You need to be logged in to see your course progress.

Winning Proposals


24 Minute Sales

0 POINTS

Complete the units, enroll in new courses, answer survey questions

By gaining points, you can win a personalised one on one coaching session

Complete the course to see how your learning has improved and gain 10 points

Answer the questions in each unit to generate your custom action plan and gain points

Collect points to be able to ask an expert any question you may have

Unit Video

Unit Summary

Make sure your proposals include:
  • Executive Summary
  • Understanding of Client Needs
  • Your Solution to those Needs
  • Financial Investment (not Cost)
  • Appendices With Additional Information

Survey Questions

You cannot view this unit as you're not logged in yet.

Build Your Action Plan

Hi. In this video, we will learn about how to submit an effective proposal.
Proposals explain to clients how our solutions meet their needs. They are time consuming to produce so they should only be put together after good qualification of the opportunity.
Here are 5 essential components in winning proposals:
  • Summarize the proposal in an Executive Summary. Most clients would read this section so you should leave it till the end to ensure you have covered all key points.
  • Have a section that shows that you Understand the Clients’ Needs.
  • Include a section that outlines Your Solution to those needs.
  • Include an easy to understand Financial Investment section. Always refer to your sales price as an investment and not cost and as much as you can show the Return on that investment. You can also put a next steps inside that section.
  • Appendices to cover all other standard information, like your corporate profile, implementation methods, solution features etc..
The proposal’s main body can be short and effective, but has to be customised for each client. The appendix material on the other hand, can be prepared ahead of time and reused in proposals efficiently.
Remember, proposals reflect of your company’s professionalism, so make sure they give clients a feel of the quality of service they can expect from you.

If opportunity doesn’t knock, build a door. Milton Berle