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In this recording, Vero explains the proposal, contract, and invoice process using Dubsado, a website that consolidates these documents into a single link. She shares her customized proposal template and mentions that Dubsado also offers basic templates. Vero encourages users to adapt the process to their preferences, as different designers have varying approaches. She highlights the importance of personalizing the client experience by adding client names when initiating projects. This tutorial aims to provide a practical overview for those looking to streamline their client management processes.