Sales Proposal Templates To Guarantee New Clients


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In this video we give you this sales proposal template which never fails to win us contracts.

We go through all the things you need to tick off in your proposal to make sure you win that next client, including two things that most people never add in that massively boost your chances of success.

If you’re sat there thinking OMG I hate writing proposals they take so long, this is for you!

If you’re sat there thinking OMG I don’t know if I’ve covered everything i need to in my proposals, this is for you!

If you’re sat there thinking OMG I can’t take another rejection this month, this client is really needed right now, then this video is for you!

So buckle up and let’s get your sales proposal rocking so you can win that next client!

So we’ve seen tonnes of sales proposals, sometimes they’re too short, or wayyy too long and complex and confusing, but almost every time, they look terrible!

And that’s not going to help you win the client, so to help you, we’re giving you our very own professionally designed template that you can download in a couple of clicks. This will help you look more professional and credible and trust us, first impressions count.

Of course, all proposals are different and this is just one way of doing it.

So as we go through everything, depending on what you’re selling, use your common sense, if something needs adding that’s specific to you, go ahead! But here’s what’s been working for us.

The front cover

Let’s remind them of who you are and add in a professional photo of you. If you don’t have one, just create a branded title page.

You may also notice here that the proposal template is landscape, not portrait. We think this is a really nice touch, you don’t often see it which makes it stand out immediately.

On the next page we’re going to put a little introduction and their company logo or face.

Again, this is another little nice touch and really easy to do, just grab it from LinkedIn – it instantly makes the proposal feel personal to them.

In this little introduction you want to make sure you have understood their objectives and let them know that the following suggestions will achieve those objectives.

The options (this could make a nine thousand pound difference to your bank account…)

Now for the juicy part, the options… This advice was given to us by the amazing Victoria Fleming, who’s speaking at ATOMICON 2020.

And what we’re about to show you is a technique that helped us, on the first attempt at this, to go from offering a £6,000 package to actually securing a £15,500 package.

So give this a go! It could make a nine thousand pound difference to your bank account…

Here’s what you do….

Give the customer two options… the first, is one that they have asked for, it’s got everything in that you’ve discussed previously and it will do the job with the outcome they require…

The second option however is going to SMASH their objectives and give them the best possible outcome at not much more extra.

Let’s show you how to do this in a simple example, say if you were going to offer a half day training or a full day training package.

Package A would cost £500 for the half day and include you for the half day of consultancy….

Package B is only a little bit more, £650, but it’s a full day of consultancy, it includes an extra online course training as prep work, and you also get a follow up call two weeks later.

Package B is all of a sudden a no-brainer choice, the customer gets over twice the value but not at twice the cost…

The important thing to note here is that all these extras don’t cost you any more. After doing a half day of training you’re not going to have the energy to do much with your day probably anyway so you might as well do a full day…

The online course doesn’t cost you anything to give away, and the follow up call can be used as a chance to upsell more work to them anyway!

It’s win win and having seen it used by us and our ATOMIC members – we know it will work for you too.

So think about what can you add into your Package B that adds value but doesn’t cost anything else to you?

Add some credibility

After this, and before we get to the second thing people never do, we want to add some credibility.

So add in your bio and any bling you may have for example, qualifications, awards, press, featured on, any social proof at all.

You can then top this up with maybe a case study or some testimonials you have.

A summary breakdown of the options

Now here’s that thing that most people don’t do… have a summary breakdown of the options.

Make it SUPER clear what you’re offering inside each package and which holds the most value. It just helps to lay it all out and help them make their mind up.

And at the end of the sales proposal just let them know what the next steps are.

Let us know if you’re going to use this template or option based pricing in your next proposal!