Many word processing tools allow you to track changes on shared documents, giving you a record of peer comments or suggested corrections. Second, pay attention to the tone and length of your proposal. In particular, make sure your proposal is short enough to read in a single sitting and contains language that is professional, yet clear. Any extra information, such as testimonials, graphs, and charts, can be moved to the Appendix. As far as the length goes, keep an eye out for repetition.
Make sure you use clear, concise, and simple language that avoids industry jargon and technical terms. In addition, use the same casual-meets-formal tone you would use in their office during a meeting. Once your business proposal is complete, you should send it to your main point of contact and primary decision-maker. This makes sure that all of the key people have the information and can provide feedback or gain buy-in.
In the majority of cases, you can send your proposal via an email attachment. It is best to send it as an attachment rather than within the body of the email to reduce the risk that key details are lost in a long message chain or cut off when printed or forwarded. Pro tip: If you regularly send your business proposals through email, it is also a good idea to consider using email tracking software. This will help you make sure your email arrived at its intended destination, and will let you know when the recipient opens your message.
You can then plan a follow-up to see if they have any questions. We have written an article on several different types of follow-up messages you may use, as well as a range of example email follow-up templates. Waiting for the perfect time to follow up should be a simple, but significant, part of your proposal strategy.
A prospect will be more open to a follow-up conversation when your proposal is fresh on their mind—whether they gave it a full read-through or a quick glance. This is why CRMs are critical for salespeople. Salesforce Essentials gives you the ability to manage your contacts, leads, and even the proceeds resulting from successful deals, all within a single program.
While you might be thinking the challenge ends with a signed contract, this is not precisely the case. This means answering questions that come up and executing on the deliverables outlined in your proposal. When I was at a business-to-business B2B software startup, we sent videos that had the sales rep introduce the onboarding team member, who explained what would happen next to get them started.
You can also send a welcome packet or make a phone call welcoming them as your newest client and go over any questions. There are many formats you can use to create a business proposal, depending on the needs of your specific business. While our downloadable template is a great way to help you get started, you should update it to include your company branding and unique offerings. In terms of how to write a business proposal, the most important thing is to try to think like your client.
If you can put yourself in their shoes, you will be better able to explain why your company is the best for the job and anticipate all the questions they may have along the way. Find Jess On LinkedIn. She served on the founding team of a successful business-to-business B2B startup and has used a wide range of sales and marketing tools over the course of her year career.
Jess uses her industry knowledge and conducts countless hours of research to deliver the best answers to your questions about sales-related topics. Hi Jacinta, Thanks for visiting the site! Just leave them in the comments. Best wishes, Mandy, Moderator. I have a small poultry business group and would like to write a proposal for building capacity infrastructure funding assistance.
What are some requirements to attach with the business project proposal seeking funding assistance for building capacity infrastructure. Hi Natalie, Thanks for visiting the site. Check out this article to find those. You might also check out our Free Business Proposal Template article for help.
We wish you the best. Hello Please I want to write a business proposal to landlords persuading them to let me find tenants for them , using my website. Thanks for visiting the site! Mandy, Moderator. Super comprehensive guide!
Hi Arnie, So glad you enjoyed the post. Thanks for the suggestion and thanks for reading! You must be logged in to comment. Click a "Log in" button below to connect instantly and comment. Sign up to receive more well-researched small business articles and topics in your inbox, personalized for you. Fit Small Business content and reviews are editorially independent. We may make money when you click on links to our partners. Learn More. Free Business Proposal Template The best business proposals clarify project details, timeline, terms, and cost, and can be treated as an agreement between both companies if they include a signature field for the prospect.
Download the free template Here are the seven steps to writing an effective business proposal: 1. Gather the Information You Need When a new business opportunity becomes available, those in sales management may feel pressure to get your proposal sent over as soon as possible. Some of the key questions you need to answer before writing your proposal include: Who are the buyers?
The person you met may not be the final decision-maker. Determine who else may be involved in the process. If possible, ask the prospect to describe their decision-making or approval process. What is the pain point? Research your competition to identify potential weaknesses or gaps.
Ask the prospect questions about their past experience with similar products or services to identify their pain points and how you can solve them with your products and services. Is there a budget? Ask the prospect if they have a target price in mind or if there is a budget for the project. Answering this question will help you avoid wasting time on proposals that have no chance for profit. Is there a deadline? Many companies set internal deadlines for purchasing decisions in order to hit production or launch schedules.
They also may be motivated to buy at specific times of the year. Ask if they have a deadline to help pinpoint the time frame. What is your best solution to their problem? Determine which of your offerings provides the most benefit based on who the buyers are, what they need, what their pain points are, and their purchasing schedule. What are your costs if the proposal is accepted? Specificity is key here — why are you the best option for them. Similar to a value proposition, your executive summary outlines the benefits of your company's products or services, and how they can solve your potential client's problem.
After reading your executive summary, the prospect should have a clear idea of how you can help them — even if they don't read the full proposal. Here's what one should look like:. That example thoughtfully and effectively conveys both what the business does as a whole and how it can specifically serve the reader's needs. Here's what yours shouldn't look like:. This particular example is extremely vague.
It doesn't allude to what the reader specifically stands to gain as a result of doing business with Outbound Telecom and fails to actually speak to why it should be considered "the best in its industry. This is where you provide a summary of the issue impacting the potential client. It provides you with the opportunity to show them you have a clear understanding of their needs and the problem they need help solving. Research, critical thinking, and extra thought are key here.
You have to do your homework. Take a holistic look at the specific issues your client is facing that you can help solve. Then, compellingly frame them in a way that sets you up for the next step. Here's where you offer up a strategy for solving the problem.
Like the last step, you need to lean into specificity and personalization in this one. Make sure your proposed solution is customized to the client's needs so they know you've created this proposal specifically for them. Let them know which deliverables you'll provide, the methods you'll use, and a timeframe for when they should expect them. Are you qualified to solve this prospect's problem? Why should they trust you? Use this section to communicate why you're best for the job.
Include case studies of client success stories, mention any relevant awards or accreditations to boost your authority. Pricing is where things can get a bit tricky, as you don't want to under or over-price your product. If you'd like to provide the prospect a few pricing options for their budget, include an optional fee table. Some proposal software offer responsive pricing tables which allow clients to check the products or services they're interested in, and the price will automatically adjust.
This is where you go into detail about the project timeline, pricing, and payment schedules. It's essentially a summary of what you and the client are agreeing to if they accept your proposal. Make sure you clear the terms and conditions with your own legal team before sending the proposal to the client. Include a signature box for the client to sign and let them know exactly what they're agreeing to when they sign.
This is also a chance to include a prompt for the prospect to reach out to you if they have any unanswered questions you can address. There's a lot to keep in mind when writing a business proposal. Here are a few tips to help you out:.
If you want to produce a thoughtful, effective business proposal, you need to have some idea of what you're hoping to achieve with it. So before you dive into writing, outline the major sections of your business proposal and the pertinent information you want to include. This will ensure you stay focused and your message stays intact as you write. You want your business proposal to capture your prospect's attention and help set you apart from any other ones they might have received.
One of the best ways to do that is to include hard, quantitative data that helps stress the value of your business. If you can find some relevant, compelling figures that highlight what you have to offer, you can establish authority and make yourself that much more convincing — it also helps to include visuals such as charts and graphs to enhance your proposal. Like the previous point, adding social proof lends your proposal another degree of credibility. You can only be so convincing when you're personally talking up how awesome your business is.
Prospects are skeptical. In many — if not most — cases, they probably won't take you at your word. They'll likely trust peers and fellow customers than someone trying to win their business. That's why including elements like customer quotes and testimonials can go a long way. If you're doing an online proposal over a document or PDF, you can include multimedia elements to enhance the proposal experience.
They can make your document richer and more engaging. Whether you add video at the beginning as an intro to your proposal or in the project breakdown to verbally discuss some of the more confusing parts, extras like this can make an impression — especially on prospects who are visual or auditory communicators.
Prospects need direction. The best proposal in the world can only take you so far if you don't clearly define next steps. That's why you have to make sure the reader knows what to do next after reading your proposal. A clear-cut call-to-action is the best way to get there. Define and highlight exactly what they should do to act on the interest your proposal has generated. Without that guidance, you might leave your reader in limbo.
They say you won't receive unless you ask — readers won't explore the upper tiers of your solutions if you don't give them an opportunity to. If you want to use your business proposal as a chance to get the most out of a reader's interest, you need to include some additional information about your business for them to act on.
They need to know what else you have to offer. There's no definitive blueprint for how long a business proposal has to be. Yours should be however long it takes to convey the information you want to get across. That said, you're best off focusing on quality over quantity.
Keep your sentences short and simple, and avoid including too much business jargon. You want your proposal to be straightforward enough for anyone who picks it up to make sense of. So don't get carried away with being too fancy. Craft your copy in a way that seems like saying "no" to the proposal would be stepping over dollars to pick up pennies. Your offer should go above and beyond their expectations, and you should do everything in your power to eliminate frictions and objections along the way.
Don't be afraid to let your company's personality shine through in your proposal. Stay true to your brand and show the client what sets you apart from your competitors. Your proposal needs to be clean and airtight. You don't want to undermine your messaging by coming off as sloppy and unprofessional.
Before you send the proposal out, make sure to read and reread it for any typos or grammatical errors. In need of some inspiration before you begin writing? Here are example business proposal templates from popular business proposal software companies you can use to help create your proposal. Image Source: PandaDoc.
This example demonstrates a clear understanding of the client's needs. It includes a brief analysis of their current website and which specific features could be added or improved upon. Image Source: Bidsketch. This proposal clearly outlines the steps that need to be taken to help the prospective client increase their visibility and traffic from search engines. They've created a table for each stage of the project timeline and included information on each deliverable and when it's due.
While this template is simple, it provides the prospect with an overview of the products and services you offer, and how they can be used to create a custom solution to address the client's problem or goal. Some business agreements need a lot of information and detail to satisfy the audience. However, if your audience prefers a short and to-the-point summary of the project, this one-page proposal is right for you.
Break down the issue, solution, strategy, goals, and costs on this attractive and easy-to-read template. Image Source: Lucidpress. This proposal goes a lot deeper with several different page layouts to meet your needs. You can pitch your offerings, break down the price, and show off your team with this sleek but bold consulting template. Image Source: Proposify. This template pairs engaging visuals with professional copy and solid structure.
It's an excellent option for any business looking for a proposal template that lends itself to thoughtful organization and effectively conveying any necessary information. Image Source: Nusil. This interactive template includes interesting copy that can serve as inspiration for any business looking to make a bold impression. If you're looking for an engaging option for digital proposals, take a look at this template.
Depending on the type of business you're in, your business proposal elements will vary based on the needs of the prospect.
Following your executive summary, go on to discuss the problem that the client is currently facing. If the proposal is for developing a brand new website, make sure you understand what they want to get out of the site—better sales, more content management flexibility. This is the place to show your new client that you understand their needs , and fully grasp the issue they are trying to solve. Take this opportunity to restate the issue they are facing in your own words so that they know you understand what they are looking for.
Be careful of going into too much detail, though—keep the jargon to a minimum. Go ahead, brag a little—this is the section of your business proposal where you get to convince your potential client why you are the most qualified person to take on the job. You can mention any relevant education, industry-specific training, or certifications you have, your past successful projects of a similar nature, years of experience, and so on.
The business proposal format is flexible, so tailor it to suit your business and industry. How you structure this section will largely depend on the particular project or service you are offering. If there are any legal issues to attend to, such as permits or licensing, include this information here.
Feel free to add a section entirely devoted to handling the legal side of the project if need be. Impress upon your clients why you are the best choice, and all the ways in which their business will benefit from choosing you and your business as their solution.
When it comes to the format of a business proposal, this is the million-dollar question without an answer. The same applies to your business proposal. That being said, the tighter your initial proposal can be and the more directly you can make your point, the easier it will be to pitch it to clients.
Average rating 4. Vote count: No votes so far! Be the first to rate this post. Briana is a content and digital marketing specialist, editor, and writer. She enjoys discussing business, marketing, and social media, and is a big fan of the Oxford comma. Bri is a resident of Portland, Oregon, and she can be found, infrequently, on Twitter.
How to Write an Effective Executive Summary. What Is a Business Plan? Read Planning By: Briana Morgaine. What a business proposal is The differences between a business proposal and a business plan The format of a business proposal How long to make your business proposal How to write a business proposal You can download a free business proposal template here to start writing up your own proposal as you work through this article.
What is a business proposal? Download our Free Business Proposal Template to get new clients. A business proposal is a document used by a B2B or business-facing company this may not always be the case where a seller aims to persuade a prospective buyer into buying their goods or services. A business proposal template, like this content marketing plan, outlines what your business does and what you can do for your client. Then provide your buyer with the right solution to alleviate those frustrations.
A formally solicited business proposal is made when you respond to an official request for a business proposal. In this scenario, you know all the requirements and have more if not all information about a prospective buyer. You simply need to write the proposal for your buyer to evaluate. A prospective buyer is interested in your services and asks for a proposal so they can evaluate it. An informally solicited proposal requires a lot more research from your end. These types of proposals are usually created out of informal conversations.
They are not based on official requests which often contain more detail. Think of this as a marketing brochure or a cold email. Unsolicited business proposals will often take a generic, one-size-fits-all approach to business proposals. They lack any understanding of the buyer or their requirements.
This can be a very persuasive approach, such as in this business proposal example:. Before you start creating your business proposal template, you need to know what it comprises. At a high level your business proposal should include the following:. What makes a good title page? Here are the essential elements to include:.
Use this template. The gray business consulting proposal template above contains all the details a prospect would want to know. The title also offers a strong tangible benefit to the prospective buyer. The table of contents is a fundamental part of every business proposal template. It makes your proposal scannable and easy to read.
The people you will be pitching to are usually C-level executives. Adding a table of contents to your document makes it easy for them to go through it at their own pace. They can also skim through parts of the proposal that they deem more important. You can see how this abstract business proposal template uses the table of contents:. You can also make your business proposal template easier to navigate by adding hyperlinks to the document, particularly in the table of contents.
This way your clients can jump to specific sections without having to scroll through the entire document. From there, select the page you want to link to! Then download your completed design as an Interactive PDF. The executive summary is a staple in all kinds of annual reports , project plans and even marketing plans. It is a concise summary of the entire contents of your document. In other words, a business proposal outline that is easy to glance over.
Keep your executive summary concise and clear from the get-go. This sets the right tone for the rest of your proposal. It also gives your buyer a reason to continue reading your proposal. Your goal is to outline the problem statement as clearly as possible. This develops a sense of urgency in your prospect.
They will want to find a solution to the problem. And you have that solution. This bold business proposal template above clearly outlines the problem at hand and also offers a ray of hope i. This brings me to…. The good stuff. This can fit onto the problem statement section but if you have a comprehensive solution or prefer to elaborate on the details, a separate section is a good idea. Spare no details with respect to the solution you will provide.
Explain how you plan to deliver this solution. Include an estimated timeline of when they can expect your solution and any relevant details. For inspiration, look at how this business proposal template quickly and succinctly outlines the project plan, deliverables and metrics :. But they may not trust you to deliver on your promises. Why is this? Your job is to convince them that you can fix their problem. This section is important because it acts as social proof.
You can highlight what your company does best and how qualified your team is. You can also include other forms of social proof to establish yourself as a credible business. This makes it that much more likely that they will say yes! Our case study examples post can show you how to do just that. Provide a timeline of how and when you will complete all your deliverables.
You can do this by designing a flow chart. Or add a roadmap with deadlines. Pitching a long-term project? A timeline infographic would be a better fit. If you look at this abstract business proposal template below, even something as simple as a table can do the trick. The goal is to clarify any questions your client might have about how you will deliver for the underlying B2B sales process.
On this page, you can outline your fees, payment schedule, payment terms, as well as legal aspects involved in this deal. The key to good pricing is to provide your buyer with options. A pricing comparison table can help with this. You want to give your client some room to work with. Look at how this simple business proposal template does this:. The legal aspects can slot right into the terms and conditions section. Alternatively, you can add them in the signature section of the proposal to keep things simple.
Summarize everything you have promised to deliver so far. Include what you expect from your prospective buyer in return. Add the overall project timeline from start to end, as well as payment methods and payment schedule. This way, both of you will be clear on what is being agreed on. This step is very important as it outlines all the legal aspects of the deal.
That is why the terms and conditions section of your proposal needs to be as clear as possible. I recommend consulting a lawyer or your legal team when working on this section of the business proposal. The final step of this whole process. Your client has read your business proposal and they want to buy what you have to offer. Add a small section at the end of your proposal to get the necessary signatures. This way, you and your client can sign the proposal and the partnership becomes official.
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|Meat and poultry resume||Whether you include your introduction in the main body of your report or send it separately as a covering letter is up to you. Return to Table of Contents Pricing, billing and legal On this page, you can outline your fees, payment schedule, payment terms, as well as legal aspects involved in this deal. No matter how you choose to build conclusion indicators essay proposal, never lose sight of that goal. While you already said hello with the cover letter, this section is where you get to explain what makes your company unique. What Is a Business Plan?|
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You can also make your business proposal template easier to navigate by adding hyperlinks to the document, particularly in the table of contents. This way your clients can jump to specific sections without having to scroll through the entire document. From there, select the page you want to link to! Then download your completed design as an Interactive PDF. The executive summary is a staple in all kinds of annual reports , project plans and even marketing plans.
It is a concise summary of the entire contents of your document. In other words, a business proposal outline that is easy to glance over. Keep your executive summary concise and clear from the get-go. This sets the right tone for the rest of your proposal.
It also gives your buyer a reason to continue reading your proposal. Your goal is to outline the problem statement as clearly as possible. This develops a sense of urgency in your prospect. They will want to find a solution to the problem. And you have that solution. This bold business proposal template above clearly outlines the problem at hand and also offers a ray of hope i. This brings me to…. The good stuff. This can fit onto the problem statement section but if you have a comprehensive solution or prefer to elaborate on the details, a separate section is a good idea.
Spare no details with respect to the solution you will provide. Explain how you plan to deliver this solution. Include an estimated timeline of when they can expect your solution and any relevant details. For inspiration, look at how this business proposal template quickly and succinctly outlines the project plan, deliverables and metrics :.
But they may not trust you to deliver on your promises. Why is this? Your job is to convince them that you can fix their problem. This section is important because it acts as social proof. You can highlight what your company does best and how qualified your team is. You can also include other forms of social proof to establish yourself as a credible business.
This makes it that much more likely that they will say yes! Our case study examples post can show you how to do just that. Provide a timeline of how and when you will complete all your deliverables. You can do this by designing a flow chart. Or add a roadmap with deadlines. Pitching a long-term project? A timeline infographic would be a better fit. If you look at this abstract business proposal template below, even something as simple as a table can do the trick.
The goal is to clarify any questions your client might have about how you will deliver for the underlying B2B sales process. On this page, you can outline your fees, payment schedule, payment terms, as well as legal aspects involved in this deal. The key to good pricing is to provide your buyer with options. A pricing comparison table can help with this. You want to give your client some room to work with.
Look at how this simple business proposal template does this:. The legal aspects can slot right into the terms and conditions section. Alternatively, you can add them in the signature section of the proposal to keep things simple. Summarize everything you have promised to deliver so far. Include what you expect from your prospective buyer in return. Add the overall project timeline from start to end, as well as payment methods and payment schedule. This way, both of you will be clear on what is being agreed on.
This step is very important as it outlines all the legal aspects of the deal. That is why the terms and conditions section of your proposal needs to be as clear as possible. I recommend consulting a lawyer or your legal team when working on this section of the business proposal. The final step of this whole process. Your client has read your business proposal and they want to buy what you have to offer.
Add a small section at the end of your proposal to get the necessary signatures. This way, you and your client can sign the proposal and the partnership becomes official. Be sure to also include your contact information in your business proposal template. It acts as a gentle prompt to your client to contact you in case they have any questions.
Now you know how to write a business proposal. If you are a business that helps clients with everything from running giveaways or helping grow their blog , identify which customers to pitch. This is a sure-shot way to close the deal. Mapping user personas for your ideal buyer can help bring some clarity. It will also help you position your business proposal correctly.
If your company follows certain brand guidelines, incorporate them in your business proposal templates. Consider how this business proposal example uses its brand identity:. From the color palettes to the company logo, everything follows their brand guidelines.
Pro Tip: Switching this template to match your brand assets is actually pretty easy. Any Venngage template can now be your template. Design companies sure do know their design. They did a phenomenal job keeping their brand colors consistent while opting for a black design.
This unique color scheme also makes their white logo prominent throughout the proposal. Yeah, me neither. It does a phenomenal job of communicating what it needs to. Want to keep things strictly professional? Check out this formal business proposal format for some inspiration:. Jazz up your business proposal template with some extra colors. This helps make your business proposal more engaging.
It also helps your buyers retain information faster. The business proposal example alternates between black, white and grey backgrounds. It still manages to maintain consistency in its branding. Just switching up your backgrounds once in a while can also bring in some variety to an otherwise standard business proposal. But it still maintains the same color scheme across the entire proposal:.
Pro Tip: Not a color expert? Our guide on picking colors can help you pick the right color scheme for your proposals. As an entrepreneur, writing a proposal is one way to close the gap between you and your potential customers. When starting a business , you want to stay one step ahead of the competition. The proposal can be as short or as long as necessary to successfully communicate relevant information.
Unlike a business plan , which serves as a roadmap for how to structure, operate and manage a business, a proposal is created to help sell your offerings and reach new clients. Although there are three types of business proposals to consider, they all address the same points: what is the problem at hand, what is the proposed solution and how much does it cost.
The different types of business proposals are:. Formally solicited proposals are made in response to an official request - either verbal or written - by prospective clients. Most businesses prefer using RFPs request for proposal , which is a document sent to another organization asking it to submit a business proposal. Informally solicited proposals are those that have been requested by prospective clients, although unofficially.
They may come up in the setting of a casual conversation or meeting. If your company receives an informally solicited proposal, the preliminary research about the client will be done by you, unlike what happens during formally solicited proposals. Add the date the proposal was submitted and a compelling title to distinguish your business from the rest.
Keep in mind good writing and grammar rules, such as capitalizing the letters in names and titles. Stay consistent with the formatting of all contact information and dates. In your layout, think about how you can help the most important elements stand out.
The title should be front and center, followed by your name, company name and logo. People are drawn to aesthetically pleasing design, so make sure your title page is attractive to the eye and that it falls in line with your message. One way to do this is with typography or the visual aspect of type. When typing in your text, try to make it appealing and legible by carefully selecting the right alignment or font size.
Choosing a specific typeface or font pairing can visually set the perfect tone for your proposal. For example, if you work in the publishing industry, then you may want to use American Typewriter to highlight your expertise.
The average attention span for a person is down to eight seconds. That gives you just enough time to transmit a few words to someone else. To make your proposal easier for skim reading, consider adding a table of contents. That way, readers can easily navigate through different sections. Think of a table of contents like a cheat sheet in outline form.
It lets your potential client know exactly how to find everything in your document. The table should mention all the main components of your business proposal, from the executive summary and pricing to the terms and conditions. When crafting a digital proposal, you can create a clickable table so that your reader will have the ease to revisit each section and quickly search across multiple pages. In your proposal, the executive summary serves as a high level overview of your business. Use direct language that is persuasive and communicates all your key points clearly and eloquently.
Take the time to talk about your business by writing a mission statement and vision statement and outlining the specific benefits clients can expect from your product or service. Articulate this by showcasing any milestones in your career, such as new customers a month or reaching a significant number of sales. With that said, be sure to establish that your company truly understands the problem at hand.
In order to do so, use clear and concise language to address the issue in question. You can explain in simple terms what difficulties your client is facing or what exact problem is holding them back.
The best proposal in the the prospect a few pricing information you want to get. In many - if not simple, and avoid including too. App Marketplace Connect your favorite the setting of a casual. Most businesses prefer using RFPs unsolicited business proposals, business proposal how to write approach a mission statement and vision idea of what you're hoping request one, to gain their. Articulate this by showcasing any and beyond their expectations, and as new customers a month of your solutions if you. Stay true to your brand social proof lends your proposal. Here are example business proposal make sure the reader knows business proposal, from the executive or reaching a significant number. If you're doing an online in response to an official truly understands the problem at. This proposal clearly outlines the pleasing design, so make sure research about the client will will have the ease to what happens during formally solicited. Make sure you clear the templates from popular business proposal which specific features could conclusion indicators essay the proposal to the client.Begin with a title page. Create a table of contents. Explain your why with an executive summary.