Customer Story

"We boosted our sales pipeline by 80% with automated proposals"

How Yaz Marketing Saved 200 Hours a Year Making Fully Customized Proposals

Arguably the hardest and most important part of running a successful marketing agency is regularly converting prospects into paying customers. Without the ability to get customers on an ongoing basis, an agency is grounded in uncertainty and may find it hard to grow.

Moreover, even if you are great at writing proposals with a high conversion rate, at the end of the day onboarding new customers is still a numbers game. It’s inevitable that a substantial percentage of proposals sent will either be rejected, canceled, or flat-out ignored.

That means it’s crucial for agencies to have a defined system for writing high-quality and enticing proposals that have high conversion rates. However, this system of writing stunning proposals also needs to be quick and nimble so that proposal writing doesn't become an overbearing cost center for the business.

This was the problem Yazan and Mawaheb sought out to solve after founding their Marketing Agency, Yaz Marketing, in 2017.

When they started, Yaz Marketing was far from a proposal powerhouse. Yazan and Mawaheb began with no clear organizational structure for courting new prospects with proposals.

They often found themselves relying on writing proposals with basic document creation tools such as Microsoft Word. While this process worked fine in the early days, there were several issues with it.

  • Proposals made in Word Processors look out-of-date and low quality
  • Even with cloud backups, it’s easy to misplace, lose, or overwrite proposals written with these tools
  • You can’t easily have your client sign the proposal if they’re ready to accept it
  • There’s no easy way to integrate your proposals with other features such as contracts and invoicing
  • There’s no easy or seamless way to dynamically insert new prospect info into your existing proposal templates

Once the pair graduated from college they knew that if they wanted to see the company thrive, they’d have to invest in developing business processes that solved these problems. What they ended up with is a brilliant way of writing high-quality proposals tailored to each prospect in just a matter of minutes.

Discovering a System to Streamline Operations

Compared to their old method of proposal writing, which took ‘hours’ to create a new proposal, their new process allows them to create a proposal in just a few minutes. This amounts to an overall reduction in time spent writing proposals of about 95%, or roughly 200 hours saved for the company, which sent 200 proposals in 2021.

Yazan: There are so many other platforms out there and we looked into some to be honest, but we actually felt that Plutio is going to go somewhere we want to be in. We don’t want to switch all the information in somewhere else and then go back to Plutio. Overall, Plutio is amazing.

How Yaz Marketing Makes Customized Proposals in Less than 5 Minutes

The key to their success has been in Plutio’s ability to dynamically insert client details into exiting proposal templates. Once they have a prospect loaded into Plutio, creating a proposal for them automatically includes key client details, such as the company name and contact information.

Next, Yaz and Mawaheb dynamically insert custom proposal fields that correspond to key parts of the document. Filling out these fields further customizes each proposal to each prospect, helping to make prospects feel that their particular needs have been fully considered before the proposal was made.

Key Benefits of Using Plutio

1. Reduced Time on New Proposals by 95 Perecent

Being an organization that sends out multiple proposals per week means that it's extremely important that this system is streamlined as much as possible, and Yaz Marketing luckily has found in Plutio a way to do that. Using Plutio to dynamically generate proposals has reduced the amount of time spent on proposals by 95% because they no longer have to manually write and send them. Instead, everything is handled by Plutio. Moreover, they've also found a proposals system that keeps all of their proposals safe, in one place. Proposals can be made from any computer from anywhere in the world, and there's never a risk of forgetting where the proposal was saved to

2. Integrated Signing and Invoicing

In addition to viewing and signing proposals, clients can view and sign contracts and pay invoices all from within the app. This means that Yaz Marketing has been the ability to streamline its legal and payment collection processes. Once a client signs a proposal, they are immediately taken to the corresponding contract and then to the invoice. Plutio also lets the client choose the payment method that works best for them. Is it any wonder that they've already been paid almost $400,000 USD using Plutio?

3. Integrated Project Management

Having project management as a key part of the rest of the system ensures that Yaz Marketing can easily collaborate with their clients, without having to introduce them to an entirely new system. This reduces the amount of back-and-forth and ensures that time spent on a project is not wasted on unnecessary updates and communication. Instead, project progress and status are communicated in real-time through the platform itself.