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How to Create your First Business Proposal

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 &

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How to Create your First Business Proposal

  1. 1. How to Create Your
 First Business Proposal
  2. 2. 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 7. Electronic Signature
  3. 3. What to include in your first proposal 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.
  4. 4. 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?
  5. 5. 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?
  6. 6. Let’s talk pricing
 (What your clients are spending time looking at) Charging by the hour, project, retainer? Offer options: quantity, hours, services Add payment plan in Terms & Conditions
  7. 7. Nice-to-have bits 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.
  8. 8. Now, let’s create! Log into
 http:/ / Click on Proposals tab “Create a proposal”
  9. 9. 1. Start Enter Proposal Name Choose your template Pick your client to send to Click Step: Price
  10. 10. 2. Pricing Here is where you build your Catalog items to send to your client. Click on the Green + button to add a service
  11. 11. 2. Pricing: Add a Service Enter Name, Price, Quantity (QTY) Mark any Service as Optional or Quantity Editable Hit Save
  12. 12. 3. Pricing: Pricing Table Settings Mark any Service as Line Item or Total Discount Choose Tax Type Choose Currency Click Step: Edit
  13. 13. 3. Edit This is the important bit, where you convince your clients you offer them a solution Drag-n-Drop Content Blocks HTML blocks, slideshows, photos, videos, links, signature blocks, PayPal payment forms Click Step: Finalize
  14. 14. 4. Finalize Customize your email message (making sure to keep Proposal link.) Double-check with Preview the Proposal Choose if you want to enable: 
 PDF, electronic signature/ RightSignature, password protection, expiration date, attach files Click Send the proposal
  15. 15. Average time it takes to create a quote with Quote Roller = 15 minutes ! ! Average win rate increase using Quote Roller = 28%
  16. 16. 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
  17. 17. Go to to start saving time & money creating persuasive business proposals today!