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Business Proposal Checklist 2021

by FreshProposals 6 months ago in business

New ways to generate sales

A‌ ‌business‌ ‌proposal‌ ‌is‌ ‌the‌ ‌most‌ ‌important‌ ‌aspect‌ ‌of‌ ‌any‌ ‌business‌ ‌whether‌ ‌you‌ ‌are‌ ‌a‌ ‌company‌ ‌proposing‌ ‌a‌ ‌new‌ ‌agreement,‌ ‌a‌ ‌startup‌ ‌looking‌ ‌for‌ ‌funding‌ ‌or‌ ‌a‌ ‌freelancer,‌ ‌a‌ ‌business‌ ‌proposal‌ ‌is‌ ‌the‌ ‌best‌ ‌way‌ ‌to‌ ‌make‌ ‌or‌ ‌break‌ ‌any‌ ‌deal‌ ‌but‌ ‌it‌ ‌also‌ ‌the‌ ‌hardest‌ ‌task‌ ‌to‌ ‌do.‌ ‌In‌ ‌today’s,‌ ‌era‌ ‌your‌ ‌business‌ ‌needs‌ ‌to‌ ‌have‌ ‌a‌ ‌remarkable‌ ‌proposal.‌ ‌A‌ ‌solid‌ ‌business‌ ‌proposal‌ ‌increases‌ ‌your‌ ‌chances‌ ‌to‌ ‌win‌ ‌a‌ ‌new‌ ‌business.‌ ‌

If‌ ‌you‌ ‌are‌ ‌struggling‌ ‌with‌ ‌writing‌ ‌the‌ ‌perfect‌ ‌business‌ ‌proposal‌ ‌then‌ ‌this‌ ‌blog‌ ‌is‌ ‌for‌ ‌you‌ ‌

  • Here’s‌ ‌what‌ ‌this‌ ‌blog‌ ‌will‌ ‌cover‌ ‌
  • What‌ ‌is‌ ‌a‌ ‌business‌ ‌proposal?‌ ‌
  • How‌ ‌to‌ ‌write‌ ‌a‌ ‌business‌ ‌proposal?‌
  • Your Super Checklist for Business Proposals
  • How to Select a Suitable Business Proposal Template
  • How to create a business proposal that wins new clients
  • Great Rules to Follow in Creating a Business Proposal

Let’s get started;

What‌ ‌is‌ ‌a‌ ‌business‌ ‌proposal?‌ ‌

A‌ ‌business‌ ‌proposal‌ ‌is‌ ‌a‌ ‌document‌ ‌written‌ ‌by‌ ‌the‌ ‌supplier‌ ‌that‌ ‌insightfully‌ ‌explains‌ ‌how‌ ‌you’ve‌ ‌understood‌ ‌the‌ ‌client’s‌ ‌problem,‌ ‌present‌ ‌your‌ ‌solution‌ ‌to‌ ‌their‌ ‌problem‌ ‌and‌ ‌convince‌ ‌the‌ ‌client‌ ‌that‌ ‌you‌ ‌and‌ ‌your‌ ‌team‌ ‌are‌ ‌the‌ ‌best‌ ‌to‌ ‌handle‌ ‌the‌ ‌problem‌ ‌they‌ ‌are‌ ‌facing.‌ ‌

How‌ ‌to‌ ‌write‌ ‌a‌ ‌business‌ ‌proposal?

Here are a few points before writing an effective business proposal:

  • Title page

On the title page give an introduction about you and your business. it consists of the standard information like the company’s name and logo, customer’s name, and proposal’s name.

It gives users an overview of the document's contents and organization. So it allows readers to go directly to a specific section of a document because nobody has time to read the whole article in one go. If you are sending an electronic proposal always use hyperlinks in your table of content so that your client directly jump on the specific point and area to read. The best practice of writing an impressive pitch is using your prospective client’s words. This means simply describe the problem they are facing. Your cover letter should include,

  1. Opening paragraph
  2. Reason for the pitch
  3. Showing you understand the problem
  4. Baseline metrics ( before and after)
  5. Goals

The key here is to give a rough sketch of the method you will use for the execution. Include the list of the specific services that are being offered.

1. Offer a customizable pricing table

Include a responsive or interactive pricing table (the most crucial element of your business proposal template checklist). With interactive price tables, you can provide a variety of pricing options where customers can modify the quantity, select services that suit their needs.

2. Present your work strategy creatively

Use a workflow diagram and present your work/services with a visual layout because nobody is interested in reading the whole block

  • Timeline Section

This is the most crucial factor to perform. But let them know about the dates on which the activities should be completed or the expected duration of a task or give them a monthly report, just to give them more confidence.

Maybe your prospect is good enough but why should they trust you. Let them know about you, why you are well suited for this, your success stories, case studies, achievements, etc. Your goal is to build authority in front of your client. A great case study in your proposal gives prospective clients a real insight into the benefits of your services and also an idea of what it’s like to work with you.

  • Terms & Conditions

Mention all the different terms and conditions that will govern the overall agreement like the project timeline, pricing, and payment schedules. Make sure you consult your legal team to sending the proposal.

This is the final step where your client is ready to accept your deal. Include an e-signature section for you and your client to make things legally official.

Your Super Checklist for Business Proposals

Examine the current draft of your business proposal with this business proposal checklist;

  • Discover your customer’s biggest challenge and address it

Understand the pain points of customers and highlight the benefits they will get with your services.

  • Try to connect with them

People appreciate it when we try to connect with them. Try to build a meaningful conversation, but be careful though, don’t cross the fine line between personal and professional.

  • Seal it with an e-signature

This is the best use of digital transformation and it also maximizes the chances of success

How to Select a Suitable Business Proposal Template

Things that you need to tick off before you create or select a suitable business proposal template and enjoy the benefits of business proposal templates

  • Time-saving

The templates are professionally designed and it has a pre-built framework where you just need to fill in the details, you can also reuse them. The proposal template also comes with pictures and illustrations which look more engaging.

  • Visually appealing design

A well-designed business proposal will not only sell your business but also help you close more deals. It includes visuals, fonts, a table of content, and layout.

  • The language and the tone

The overall tone in a written document affects the reader just in the same way the tone of voice affects a face-to-face conversation so be confident.

How to create a business proposal that wins new clients

This will cover how to create a business proposal that wins new clients in a fraction of time.

  • Cover image

You only get one chance to make a first impression and the cover page of your proposal is your only chance. A cover page of your business proposal should look neat and should be easy to read

  • Business introduction letter

Describe the problem they are facing. Your cover letter should include, Opening paragraph, a reason for the pitch, showing you understand the problem, benefits of your solution, and goals.

  • Implementation Timeline

An ideal business proposal template‘s timeline section includes

  1. List of activities to perform
  2. The dates on which the activities should be completed (start and end time)
  3. Expected duration required for each task
  • Why Work With Us

You can fill out this section with the expertise you have, the awards you won, the big list of your happy clients, introduction, name, faces, and credentials of the people who will be working on the campaiClient benefits

Great Rules to Follow in Creating a Business Proposal

This will address all the important factors of a business proposal that can help you close more deals with your prospects in 2021

  • Include electronic signatures to close deals Faster
  • Offer an interactive pricing table
  • Dazzle potential clients with an impressive design
  • Keep it brief and to the point
  • Structure your proposal



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