A proposal template will only be as successful as the work that you put into it. Simply copying and sending the provided templates will never yeild the success that you would get from personalising the proposal to fit your prospecting.

The follow up process is vital. It is by meeting agreed times of proposal sending and follow up that you show your professionalism and this will move you one step closer to getting a deal. Always load your follow up dates into your CRM as soon as you send the proposal.

It is important to identify when a propsal is really warranted and when a client is using it as a reason to end the process. This is done via effective questioning and information gathering. A client who won't give information but expects a proposal is a stoker.

The script is that we don't do generic proposals, we craft personalised proposals and for that reason we need to do a needs analysis.

A proposal that shows that it is solving a problem will always be more effective so be sure to highlight the solution that you are providing to overcome the friction point.

A common mistake is to comit to a date for a proposal without leaving enough lead time. It reflects badly to send it late so rather shift the expectation by a few days and potentially be in a position to get it done earlier.

Knowing who the decision maker is is vital. You may see a marketing manager or a financial director but if the ultimate decision lays somewhere else you should always be copying that person in on proposals.

Your e-mail should contain a personal note thanking the client for the opportunity to potentially do business but the proposal should be purely proffessional.

Be sure to read your completed proposal to ensure accuracy before saving it as a locked PDF.