Building An Effective Proposal Document

December 11, 2017

Why do you think it’s important to build a strong and effective proposal document? Anyone who wants to offer products and services to a business must be aware of the importance of creating a valuable proposal document. It is basically your key to success (or failure), and the ‘make or break’ factor in obtaining possible clients and potential projects.

Important Elements In Building An Effective Proposal Document

A proposal’s success doesn’t just depend on your written proposal document. How you present it to your potential client plays a big role in the overall strength and effectiveness of your proposal.

A simple yet effective proposal document consists of the following:

  1. Overview of Your Company. This includes a brief summary of what you do as a company and should highlight your certifications, achievements, and awards. This is to earn the trust of your potential clients and to show them your worth.
  2. Plans and Procedures. In your plans and procedures, you need to start with addressing the prospective client’s problems or needs. Then, inform them of their part as a client and your role as a company. Indicate your goals, and supply a concise explanation on how you will execute them, and the estimated cost in reaching this goal. Let them know that you will handle everything, though they will be called upon to give you the information and support that you need from them.
  3. Strategies and Tools. Give a clear and direct explanation of how you are going to help them achieve their goal as a company by using the best strategies and tools. For example, if you are proposing to your clients that you will help them generate more income through digital marketing, then you must present them with the strategies and tools that you are going to use, such as Email Marketing, SEO Optimization, and Social Media. Give a concise explanation of why these strategies and tools are the most useful.
  4. The Price. Before dropping the total price of your proposed project, make sure to break down all the expenses first so that the clients will know exactly where their money is going. Prices may differ according to the service package that you will provide. Not all clients can afford a certain service price, so you have to make sure that you have customized campaigns that are flexible enough for both small and big clients.
  5. Legal Documents. These are the prepared agreement papers to be signed when you successfully make the deal with your prospective client. You may follow up with the benchmarks, duration of the work, and scheduling of payments for the approved project or service.

Tips In Creating And Presenting A Successful Proposal Document

  • Meet and Study Your Client. Invest time and effort in studying your potential client’s aspirations and needs for the business prior to constructing your proposal document. Have a meeting with them before constructing your proposal document to make sure you won’t miss any key elements of the project. Make them see the value of what they can gain from your service.
  • Innovate. Nowadays, the business world has become more competitive and complex. If you aim for success, you need to keep up with these innovations. Ditch the traditional and outdated strategies and tools and embrace the new and most effective ones.
  • Build the Momentum. Make sure that your client sticks to the topic and your main purpose and goal from beginning to end. Don’t let their questions interrupt the momentum of your proposal. Politely lead them back on track.
  • Be Creative. Think of ways to persuade your potential clients that what you are offering is 100% effective for them. Use creative strategies in making and presenting your proposal document.
  • Clarify Questions. Acknowledge and correct possible misconceptions from the clients about your proposal with confidence, showing them that you know what you are doing.
  • Be Direct and Concise. Don’t beat around the bush when building and presenting your proposal. Build a proposal document that is brief, easy to understand, and covers all the points and elements that needs to be included. But then again, you may need to assess the client to see if they’re meticulous about details, or will just want a straight-to-the-point proposal.

At the end of the day, a well-built business proposal document must be something that is “responsive.” There should be an obvious understanding and complete knowledge of what exactly the client wants to achieve, and it should cover all the important elements of the client’s project. In this cutthroat business world, it is important to invest your time and effort in crafting a valuable and professional proposal.

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