had clients comment directly on how smooth and professional the process was. That experience is part of what justifies a premium price."
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