Profitable Proposals Masterclass

Turn your Proposals Into Confident Presentations Clients Actually trust

Stop sending text-heavy proposals that get skimmed, questioned, or ignored — and learn how to present travel plans in a way that builds trust and speeds up bookings.

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Trusted by 3K+ advisors worldwide

Is this You?

""I spend hours writing detailed proposals that clients don't even read"

"My proposals don't reflect my brand or showcase my expertise properly"

"Clients take forever to respond, then come back with a million questions"

"They pick apart everything I recommend instead of trusting my expertise"

Stop creating generic, text-heavy proposals that disappear into your clients' inboxes.

This masterclass teaches you how to craft compelling, brand-aligned proposals that clients actually engage with—and more importantly, that position you as the expert whose recommendations they trust, not question.

Profitable Proposals Masterclass

Only $137!

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Your proposals should be selling your expertise and closing deals—not sitting unread while clients ghost you or come back with questions that prove they never engaged with what you sent.

This masterclass shows you exactly how to fix that.

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You're not just buying a course—you're learning how to transform your proposals from information dumps nobody reads into compelling presentations that clients engage with and book.

Think about the last proposal you sent.

How many hours did you spend writing detailed descriptions, copying supplier information, and crafting the perfect itinerary?

Then how long did it take the client to respond?

And when they finally did, did they ask questions you'd already answered, or pick apart recommendations without understanding your reasoning?

Here's the truth: Your clients aren't reading those 15-page PDFs. They're skimming, getting overwhelmed, and either ghosting you or coming back with questions that prove they didn't absorb what you sent.

Our Profitable Proposals Masterclass is for Advisors ready to:

Stop creating generic, text-heavy proposals that disappear into your clients' inboxes.

This masterclass teaches you how to craft compelling, brand-aligned proposals that clients actually engage with—and more importantly, that position you as the expert whose recommendations they trust, not question.

Create proposals that reflect their brand and showcase their unique expertise

Present information in ways that clients actually consume and appreciate

Stop defending every recommendation and start being trusted as the expert

Reduce the back-and-forth that drains their time and energy

Build a proposal process that feels professional, efficient, and true to who they are

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What you'll learn

12 Comprehensive Lessons 

Lesson 1: 

Learn why pre-qualification is your first defense against endless back-and-forth. Discover how to outline your process on your website so clients understand what to expect before they even reach out, and build an inquiry form that filters serious clients while gathering the exact information you need to create personalized proposals—without a single phone call.

Setting Client Expectations and Building Your Inquiry Form

Lesson 2: 

Master the art of efficient inquiry responses that set the tone for your authority. Learn how to use schedulers to eliminate coordination ping-pong, spot red flags before you invest time, and gracefully handle both soft and hard "no's" while protecting your professional reputation and time.

Responding to Inquiries

Lesson 3: 

Understand why unscheduled calls undermine your expert positioning and how to prepare like the professional you are. Master the minute-by-minute intake call structure that educates clients, qualifies their expectations, and transforms consultations into conversions—including how to present your planning fee with confidence so clients say yes.

Mastering the Intake Call

Lesson 4: 

Discover why itemizing your services (not pricing) dramatically increases perceived value and makes clients understand what they're actually paying for. Learn what must be included in your terms and conditions to protect your business, and how to reduce payment friction so clients move forward quickly instead of sitting on invoices for weeks.

Sending the Planning Fee Invoice

Lesson 5: 

Navigate the often-confusing landscape of DMCs, wholesalers, and direct suppliers with confidence. Understand when to use each type, what criteria actually matter when evaluating partners, and when to build itineraries yourself versus leveraging supplier expertise—so your proposals reflect quality partnerships, not just whoever responded first.

Choosing the Right Supplier

Lesson 6: 

Learn what essential information suppliers need to create exceptional first drafts (so you're not doing rounds of unnecessary revisions). Discover how to communicate effectively to minimize back-and-forth and manage timelines strategically so you consistently deliver proposals on schedule—making you look reliable and professional.

Requesting the Proposal from Your Supplier

Lesson 7: 

Master your quality control process with a comprehensive vetting checklist that catches issues before clients see them. Learn to spot the common problems that make you look bad, and discover how to provide effective feedback to suppliers that gets you better results faster—so you're sending proposals you're proud of, not scrambling to explain supplier mistakes.

Reviewing and Vetting the Supplier Proposal

Lesson 8: 

Turn potential deal-breakers into opportunities to showcase your problem-solving expertise. Master the four-step framework for communicating challenges, offering strategic alternatives, and reframing obstacles as demonstrations of your value—so clients see you as a solutions expert, not just a messenger of bad news.

Communicating Roadblocks and Managing Expectations

Lesson 9: 

This is where everything changes. Discover why digital itineraries dramatically outperform those text-heavy PDFs nobody reads, what to include (and what to strategically leave out) for maximum impact, and how many accommodation options to present for different trip types. Learn the "Sneak Peek Strategy" for upselling premium services without overwhelming clients or making your proposal feel like a dissertation.

Creating the Client-Facing Proposal

Lesson 10: 

Learn why asynchronous video presentations consistently produce higher conversion rates and booking values than sending proposals cold. Master the 8-12 minute walkthrough structure that sells the dream, highlights your expertise, and addresses objections before they arise—plus follow-up strategies that move clients from "let me think about it" to "let's book this."

Presenting Your Proposal

Lesson 11: 

Navigate the inevitable revision process with confidence and boundaries. Understand the different types of edit requests (reasonable tweaks versus scope creep), know when to accommodate versus when to set firm boundaries, and recognize when it's time to gracefully walk away from clients who aren't the right fit—protecting your time and sanity.

Handling Revision Requests

Lesson 12: 

Master the final steps that many advisors fumble. Learn follow-up best practices that maintain momentum without feeling pushy, how to structure your deposit invoice with bundled pricing that protects your business model, why supplier terms and conditions are non-negotiable, and what happens after clients commit so you transition smoothly into booking mode.

Closing the Deal and Moving to Booking

Profitable Proposals Masterclass

$137

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