Writing a Business Proposal: 6 Steps to Successfully Guide You Through the Process

The main goal of every business proposal is to land the client. You need to make sure your proposal is on point because you might only have one chance to present it to this client.

Your business proposal must clearly describe what you can accomplish for a client, how you plan to do it, and the expenses involved in the process. And all this needs to be presented in a user-friendly and aesthetically pleasing style.

Take a look below at our handpicked tips that will help you create business proposals and attract a lot more clients.

Use A Proposal Tool

The overall features of proposal software, such as metrics, pipeline views, interactive price tables, in-proposal conversations, and many others, are undoubtedly very helpful. So how exactly can this type of software pay off for your business?

For a start, it can help you simplify your entire sales process. You may develop your offerings and give your employees and customers additional information about the services and products you provide.

On top of that, great proposal software such as Proposify offers a simple workflow since it uses pre-approved content that allows your sales reps to send out great offers in a matter of a few clicks.

You can even craft interactive quotes that will attract people to seal the deal with your business. Finally, you can also use the e-signature technology and get all of your documents legally locked down with this kind of tool.

Try To Use Real Data

It is essential to demonstrate to your audience precisely what it is that your company is capable of doing and the reasons why they should care about this. Your data and statistics need to include precise numbers, such as percentage gains or dollar increases in sales, that can be clearly attributed to the actions you take.

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It’s more likely that prospective customers and partners will be interested in data so that they may construct their own argument as to why they should start working with your organization. Also, providing prospective customers with actual data helps you create trust with them since it demonstrates that your business practices have been successful in the past.

Add A Personal Touch

While drafting a single proposal for all of your clients can save you time, it’s preferable to make a unique document for each prospect. Consider your audience’s goals, needs, motives, and expectations as you create a proposal that explains why they should consider hiring your company.

Let’s say that you’ve learned that brand awareness is the main concern of the potential client you’re meeting. In this case, you can tailor your business proposal to include information about how your company helped a past client acquire new customers online by sharing information and creating a network of advocates and influencers.

Make sure it’s branded

The majority of companies have certain characteristics of their brand, which may include colors, a brand voice, logo, and particular fonts and styles. It’s possible that this branding is shown on things like your company cards, brochures, decorations around the workplace, and other marketing materials.

Make sure that your company’s branding is included in the proposal, regardless of whether it is a paper copy or in electronic form. The person who reads your proposal should get a sense of the personality of your organization and be able to differentiate it from other proposals they may have gotten in the past.

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Always Proofread Your Proposals

The goal of a business proposal is to introduce your company to others and present it in a positive light so that you can expand and take on additional clients. The quality of your proposal will speak about your company. After all, it serves to outline the advantages of doing business with you and show your attention to detail.

Try reading your proposal aloud to identify any problems, and think about asking a coworker to review it for a fresh perspective.

Include Testimonials

Tell your potential client about your past successes. These stories can support your points and get you closer to gaining the client’s trust by demonstrating your ability to deliver value and help your clients succeed.

Also, people would much rather believe other people’s experiences instead of ads and other promotional materials. So, make sure to capitalize on that and use testimonials to make your points stronger.

Final Thoughts

The gap between your business and potential clients should be filled with excellent business proposals. Even if you have a fantastic solution, it won’t help much if you can’t persuade potential clients that it’s worth their time and money. A strong proposal should clearly state your value proposition and convince a business or organization to work with you.

Jonathon Spire

Jonathon Spire

Tech Blogger at Jonathon Spire

My diverse background started with my computer science degree, and later progressed to building laptops and accessories. And now, for the last 7 years, I have been a social media marketing specialist and business growth consultant.

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Jonathon Spire

I blog about a range of tech topics.

For the last 7 years I have been a social media marketing specialist and business growth consultant, so I write about those the most.

Full transparency: I do review a lot of services and I try to do it as objectively as possible; I give honest feedback and only promote services I believe truly work (for which I may or may not receive a commission) – if you are a service owner and you think I have made a mistake then please let me know in the comments section.

– Jon