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Types of Business Proposals
There are TWO types of Business Proposals.
Solicited Business Proposals Unsolicited Business Proposals
• Solicited business proposals are • You approach a potential
requested by a prospective client. customer with a proposal.
• The other organization asks for a • The other organization do not
proposal with an RFP request for a proposal.
(request for proposal). • You approach a company, even if
• When a company needs a problem they don't request one, to gain
solved, they invite other their business.
businesses to submit a proposal
which details how they'd solve it.
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How to Write a
Business
Proposal
Business Proposal
Business Communication
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How to Write a Business Proposal
Steps to Create a Business Proposal
• Before writing, it's crucial you understand the business you're writing the
proposal for.
• If they've sent you an RFP, make sure you read it carefully so you know
exactly what they're looking for.
• Whether the proposal is solicited or unsolicited, the steps to create your
proposal are similar.
• Ensure it includes three main points:
• 1) a statement of the problem the organization is facing,
• 2) proposed solution, and
• 3) pricing information.
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How to write a Business Proposal
Steps to Create a Business Proposal
1. Begin with a title page.
2. Create a table of contents.
3. Explain your why with an executive summary.
4. State the problem or need.
5. Propose a solution.
6. Share your qualifications.
7. Include pricing options.
8. Clarify your terms and conditions.
9. Include a space for signatures to document agreement.
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Steps to Create a Business Proposal
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SampleTitle Page
Business Communication
Business Proposal
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Steps to Create a Business Proposal
• A table of contents will let your potential client know exactly what will be
covered in the business proposal.
• If you're sending your proposal electronically, include a clickable table of
contents that will jump to the different sections of your proposal for easy
reading and navigation.
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SampleTable of
Content
Business Communication
Business Proposal
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Steps to Create a Business Proposal
• The executive summary details exactly why you're sending the proposal
and why your solution is the best for the prospective client.
• Similar to a value proposition, it outlines the benefits of your company's
products or services, and how they can solve your potential client's
problem.
• After reading your executive summary, even if they don't read the full
proposal, the prospect should have a clear idea of how you can help
them.
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Sample Executive
Summary
Business Communication
Business Proposal
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Steps to Create a Business Proposal
• This is where you provide a summary of the issue impacting the potential
client.
• It provides you with the opportunity to show them you have a clear
understanding of their needs and the problem they need help solving.
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Sample Problem or
Need
Business Communication
Business Proposal
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Steps to Create a Business Proposal
5. Propose a Solution.
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Sample Solution
Business Communication
Business Proposal
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Steps to Create a Business Proposal
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Sample
Qualification
Business Communication
Business Proposal
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Steps to Create a Business Proposal
• Pricing is where things can get a bit tricky, as you don't want to under or
over-price your product.
• If you'd like to provide the prospect a few pricing options for their
budget, include an optional fee table.
• Some proposal software offer responsive pricing tables which allow
clients to check the products or services they're interested in, and the
price will automatically adjust.
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Sample Pricing
Business Communication
Business Proposal
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Steps to Create a Business Proposal
• This is where you go into detail about the project timeline, pricing, and
payment schedules.
• It's essentially a summary of what you and the client are agreeing to if
they accept your proposal.
• Make sure you clear the terms and conditions with your own legal team
before sending the proposal to the client.
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SampleTerms and
Conditions
Business Communication
Business Proposal
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Steps to Create a Business Proposal
• Include a signature box for the client to sign and let them know exactly
what they're agreeing to when they sign.
• This is also a chance to include a prompt for the prospect to reach out to
you if they have any unanswered questions you can address.
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Sample Space For
Signatures
Business Communication
Business Proposal
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Business Proposal Format
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There's a lot to keep in mind when
writing a business proposal.
1. Start with an outline: Before you
dive into writing, outline the
major sections of your business
proposal and the pertinent
information you want to include.
This will ensure you stay
focused. GuidelinesTo
2. Keep it simple: While there's no
ideal business proposal length, Write a Business
focus on quality over quantity.
Keep sentences short and Proposal
simple, and avoid the use of Business Communication
business jargon.
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There's a lot to keep in mind when
writing a business proposal.
3. Stay on brand: Don't be afraid to
let your company's personality
shine through in your proposal.
Stay true to your brand and
show the client what sets you
apart from your competitors.
4. Include data and visuals: Don't
forget to include compelling,
GuidelinesTo
quantitative data. When Write a Business
applicable, use visuals such as
charts and graphs to enhance Proposal
the proposal. Business Communication
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5. Use a call-to-action: Make sure
the reader knows what to do next
after reading it. If the reader is
ready to take action, your CTA
should clearly indicate the next
steps in the process.
6. Create a sense of urgency: Your
proposal should not be an
indefinite offer. Give the reader a
deadline to act on the proposal to
GuidelinesTo
expedite the decision-making Write a Business
process.
7. Quality control: Before you send Proposal
it, make sure to proofread it to Business Communication
avoid typos or grammatical errors.
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Let’s Practice !!!
Business Proposal
Business Communication
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Task
Business Proposal
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Large image
Thank You !!
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