Turn Estimates into Invoices with 5 Easy Steps
Attention everyone: Your estimates aren’t just pricing - they’re a marketing tool!
AND they don’t have to be boring. Update your estimates so they showcase your professionalism and give every single detail on how you'll make potential clients’ lives better. (Which is all we're looking for when we buy, right?)
With these 5 simple tips, you'll turn your estimates from a pricing sheet to marketing materials, designed to get you more clients you love.
1.
Add your logo.
Adding your logo to estimates communicates your professionalism while providing instant recognition to your clients.
2.
Add your color palette.
While you're at it, change the color of the estimate to one of your brand colors. In an endless sea of white paper, yours will catch your client's eye and warm their heart (because you've made bookkeeping 100x easier).
3.
Attach a PDF of the estimate.
Make sure a PDF is attached to the estimate email you send to your clients. One click and they can see everything. Who doesn't love efficiency?
4.
Change the estimate’s number.
New to the small biz world? Put a "10" in front of your estimate number. You'll look like you've been in business forever.
5.
List intangibles.
Tangible services are easily identifiable but your clients stay with you because of the intangible things you offer!
Regular Estimate:
1 page website designSilverlake's Website Estimate:
An easy-to-use website designed to bring you clients you love
P.S. All of these steps work for your invoices, too!
Did we mention we offer free brainstorming sessions for small businesses and nonprofits looking to up their branding game?
– Jessica Crum
Owner and Creative Director at Silverlake, Jessica leads our team in producing logos, websites, and packaging for hundreds of businesses and nonprofits across the country. Jessica loves to help others find their purpose, is a diehard vintage shopper, and appetizers are her favorite food.