Here's how you can jumpstart creating your first business proposal. This SlideShare includes: the 7 essential pieces of a proposal, the questions to answer while building it, how to talk price, things it cannot hurt to add, and how to use proposal software to automate the whole process.
By Jennifer Riggins & http://www.quoteroller.com
7 pieces of an all-star proposal
1. The Cover Letter
2. Executive Summary
3. The Proposal
4. Services & Pricing
5. The Terms
6. About Us
What to include in your
Your proposal is the overview of
what your company can do as a
solution to your client’s need.
You need to call your client
directly to ask them open-ended
questions to discover those needs.
Get to know client:
What do I know about that company?
What do I know about the project?
Why are they outsourcing?
What is their pain?
What do they want? What do they need?
How to service your client:
Can I solve that problem? What makes us
qualified to provide a solution?
How can my company provide that solution?
How can I make my company valuable by
creating a solution to their problem?
How can I specifically represent our
company as a solution to their problem?
Will this job help my company in the future?
Let’s talk pricing
(What your clients are spending time looking at)
Charging by the hour,
Offer options: quantity,
Add payment plan in
Terms & Conditions
Add a Get-Started section with specific
instructions to get project rolling
Electronic Signature: Make it easy to say Yes!
Jazz it up & show off, adding: Photos,
Videos, Links to previous works
Education, Experience, Examples
Extra items, like Equipment Rental, etc.
Now, let’s create!
Click on Proposals
“Create a proposal”
Pick your client to
Click Step: Price
Here is where you
build your Catalog
items to send to
Click on the Green
+ button to add a
2. Pricing: Add a Service
Enter Name, Price,
Mark any Service as
3. Pricing: Pricing Table Settings
Mark any Service as
Line Item or Total
Choose Tax Type
Click Step: Edit
This is the important
bit, where you convince
your clients you offer
them a solution
videos, links, signature
blocks, PayPal payment
Click Step: Finalize
Customize your email
message (making sure to
keep Proposal link.)
Preview the Proposal
Choose if you want to
PDF, electronic signature/
date, attach files
Click Send the proposal
Average time it takes to
create a quote with Quote
Roller = 15 minutes
Average win rate increase
using Quote Roller = 28%
The way the Quote Roller catalogue works I can slap the standard
services into a quote line by line, and edit them really easily as
necessary. Sometimes since using Quote Roller, I’ll leave a meeting,
find a good mobile signal and work on the proposal immediately –
copy and paste my notes from Evernote onto the coversheet, add in
and edit the services, products, subscriptions and boom, the client will
get the fees straight away. That just stinks of WIN, doesn’t it!
-Noisy little Monkey, digital marketing agency
Go to QuoteRoller.com to start
saving time & money creating
persuasive business proposals today!