Proposify
23 Case Studies
A Proposify Case Study
Catalina Tours, a growing experiential travel company based on Catalina Island, needed to scale sales and streamline operations while running three time-consuming businesses. With slow off-season bookings and inconsistent proposal processes, Operations Manager Lisa Lavelle implemented Proposify proposal software to standardize templates and centralize proposal content and pricing.
Proposify’s master templates, content and fee libraries let Catalina create proposals in minutes, work remotely, and keep pricing consistent across the team. After adopting Proposify the number of proposals doubled, sales grew 125% in under a year (offseason sales up 125%), year‑over‑year sales were +43% in 2018 versus 2017 with anticipated growth of 25–30%, and the tool has effectively paid for itself. Proposify enabled faster bookings, happier staff, and measurable revenue gains.
Lisa Lavelle
Operations Manager