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sales

10 tips for how to write a business proposal that will win the client

April 24, 2018

Every business proposal has a core objective – to win the client. You may only have this one chance to get in front of this client, so make sure that your proposal is on point. This is where exceptional strategy and excellent presentation come into play.

Your business proposal needs to effectively explain what you can do for a client, how you will go about doing it, and what costs are involved. This needs to be done in a format that is visually appealing and easy to navigate. Follow these ten tips to improve your business proposals, give you a competitive advantage, and help you win a lot more clients.

1. KNOW THE MARKET

Begin by researching the current marketing trends, the competitive landscape and any industry challenges. Once you know this, you can begin to see how your service or product will help the client navigate the marketplace. Then, you can present your proposal in a way that shows them how your solution will help them get ahead in the current climate.

2. UNDERSTAND THEIR SITUATION

The situation analysis is your chance to show your prospective client that you were listening to them in previous conversations. Thoroughly demonstrate that you understand their current challenges and are prepared to help. If you want to win the client, clearly state their problems and build your proposal around solving them.

3. MAKE IT VISUALLY APPEALING

Never underestimate the power of a visually appealing business proposal. Not only are well-designed materials more attractive, but they also have a bigger impact and make the content easier to comprehend. The appearance is equally as important as the information.

4. CUSTOMIZE YOUR PITCH

To effectively grab the attention of your prospect, your proposal needs to be personalized to that client’s particular needs. Because it is often very time-consuming to create numerous customized proposals, using professional business proposal software such as ClientPoint can make it easy to create numerous proposals by offering professional business proposal templates, customization tools, and seamless CRM integration.

5. BE SUCCINCT

Be clear and be concise. Unnecessary information will not enhance your proposal. Make all of the important and relevant points, and then make a close. 

6. DIFFERENTIATE YOURSELF

Clearly state why your product or service is better than any competition. Focus on how the client will benefit by choosing your solution and offer details on what actual steps will be taken to achieve that solution. Give them a definite reason to choose your solution over any other.

7. BE THOROUGH

Proof and re-proof your proposal. Make sure that you have paid attention to the details and thoroughly laid out the scope, cost and timeline. You have to show them that you are going to be detailed-oriented once you get the job by giving them a proposal with no grammar errors, no typographical errors and definitely no mathematical errors. 

8. PROVIDE OPTIONS IN INCREMENTS

The best proposals include several levels of options for the potential customer. By presenting them with options, they know you are flexible and considerate of their budget. You are less likely to overwhelm them, and less likely to undersell them.

9. PROVIDE TESTIMONIALS

Share your success stories with your prospective client. These stories can help build trust and back up your claims so that the client knows you will provide value and set them up for success.

10. CALL TO ACTION

Don’t forget to make the ask at the conclusion. Clients can’t say “yes” to something they are never asked. Be bold and end with a proactive call to action such as a meeting to set a timeline or to sign the contract.

Win more clients by creating impressive digital business proposals, price quotes, and contracts using ClientPoint Software

If you want your business proposals, price quotes, and contracts to stand out and give you the best chance at winning new clients, use ClientPoint's proposal software. It makes creating and formatting professional business proposals, price quotes, and contracts fast and easy. Click the button below to get a FREE demo of ClientPoint.

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