Creating and launching business proposals can be a lot of work. However, if you have the right tools and knowledge, you can quickly create and launch high-conversion proposals that your clients will love.
This article will explain how to create a great business proposal that looks great and is quickly signed. While we are focused on design, our tips apply to all industries and types of business.
1. Know When to Talk About Yourself
One of the most common mistakes people make is to start the project by talking about themselves.
You might be surprised to know that clients spend the most time on the introductory chapter, so it is essential to use it properly. You need to set the right tone by explaining to your clients how your solution will help them achieve their goals.
They want to hear the benefits and feel that you are the best choice for them. If you start the proposal by talking about your company and the values you believe in, you will lose the attention of your clients.
In most cases, the clients have already researched you and know the points you make in your PR releases.
Once you explain your process and the timescales, you can introduce your team and talk about the company. Just make sure it is short and sweet.
2. Divide your Proposal into 6 Sections
Sending a one – page proposal will only confuse your clients and discourage them from contacting. The best way to format your proposal is to create six sections.
This should include:
- The next steps
- Terms and Conditions
You need to show what their future will look like if they work with you, listing all the benefits as well as explaining the next steps. You need to write down what will happen if they do not agree with certain parts of the proposal, what will happen when you reach an agreement, how much they have to pay, and more.
Be clear on your follow-up process to speed things up.
3. Use a Dedicated Proposal App
If you are someone who applies to MS Word and is hoping to get the best one, your suggestions are probably not very attractive. That’s because you’re spending too much time recreating the wheel. The best starting point for your proposal strategy is to choose the right app. It will help you automate and speed up the whole process.
Different solutions suit different people, but some of the features you may need are:
The digital signature option helps you sign your proposals faster and converts your proposals into legally binding documents. This greatly reduces the agreed time as your clients no longer have to print, scan and return your documents.
Integrated Payment Methods
Speed up your payment process by selecting the proposal software that has a payment option that allows clients to pay as soon as they agree to your terms and conditions. It can significantly reduce the time it takes to get paid.
Integration of Sales Tools
For an even simpler sales process, choose a proposal tool that integrates natively with your sales CRM and other sales tools.
Proposal analysis can help you in the follow-up process. They indicate when your proposal opened, what device it is, and how much time the client spent on each of the articles.
The content library allows you to save any part of the content (text, pictures, videos, terms and conditions, pricing table) for easier access in the future – without further copying and pasting large chunks of text.
Easy to Use Editor
For you to be able to create any documents with your project software, their editor must be very user – friendly. If the editor needs design experience, look for a better one.
4. Let’s Talk About Price
When it comes to the price section, there are two significant things that you need to watch out for: the name of the section and the format of your price.
Naming your pricing prices, costs, or something like that that pursues your proposals and makes it a regular invoice. Try naming the section Roi or meinvestment. It will foster positive emotions with your clients because if they think about working with you as an investment, they will know that a return on investment is part of the market.
The way you format your prices will not make your market or break but can help speed up the proposal process. First of all, you need to figure out whether you are going to charge an hourly fee, based on the value of the project, based on the commission, or something else.
Once you have made a decision, you need to format the prices in a short and easy to understand way. Many companies try to sell their clients at the beginning of the business relationship and create proposals with three different packages.
We believe that the way you present your prices should be the same as the way doctors prescribe medicine. You need to be the authority on your prices and tell the client what kind of package suits their needs. If you leave it up to your client to pick the right package, it will only be confusing, and you will have to do the extra work to explain the difference to them.
Web-based business proposals speed up the signing process. Making your proposals printable will increase the time it takes your clients to agree to and sign your terms. Make sure your proposals are web-based and have a digital signature option.
Another tip is to submit your proposal as quickly as possible. As soon as you meet and hear from your client, start working on your proposal.
Our final tip is to launch your proposal at the beginning of the week. If you send it on Friday, it will negatively affect how long it takes to sign your proposal.
Image featured by Pexels.