Here’s how to use Indy’s Proposal Template to get started:
A proposal template is a document you prepare in advance with reusable blocks of information to help you write proposals faster. When you are ready to write a new proposal, simply customize the old template with relevant and useful info for your client.
Creating an attractive proposal is a great first step towards winning new jobs and taking on exciting projects. Sending a potential client a clear, attractive proposal puts you miles ahead of the competition.
You can invest time and effort into creating a template for your proposals that will make them look professional. Your proposal should include all the necessary information such as business logos, contact info, etc., along with sections to cover topics like previous clients' positive feedback or examples from other projects you've completed.
Creating a proposal template is an easy way to professionalize your documentation. Every new proposal will have the same level of design quality that establishes your brand and makes a great impression on clients you want to win.
Writing a great Consulting proposal isn’t difficult. We will show you how to build your own template in just a few easy steps!
First, you need a few things:
Now that you have those things, you can begin writing your Consulting proposal template.
To make a strong proposal template, you can begin by looking at an existing proposal for guidance. If you have previous examples of successful proposals on hand, then start with those and copy or note all the information that can be reused. For example, if your proposal contains customer success stories it would be good to include them in your template as well.
If you don’t have a completed template, then writing a proposal template from scratch using Indy’s proposal template is easy. Simply create a new template and you are ready to start editing.
Here are the basic steps:
That’s it! Your new proposal template is finished.
As you are creating a full proposal, test the template by making note of any information that is missing. When done with your proposal, go back to add it to your template.
Consulting is an industry that requires professionalism, creativity, and the ability to present yourself in a positive light. To do this for your potential client, you must have a clear proposal structure with an attractive design.
Here are the elements we think you should include in every Consulting proposal:
From here, you can wrap up the proposal template with next steps the customer can take. These can include:
Your proposal will show your new customers you are a professional, mean business, and work hard so they can relax. From the first stunning cover page to the last page with payment options, every element is carefully crafted to convince them you are their best choice when it comes time for action.
The secret to winning more clients as a freelancer is to build your client’s confidence in your abilities. Proposal templates helps you do this in a few ways:
Those are three ways your proposal template can help you land more jobs. Get started with one as soon as possible to begin reaping the benefits.
Thank you for contacting me. I put this proposal together based on our conversations.
Here are a few quick observations:
As you continue through this proposal, you will see how my Consulting services can help you meet your goals and your deadlines.
My work enables companies like yours to maximize their profits by boosting their sales closure rates. I’ve been assisting companies with training of sales teams for over 23 years. I bring a lot of sales experience and insider knowledge to the table and am confident I can help Lawana Keeley achieve their goals.
Here are some testimonials from previous clients:
My clients value my professionalism, commitment to deadlines, and the results I give them.
Based on your information, Lawana Keeley needs to increase their sales closure rate from 8% to 14%. This is only the first step, but the goal is to bring the sales closure rate up to the industry standard and then make plans for further improvements.
Sales team training is one of the core consulting services I offer. Over the past 23 years, I’ve developed several training systems that can be quickly customized to meet the needs of your sales team. Each system has a few common components:
Here is the plan for how my Consulting services will meet your goals. Let me break down the specific targets and how they will be met.
Any adjustments to the plans can be made by sending me a message via the Slack channel or by email at email@example.com.
I am committed to meeting your deadlines and delivering quality Consulting work on schedule. Here are the milestones for this project:
My services have a reputation for organization, follow through, and prompt delivery. I take pride in this reputation and look forward to delivering exceptional results for Lawana Keeley.
Projects such as this one run for several months before they finish. To facilitate these projects, I offer a schedule of payments. Here are the payment milestones:
Electronic invoice will be sent once the contract has been signed and milestones passed. Each invoice is payable within 10 business days of receipt. Late payments may result in suspension of work and/or late fees as specified in the contract.
Once you agree to this proposal, I will prepare a simple contract for this Consulting project. The contract will reference the terms of this proposal, including any amendments you suggest. If you agree to these terms, please sign below, and return this proposal to me.
Thank you very much. I look forward to working with Lawana Keeley.
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