How to make a foolproof business proposal template
Posted: Sat Feb 22, 2025 6:23 am
In today's blog post, you will understand how to create a commercial proposal template and its importance in your prospect's final decision.
Every salesperson, when presenting a business opportunity to a client, must have a commercial proposal for the product or service offered!
However, a commercial proposal can vary greatly depending on the company, so using these ready-made models that we see around is not the best option!
The best way is to start with a structure and modify it according to the characteristics of your business, the ideal customer profile for it and the sales process that works for your team.
Therefore, here you will understand how we put together our commercial proposals , based on pillars that we believe every proposal should have!
Learn once and for all how to make an irresistible business proposal template
We are the complete solution for the B2B sales market. commercial proposal template
Learn once and for all how to make an irresistible business proposal template
01- How will you present your commercial proposal?
In general, most companies opt for Power Point or Google Slides, as it is more visual and customizable!
However, just choose the one that appeals to your team UAE telegram data the most and make sure that all the information can be easily understood and that the design adopted makes reading as engaging and enjoyable as possible.
It is also important that you personalize the document so that the customer notices the presence of your brand.
This is because it is very important, when presenting a proposal, to make your business stand out from the rest!
So, the first step is to choose the best presentation format for your team and, of course, for your client!
02- Pre-organize the information for this proposal
Of course, the format of the business proposal is not the most important part of it. It is, in fact, just the basis for the most important part, the content.
Therefore, to create it, you need to be cautious and make a pre-plan of what you are going to include in your proposal.
To do so, take into account questions such as:
. The presentation of your company and who you are;
. What is your proposal: the first lines or slides should contain what the customer has to gain from the purchase;
. What makes your company and your product different: here you don’t need to make a clear comparison with other companies, but rather, state what makes your service unique;
. What you are offering with your proposal: explain in detail what the service offers as a whole (methodology that will be used, duration of the contract, etc.);
. Values: at the end of the proposal, present the full values of the service, without leaving any doubt.
A good practice to resolve this pre-organization point is to take information from the unique value proposition of your service and put together this document!
It will help you measure what information is important to present to the customer and what makes your product different!
If you have no idea what a unique value proposition is, then this blog post below is for you:
Unique Value Proposition.
03- Personalization is the key point of your proposal
When preparing your proposal, remember well what was discussed in the diagnostic meeting and revisit it in this presentation.
This is because, more than showing what is good about your product and what it can solve, it is essential to focus on what it can solve for that particular customer.
And it is the diagnostic meeting that will give you this answer , because in it, the lead explains to you what problems they are experiencing and what they expect from your product.
Therefore, try to answer these questions with the proposal you are putting together, set aside at least 2 or 3 slides for this.
The commercial proposal is a great time to answer these questions and show that your company is attentive to each point the customer raises.
04- Use persuasion techniques in sales
It is very important that you instigate and generate value in the lead throughout your proposal. In other words, outline strategies that make the potential client choose your solution.
Every salesperson, when presenting a business opportunity to a client, must have a commercial proposal for the product or service offered!
However, a commercial proposal can vary greatly depending on the company, so using these ready-made models that we see around is not the best option!
The best way is to start with a structure and modify it according to the characteristics of your business, the ideal customer profile for it and the sales process that works for your team.
Therefore, here you will understand how we put together our commercial proposals , based on pillars that we believe every proposal should have!
Learn once and for all how to make an irresistible business proposal template
We are the complete solution for the B2B sales market. commercial proposal template
Learn once and for all how to make an irresistible business proposal template
01- How will you present your commercial proposal?
In general, most companies opt for Power Point or Google Slides, as it is more visual and customizable!
However, just choose the one that appeals to your team UAE telegram data the most and make sure that all the information can be easily understood and that the design adopted makes reading as engaging and enjoyable as possible.
It is also important that you personalize the document so that the customer notices the presence of your brand.
This is because it is very important, when presenting a proposal, to make your business stand out from the rest!
So, the first step is to choose the best presentation format for your team and, of course, for your client!
02- Pre-organize the information for this proposal
Of course, the format of the business proposal is not the most important part of it. It is, in fact, just the basis for the most important part, the content.
Therefore, to create it, you need to be cautious and make a pre-plan of what you are going to include in your proposal.
To do so, take into account questions such as:
. The presentation of your company and who you are;
. What is your proposal: the first lines or slides should contain what the customer has to gain from the purchase;
. What makes your company and your product different: here you don’t need to make a clear comparison with other companies, but rather, state what makes your service unique;
. What you are offering with your proposal: explain in detail what the service offers as a whole (methodology that will be used, duration of the contract, etc.);
. Values: at the end of the proposal, present the full values of the service, without leaving any doubt.
A good practice to resolve this pre-organization point is to take information from the unique value proposition of your service and put together this document!
It will help you measure what information is important to present to the customer and what makes your product different!
If you have no idea what a unique value proposition is, then this blog post below is for you:
Unique Value Proposition.
03- Personalization is the key point of your proposal
When preparing your proposal, remember well what was discussed in the diagnostic meeting and revisit it in this presentation.
This is because, more than showing what is good about your product and what it can solve, it is essential to focus on what it can solve for that particular customer.
And it is the diagnostic meeting that will give you this answer , because in it, the lead explains to you what problems they are experiencing and what they expect from your product.
Therefore, try to answer these questions with the proposal you are putting together, set aside at least 2 or 3 slides for this.
The commercial proposal is a great time to answer these questions and show that your company is attentive to each point the customer raises.
04- Use persuasion techniques in sales
It is very important that you instigate and generate value in the lead throughout your proposal. In other words, outline strategies that make the potential client choose your solution.