proposal presentation to client

8 Best Tips for Business Proposal Presentations [+Examples]

Updated: May 24, 2022

Published: February 16, 2022

Business proposal presentations are the culmination of a long sales process between you and your clients. If you don’t structure it correctly or take the time to craft one with care, you risk losing the client’s buy-in for your solution. So getting it right is essential.

In this article, we’ll look at several ways to improve your business proposal presentation (and pitch) and increase the odds that you’ll walk away with a new customer.

Business Proposal Presentation

A business proposal presentation is a document that outlines a business solution for a customer after a lengthy consultation process. It is presented to the customer in either PDF or PowerPoint format, and can be paired with a contract for immediate signing.

Other formats that may be accepted include Google Docs or Google Slides, but PowerPoint is the industry standard. The presentation is then delivered in person or through a video conferencing tool such as Zoom.

Rarely, if ever, is a business proposal presentation sent to the customer for asynchronous perusal. Rather, it’s presented live in a customer meeting . That will give you the opportunity to sell them even more on the solutions you offer and persuade them to make a decision within a reasonable time frame.

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If you let the customer review the presentation on their own, it’s likely that they’ll lengthen the sales process and even put off making a decision.

When crafting your proposal presentation, there are a few quick best practices to keep in mind.

• Personalize the presentation . While it’s totally fine to reuse a PowerPoint presentation template , you don’t want to accidentally include another business’ name on the deck. So be sure to go through every slide and personalize it for the customer’s goals and pain points.
• Send a pre-meeting email with an agenda. To prepare your customer for the presentation, it’d be wise to send a pre-meeting email with a quick, scannable sales agenda detailing how the meeting will go. That way, you can set the right expectations and keep you both on track.
• Plan your in-person customer visit. If you’re meeting the customer in person, there will be a few more elements at play, such as an office tour and even a colleague introduction. That can quickly lead to lost time, so use this guide to plan a customer visit that stays on track and helps you effectively sell your solution.
• Pay attention to the design of the deck . Your clothes and demeanor may be in tip-top shape, but if your deck is messy and poorly designed, then the effectiveness of your points will be diminished. Use a PowerPoint template and check out a few sales presentation examples to inspire you.
• Keep the presentation short and precise. Keep your presentation as short as possible, about 15 to 20 minutes. The longer you speak to your clients, the less they’ll remember.

Now, it’s time for your presentation. Let’s go over how you can execute it flawlessly.

How to Present a Business Proposal

• Optimize your meeting time from the start.
• Have a clear agenda.
• Open up with the customer’s problems and challenges.
• Pause and ask questions.
• Lead with stories, not data.
• Don’t read off of your PowerPoint slides.
• Present your solution — and sell them a vision.
• Establish a clear follow-up timeline at the end of the meeting.

1. Optimize your meeting time from the start.

When presenting a proposal, it’s important to remember that your clients are busy. They have other meetings to attend, phone calls and emails to return, and problems to solve. Time is their most precious asset. Here are a few tips to optimize the time you spend with your customers:

• Arrive early . This is a no-brainer, but arrive to the meeting with at least ten minutes to spare, especially if it’s in person. Use this buffer to use the bathroom, rehearse your introduction, and even set up the meeting space.
• Rehearse setting up the projector or sharing your screen before the meeting . If you’re carrying out a meeting in person, you don’t want to waste ten minutes figuring out how to project your laptop’s screen. Carry several adapters with you and have a fail-safe plan, such as bringing a tablet with a copy of the presentation. If the meeting is over Zoom, practice sharing your screen so that your notes aren’t visible.
• Keep your introduction short. Leave space for banter and rapport, but keep your personal introduction short. Small talk should be reduced as much as possible — you shouldn’t spend twenty minutes talking about the weather, unless you sell a weather-related solution.

2. Have a clear agenda.

Your presentation must have a clear and compelling agenda, which you can share right at the start (in addition to having shared it over email before the meeting).

The meeting should begin with compelling reasons to consider your proposal and culminate with a specific request for the business. Here’s an agenda template you can use to structure your meeting:

• Challenge/Opportunity. Begin your presentation by illustrating the opportunity or challenge that your client is overlooking. Make sure it’s compelling enough to motivate your client to listen to the rest of your presentation.
• Benefits . Discuss the benefits that your client will achieve by adopting your solution. Use a customer case study or testimonial to support your point.
• Plan . Present your plan or options to resolve the client’s challenge/opportunity.
• Company . Briefly share your company’s background, including who your company helps with these issues.
• Recommend . Before closing your presentation, be sure to ask for the client’s business. You might close by asking the client, “Do you believe that the solution that I’ve presented will effectively help you overcome your challenges and achieve your goals?”

In the presentation, include a few bullet points that outline these parts of the meeting, so that the client knows what to expect.

3. Open up with the customer’s problems and challenges.

As mentioned, you’ll begin the meeting with a challenge or opportunity. Don’t walk into the meeting and immediately start talking about yourself or your company or your products. If you do this, your client will immediately focus on cost and product features, often ending the meeting before you’ve had a chance to finish.

Instead, focus on re-emphasizing the customer’s challenges and pain points. Your clients want to know how they can beat their competitors, reach new customers, retain existing customers, and increase profit margins. But before you can sell them your product, you have to emphasize the graveness of the issue they’re facing and illustrate how their challenges will prevent them from achieving these goals.

For instance, if 30% of their customers are churning, and you sell a business solution that can help reduce churn, you might open up your presentation with how their revenue will continue to be impacted by this loss. This will emphasize the urgency of the problem and help you create a stronger pitch later.

4. Pause and ask questions.

After you’ve spoken for a few minutes, stop and ask your client a question. This is a great way to stay in control of the meeting while allowing your client to interact with the sales presentation.

Here are some questions that you might ask:

• Have I summarized your challenges correctly?
• Is there anything I’ve missed that you’d like to add?
• Am I right in saying that you want to solve this problem in the next quarter?

5. Lead with stories, not data.

While clients value data, they are also realistic about what data can — and cannot — tell them. They’ve seen many projects fail despite the glowing research results, and they’ve seen projects succeed despite the lack of any data to back it up.

So, introduce stories first, then the data to back it up. Come to the presentation armed with customer experiences and competitor moves. Your clients are far more interested in what other businesses like them have experienced and what their competitors are doing. They’re not all that interested in the latest research study, but you can use a study to support your points and lend credence to an anecdote.

6. Don’t read off of your PowerPoint slides.

Let the deck complement your points. If you read directly off the slides, you’ll quickly bore your customer, and the impact of what you’re saying won’t land.

Keep your slides simple, too, so that you’re not tempted to read off of them. Most slides are far too complex — too much text, distracting designs, and unrelated images.

You should only put one picture and one line of text on a slide. No more. Your clients can only absorb so much at once, and if they’re too busy trying to sort out paragraphs upon paragraphs on the screen, most of what you’ll say will be missed.

7. Present your solution — and sell them a vision.

After you’ve re-established the business challenge and spoken to the customer’s pain points, it’s time to present your product or service as a solution. But it’s important to not stop here — you have to also sell them a vision of what their business will look like after they take care of the problem.

Will they experience increased sales? Streamlined processes? Better customer retention? And what will that look like a few years from now? Don’t exaggerate, but don’t be afraid to show them how your product can create a much positive future for their business.

8. Establish a clear follow-up timeline at the end of the meeting.

This is maybe the most important part of your business proposal presentation. Tell your customer what will happen after the presentation, so that there’s no ambiguity regarding next steps.

We highly recommend establishing a clear follow-up date. Don’t say, “I’ll follow up in about a week.” Instead, try, “Is it okay if I call you on Friday, May 10th?”

We also recommend creating a timeline after the follow-up call. For instance, you might say you’ll call on a certain date, and then you’ll send the contract over using a tool such as PandaDoc , Qwilr , or Proposify . Your contract will be in your customer’s hand for a week, and then on the following Wednesday, you’ll follow-up once again to see if the customer has any questions.

Adjust this timeline depending on your customer, sales cycle length , and industry. Such a short timeline might not suit a product that costs thousands of dollars and requires a yearly commitment. However, it might suit a product that only costs a few hundred dollars a year.

Feeling stumped? No worries. Below, we share some business proposal examples you can glean inspiration from.

Business Proposal Presentation Examples

1. moving malta forward.

This compelling presentation proposes a metro system for the city of Malta. It opens with a “Case for Change” and uses graphics and visuals to argue for the creation of a metro in the city. While it is text heavy, it includes plenty of information for Malta’s government to make a decision. That’s why it’s important to know your audience. If you’re proposing to a gubernatorial entity, then being comprehensive is important.

2. The Big Picture

This is another presentation that argues for the urban development of a district. Its most notable feature is its “At a glance” spread, which shows an overview of the plan from top to bottom, down to the impact the proposed changes will have on the city. In the same way, you can include at an at-a-glance slide in your presentation.

3. AMW Tech

This deck presents a business as opposed to a product, but it does everything right: It opens with an agenda and closes with a call-to-action (“Keep in touch with us”). Even something as simple as providing your contact information can be enough to prompt your customer to continue the conversation.

4. Microsoft Advertising

This deck by Microsoft Advertising takes a slightly different approach: It starts with a quote from the Microsoft CEO, and then provides details about how the brand helps its customers. This works for a major brand like this one because the client may be interested in Microsoft as a whole as opposed to just one service. It’s important to know your audience in this respect, as well.

Creating a Compelling Business Proposal Presentation

Being able to effectively present proposals is key to your success. To be effective, get to the point and focus on vision and stories. Use PowerPoint or Keynote as supporting material and be sure to keep it short. Finally, your presentation should begin with compelling reasons to consider your proposal and culminate with a specific request for the business.

Editor's note: This post was originally published in July 2014 and has been updated for comprehensiveness.

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How to Create an Effective Business Proposal Presentation: Top Tips for Success

Creating an engaging business proposal and presenting it in front of your potential clients might sound like a difficult task. Knowing what to focus on, how to organize the meeting and shape your approach shouldn’t stress you out.

With our comprehensive guide, you’ll see how easy it can be to create a winning proposal. We’ll also give you tips on how to build confidence in your presenting skills and nail every public speaking event, be it around your proposal or not. 

In this article, we’ll cover the proposal presentation creation process, how to best automate it and give you other tips on how to engage your audience. 

Create a great business proposal

Whatever your topic may be, the starting process is the same - research. You need to conduct thorough research into your topic, and your audience as well. 

The questions you need answered are:

• What problem are your clients facing?
• What are your client’s goals?
• How would they like you to go about helping them achieve those goals?
• Have your clients ever worked with any of your competitors before?
• How much budget can they allocate for this project?
• When do they expect to see results?

Once you conduct your research, you can start creating a proposal presentation. In order to speed up your proposal creation process, you’ll want to look into automation software. 

Better Proposals offers a variety of prewritten proposal templates that you can easily customize to your needs. This means that you won’t have to create your presentation from scratch. 

With our beautifully designed templates, you’ll have no problem showing your solution and the benefits you’ll bring to your clients in a way that’s easy to understand for everyone. 

How to structure your presentation

Start with a short introduction. The point of your presentation introduction is to ease your clients in by explaining to them that you’ve listened and understood their issues. They will want to hear about your process and how you’ll help them achieve their goals so make sure you’re not talking too much about yourself and your company. 

Once you’ve created your introduction, it’s time to focus on your process and timescales . This is the time to go into further detail and explain exactly which steps you’re going to take in order to help your client. However, make sure that you’re keeping it easy to understand. 

Your clients won’t have the same technical knowledge as you do, so make sure to explain everything in simple terms. As important as it is to talk about your process, it’s even more important to showcase the benefits. 

That’s how you sell your services - by talking about tangle results. If you’re providing website building, explain how it will lead to increased sales and market share. 

If you’re working with a team, make sure to explain what each member will be working on a week to week basis. 

Once you’ve presented your solution, it’s time to get to the price. If you already know your client’s budget, it will be easy for you to come up with a number. But that’s not all, the way you present your price is also very important. 

Make sure you’re not using the word price and try using words like investment and ROI instead. It will make your proposal stand out and won’t cheapen your offer. Moreover, it’s important to present your price as a single number. 

If you present a few different tiered price points, it will confuse your clients. They won’t know which package to choose, since they are looking to you to explain which steps are needed in order to help them achieve their goals. 

Don’t use your presentation to try and upsell your clients. That should be done once you’ve created a relationship with them and created some results with your solution. 

Add a great case study 

Once you’ve presented your solution and price, it might be a good idea to quickly present a few case studies. They will show how you helped a client in a similar position before. It will be a good way to win over the audience, especially if you think you’ve lost them after presenting your price.

A third-party’s quote about your company will build your credibility. Furthermore, it gives you the opportunity to present the benefits your clients experienced from working with you, as well as how quickly they reached ROI. 

Better Proposals’ templates come with a prewrite structure for case studies. We know what the clients want to see and hear, which is why we make sure to provide a visually pleasing layout. 

There is no need to go into detail on how much trouble your client was in before they started working with you. Nor should you talk about the process employed to help them achieve results. In most cases, this will be similar to the process you’ve already presented to the client, so don’t repeat yourself. 

Instead, focus on the results. By this we mean:

• The benefits the client experienced since working with you . Explain a few details - do they have more time now, have they managed to focus on other parts of their business and more?
• What short and long term goals did you help them achieve?
• When did they achieve ROI ?
• A quote from the previous client.

Case studies are a powerful strategy that can help you win deals and secure more revenue. 

How to end your proposal presentation

After that, make sure to outline the next steps as well as present your guarantee and terms and conditions. 

It might sound silly, but including a clear call to action is very important. Since you’ve already created a great proposal presentation, it would be a shame not to state what needs to happen next. 

Does your client need to send any materials, do they need to pay the first fee, is there a need for a team meeting?

Whatever needs to be done, lay it out in order to make it easy for everyone to understand. 

In the guarantee section, present what you could offer the client if anything goes wrong. A popular example would be to promise a free product or service if you don’t provide them with a finished product in the agreed-upon time frame. 

Personalize your proposal for the specific audience

While you’re creating your proposal presentation, you need to keep in mind who your audience is. You need to know their needs, wants, lifestyles and behaviour. However, not only do you need to know your audience, but their audience as well. 

Who are they selling their products and services to? Firstly, distinguish between a B2B, B2C and a combination of those two types of companies. After that look for any reports that focus on their industry. If you’re selling medical equipment, find out all you can about hospitals, private clinics and any upcoming trends in the market. In addition, identify your competitors and analyze their technological stack using the technographic data insights .

You need to be able to confidently present your proposal and that confidence will come from the amount of research you conduct. 

Analyze the previous efforts your client’s company has made in order to solve the problem. If you could explain to them why it didn’t work, it would further demonstrate your expertise and that you’re the perfect person for the job. 

When using Better Proposals, you can make sure you’ll never address your clients by the wrong name. With our custom merge tags , you can name your clients, their company and brand and automatically personalize your proposals. 

That way, even if you’re recycling your proposal presentations, you can rest assured knowing you didn’t leave the names of your previous clients. 

Send out the proposal before the presentation 

It’s a good idea to send out your presentation before the meeting. 

There are three reasons for that: 

• It will give your clients enough information to think about any questions they might have.
• You can utilize proposal analytics to see exactly what your clients are interested in and shape your approach accordingly.
• If your clients agree to your terms, they can sign them then and there using the digital signature option.

Better Proposals offers a great feature called proposal analytics. They show you when your proposals were opened, by who, if they were forwarded, signed and paid. 

You will also receive notifications via email for every action your client takes. Moreover, you’ll know exactly how much time did they spend on each of the chapters. 

This type of insight will help you understand which parts of your presentation to focus more on in the meeting. Did your client jump straight to the price or did they read every section? Once you analyze their actions, you’ll have a different perspective on your presentation. 

Focus on the problem you’re solving, not your offer

Don’t underestimate the power of benefits and value you can bring to your clients. That’s what they’re most interested in. We know that it’s tempting to focus on your offer and go into great detail about how you’re the best person for the job based on your price, approach, quality of work and more. 

As important as that is, make sure your primary focus is on the problem you’re going to solve and the benefits you’ll bring them. 

Your clients won’t be that interested in your features and other technical details. They want to hear what their future will look like if they start a business relationship with you. For example, if you’re selling a meal prep kit, it would make more sense to highlight benefits like - freeing up time in your customers' days, offering a variety of meal plans and more. 

Talking about the technical aspects of your business would only be interesting to potential investors or employees. That's why it’s important to focus on the value you’re bringing to the client. 

Arrive early in a neutral setting

The last tip we have for you is to meet the client in a neutral setting. Most of the time the client will want you to come to their office. Even though you’d want to accommodate your clients, meeting them in their office might be detrimental to your deal. 

Their office is a place with a lot of distractions. Anyone can walk in and ask for input on their own work, there are deliveries going on and the phones ringing off the hook. Offices are not known as quiet places and that is why you’d want to move the meeting to a more neutral setting. 

Our advice is to choose a hotel lobby. They are usually quiet during the workday, making them the perfect setting for a business meeting. 

It’s also important to come early. That way you can choose the perfect table, order a drink (nothing alcoholic though) and relax. If you get nervous about presenting, arriving early will help you set up and focus. 

Further tips we have for anyone presenting are: 

• Rehearse your presentation in front of your colleagues.
• Plan out your pauses and the points you’ll highlight.
• Make sure to connect with your audience, don’t just look at your materials.
• Think about the possible questions they can ask you in advance so that you can prepare answers.

If you win a deal right after the presentation, you’re already in the right place to celebrate. Once everything is done, you can seal the deal with a drink or two. 

The first rule of presentations is - to prepare. The more time and effort you put into your presentation, the more confidence you’ll have in your presenting skills. With our actionable guide, you’ll quickly be able to create a beautifully designed presentation that will help you win the deal. 

Make sure you start any proposal presentation with thorough research into your potential clients. You’ll have to know the answers to all your questions about the way you would implement your solution before you start writing the proposal. 

If you use Better Proposals, you’ll love how quickly and easily you can create a document that is easy to get through and engaging. Sign up for a free trial today and find out for yourself how much our platform can help you in the proposal process.

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Whether it's a new employee or a new client, your documents say a lot about your business. If you don't see every document as a proposal, you're missing the point.

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Marketing Proposal Presentation Template

Know what to say but not how to structure it? Miro’s Marketing Proposal Presentation Template provides structure to your words, so you can pitch high-ticket clients more effectively and in less time.

Trusted by 65M+ users and leading companies

About the Marketing Proposal Template

You’ve compiled a marketing deck outlining how you can help potential clients reach their marketing goals, but you don’t know how to put them together and present them professionally. 

This is an instance in which a Marketing Proposal Template can be useful, as it gives you a starting point and structure to put a professional document together for consideration.

A marketing deck template can help you bring your ideas together in a compelling marketing presentation that potential clients will find easy to digest and contemplate. It’s a streamlined document that outlines your marketing strategy presentation, ready for the prospective client to go over and decide if it sounds right for their business.

How to use the Marketing Proposal Template  

A marketing proposal is like a detailed market pitch presentation, in which you outline everything from the scope of the project you can deliver to the payment terms and estimated time frame.

With Miro’s Marketing Proposal Template, you can build a winning marketing presentation. The marketing strategy slides provide you with an extra layer of polish that you can apply to your deck to create a personalized proposal that caters to the client’s specific needs.

So what exactly should you include in each side to win over your client?

Background information on you and your team

A brief description of what you can bring to this specific project

An outline of the deliverables you can provide

A broad overview of the project’s scope, including a timeline, the intended audience, and various objectives and metrics

Once you’ve filled out the template with all the relevant information, and positioned your team as the right fit for the job, it’s worth spending some time to get the design elements just right. 

With Miro’s template, you can quickly go in and adjust the layout or add and remove slides as you see fit. That way, you can modify the presentation on the fly based on the input of various stakeholders.

During the creation process, these frames will be the building blocks of your presentation, and since they’re simply dragged and dropped into place it’ll be easy to create the right flow for your speech.

Miro’s presentation mode features will help you execute the perfect pitch when the time comes. You’ll be able to jump to each frame of the presentation as needed, so you won’t have to worry about losing your place or trying to keep up with moving slides. 

You’ll also be able to benefit from presentation mode for the brainstorming process as you and your team can make suggestions and edits remotely as you’re practicing for the big event.

Tips for giving a winning marketing proposal

To craft a winning market research presentation, you need to come across as a marketing expert and prove to the client that you’re the right fit for the job. 

One of the main marketing challenges is rising above the competition from marketing agencies. To shine above the rest, here are some pointers to give the best marketing proposal possible:

Address client’s pain points

To craft impactful marketing slides, you need to make them stand out from the dozens of others your client receives. Focus on what you can do for them rather than on who you are. 

While it is, of course, important that the client feels you have the skills to successfully complete the project, it’s better to focus the wording of the marketing plan presentation on how you can address their specific pain points.

A generic proposal is much more likely to end up getting looked over since the client might not feel that it has been crafted especially for their business.

Offer unique value

What can you bring to the project that your competitors can’t? Think about what your unique value proposition is, and that will do a huge amount in convincing the client that you’re the right person or team to hire for the job.

It could be that you use proprietary social media marketing strategies or a specific process that is more likely to lead to results than standard approaches. Make what you do sound interesting in your marketing strategy decks since this will also help your proposal and unique value proposition jump out at the client and grab their attention.

Bring a personal touch

A personal touch can go a long way to convincing someone to take you on for a particular project.

When you deliver your proposal, you can let the client know that you’re available to walk them through the specifics on a phone call or with an in-person meeting. If they agree to this, you’ll have a better opportunity to land the job as they’re more committed to what you have to say.

How do you write a marketing proposal?

To write a marketing proposal, gather all the information relevant to the project you’re pitching to a client. Once you have the information, all you need to do is enter it into the Miro Marketing Proposal Template, making sure each section is concise and only includes essential information.

What does a marketing proposal include?

A marketing proposal will include various elements, although the structure can be different depending on the type of project and specific client you’re pitching to.The details will differ from one project to the next, but generally speaking you’ll want to provide a timeline, details of why they should choose you or your team for the project, along with deliverables and the overall budget. The last thing you should be sure to include is a strong CTA (call to action) to tell the client how to get in touch with you and arrange next steps should they accept your bid.

What is the purpose of a marketing proposal?

With a marketing proposal or tactical marketing plan presentation, the idea is to hook the client’s attention and once you’ve got it, convince them why you’re the perfect person (or team) to complete the marketing project. It can also be that you pitch internally with go-to-market strategy slides. In this case, you would appeal to higher-ups in your company. The marketing proposal can be a succinct way of gathering all of your thoughts on what the best moves are regarding marketing a particular product, service, or business as a whole. With that in mind, whoever the recipient of the proposal is, it’s wise to tailor your words to your specific reader and appeal to their pain points and how you can solve them better than anyone else.

Get started with this template right now.

Product Roadmap Presentation Template

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Creating an engaging training presentation that effectively helps your employees level up is no easy feat. With the Training Presentation Template, you can slash presentation development time and spend more energy on the transformative elements of your training. Plus, it’s so easy to collaborate with other training staff when you develop your training slides in Miro.

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The Sales Presentation Template provides you with a straightforward, ready-to-go structure for your next sales pitch — all you need to do is plug in the information specific to your buyer and focus on your delivery.

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Top 10 Client Proposal Templates With Samples and Examples (Free PDF Attached)

Kanica Sharma

Imagine your ideal client contacts you and requests that you write a business proposal for them. You're overjoyed because you now have the opportunity to pitch for the company.

However, you are concerned about the possibility of rejection even though you recognize that factors beyond your control can result in rejection. Perhaps the prospect lacks the necessary funds. As a result, you must make certain that you submit a strong proposal. 

“Don’t sell the stage; sell the act!”  

A client proposal is most likely one of the most important things your company requires to succeed. So you must get it right! Without an outstanding proposal, you may let lucrative clients slip through your fingers.

If you want to be a successful entrepreneur, you must write good business proposals. A critical step in the sales process is outlining what you can do in business prospects for your clients and why you can do it better than anyone else.

Client proposal writing should be a top skill if you want to gain new customers and close more deals. It is not enough to just provide high-quality goods and services. A compelling proposal can capture the attention of clients and sway decisions in your favor.

These proposals are expected in any industry, whether it be web development, marketing, or any other. Companies in need of services typically approach a number of different agencies before deciding which one is best suited for them. And how do you think they accomplish it? Yes, first impressions and discussions are important, but ultimately, it all comes down to a compelling proposal. It is their reference point for comparing you to the other options. So, in order to keep your name in their internal discussions, you'll need a proposal and a good one at that.

A great idea or solution is the foundation of an effective client proposal, and that’s what SlideTeam is going to help you with. While you may be able to present your standard product, service, or solution in an interesting manner, our ready-to-use templates do that for you and leave a lasting impact on your audience as well. 

If you wish for your documents and their solutions to stand out against the backdrop of competing proposals , take a stroll through this exceptional collection of client proposal templates. 

Client Proposal Templates We Can Bet On!

Template 1: business proposal powerpoint template.

A captivating proposal creates a favorable impression and engages the audience. Use this business proposal PPT Deck and pitch your top deals and get maximum conversions. This complete deck includes the background of a commercial project, problem statement, solution, and much more. Grab this design and document the right things in the right proportion. 

Download this template

Template 2:  Idea Proposal PowerPoint Presentation

Employ this idea proposal PPT Template and present the essential data in the most effective way. Portray information such as product overview, market opportunity, product roadmap, etc., and explain how firm you can be with your clients. Edit it as per your requirements and get going. Download now.

Template 3: Service Proposal PowerPoint Set

Utilize this creative service proposal PowerPoint set and familiarize your customers with your offerings. Give a brief overview of your company and clients, core values, challenges and solutions, and so on. Incorporate it and reflect a good image of the company and reap the benefits. Get it now.

Template 4: Project Proposal PowerPoint Deck 

Incorporate this project proposal PPT Deck and bridge the gap between you and your clients. This proposal outlines topics such as target audience, design process, marketing approach, etc. Pitch in your program and reach your potential base with this PPT Layout. Assimilate it right away.

      Download this template

Template 5: Work Proposal PPT Layout 

Seal the deal with this work proposal PPT Design and set up a solid foundation for your business. With this template, give your clients a clear image of your services, action timeline, case study, and a few other things. Easily customizable, this template is a must-have. Get yours now.

               Download this template

Template 6: Proposal Outline PPT Design 

Comprehend your approach better with this proposal outline PPT Theme. Project phases & timelines, project cost, and case studies are a few subjects discussed in this PPT Layout. Divide your proposal into each section in a systematic manner. Grab one now.

         Download this template 

Template 7: Marketing Business Proposal PPT Template 

Presenting this magnificent marketing business proposal PPT Template to make your proposition a success. Elucidate the entire marketing plan of action in a step-by-step order while discussing topics like marketing strategies, project cost & timelines, etc. Get it instantly. 

Template 8: Project Proposal PowerPoint Template 

Create a solid starting point with this project proposal PPT Template and cover your basics. This design is inclusive of a cover letter, different project phases, accountabilities, and few other things in order to educate your clients thoroughly. Add or delete data as per your needs and requirements. Download it immediately.

Template 9: IT Solution Proposals PowerPoint Template 

Inform and acclimate your customers with all the essential data with this IT solution proposals PPT Slide and finalize deals in no time. This design assists you in tackling possible problems with effective solutions in the IT field. The layout also showcases resources and objectives for better insight. Grab yours right away.

Template 10: Business Proposal PPT Slide

Almost every customer compares the offerings of various service providers before deciding on one. Take the help of this business proposal PPT Template to ensure your clients don’t drift away. This slide provides a background summary, ROI inputs, contract and terms, and a lot more for the knowledge of your clients. This customizable template is easy to edit and ready to use. Get it now.

    Download this template

        Client Proposal FAQs  

1- what should be included in a client proposal.

To create an awesome client proposal that consistently helps you close the deal, you must include a few fundamentals given below: 

• Objectives: What does your project strive to accomplish?
• Deliverables: What are you bringing to the table for your clients?
• Timeline: In what time frame will you deliver your promises?
• Cost: How much cost will your project incur?

2- How to Write a Client Proposal?

Let’s show you how to write a client proposal in 5 easy steps: 

• STEP 1- Collect all applicable information. 
• STEP 2 - Follow a client proposal outline.
• STEP 3 - Use persuasive language.
• STEP 4 - Use persuasive pricing.
• STEP 5 - Review and edit your proposal.

3- How Do You Write a Proposal Topic?

Here is how you can write an interesting proposal topic: 

• Write a catchy title.
• Write an interesting introduction.
• Provide a resource review.
• Explain the implementation of your methods.
• Predict your results.
• Discuss the potential impact of your results. 

4- What Are the Basic Components of a Proposal?

Here are the basic components of a proposal:

• Abstract/Summary: The proposal's most important component is the abstract. Spend time crafting the best title possible.
• Statement of Need: What is the problem you're addressing, and why is it important?
• Project Activity, Methodology, and Outcomes: Display an activity timeline. Tables and charts work best in this situation.
• Evaluation: Outline the methodology you will use to evaluate the project's success.

5- How Long Should a Client Proposal Be?

While proposals have a fairly standard structure, they must be tailored to your specific customer. It is a critical document that must be both thorough and concise. Many business writers struggle with the length issue. A proposal should ideally be no more than 10 pages. Try to keep your project proposal’s appendix on the third page. However, this is just a framework. The correct length is what best meets your reader’s interest.

Clients want their problem’s solutions to be delivered as easily as a pizza order: dial a number, tell them what you want, and get it delivered. Your proposal should provide a similar level of comfort. Create each proposal with care and devote the time it requires to ensure its success. Don't skimp on the details, and go over this checklist again before sending out your next one. Your company will appreciate it!

P.S- Make the process of creating a business proposal way easier and more fun. Check out this blog and ensure your customers’ needs are fulfilled.

Download the free Client Proposal Templates PDF .

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How To Write A Project Proposal Presentation?

Presenting your ideas well is essential to gaining quick approval for projects, whether internal or external. Even the strongest elevator pitch is not going to work by itself. Writing a project proposal presentation enters the picture at this point. You must be able to deliver a proposal for a project effectively if you have the technology or product to show a particular investor. This blog will help you understand how to write a project proposal presentation quickly and how to compose it.

What is a Project Proposal Presentation?

A project proposal serves as a project management tool for outlining the goals and specifications of a project. It facilitates initial project planning framework agreement between organizations and external project stakeholders.

Its primary goal is to win over decision-makers. Because of this, a project proposal presents the main selling point of your endeavor to internal and external project stakeholders. The proposal aims to catch the interest of project sponsors and stakeholders.

Different Types of Project Proposal Presentations

Before learning how to make a project proposal presentation, you need to know that they are of different types. Here are some of the types in which you can give a presentation of a project proposal:

1. Solicited Project Proposal: 

A solicited project proposal is a formal document submitted in response to a specific request or invitation from an organization or entity seeking external project ideas or services. The one requesting issues a Request for Proposal (RFP). 

The proponents create a solicited project proposal presentation detailing their approach, expertise, timelines, and costs for addressing the outlined needs. Organizations evaluate and compare the proposals that describe their solutions and services before selecting them.

2. Unsolicited Project Proposal

In an unsolicited proposal, you create a proposal after carefully identifying the possible solutions for the problems. It’s unlike an RFP but something an investor didn’t ask for. These project proposal presentations are sent to potential clients without being asked for as a pitch or an introduction to investors or sponsors.

3. Informal Project Proposal

With informal project proposals, potential customers express interest in your offerings and ask to review your proposal. Since these are based on conversations rather than official requests, they frequently include all the required information. So they usually need much more research.

4. Renewal Project Proposal

A renewal project proposal presentation is a document that outlines plans for extending, updating, or continuing an existing project or service. These offers are made to potential customers to prolong the support for an ongoing project close to completion. The proposal typically includes reviewing the project’s past performance, achievements, and any necessary adjustments or enhancements for the renewal period. 

5. Continuation Project Proposal

A continuation project proposal is a document submitted to request for extension or continuation of an existing project beyond its initially planned time frame. It typically includes an assessment of the project’s progress, achievements, and the need for additional time to accomplish its goals. The proposal outlines the reasons for the extension, any adjustments to the project plan, and a renewed timeline to ensure the successful completion of the ongoing initiative.

6. Supplemental Project Proposal

A supplemental project proposal presentation is a formal request document submitted to propose additional work or modifications to an existing project. The use of this proposal arises due to changing project requirements, unforeseen challenges, or the identification of new opportunities during the project. The proposal details the scope of the supplemental work, its impact on the overall project, associated costs, and any adjustments needed in the project plan.

This section gives you some clarity on how to write a project proposal PowerPoint presentation. It outlines the blueprint of a comprehensive presentation, using a project proposal presentation example:

1. Understand Your Audience and the Problem you’re Solving:

Before diving into the content creation process, it’s essential to have a deep understanding of your audience. Identify their needs, concerns, and expectations to tailor your project proposal presentation accordingly. This ensures that your proposal addresses their specific requirements and resonates with them.

Persuade your reader with references and data. Among the inquiries to make are:

• What issue is your project trying to solve?
• What is known about this issue already?
• Who has previously tackled this issue, and what literature is available?
• Why can’t this problem be adequately addressed by previous research?

2. Define Clear Objectives:

Clearly outline the objectives of your project proposal presentation on PowerPoint or Google Slides . Whether seeking approval, securing funding, or gaining support, having well-defined goals will guide your content creation process and help you focus on delivering a persuasive message.

A few things to mention are:

• Your project’s mission statement
• Your project timeline, complete with significant checkpoints
• Roles and duties of the project team 
• A risk register outlining your risk-reduction strategy
• Deliverables for the project
• Tools for reporting that you’ll utilize during the project

3. Structure Your Presentation:

Create a well-organized structure for your presentation to maintain clarity and flow. Begin with an engaging introduction, followed by a detailed overview of the project, the problem it aims to solve, proposed solutions, and a compelling conclusion. Use visual aids, such as slides and graphics, to enhance understanding and engagement.

As you’re defining the structure of your presentation, be sure to incorporate the following:

• The outcome or goal of your undertaking 
• A schedule for the project’s deliverables’ readiness
• SMART objectives in line with the outputs you’re generating

4. Craft a Captivating Introduction:

Start your project proposal presentation with a hook that captures attention and sets the tone for the rest of the proposal. Clearly state the problem your project addresses and why it’s important. Establish a connection with your audience by highlighting the project’s relevance to their interests or goals.

5. Clearly Define The Project Scope:

Provide a comprehensive overview of your project, detailing its scope, objectives, and anticipated outcomes. Clearly articulate the timeline , milestones , and deliverables to give your audience a realistic understanding of what to expect.

6. Highlight The Value Proposition:

Emphasize the unique selling points and benefits of your project. Communicate how it addresses the identified problem and why it stands out from alternative solutions. Use data, testimonials, or case studies to bolster your claims and build credibility.

7. Develop A Realistic Budget:

Include a detailed budget that outlines the financial requirements of your project. Break down costs into categories and provide justifications for each expense. This demonstrates a thorough understanding of the financial implications and reinforces your credibility.

8. Address Potential Challenges And Risks:

Acknowledge potential challenges and risks associated with the project and outline mitigation strategies. Demonstrating a proactive approach to risk management reflects your preparedness and commitment to the project’s success.

9. Engage Your Audience:

Encourage audience interaction throughout your presentation. Incorporate opportunities for questions and discussions to address concerns, gather feedback, and foster a collaborative atmosphere.

10. Conclude with a Strong Call to Action:

Wrap up your presentation with a compelling conclusion reinforcing the project’s value and importance. Clearly state the desired action or decision you seek from your audience, whether it’s approval, support, or funding.

By following these comprehensive steps, you can create a project proposal presentation that informs and persuades, increasing the likelihood of successful project approval and implementation.

How To Present A Project Proposal Presentation?

Presenting a project proposal is an art that involves not just the spoken word but also the visual representation of your ideas. Each slide in your presentation plays a crucial role in conveying key information and building a compelling case for your project:

Slide 1: Title Slide

The title slide sets the tone for your presentation. Include the project title, your name or team name, and the date. Use visually appealing graphics or images related to the project to capture attention.

Slide 2: Agenda

Provide an overview of the presentation structure . This helps orient your audience and gives them a roadmap of what to expect. Clearly outline the key topics and sections you’ll be covering.

Slide 3: Introduction

Start with a compelling introduction. Highlight the problem your project addresses and why it is significant. Engage your audience initially, making them eager to learn more about your proposal.

Slide 4: Project Overview

Offer a brief but comprehensive overview of the project. Include key details such as the project’s purpose, goals, and objectives. Use visuals like charts or graphics to convey information succinctly.

Slides 5-8: Problem Statement and Need

Dedicate a few slides to articulate clearly the problem your project aims to solve. Provide data, statistics, or real-life examples to emphasize the urgency and relevance of the issue.

Slide 9: Solution

Present your proposed solution to the identified problem. Break it into key components and use visuals to illustrate how your project addresses the issues. Communicate the unique value of your solution.

Slides 10-12: Project Scope and Deliverables

Detail the scope of your project , including specific deliverables and milestones. Use visuals like timelines or Gantt charts to help your audience visualize the project’s timeline and workflow.

Slide 13: Budget

Introduce the financial aspect of your project. Break down the project budget into categories and provide a clear overview of the costs associated with each. Use graphs or pie charts to make the information easily digestible.

Slides 14-15: Risks and Mitigation

Acknowledge potential challenges and risks associated with your project . Demonstrate your awareness and preparedness by outlining mitigation strategies for each identified risk.

Slide 16: Team and Expertise

Introduce the key members of your project team and highlight their relevant expertise. This slide helps build credibility and assures your audience that you have the necessary skills to execute the project successfully.

Slide 17: Conclusion and Call to Action

Wrap up your presentation with a powerful conclusion. Reiterate the key points, emphasize the project’s value, and issue a clear call to action, whether it’s approval, support, or further discussion.

Tips On Giving A Project Proposal Presentation

Regardless of the type of presentation you deliver, your goal is to influence or wow the audience:

Define Your Agenda:

• Clarify proposal details for investors and clients.
• Address omitted RFP questions.
• Contrast your plan with rivals if requested.

Tell a Story:

• Introduce data, charts , and graphs with a narrative.
• Engage the audience by appealing to human nature.
• Enhance content through storytelling.

Think Lean:

• Apply lean thinking to enhance client relationships.
• Eliminate non-beneficial procedures in your presentation.
• Avoid jumping to long-term future estimates.

Construct an Eye-Catching Presentation:

• First, dress appropriately for the presentation you are about to give.
• A well-constructed presentation reflects positively on your company.
• Avoid hastily put-together presentations to maintain quality perception.

Ask Questions:

• Avoid excessive talking during the presentation.
• Engage the audience by posing questions.
• Boost your confidence and gather feedback through polls or direct inquiries.

ALSO READ: How to write an effective project charter?

Top 5 Project Proposal Templates

1. project proposal summary powerpoint template.

This template provides a concise and visually appealing overview of your project proposal, featuring key elements such as objectives, timelines, and budgetary considerations in a structured and professional format.

2. Project Proposal Presentation Template

The Project Proposal Presentation Template is designed for project leaders to propose new ideas to clients, investors, or business owners. Executives can also use it to propose their businesses to different investors. The marketing, product, and project management teams can use this presentation to propose new business or project ideas.

3. Project Management Lifecycle PowerPoint Template

Specifically designed to illustrate the phases and milestones of project management, this template guides stakeholders through the entire project lifecycle, emphasizing key stages, deliverables, and decision points for a comprehensive understanding.

4. Project Management Swimlane PowerPoint Template

This template employs a swimlane format to delineate responsibilities among team members or departments, offering a clear and organized visualization of tasks and workflows to enhance transparency and streamline project execution.

5. Business Proposal Deck PowerPoint Template

A sophisticated and customizable template for crafting compelling business proposals , this deck incorporates modern design elements to showcase essential details, including market analysis, value propositions, and financial projections, ensuring a professional and persuasive presentation.

Developing a project proposal is essential for connecting you, your group or organization, investors, and other stakeholders. Your greatest option for a concise, educational, and polished presentation is a project proposal presentation. As discussed above, making an eye-catching summary of your project will attract more interested outside collaborators and their encouraging comments.

You can also access SlideUpLift, one of the top platforms for presentation templates and tools to help with the presentation-making task. You can select from a wide range of carefully crafted templates for project proposals. SlideUpLift gives presenters the tools to make visually striking and memorable presentations, emphasizing customization, clarity, and aesthetics. 

How do I make a project proposal PowerPoint presentation?

To create a project proposal PowerPoint presentation, start by outlining the project’s goals, objectives, and key details. Utilize SlideUpLift’s Project Proposal templates for a professional look and incorporate visuals for clarity.

What is the step-by-step process for the presentation of a project proposal?

During the project proposal presentation, the presenter should introduce the project, present an overview, detail the methodology, present the timeline and budget, and conclude with a summary of key points.

What should I include in the presentation of a project proposal?

In a project proposal presentation, you should cover essential elements such as project goals, methodology, budget, and team details to provide a comprehensive overview for stakeholders.

How should I start a project proposal presentation?

Begin your project proposal presentation with a strong opening, clearly introducing the project’s name and purpose and highlighting its significance to capture the audience’s attention.

Where to find the best Project Proposal Presentation templates?

There are a variety of project proposal presentation templates available on SlideUpLift. Just find your desired template on SlideUpLift.com and download it.

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6 Tips for Your Next Proposal Presentation

Shortlisted after submitting a proposal? Use these tips to create an effective proposal presentation and better align sales and proposal teams.

Proposal generation is often a key role in sales enablement. Frequently, after a proposal is submitted, the RFP issuer invites shortlisted bidders to present their proposal on-site. As a result, proposal teams and sales must work together to create a high-quality proposal presentation.

Proposal presentations are critical. This is an opportunity to address questions that the selection panel has. Additionally, the selection panel may compare your presentation to your competitors to sift out who is more technically competent.

No matter the purpose, proposal presentations require proposal teams and sales to align. Here are 6 tips for your next proposal presentation:

1. Define Your Agenda

Prospective clients and investors frequently ask for a presentation post-proposal submissions. Most often, they need to gain a better understanding of the proposal. Sometimes, they want information clarified. Other times, there was a question left out of the RFP that they now need to be answered. And, sometimes, they want to compare your proposed plan against that of a competitor’s.

In other words:  Your audience has an agenda. So should you!

Define your agenda before constructing your proposal . The order of presentation slides should easily unfold once an agenda is defined — no matter if the goal is to offer an opportunity or to solve a challenge. Be clear about the presentation’s agenda during delivery. It’s helpful to include an agenda slide that entails:

• Introductions
• Company history
• Defining the proposed plan
• Spelling out benefits
• Opportunity for questions

2. Start with a Story

What’s more compelling: A story? Or slide after slide of data? “While clients value data, they are also realistic about what data can – and cannot – tell them,” states John Hall of HubSpot , “They’ve seen many projects fail despite the glowing research results and they’ve seen projects succeed despite the lack of any data to back it up.”

Introduce the slides of data, charts, and graphs with a story. Storytelling has a positive impact on content. In fact, the human brain reacts considerably different when presented with facts versus stories. By sheer human nature, leading with a story will cause the selection panel to be more interested in the contents of your proposal presentation.

3. Think Lean

Lean thinking improves interactions with clients. Lean is commonly applied as a model for manufacturing systems . Lean thinkers drive value by eliminating practices that don’t add value to customers. Forbes contributor, Hakan Ener, suggests applying lean thinking to your proposal presentation. Avoid simply jumping to long-term projections of the future.

When speaking with potential business investors, clients, or partners, only ask for the resources that will cover the next phase of your action plan. Ask yourself if your presentation talking points provide immediate value.

4. Create a Gleaming Presentation

A proposal presentation is similar to a job interview. If you’re supposed to dress for the job you want, your presentation should be dressed for the business you want to win.

A poorly designed proposal presentation can detract from your talking points. A proposal presentation that is haphazardly thrown together could be perceived as indicative of poor quality to your business offering as well. Some of Small Business’ general best practices in presentation design include:

• Limiting ideas to one per slide
• Using a large font size
• Keeping a consistent, subtle background
• Ordering slides to the defined agenda
• Presenting easy-to-read charts, graphs, and tables

Lost on where to start in design? Check out these tips and tools that can help you create a killer presentation.

5. Ask Questions

A proposal presentation doesn’t mean you should talk, talk, talk. In fact, too much talking can do damage to your proposal. A few minutes into the start of the presentation, pause and ask the selection panel or client a question.  

A Stanford GSB lecturer and public speaking expert, Matt Abrahams, outlines two primary purposes of asking your audience questions :

• Questions connect with the audience.
• Questions build your confidence.

For example, you can ask polling questions: Does this align with your needs?

6. Provide Handouts

Printed presentations help guide the selection panel. They can follow along, write notes, and bring home the information presented — including data, charts, graphs, and tables. Other beneficial handouts include supporting marketing collateral or sales literature in addition to the proposal itself. These handouts should contain compelling content and graphics that effectively reinforce your points.

Yet another benefit, printed materials solidify your proposed plan. Handouts can further define any resources needed or associated costs. Be sure that handout information doesn’t contradict with what’s in the already submitted proposal.

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How to Present a Proposal-Create a Business Proposal Presentation

Your team is one of just six to eight other companies competing for this contract. How do you make sure that the committee picks your team? Well, not to brag, but over the years, groups that I have coached have received over 80% of these contracts. Just follow this simple sales presentation outline, and your team will have a better shot at winning as well.

Don’t Get Hung Up on the Terms Proposal, Bid Proposal, Shortlist Presentation or Sales Presentation

By the way, don’t get hung up on the terms that I am using. People will often respond with something like, “We don’t present ‘bids’ to our potential clients.” In other cases, professional people may say, “But I’m not a salesperson. This isn’t a sales presentation.” My point is, don’t get hung up on the terms.

The process that I’m covering will help anyone who is presenting a solution to a person or group who will exchange money for this solution. The terms “Bid” and “Proposal” are standard procurement terms, which is why we are using them here.

I have heard this type of presentation called each of the following over the years.

• Bid Proposal
• RFP Presentation
• Shortlist Presentation
• Sales Presentation
• Present a Quote

Regardless of what your industry calls this speech, the process will still work. For additional details, see Speak Persuasively .

Focus on What the Audience Wants, Not What You Want them to Do.

Title: Why You Should Hire [Our Company] [Our Company] Has Lots of Experience. [Our Company] Can Save You Money. [Our Company] Will Finish on Schedule.

Here is my most important tip. If you’re saying your company name over and over throughout the presentation, you’ve already lost. The presentation shouldn’t be about you. When you present a bid proposal, the entire presentation should be about them.

Before I get a chance to explain, a lot of people who hear this will argue with me. “Doug, that is the whole point of the sales presentation. We talk about why we should be chosen.” Falling into that trap is why most teams do very poorly in these presentations.

An Example of Why Your Audience Doesn’t Care About You.

Why You Should Hire [Our Company]

Are you ask me why I should hire you? Well, here is your answer, “I have no clue.” I don’t know you. I thought you were going to tell me how you could help me fix my problems. Here is a question for you. Why didn’t you just tell me why I should hire you? If you had started that way, I wouldn’t think that you are wasting my time, right now… Which I do.

[Our Company] Has Lots of Experience.

Well aren’t you special? Why don’t we sit and let you regale us with all of your past accomplishments? No, we have plenty of time. In fact, we are going to applaud you as you tell us about each conquest.

[Our Company] Can Save You Money.

Finally! Something that I really care about — saving money. However, somehow, you still made this whole section about you. Don’t you even care in the least about helping us in this project?

[Our Company] Will Finish on Schedule.

Well I would hope so. That is what you are promising to do when you sign a contract with us. Now that you mention it, we might want to get some type of guarantee that you will finish on time.

As you can see, any time you focus on yourself and your greatness, it sounds like bragging. You can turn off your audience even before you start speaking.

A Better Way to Present Your Business Proposal

Change “[Our Company] Can Save You Money” to something a little more tangible. Just tell the audience HOW you can save them money without mentioning your company name. This might look like, “Hiring a Design-Build Firm with Architects, Engineers, and Builders on Staff Will Give You an Economy of Scale.” For my own company, we save clients money by having instructors in every major city. So, I could create a bullet-like, “A Local Instructor Can Save You Over $1200 in Travel Fees.”

You can also make the schedule bullet better. “A Thorough Pre-construction Process Will Make Sure that Fewer Change Orders Develop During Construction. This Will Ensure that the Project Stays on Schedule.” For my own company, a bullet-like, “A 2-Day Seminar and Three Weekly Webinar Sessions Will Solidify the Skill Development Within Your Set Schedule.”

The point is to figure out what the potential client wants, and then show them how to get it.

Now, Use Your Experience to Prove That The Audience Can Get What They Want

Keep in mind that when you present a bid proposal, the client already assumes you are qualified. Chances are, they spent quite a bit of time going through all of the proposals. They only chose to interview ones that they already deemed qualified. What they want to know now is, “Do we like these people? Can we work with them?” When you create a great sales presentation outline focusing on what they want, you have a good start. They are already thinking, “These people get us.” Now, you need to make sure they like and trust you. A good way to do this is by sharing both success stories.

For each bullet point, tell a success story about how you have helped someone else fix that problem. If you design a really good, audience-focused bullet point, this should be easy. For instance, on the ones that I created earlier, I have tons of examples to choose from. A couple of years ago, we had a client who wanted four classes to be conducted simultaneously in four different cities. Because we had instructors in each of the four cities, we saved the client over $4,000 in travel fees. On another occasion, a company hired me to train their convention speakers in a series of three webinars. Then, I traveled to the convention a day ahead of the start to coach many of them one-on-one. The combination of in-person training and virtual training saved a lot of time.

These success stories prove that I can help the listeners solve a similar problem because I’ve done it before.

You Can Also Build Rapport by Discussing Your Failures

“What? You want me to tell this potential great customer how I failed?”

Obviously, you don’t want to lead with a failure or tell the audience about a series of failures. That would make you appear incompetent. However, you can pick one bullet to tell them about a bad experience. Then, tell the audience how your team learned from the failure. Finally, finish the explanation with a success story based on the lesson learned. The potential new client knows you aren’t perfect. They want to know how you will fix the inevitable problems that could occur.

Five years ago, a huge mining company hired us to make their safety training more fun. We spent months planning. We even got one of our popular team-building activities certified for continuing education. The program was a fun team-building activity where we donated bicycles to charity. Ordering the bikes and having them shipped to arrive just in time was the challenge. The training was for 3900 miners over a three-week period.

My team verified that the bikes were delivered before flying in. However, when we arrived, the bike company had shipped the wrong bikes. We had almost 600 six to eight-year-old kids waiting for new bikes. The bike company (I’m not going to mention their name, but it was Huffy) shipped bikes for four-year-old kids.

It was a huge problem. My team went to every Wal-Mart in town buying bikes off the shelf, and we spent all night disassembling them. The participants never knew there was a problem.

As a result, we started manufacturing our own bikes. As far as I know, we are the only company now that can ship hundreds of bikes to events with as little as three days of notice because we found a solution to the problem.

Remember, When You Present a Bid Proposal, The Audience Want to Know If They Can Trust You.

By slipping in a single “failure” story like the one above, you can build trust with the group. Just finish the story with your lesson learned and add a success story to it.

For me, I’d just add a story about how one of my competitors called me up in a panic on a Thursday night. He needed 70 bikes delivered to a hotel in Dallas by Friday morning. My warehouse team rented a truck and had the bikes to him by 9:00 AM the next morning.

By sharing a lesson-learned story in conjunction with a success story, we show the audience that we fix problems. That is good since the reason they are listening to you is that they have a problem.

If You Have a Big Sales Presentation or Proposal Presentation Coming Up, We Can Help.

Opportunities to close really big deals via a presentation are pretty nerve racing. We all want every, single advantage that we can get when we walk into the room. So, if you want to ace your next short-list presentation or RFP presentation, one of our coaches can help. Complete the form below, and one of our instructors will contact you.

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Client Presentations 101: How to Give a Client Presentation

Think of the word “present- ing” and consider your clients: they want you, the expert, to provide them with the information they want and need. If you think of your presentation as if you’re giving them a “present” (literally, your expertise), you can re-frame the meeting in a way that fills you with the confidence you need to communicate effectively.

What Is a Client Presentation?

A client presentation allows you to explain the importance of your work in a compelling way. It’s key for articulating your value, if it’s in the proposal stage , or your progress if you’re in the middle of a project.

Of course, you may give a wrap-up client presentation as well, where you’ll want to review what went well and what went wrong for your project.

Related: Ultimate Guide to Project Status Reports

Why Is a Client Presentation Important?

A client presentation is all about communicating . You’re the expert, and your job is to convey to your client everything that’s important. There is a lot of information that you have that your client doesn’t have. They’re not as well-versed in the project as you are. So, give them the gift of communication.

This is key for them to understand everything that went into the project. If your client presentation doesn’t effectively communicate, it’s failed.

Get your free

Project Proposal Template

Use this free Project Proposal Template for Word to manage your projects better.

How to Deliver a Client Presentation

• Simplify, simplify, simplify : A good client presentation always emphasizes clarity and simplicity. If your client doesn’t understand your presentation, then you’ve wasted your time.
• Speak their language:  The best way to communicate effectively is to consider your audience. Don’t get caught up in jargon they might not understand. Speak plainly and honestly.
• Focus on what matters to them: Remember the goals of the project to begin with. Stay focused on what matters and don’t get lost in the details.
• Make your point clearly, concisely and quickly: People tend to have short attention spans. The sooner you can convey your meaning, the likelier it is that they will be able to process it and ask questions afterwards.
• Confirm they understand, and remember to ask questions: Don’t just assume they understand your points in your client presentation. It’s key to check in with them and be proactive by asking questions at the tail end of your presentation, or even the halfway point.
• Be respectful: Be respectful and be patient. These are your business partners. You don’t want to sour any relationships by how you respond to their reaction to your client presentation.
• Avoid shaming their questions: They don’t know what you know! Not everyone understands things quickly. That’s ok. It’s your job to make sure that your client presentation gets them to a place of understanding. Sometimes that doesn’t happen right away: keep at it.
• Excite them:   Be enthusiastic about the project! People don’t respond to cold facts by themselves. Supercharge your client presentation with emotion and enthusiasm. But always stay professional.
• Set a vision for them and help them see how to get there: Be the expert and the visionary . You can’t do everything for them, but you can lay out a roadmap for them to reach their goals.
• Explain the process and let them know where they are:  It’s key to be honest here. Sugarcoating reality isn’t going to help anyway, but try to pepper in good news with any bad news. Clients can be sensitive, but you’ll still need a good relationship to get anything done.

If you apply these simple tips to your presentations they will become not only more productive, but you’ll find that people will be eager to attend and engage and, most importantly, leave with a feeling of success.

Pro tip : Another tip when leading a presentation is the use of the royal “we”—not in an elitist way, but in such a fashion that you include yourself and everyone in the room in the discussion. This is a team effort, and even clients are part of the team!

To reinforce these points and learn even more, watch the video below about how to give a client presentation.

Client Presentation Video

In this leadership training video, Jennifer Bridges, discusses the art and skill of communicating during client presentations.

Here’s a shot of the whiteboard for your reference!

Transcription

Today we’re talking about how to give a client presentation. I’m not sure why we get so nervous about this. I mean think about it. If you have a present, aren’t you excited to give it to other person? So a reminder I have for myself is I think of literally giving my client of gift. Also, think of if you present something, that’s the giving of something and the presentation is the way in which you give. So when we’re giving something, a presentation to our client, well, they’re seeking your professional advice.

So let’s look at the information they want. So when we give a client presentation, they really wanna know how long is something going to take and how much is it going to cost. They also want to know how many is going to be produced and how much they’re going to cost. They may want to know how many and how long is it going to take. Basically, they’re talking about items of the Triple Constraint as identified by PMI. It’s the time, the cost, the scope, and the quality.

So there are 10 tips that we found that are really helpful in giving a client presentation.

First of all, simplify what you give them. Right? Don’t overwhelm them, make it simple. Speak their language, something they can understand and relate to their world. Focus on what matters to them. Make your point clearly, concisely, and quickly. I mean they do not want to be there all day, like taking forever. They want you to get to the point. Get them to point A to point B quickly.

Confirm they understand what you’re talking about and stop and ask. Do you have any questions? Is this what you expected? Is this helpful? So give them pause and give them time to think about it, to make sure they follow you, and give them an opportunity to ask questions. We also want to be respectful. I mean, after all, they’re the client so they don’t know what you know. So we want to be respectful if they have questions and they may not get it yet. We also want to avoid shaming them for their questions. I mean they may have questions that for you are immature, but they don’t know.

So it’s important to give them the space and honor what they’re asking. Excite them, get them excited about what you’re presenting, something about their project, or their status or where they’re going or what they can obtain from this. And also it helps to set a vision for them and help them see how to get there. If you set a vision and they can’t even conceptualize how in the world we’re going to pull that off then they’re going to be left dazed and confused or they’re not gonna believe that it’s possible. And you also want to explain the process and let them know where they are in the process of the project.

So again there are some bonus phrases that we feel like we call “The Phrase that Pays.” Number one let them know and tell them we will take care of you. That’s really comforting to know. You are in great hands. Let them know that you and your team are there in great hands. And also let them know we are excited to work with you. That really gets people to know that you’re engaged and use the phrase, “We.”

If you need help presenting to your client, then sign up for our software now at ProjectManager.

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Home Blog Business How to Write a Project Proposal and Present it to Stakeholders

How to Write a Project Proposal and Present it to Stakeholders

Every manager or executive has at some point of their career the need to create a project proposal (or initiative, we will use both terms instinctively in this post). In this opportunity we will briefly define the concept, how to write it and more importantly how to present it to an audience. Persuasion is key. Being able to transmit the right message behind the proposal will help you engage your audience with your ideas.

What Is a Project Proposal?

A project proposal is a document that details a new project idea. Its main objective is to communicate the idea, and what is needed to make it happen. In its most basic form, it contains a title, initial and end dates, objectives, goals and the overall main achievement pursued at completion of the project.

Formal project proposals have clear sections that have been proven to effectively communicate a project idea. The basics include context about the problem or pain trying to solve, a high level action plan, and the required resources to execute it. We’ll give you more detail into how to write project proposal categories later on in this article.

Note that a business project proposal is not the same thing as a complete project plan , in terms of project management . The project proposal includes a lot of details in many of the same categories as a project charter or a complete project plan. However, it is not the same document. The project proposal is not a detailed execution plan. There are lots of details that may change between the proposal presentation and the final, approved project plan.

Types of Project Proposals

There are many different kinds of project proposals, since there are many different kinds of projects. For the sake of keeping the article with a reasonable length, we will exemplify Business Project Proposals.

Business project proposals range from formal to informal and vary greatly depending on the industry and company where they are defined. This article focuses on business project proposals, though a lot of the basics and recommendations also apply to different categories.

Situations that Require to Write a Business Project Proposal

Projects intake vary depending on the management frameworks applied by every organization. But there are common management practices that trigger the need for project proposals.

The most common place for project definitions and ideation is during Corporate Planning. Independently of the size of the organization, planning is a practice that every professional organization carries out. Could be defined as Corporate Planning, or just Growth planning, but the time of the year where executives prepare their forecast and plan for the future is the main event where initiatives are defined. In order to evaluate them objectively, project proposals are created. Based on the proposals, the executives decide which projects they will sponsor. With this in mind, it is important that the document is formal, informative, but also persuasive.

How to Write a Project Proposal

The following paragraphs describe the common sections of a professional project proposal document. Keep in mind that this guide does not pretend to be exhaustive and is understood that you’ll need to evaluate adjustments to this outline in order to make it work for your industry, field, and department.

Step One: Define the Purpose around a Problem or Pain

No executive team will approve or fund a project if it’s not solving a realistic problem, situation. While it may sound negative, in business a lot of decisions are made around addressing pains, both organizational and client-facing. This step aims to show stakeholders why your project is important and what are the stakes if they don’t approve it.

Since your problem statement is the very first section of your project proposal, it has to be strong. If you don’t make your audience start believing in the need for a new initiative at this point, it will be very hard to change their minds later on. Don’t exaggerate the problem, since that is easy to discover later on, but be emphatic about why this is a problem that needs fixing. Backup your claims with facts, figures, and business cases. The cost of “ not doing ” is also a strong argument.

Here are some questions to consider when defining the problem:

Step Two: Introduce The Solution

Now that you’ve hopefully convinced your audience of the existence of a problem, you now have to introduce the proposed solution. The next several steps will help you specify some of the more tangible components of the “how”. On this step, however, you’re still at the dazzling and inspiring stage.

That means your introduction to the plan should focus on its benefits.

How is this going to address the problem and what is your organization going to get out of it? Think increased profits, lowered costs, new products on the market, more satisfied clients, increased brand awareness, etc.

What is the anticipated impact of your project or idea? Focus on wide-ranging effects for a more impressive presentation.

Step Three: Specify Deliverables and Success Criteria

Deliverables are the results of your project. Think about it as the components, both tangible and intangible, that you’ll be delivering. Include the functions and characteristics of each deliverable, such as what it will do, how it will work, and what benefit it will have. Include details such as due date and key tasks required to successfully carry out each deliverable.

Alongside the definition of deliverables are the success criteria. It’s important to specify how you’ll know if each deliverable has been successfully created, as well as the project as a whole. Whenever you’re presenting objectives or criteria for evaluating success, use the SMART goals approach. SMART stands for specific, measurable, achievable, realistic, and time-bound. You can try using a roadmap template to visualize these deliverables and delivery dates.

Step Four: Outline Project Resources

In order to execute a project, you will require resources. Generally in a project proposal you will divide this definition in two. First, an overall estimation of resources in a common language , financial . So you will translate every resource into budgeting terms and define an investment number. Then, you will break down these financials into: assets (i.e.: technology, infrastructure), human resources, services (i.e.: advertisement, consultancy).

Step Five: Outline your Schedule

In this section you will combine deliverables and resources to generate a high level roadmap. Main points to highlight are start and end of the project, delivery dates and resources usage times. In this way you will materialize the proposal in high level activities.

Step Six: Executive Summary

Once the detailed version of your project proposal is complete, it’s time to summarize it into an executive summary. This summary will include a high-level list of each key element of your proposal. The idea of the executive summary is to be able to summarize in one page all the proposal, in a way an executive can grasp the overall scope.

How to Present a Project Proposal to Stakeholders

Your project presentation will follow the basic steps detailed above. Here is a project proposal example structure using project proposal templates to help you get started on your presentation.

Slide 1: Cover Slide with Project Name

Like in all presentations, you don’t dive into the main part of the presentation without introducing the name of the project and yourself as presenter. Covers slides provide some visual stationary previous the presentation kick off. As a recommendation, set a project name that will make it memorable.

Slide 2: Table of Contents

Audience members will have an easier time paying attention if they know what to expect from your proposal presentation. See the following slide for a common project proposal table of contents format. When presenting it, do not dive into details. The agenda slide is aimed to set a mental state in the audience on the structure of the information will follow. It is a presentation best practice to prepare the audience.

Slide 3: The Problem

Summarize your problem statement in one or two sentences. Be BOLD . When creating this problem summary, make sure to touch upon what the problem is, why it is a problem, how this problem manifests, who this problem affects, and what is the fallout of this problem. Make sure your message is directed to the real pain to solve. Avoid repeating the detailed problem definition; the audience can drill down in the documentation for the facts behind your statements.

Slide 4: The Solution

As the first slide that formally introduces your projects proposal, this slide should briefly communicate what it is you are proposing to do. You can frame this slide in terms of the solution to the previously mentioned problem or you can introduce it as your plan. Either way, make sure this project introduction is no more than 1-3 sentences long. You’ll have time to specify other details in later slides. At this point of the presentation, your audience curiosity starts to peak, and you need to build your persuasive speech.

Slide 5: Goals and Benefits

For this slide, you want to briefly list the main goals for what you want to achieve with your project, as well as the top benefits your project will generate for the organization. While there may be a much larger list of these two components in your project proposal document, you’ll want to present the most important/relevant here. Try to group goals and benefits into categories. Remember that what you put on your PowerPoint slides is only the tip of the iceberg when it comes to your presentation. You can and should give more details in the spoken part of your proposal presentation.

Slide 6: Deliverables and Success Criteria

Without going into too much detail, list deliverables, due dates, and criteria for acceptance for your main deliverables.

Slide 7: Project Management Strategy

State the project management strategy you’re planning to use to manage the project. You can’t assume everyone in your audience will understand what each project management strategy entails, so you should also provide a brief description of your choice. These templates detailing the Scrum , Kanban , and Waterfall methodologies can give you ideas of how to summarize your chosen methodology.

Slide 8: Budget

The budget slide remains pretty simple. Report both the total budget you anticipate for the project as well as a general breakdown of the budget into the main categories. Providing the percentage of each category of the budget is helpful for stakeholders to conceptualize it. In the Project Proposal Presentation template we have included a project budget slide (in slide #9) with a data table that can be used to present the Budget information.

Slide 9: Project Requirements

Other than budget, what’s needed in order to complete your project? Will you need human resources, specific software, equipment, or a special location in order to execute your project? Add a simplified list here of the main requirements.

Slide 10: Project Proposal Timeline

You will not be able to present the entire project timeline in a simple project proposal presentation. However, you should present an overview of the timeline, including major phases and deliverables. Instead of presenting a simple chart with deliverables and dates, we recommend placing your timeline of deliverables and phases in an actual calendar. This puts your timeline in a visual context of quarters, months, or weeks, allowing audience members to have a clearer concept of how long this project will take.

Slide 11: Conclusion

Close your project proposal with a very short summary of the project, similar to what you wrote previously when introducing your solution. The point of this is to remind your audience of the overarching reason for this presentation, especially after going over potentially less-than-inspiring details like budget and requirements.

Slide 12: Thank You Slide

Don’t forget to thank your audience for listening to your project proposal. Add your contact information in case this project proposal is sent over email and reviewed individually.

Final Words

In this article we had reviewed the definition of project proposal, its main structure and a guide on how to present it to your stakeholders. For further reading about presentations skills , here is a guide to improving your public speaking skills that will help you present your project proposal even more effectively. Hope you had enjoyed the reading.

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How to Seal the Deal With a Powerful Client Proposal

Crafting a compelling client proposal can often feel like walking a tightrope, especially for marketing agencies. There's a delicate balance between showcasing your expertise and delivering a message that resonates with non-experts. 

You want to say so much amazing stuff about your agency, what it does, and the people behind the processes. Then there’s the technical knowledge swimming around in your head, everything you need to know to get the job done. But not everything can–or should–be included in a client proposal. 

Instead, a client proposal should focus on–you guessed it–the client. 

I cannot emphasize enough how critical it is to know all you can about your client, their competition, and their target market. All of these will help greatly in your success. JR Griggs, President, Red Wall Marketing

Consider this example: if you're proposing a digital marketing campaign for a local restaurant, their priority isn't the intricacies of your SEO strategy, core vitals, Largest Contentful Paint (LCP) , or other things that an SEO expert lives and breathes. 

They care about how many new customers you will bring through their doors.

A well-constructed, effective, and professional business proposal is a key that unlocks high-value contracts, yet, the process can be time-consuming and often daunting.

Delivering knowledge and value in the discovery phase shows customers a snapshot of what it is like to work with us and helps them see the potential that exists. This can really set the tone for the whole project and makes the customer comfortable to invest properly. Nick Butler, Managing Director, Ireland Website Design

We will share proven frameworks for creating reader-friendly business proposals that showcase your marketing expertise and connect with your potential clients' business needs. 

This guide covers: 

The Different Types of Client Proposals Agencies Use

How to Handle Solicited vs. Unsolicited Client Proposals

Why You Should Use a Client Proposal Template

Client Proposal Tips & Best Practices

Best Formats For Creating Client Proposals

Sample Emails for Sending and Following Up on Proposals

Let’s get started. 

Types of Client Proposals

Marketing agencies create various business proposals based on their clients' specific needs and the services they offer. This can run the gamut based on the agency, the industry or niche they serve, and the location. However, these are some of the most popular business proposal ideas generated by a marketing agency like yours, in no particular order:

1. Full-Service Marketing Campaign Proposal

This type of business proposal outlines a complete marketing campaign for a client, which can include a combination of digital marketing, traditional marketing, public relations, social media, and more. It often consists of a proposed budget, timeline, tracking metrics, and performance strategy.

Use the drag-and-drop report builder to create a custom digital marketing dashboards that highlights all of your client's key metrics automatically.

A full-service digital marketing proposal allows an agency to bring all of its expertise to bear. It provides a comprehensive solution that creates a unified and powerful strategy for enhancing a client's online presence and performance.

2. SEO Proposal

An SEO proposal outlines the steps your agency plans to take to improve a client's search engine rankings. This involves an SEO audit of the current website , keyword research and rank tracking , on-page and off-page optimization strategies , content creation, and more.

Take control and drive results by unleashing faster, easier client reporting with our white labeled SEO dashboard .

Leveraging an SEO proposal template streamlines your agency's client proposal process , provides a structured approach that ensures all critical elements are included, and saves time while enhancing the clarity and impact of your business proposals.

Read More: How to Create a Winning SEO Proposal

3. Content Marketing Proposal

This business proposal example is focused on creating and distributing content, such as blog posts, videos, infographics, webinars, ebooks, and more. It often includes a content calendar, an SEO strategy, proposed topics and formats, and a content promotion plan.

Show off how your content has translated to relevant traffic with a customizable web analytics dashboard .

A well-crafted content marketing proposal is a strategic roadmap to increasing a client's website traffic or social media presence, outlining targeted content creation and promotion strategies designed to attract, engage, and retain a larger online audience.

4. Social Media Proposal

These business proposals cover strategies for engaging with audiences on various social media platforms. They often include an analysis of the current social media presence, recommended platforms to use, content strategy, engagement strategy, a schedule for posts, and a budget for paid social ads.

Turn data into decisions with our social media dashboard solution and turbocharge your client reporting.

A compelling social media marketing proposal lays the groundwork for substantial revenue growth for your clients, outlining a targeted strategy to increase brand visibility, engage with potential customers, and drive more traffic to their sales channels.

Read More: How to Write Winning Social Media Proposals

5. Web Design or Ecommerce Proposal

This proposal outlines the process of designing (or redesigning) a client's website. It usually includes research on the client's industry and competitors, a proposal for the site's architecture and user experience, suggested aesthetics that align with the brand, and sometimes also includes development and ongoing maintenance plans. 

Often, it provides a timeline for the project and a breakdown of project costs for each stage of the process. Some web design proposals might contain recommendations for a responsive design for mobile and tablet devices, SEO-friendly design practices, and integration with social media or other digital platforms.

Reporting your agency's success is easy with an Ecommerce reporting dashboard .

A detailed web design proposal or eCommerce proposal serves as a blueprint for a client's revenue generation by outlining how a revamped, user-friendly website or an optimized online store attracts more visitors, enhances customer experience, and–ultimately–increases sales.

6. PPC Management Proposal

This proposal addresses strategies for managing pay-per-click advertising campaigns, which include Google Ads, Bing Ads, social media ads, and more. It often contains an audit of any existing PPC campaigns, keyword research, proposed ad copy and creative, a bidding and budget management strategy, and a plan for testing and optimizing the campaign over time. 

Once you land the new client, create reporting dashboards for them in minutes using the PPC reporting dashboard .

A PPC management proposal should also outline the agency’s experience with other PPC clients, expected costs, projected return on investment, and the metrics the agency will use to evaluate the campaign's success.

Read More: How To Write a PPC Proposal That Converts

These business proposals aim not only to sell the client on the agency's services but also to provide a clear and detailed plan of action.

Turn More Leads into Customers with a Proposal Template

The differences between solicited and unsolicited business proposals.

When you write a business proposal, it's important to distinguish between solicited and unsolicited proposals, as they have unique characteristics and purposes. 

A request from a potential client initiates solicited proposals. These clients are expecting the proposal, having expressed an interest in the services offered. 

The content of these business proposals tends to be more specific, addressing the particular needs or problems the client has outlined. As a result, solicited proposals generally have a higher success rate since they respond directly to a client's expressed need or interest.

On the other hand, unsolicited business proposals are initiated by the service provider without a specific request from the client. This means the potential client is likely not expecting the proposal and might not have identified a specific need. 

The content of unsolicited client proposals is typically broader in scope, aiming to convince the client of a need or opportunity they might not have recognized. However, the success rate for these business proposals can be lower, as the proposal might not align with the client's current needs or priorities.

By understanding these differences, you tailor your proposal approach to better meet the client's needs and increase the effectiveness of your client proposals.

Why You Should Start with a Client Proposal Template

There's no need (or time in your busy day) to recreate the wheel whenever you need to create a new proposal. Starting with a free business proposal template, such as our SEO proposal template , offers numerous advantages to busy marketing agencies. 

Here are some key benefits of enhancing your proposal development process by using free business proposal templates, like the ones included in the AgencyAnalytics platform:

Time Efficiency : Business proposal templates saves valuable time by providing a ready-made structure and framework. Instead of starting from scratch each time, focus that time on customizing the content to suit your specific client and project requirements. Templates also streamline the formatting and organization of information, ensuring a cohesive and professional-looking proposal.

Consistency and Branding : Using a business or service proposal template maintains consistency across client proposals, reinforcing your agency's brand identity. You present a unified and polished image to potential clients by incorporating your logo, colors, and typography. Consistency not only enhances brand recognition but also instills trust and professionalism.

Clarity and Structure : Client proposal templates offer a clear and logical structure that guides you, and your team, through the client proposal creation process. They provide predefined sections for critical elements such as executive summaries, problem statements, proposed solution, timelines, and next steps. This structure helps you organize your thoughts and ensures that important information is included, making it easier for non-experts to follow and understand your proposal.

Value Demonstration : A well-crafted proposal template effectively communicates the value of your agency’s services to non-experts. Use it to showcase your expertise, highlight past successes, and outline the specific benefits of your solutions. By presenting a comprehensive yet concise proposal, you quickly articulate the value you bring and demonstrate your understanding of the client's needs.

Professional Presentation : Templates provide a professional foundation for client proposals, ensuring a visually appealing and polished presentation. They offer standardized formatting, font styles, and headings, making your proposal aesthetically pleasing and easy to read. A professional-looking proposal creates a positive first impression and reflects your agency's professionalism and attention to detail.

In short, proposal templates:

Streamline your proposal creation process

Communicate your agency's value effectively, and 

Create reader-friendly business proposals that resonate with every prospective client.

Key Elements of a Client Proposal Template

Although templates will vary based on agency, client, and other differentiating factors, some common elements should be considered no matter what kind of client proposal template you are creating. 

1. Introduction and Executive Summary

The executive summary or introduction to a client proposal serve as a strategic roadmap, providing a succinct overview of your agency's offering and the potential benefits for the client while also setting the stage for detailed information and solutions to follow. It is meant to spark interest and establish a solid foundation for the rest of the service proposal.

Crafting an engaging introduction for your client proposal entails personalization to resonate with the client's unique needs, highlighting your agency's expertise to establish credibility, and addressing specific client pain points identified during your research phase, which demonstrates your thorough understanding of their business challenges and positions your proposal as a targeted solution.

2. Identify the Problem or Pain Points

Identifying the problem or pain points in a client proposal is crucial as it demonstrates your deep understanding of the client's challenges, helps establish a context for your proposed solutions, and highlights the value your agency can bring by directly addressing these issues and driving tangible business outcomes.

There’s typically only one reason a business leader reads a client proposal—they’re not making as much money as they’d like. Your priority is to figure out why this is, or more likely, one or more of the many reasons behind this shortfall. 

Your proposal should be framed in terms of a concrete goal or problem statement that frames up the reasons behind revenue shortfalls.  

If you work in a technical business, chances are your proposals will tend to be a little bit boring to non-specialists. This isn’t your fault. Generally, no one is as interested in a field as the people who actually work in it. This is only natural.

Focusing on business goals right from the beginning helps to hook your reader. If you communicate how you will solve their problems, they’ll continue reading.

For example, leveraging the findings of an SEO site audit , use the problem or pain point of a low audit score in this section of your proposal to highlight specific areas that need improvement. The client doesn’t need to understand all of the ins and outs of core vitals to see that 57% is not a great score. 

Listen to the prospect's needs, wants, and goals. Identify their problem. Listen, listen, listen, and THEN show them your solution. Jyles Sosa, Fu Dog Media

By illustrating how these issues are impacting the client's online visibility and traffic, you reinforce your agency's expertise in SEO and how you will help the client reach their business goals.

But if their audit score comes in at 99%, are they a good prospect for your SEO agency? 

Our mission, as agency owners, is to first determine if what we're offering really lines up with the prospect's goals. If we're actually the right next step for them, great. And if not, we should be the ones killing the sale...not them. Jens Rhoades, CEO, Floodlight SEO

3. Solution Description

Once you’ve established the problem you’d like to solve in the Introduction section of your proposal, it’s time to fill in the details on how you’ll go about this. This is called a project specification. In some ways, this is the most challenging part of your proposal, especially in niches where there might be more than one potential solution.

Depending on the type of client proposal you are creating, this can be attached to each of the individual pain points–such as providing an overview of your team’s ability to address technical SEO errors right below the SEO audit findings, or your team’s link-building expertise along with a current overview of the client’s inbound link profile. 

Make sure the presentation has a clear focus and contains only the most important information. It should have a well-structured narrative that flows logically from one point to the next and strikes an emotional chord with the client. The visuals should be engaging and easy to understand, while any data should be used to back up key points. Ryan Stack, Co-Founder, The Stack Group

Your task here is to convince the reader that your proposed solution is the right one.

In the example above, the solutions section connects the dots between what the agency provides and how it helps drive results for the client, in this case, increased keyword rankings. 

Alternatively, use the summary section and next steps to take a combined approach to how your agency will tackle all of its current problems by tapping into your agency’s expertise. 

The balancing act here is to give a detailed overview of what you’ll do, without burying the reader in details. 

4. Case Studies or Client Testimonials

As you craft your client proposal, remember that it serves not just as a roadmap of your suggested strategy, but also as a testament to your agency's skills, knowledge, and track record.

Clients are so inundated with calls and emails from our industry it's hard for our clients to know who they can trust. We are working hard on building authority through video testimonials, case studies, content, and guest appearances on podcasts. Lane Rizzardini, Co-Owner, Marion Relationship Marketing  

Your agency's expertise should permeate every section of the proposal, from the executive summary, where you succinctly communicate your understanding of the client's needs and how your services align with those needs, to the detailed solutions, where you highlight their problems and your agency’s strategies and tactics to solve them. 

Here, you have the opportunity to showcase your agency's specialized skills and establish authority, whether it's SEO, PPC, social media management, or another area of digital marketing.

Our clear understanding of the industry we work in is one of our greatest strengths, allowing us to consistently outperform the competition and achieve success in everything we do. Ruben Roel, President & Founder, Investigator Marketing

Past successes should also be woven in through compelling case studies, achievements, agency awards , and client testimonials. These narratives of triumph act as concrete evidence of what your agency can achieve. 

If you’re an SEO agency, I HIGHLY recommend AgencyAnalytics. It contains the best reporting tool out there... by a mile.

Incorporating case studies or testimonials in a client proposal underscores the credibility of your agency and its methods, providing concrete evidence of past successes and the value you brought to similar clients. This helps to instill trust and confidence in your prospective client about your ability to deliver the desired results.

When selecting case studies or testimonials to include in your client proposal, choose the ones that are most relevant to the client's industry or problem at hand, showcasing your agency's specific successes and results in similar scenarios.

For example, a testimonial about what an amazing job your agency did at running an email marketing campaign for a client won’t mean as much inside an SEO client proposal. 

Find the ones that resonate deeply with the client to reinforce their confidence in your agency's ability to handle their particular needs and challenges.

5. Next Steps & Call to Action

The Next Steps and Call to Action (CTA) sections of a client proposal aren't just the closing remarks–they're your agency's powerful one-two punch, designed to create a clear path forward. 

Another easy way to project value without getting into technical details is to offer detailed timescales. This is often overlooked, but it offers a number of benefits.

When we lay out the tasks that we'll be completing, the timeline, contingent elements, and the details we'll depend on the client to provide, they leave with the assurance that we have a plan. William Wilkinson, Founder, Interactive ID

Timescales educate your leads about what you’ll need from them and when, including a detailed project timeline or project phases. In turn, this creates credibility and offers them project details that they actually care about. 

By clearly outlining what comes next and offering a persuasive CTA, you're not just suggesting the next move; you're choreographing the dance of conversion, turning prospects into clients and proposals into exciting projects.

Create Professional Client Proposals In Minutes

Client proposal tips for engaging non-experts.

We touched on this earlier, but the ability to craft an effective business proposal that resonates with a prospective client, regardless of their expertise, is an invaluable skill. Remember that the entire proposal serves as a platform to communicate your agency’s unique value proposition in a clear and compelling manner. 

From the executive summary to the detailed services, every component should be thoughtfully curated to guide the reader through your proposed strategy and its benefits. Weave in client success stories throughout the document, as these serve as practical examples of how your agency will achieve their business goals, should they choose you as their marketing agency. 

The following are a few best practices to help you communicate your expertise, highlight their potential for future success, and make a strong case for why they should choose your agency over others.

Use FOMO in Your Business Proposals

The fear of missing out (FOMO) is one of the most powerful sales tools at your disposal. This comes down to showing off how you’ve provided value to other people, just like your reader. This is vital, as non-experts are often skeptical of your proposed solution. And rightly so.

The biggest challenge is differentiating from more affordable but poor-quality services being offered by so many freelancers or small firms who don't have a very high skillset. It is very hard for clients to be able to tell who is legitimate until they've experienced that difference. So ‘trust me, we're different’ doesn't really work. They've heard it before. Lane Anderson, Founder & CEO, London Road Marketing

But they can’t argue with results, can they?

To address this, we just share our successes as much as we can---not only in terms of growth and expansion, which is a good indication of quality, but also in telling the stories of client retention. We proudly tell everyone about how long our clients stay with us. Lane Anderson, Founder & CEO, London Road Marketing

Competitive analysis is also an essential ingredient in a client proposal. The more a potential client understands what their competitors are doing–that they’re not doing–the better. 

Research the customer's needs, requirements, and expectations. Show them the competition and what they are up against. Andrew Thomas, Technical Director, HookedOnMedia

Nobody likes falling behind the competition.

When you do this, it’s still best to focus on outcomes rather than processes. For instance, if you run an SEO agency, focus on increased traffic numbers from your analytics, and only include your strategy's essentials.

Include a Clear Pricing Structure (Maybe) 

When drafting a client proposal, one crucial aspect to consider is whether (or not) to include a clear pricing structure. This can be a strategic decision based on several factors, including the nature of your services, the client's expectations, and your agency's policy.

Including a clear pricing structure can provide transparency and clarity, which many clients appreciate. It gives them a straightforward understanding of the cost of your services, which can be crucial in their decision-making process. It also demonstrates your agency's confidence in its value proposition, reinforcing the perceived worth of your services.

However, there can also be a strategic advantage to leaving pricing discussions for a later stage. This approach allows room for negotiation and discussion, which can lead to a more tailored understanding of the client's budget and needs. It also provides an opportunity to further elaborate on the value your agency offers before discussing cost, which can be beneficial in situations where your services' value might be challenging to quantify.

While there is no one-size-fits-all approach, understanding the pros and cons can help you make an informed decision. Here are some points to consider:

Demonstrate ROI

How do you convince the company you are pitching that you are the right company for the job?

The easiest way is to focus on ROI. This means leading with the value your service will provide and then presenting the investment required. 

We focus on values and ROI projections, so the client can see before hand how we can benefit their business. Anatoly Zadorozhnyy, CEO of Marketing 1on1

This takes advantage of a piece of psychology called an anchoring bias . Basically, this means that we naturally pay more attention to the information that we hear first.

In other words, position your marketing agency's fees as an “investment” rather than a “budget” or “cost.” Investment evokes the thought that money will be positively returned and be beneficial for your client’s business.

This also highlights the long-term value and return on investment that the client will see down the road. This also promotes the perception of strategic partnership rather than mere transactional exchange.

If your reader sees a large number representing the money they’ll gain, followed by a smaller number representing what they’ll have to pay, they’re hard-wired to think this is a great deal. Humans are amazing, right?

It’s also a good practice here to offer some kind of guarantee. That is, if you don’t meet a certain project threshold, then your client doesn’t pay. Of course, this takes a certain amount of confidence on your part. However, it also communicates massive extra soft value to your prospects.

Propose Evaluation Metrics & Reporting Processes

When presenting a client proposal, outlining clear evaluation metrics and reporting processes is a critical element that should not be overlooked. These components give potential clients insight into how your agency measures success and maintains transparency throughout the project.

One element of our sales pitch deck includes a preview of the AgencyAnalytics dashboard.  Based on the data we can obtain for the client, we showcase an example of their site audit, google tools, and top 10 ranking keywords uploaded into the rank tracker, and we include a link to access the report. Ryan Stack, Co-Founder, The Stack Group

Evaluation metrics are the defined parameters that you will use to assess the effectiveness of your proposed services. These might include things like website traffic, conversion rates, social media engagement, or any other metric relevant to the client's goals. 

By detailing these metrics in your proposal, you are setting clear expectations of what success looks like and providing a tangible way to measure the value your agency provides.

Use examples of your client reporting, like the digital marketing report template shown above, to show off your agency’s reporting capabilities. Try this template yourself with a 14-day free trial ! 

Previewing your agency’s reporting processes lays out how and when you will update the client on the project's progress. 

Business owners want a way to measure their progress with our services–showing them upfront that we have a professional mechanism of tracking metrics and that they can log into 24/7/365 puts their minds at ease, and then they can focus on the benefits we can provide their company. William Smith Founder, Local Search Technologies LLC

A well-defined reporting process reassures clients that they will be kept in the loop, reinforcing your agency's commitment to transparency and collaboration. This might include things like monthly reports, a regular check-in phone call, or access to a live reporting dashboard where they can see real-time updates.

Make Project Sign-Off Easier

This is another way to project soft value. Gone are the days of sending off a paper proposal and then scheduling an appointment to go and sign off on a project in person. Instead, you need to start assuming everyone is at home working in their pajamas.

Even if your prospects are in their office, it still helps to make the client onboarding process as smooth and painless as possible. Using proposal management software , you achieve this by providing electronic signatures or even integrating directly with a payment platform.

Tools like Better Proposals also allow you to track the status of your proposal—you’ll know exactly when your proposal has been opened, signed, or paid online, and how much time has your potential client spent on each section of your proposal.

Win More Clients Using Professional Proposal Templates

Best formats to use when sending client proposals.

Now that we’ve covered a lot about what to put into a client proposal, it’s time to cover some of the aspects of how to send the proposal electronically. Choosing the right file format for your business proposals can significantly influence the way your prospective clients receive and perceive the information. 

The choice largely depends on the nature of the proposal, the stage of the proposal process, and the preferences of your clients.

Some of the most common formats for client proposals include: 

PDF Client Proposals : This is the most commonly used format for sending business proposals, especially for final versions. It preserves your formatting, is compatible with almost all devices and software, and prevents editing, which is helpful for maintaining the integrity of your proposal.

PowerPoint or Google Slides : These formats are often used for presentation-style business proposals. They can be useful if you plan to present the proposal in a meeting, or if you want to use a more visual and less text-heavy format. Presentation mode in the AgencyAnalytics platform offers similar functionality. 

Microsoft Word or Google Docs : These are useful for draft versions of the proposal, especially if you're collaborating with team members or expect the client to make edits or add comments.

Online Proposal Software : Create and send business proposals in a web-based format using the AgencyAnalytics proposal template or other proposal software, and then share a live link with the potential client. Include video embeds and dynamic widgets. Use the analytics data to track how the client interacts with the proposal.

Whichever format you choose, ensure it effectively communicates your message, aligns with your branding, caters to the technical capabilities and preferences of your prospective clients, and includes all of the insights you have gleaned during the research and client discovery processes .

“We take all of that information, do a huge deep dive, and that’s when top-of-mind solutions come up,” adds Christina Cypher from Click Control Marketing

An example of the Digital Marketing Proposal template used by Click Control Marketing. Read their AgencyAnalytics case study.   

Sample Email for Sending the Proposal to a Client

Now that you have everything you need to create a flawless client proposal, the last step is to get it into the hands of your future client. To aid in this endeavor, we have crafted a sample business proposal template email that introduces your proposal to the client.  

Feel free to edit it to your heart’s content.

Subject: [Your Agency Name] Proposal for [Client's Business Name] - Unlocking Your Digital Potential

Dear [Client's First Name],

We trust you've been navigating these dynamic market conditions with the resilience we've come to associate with [Client's Business Name]. As we've recently discussed, these times present not just challenges but opportunities for growth and innovation.

At [Your Agency Name], we have been closely studying your current digital landscape and identifying areas where we believe our expertise can make a significant impact. It's with this understanding and a vision for future growth that we present our proposal for your consideration.

Attached to this email, you will find a comprehensive proposal outlining how our services can align with your business goals. It details our suggested strategies for SEO, content marketing, social media engagement, and more - all tailored to [Client's Business Name]'s unique needs.

We've also included case studies that demonstrate our proven track record in driving success for businesses similar to yours. Additionally, you'll find clear steps on how we can move forward together.

We invite you to review this proposal at your earliest convenience. Should you have any questions, need clarification, or wish to discuss any aspect of the proposal, please don't hesitate to reach out. We are committed to making this a collaborative and insightful process.

We look forward to the possibility of partnering with you to unlock the digital potential of [Client's Business Name] and setting new benchmarks of success.

[Your Name]

[Your Position, Company's Name]

[Your Contact Information]

Sample Follow-Up Email to a Client After Sending a Proposal 

Just in case the client doesn’t respond immediately and start throwing money at your agency, here’s a drafted follow up email to remind them why your agency is their best choice. 

I trust your week is progressing smoothly and that you've been able to review the proposal we shared recently. At [Your Agency Name], we understand that you have a busy schedule and that this decision requires careful consideration.

Our proposal, as you may have noted, is crafted with a focus on [Client's Business Name]'s unique digital needs and goals. We are confident that our strategic approach will help pave the way for amplified visibility, increased website traffic, heightened customer engagement, and–ultimately–more revenue.

If there are any aspects of the proposal you would like to discuss in more detail, or if you have any questions, please feel free to let us know. We are more than happy to schedule a call or a meeting at a time that suits you best. Our priority is to ensure that you have all the information needed to make the most informed decision.

We're excited about the possibility of this partnership and eager to start making strides toward achieving your digital growth objectives.

Looking forward to hearing from you soon.

Whether or not you decide to throw in some emojis, gifs, or other images into the mix will depend on your agency’s brand and the client you are sending the proposal to. 

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Summary and key takeaways.

In this article, we've delved into the intricacies of creating compelling client proposals that:

Effectively communicate your agency's value proposition in a way your prospective clients will understand, 

Secure the client's commitment with a clear call-to-action, and 

Outline the next steps to maintain momentum in the sales process.

Discussing the various formats for sending your business proposals, we've emphasized that choosing the most suitable format plays a pivotal role in creating a favorable first impression and facilitating the client's review process. And finally, we've provided examples of professional yet approachable emails for sending your proposals and following up with potential clients.

The best advice would be to ask a lot of questions. I cannot emphasize enough how critical it is to know all you can about your client, their competition, and their target market. All of these will help greatly in your success. JR Griggs, President, Red Wall Marketing

An effective client proposal is a delicate balance of demonstrating expertise, understanding the client's needs, and articulating the unique value that your agency brings to their business. It's an opportunity to not just sell your services, but to build a partnership founded on trust, expertise, and a shared vision for the client's success.

Start with a standardized proposal template to:

Streamline your proposal creation process,

Create reader-friendly proposals that resonate with every prospective client.

Ready to Take Your Client Proposals to the Next Level?

Streamline your process and close more deals with the AgencyAnalytics proposal template. Our template is designed to help you craft compelling, reader-friendly business proposals that resonate with potential clients. 

Don't miss out on the opportunity to enhance your proposal development process and win more high-value contracts. Get started with the AgencyAnalytics proposal template today !

Paul Stainton is a digital marketing leader with extensive experience creating brand value through digital transformation, eCommerce strategies, brand strategy, and go-to-market execution.

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Blog Business How to Write Business Proposal (Examples + Free Templates)

How to Write Business Proposal (Examples + Free Templates)

Written by: Aditya Sheth Jan 25, 2024

The great Mark Cuban once said, “Sales cure all.” If a business doesn’t sell, it doesn’t make money and by extension the business fails. That’s why you need to write business proposals .

A well-written business proposal can often mean the difference between winning or losing a prospective client.

In this in-depth guide to creating business proposals, we show you how to close more deals, make more sales and crush your business goals — all by using easy-to-edit professional business proposal templates .

Here’s what this guide will cover (click to jump ahead):

What is a business proposal, what are the components of a business proposal.

• How to write a business proposal step by step

What should you include in a business proposal?

What are the types of business proposals, more business proposal examples + writing and design tips.

• FAQs about business proposals

Looking for a shortcut? Watch this quick video for an overview of everything to include in your business proposal:

A business proposal is a document designed to outline a business plan to convince potential client, investor or partner to engage in a business agreement with you or your company. It’s basically a sales pitch in writing to persuade potential clients to show them benefits of working with you or your company for their business success.

A business proposal outlines what your business does and what you can do for your client . It can be general like this business proposal example:

Or it can be more specific, like this business proposal template which focuses on proposing a project for the Newton Center Rail:

Or this business proposal sample, which presents a plan for a social media strategy and campaign:

To design a business proposal that holds the client’s attention, identify their pain points . Then provide your buyer with the right solution to alleviate those frustrations.

Working on a new project? These project proposal examples might come in handy for you.

The components of a business proposal can change depending on the field, company size and client needs. While details may differ, strong proposals typically introduce your company, explain the problem, offer a solution and its benefits, highlight your team’s skills, and outline timeline, cost and next steps.

How to write a business proposal step by step

Before you start creating your business proposal template, you need to understand the business proposal format. At a high level, your effective business proposal should include the following:

• Create a compelling business proposal title
• Build a table of contents
• Craft the executive summary
• Write a detailed problem statement
• Propose your solutions
• Showcase your team’s expertise
• Create a realistic timeline
• Present your payment structure
• Specify the terms and conditions
• Receiving the decision

Below, you can see business proposal examples that demonstrate how to include these 10 sections.

1. Create a compelling business proposal title

A compelling title could mean the difference between someone reading your proposal or ignoring it in favor of a competitor’s . 

What makes a good title page? Here are the essential elements to include: 

• Your name along with your company’s name
• The name of the prospect (or their business) 
• The date you’re submitting the proposal

The gray business consulting proposal template above contains all the details a prospect would want to know. The title also offers a strong tangible benefit to the prospective buyer. Honestly, “Who doesn’t want to grow their business?”

2. Build a table of contents

The table of contents is a fundamental part of every winning business proposal template. It makes your proposal scannable and easy to read.

The people you will be pitching to are usually C-level executives. These are busy people who don’t have time to read your entire proposal in one go.

That’s why most of the business proposal examples in this list include a table of contents.

Adding a table of contents to your document makes it easy for them to go through it at their own pace. They can also skim through parts of the proposal that they deem more important. You can see how this abstract business proposal template uses the table of contents:

You can also make your business proposal template easier to navigate by adding hyperlinks to the document, particularly in the table of contents. This way your clients can jump to specific sections without having to scroll through the entire document. Ensuring your business plan format follows a clear structure can greatly enhance readability and comprehension for potential investors or partners.

It’s easy to add hyperlinks in the Venngage editor. Select the text you’d like to turn into a link, then click the link icon in the top bar. From there, select the page you want to link to! Then download your completed design as an Interactive PDF .

3. Craft the executive summary

The executive summary is a staple in all kinds of annual reports , leadership development plan , project plans and even marketing plans . It is a concise summary of the entire contents of your document. In other words, write a business proposal outline that is easy to glance over and that highlights your value proposition.

The goals of your executive summary are:

• Introduce your company to your buyer
• Provide an overview of your company goals
• Showcase your company’s milestones, overall vision and future plans
• Include any other relevant details

This gray business proposal example has a detailed yet short executive summary including some social proof in the form of clients they’ve worked with:

Take note of how precise this business proposal example is. You want to keep your executive summary concise and clear from the get-go. This sets the right tone for the rest of your proposal. It also gives your buyer a reason to continue reading your proposal.

Crafting an executive summary and keeping it concise and compelling can be challenging. but you can use an AI summarizer online to generate an executive summary. Such tools are trained on relevant AI models that can extract core points from a given text. You can get such a point either in bullet form or in abstract summary form.

Pro Tip: Try to write an executive summary such that, even if your prospective client doesn’t read the entire proposal (with a good executive summary, they most likely will), they should have a clear idea about what your company does and how you can help them.

4. Write a detailed problem statement

The point of writing a business proposal is to solve a buyer’s problem. Your goal is to outline the problem statement as clearly as possible. This develops a sense of urgency in your prospect. They will want to find a solution to the problem. And you have that solution.

 A well-defined problem statement does two things: 

• It shows the prospect you have done your homework instead of sending a generic pitch
• It creates an opportunity for you to point out a problem your prospect might not be aware they had in the first place. 

This bold business proposal template above clearly outlines the problem at hand and also offers a ray of hope i.e. how you can solve your prospect’s problem. This brings me to… 

5. P ropose your solutions

The good stuff. In the proposed solution section, you show how you can alleviate your prospective buyer’s pain points. This can fit onto the problem statement section but if you have a comprehensive solution or prefer to elaborate on the details, a separate section is a good idea.

Spare no details regarding the solution you will provide. When you write a business proposal, explain how you plan to deliver the solution. Include an estimated timeline of when they can expect your solution and other relevant details.

For inspiration, look at how this business proposal template quickly and succinctly outlines the project plan, deliverables and metrics :

6. Showcase your team’s expertise

At this point, the prospect you’re pitching your solution to likes what they’re reading. But they may not trust you to deliver on your promises. Why is this?

It’s because they don’t know you. Your job is to convince them that you can fix their problem. This section is important because it acts as social proof. You can highlight what your company does best and how qualified your team is when you write a business proposal for a potential client.

This free business proposal template showcases the company’s accolades, client testimonials, relevant case studies, and industry awards. You can also include other forms of social proof to establish yourself as a credible business. This makes it that much more likely that they will say yes!

Pro Tip: Attaching in-depth case studies of your work is a great way to build trust with a potential client by showcasing how you’ve solved similar problems for other clients in the past. Our case study examples post can show you how to do just that.

7. Create a realistic timeline

To further demonstrate just how prepared you are, it’s important to outline the next steps you will take should your buyer decide to work with you.

Provide a timeline of how and when you will complete all your deliverables. You can do this by designing a  flow chart . Or add a  roadmap  with deadlines. Pitching a long-term project? A timeline infographic would be a better fit.

If you look at this abstract business proposal template below, even something as simple as a table can do the trick.

The timeline is not always set in stone, rather it’s an estimation. The goal is to clarify any questions your potential client might have about how you will deliver for the underlying B2B sales process.

8. Present your payment and terms

On this page, you can outline your fees, payment schedule, invoice payment terms , as well as legal aspects involved in this deal. You can even use the  Excel Invoice Template  to create professional-looking invoices (including brand logo and other elements) and add them to this page.

The adoption of invoice templates is beneficial for small businesses as it streamlines the invoicing process and maintains professionalism in financial dealings. Also, by utilizing small business invoice templates , you can efficiently manage invoicing tasks while upholding a polished and structured approach to financial transactions.

The key to good pricing is to provide your buyer with options. A  pricing comparison table can help with this. You want to give your client some room to work with. Make sure you’re not scaring off your client with a high price, nor undervaluing yourself. 

Breaking up your pricing in stages is another great way to make sure your potential client knows what he’s paying for. Look at how this simple business proposal template does this:

The legal aspects can slot right into the terms and conditions section. Alternatively, you can add them to the signature section of the proposal to keep things simple.

9. Specify the terms and conditions

Summarize everything you have promised to deliver so far. Include what you expect from your prospective buyer in return.   Add the overall project timeline from start to end, as well as payment methods and payment schedule, incorporating these details into an online digital project management tool. This way, both of you will be clear on what is being agreed on.

This step is very important as it outlines all the legal aspects of the deal. That is why the terms and conditions section of your proposal needs to be as clear as possible.

I recommend consulting a lawyer or your legal team when working on this section of the business proposal. If you’re a business veteran and understand the legalities of your business, you can use the same terms and conditions across all your proposals.

10. Receiving the decision

The final step of this whole process. Your client has read your business proposal and they want to buy what you have to offer.

Add a small section at the end of your proposal to get the necessary signatures. This way, you and your client can sign the proposal and the partnership becomes official.

Be sure to also include your contact information in your business proposal template. It acts as a gentle prompt to your client to contact you in case they have any questions. A professional way of doig that would be to include an e-business card with your contact details, email i.d and any other social links you want to share. You can go through this article for the best digital business cards .

A business proposal usually aims to answer the following questions: 

• Who you are and what your company does
• The problem your buyer is facing
• The solution your company offers to alleviate the problem
• How your company will implement this solution effectively
• An estimate of resources (time, money, etc) required to implement the solution

You can see how this sample business proposal template covers the above points.

Notice how this proposal template addresses the same project like in one of the previous templates, but uses a completely different design style (more retro, while the previous business proposal template is more modern and minimalistic).

Generally, there are three types of business proposals:

1. Formally solicited 

A formally solicited business proposal is made when you respond to an official request to write a business proposal.

In this scenario, you know all the requirements and have more (if not all) information about a prospective buyer. You simply need to write the business proposal for your buyer to evaluate so you can begin the sales process .

2. Informally solicited 

Informally solicited business proposals are written when there isn’t an official request for a proposal. A prospective buyer is interested in your services and asks for a proposal so they can evaluate it.

An informally solicited proposal requires a lot more research from your end. These types of proposals are usually created out of informal conversations. They are not based on official requests which often contain more detail.

3. Unsolicited 

Think of this as a marketing brochure or a cold email . Unsolicited business proposals will often take a generic, one-size-fits-all approach to business proposals. Unsolicited proposals lack any understanding of the buyer or their requirements.

But with additional  market research , personalization and identifying customer pain points , you can propose a customized solution based on your buyer’s needs. This can be a very persuasive approach, such as in this business proposal example:

Now that you know how to write a business proposal, let’s look at how you can optimize your proposal to deliver results!

Below you’ll find some winning business proposal templates and examples to get you started. I’ve also included some design tips to keep in mind when you’re creating your next business proposal: 

1. Know your audience 

If you have some clarity on who your ideal buyer is — their pain points, their budget, deadlines, among other things — you’ve already won half the battle.

If you are a business that helps clients with everything from running giveaways or helping grow their blog , identify which customers to pitch. This is a sure-shot way to close the deal.

Mapping user personas  for your ideal buyer can help bring some clarity. It will also help you position your business proposal correctly. This improves the chance of your buyer moving your business proposal to the “Yes!” pile.

2. Put your brand front and center

If your company follows certain brand guidelines, incorporate them in your business proposal templates. Consider how business proposal examples like the one below highlight brand identity :

From the color palettes to the company logos , everything follows their brand guidelines. The result: a business proposal that’s consistent across the board.

Pro Tip: Switching this template to match your brand assets is actually pretty easy. Venngage’s My Brand Kit feature allows you to import your color palettes, logos as well as font choices. Any Venngage template can now be your template.

You can also consider this sample business proposal template:

App design companies sure do know their design. They did a phenomenal job keeping their brand colors consistent while opting for a black design. This unique color scheme also makes their white logo prominent throughout the proposal.

3. Try less text, more visuals

Have you ever read a proposal and thought to yourself, “Wow, this is all text and has no images, I love it!”? Yeah, me neither.

The free business proposal template below is a perfect example of the “less is more” principle. It does a phenomenal job of communicating what it needs to. By substituting some of the text with icons and visuals, you get a clean business proposal that’s much more scannable.

Want to keep things strictly professional? Instead of icons, you can always add your team’s headshots. This shows your buyer exactly who they’ll be working with.  

Check out this formal business proposal format for some inspiration:

4. Switch up your business proposal designs

It doesn’t hurt to go above and beyond once in a while. Jazz up your business proposal template with some extra colors. This helps make your business proposal more engaging. It also helps your buyers retain information faster.

The business proposal example alternates between black, white and grey backgrounds. It still manages to maintain consistency in its branding . Just switching up your backgrounds once in a while can also bring in some variety to an otherwise standard business proposal.

This SEO business proposal sample proves that it’s possible to switch up the colors in every other page. But it still maintains the same color scheme across the entire proposal just like a professionally designed website : 

Pro Tip: Not a color expert? Our guide on picking colors can help you pick the right color scheme for your proposals.

FAQ about business proposals

What is the purpose of a business proposal.

A business proposal aims to streamline the B2B sales process (which is often complex ) between you as a seller and a buyer.

It does this by serving the dual purpose of acting as a source of information. The proposal also acts as a sales pitch aimed at convincing your buyer why they should buy what you have to offer.

What are the best practices for business proposal design?

• Do a thorough spell-check. The goal of your business proposal is to convince your buyer why you’re the perfect person for the job. A proposal with typos or grammatical errors communicates the opposite. A thorough spell-check before you send your proposal is a must.
• Keep things clear and readable: Clarity is an important aspect that you have to ensure in your business proposal. If you want your proposal to hit home and make an impact on the buyer, you have to write it in an understandable way. To keep things clear and readable, there are a couple of things that you can do. You can, for one, take care to use easy wording and segmented sentences from the get-go. You can also try paraphrasing the hard parts of your proposal once you are done writing it.
• Let your brand shine. As discussed before, writing a business proposal is all about knowing your ideal buyer and focusing on their pain points. But that doesn’t mean your business proposal template has to be boring. Demonstrate how different you are compared to other companies. You can do this through your brand guidelines , by using more visuals, switching up your proposal design or showing off your personality in your writing . 
• Create a business proposal PDF. Downloading your business proposal in PDF format allows you to attach other collaterals with your business proposal. These can include a company explainer video or case studies showcasing the work done with past clients. Also, who doesn’t love saving paper?

How long should your business proposal be? 

The length depends on the scope of the work as well as the complexity of the project. Here is a one-page business proposal template:

Can your business proposal template really be one page? Yes, as long as you understand who your buyer is and their pain points. You should also have the ability to communicate everything your ideal buyer needs to know about your business in a succinct manner.

Or if you’re feeling adventurous how about just two pages? Often, clients prefer if you go straight to the point and avoid all the fluff.

For example, this green modern marketing proposal template wastes no time in getting down to brass tacks:

Need more inspiration? Check out this blog on the 5 marketing proposal examples that’ll help elevate your business.

There is no one size fits all approach when it comes to deciding how many pages you should include in your business proposal template. And at the end of the day, “the only rules are the ones you set for yourself”.

At the end of the day, writing winning business proposals that sell is all about you understanding your buyer, their potential pain points and positioning yourself as someone who can alleviate those pain points. 

Now that you know how to write compelling business proposals, what are you waiting for?

Take action and start creating your own business proposals to close more deals and grow your business today!

More business communications templates + writing tips you might be interested in…

• 31 Consulting Proposal Templates to Close Deals
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Web Project Proposal

It seems that you like this template, web project proposal presentation, free google slides theme, powerpoint template, and canva presentation template.

We live in the internet era, which means that web design is currently one of the most demanded skills. This free template is perfect for those designers who want to present their web project proposal to their clients and see a preview of the final work.

Impressing your audience is always important, so the graphic elements included in the design of the slides are all about technology and interface elements, giving consistency to your project plan. The colors are also meaningful, using a palette that combines dark blue and very light green. This gives contrast and provides a trustworthy message to your clients, while also contributing to the professional look of this business presentation. We’ve decided to include some illustrations and infographics that can help you make your proposal more interesting. They're also a nice visual aid to better explain what you have in mind, so make good use of them. Don’t forget that everything in this template is editable and customizable, so you have as much freedom as possible at your disposal. Download it and get started!

Features of this template

• 100% editable and easy to modify
• 19 different slides to impress your audience
• Available in five colors: blue, pink, orange, yellow, and green
• Contains easy-to-edit graphics and maps
• Includes 1000+ icons and Flaticon's extension for customizing your slides
• Designed to be used in Google Slides, Canva, and Microsoft PowerPoint
• 16:9 widescreen format suitable for all types of screens
• Includes information about fonts, colors, and credits of the free resources used

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How to Present a Proposal

Last Updated: February 22, 2024 Approved

This article was co-authored by Michael McCutcheon, PhD . Dr. Michael McCutcheon is a career coach, psychologist, and award-winning public speaker who specializes in procrastination elimination, goal achievement, and increasing life satisfaction. With a background as a counseling psychologist, he guides clients toward becoming more aware of their desires and anxieties to break old patterns, create new habits, and achieve life-changing results. He also helps clients improve organization skills, embark on a new career, get promoted, get admitted into graduate schools, and transition from school to the working world. He is a published author and lecturer in graduate psychology courses at New York University (NYU), a position he has twice won the Teaching Award (2014 & 2019). His work has appeared in the press as a lifestyle and career expert for The Washington Post/The Associated Press, The New York Post, Scholastic, Lifehacker, and The Coca-Cola Company. He has served as a contributing writer for Out Magazine and featured panelist on National Public Radio (NPR). There are 7 references cited in this article, which can be found at the bottom of the page. wikiHow marks an article as reader-approved once it receives enough positive feedback. In this case, 100% of readers who voted found the article helpful, earning it our reader-approved status. This article has been viewed 56,066 times.

Presenting a business proposal requires more than simply reading a transcript of the proposal text. Gaining the confidence of your audience requires tact, research, and a whole lot of preparation. If done correctly, your presentation can inspire your listeners to adopt your proposal.

Preparing the Proposal

• If possible, talk to someone who has already seen the proposal, and gauge their interest.
• Check recent news stories which indicate the current financial state of the company or individual you're targeting.
• Think about the audience's values, goals, and ideals. Your proposal should address not just their economic needs but their corporate mission, too.

• Your written proposal should not be identical to your oral presentation. Simply reading the proposal word for word will bore your audience. Your oral presentation should use the proposal text as a foundation but should also expand on your main points without lingering on every detail.

• An improper or incomplete proposal submission may jeopardize your chances of not only having your proposal approved but also receiving future RFPs. Use care when crafting your submission.

Making the Pitch

• This is especially important when conducting an RFP presentation.

• Slide shows can help listeners retain information and better understand the main points of your proposal.
• You can use the slide show to supplement or replace your own notes. They can keep you on track and keep your audience engaged.

• Before you begin, try breathing in and out slowly for a while.
• Assume your audience is receptive, not hostile, to your proposal.

• Avoid interjecting filler words like "uh" or "um" into your presentation.

Sealing the Deal

• If you get an off-topic or difficult question, address it honestly, but artfully try to redirect the question back to why your proposal is a good one. [11] X Trustworthy Source Harvard Business Review Online and print journal covering topics related to business management practices Go to source

Expert Q&A

• Don't feel defeated if your proposal is not accepted. Think of it as a learning experience, and try to identify points which could be stronger next time. Thanks Helpful 0 Not Helpful 0
• Pay attention to the details. This applies to both the written proposal and your oral presentation. Thanks Helpful 0 Not Helpful 0
• Dress professionally for your presentation. First impressions are important. A sloppy appearance could hurt your proposal's chances of success no matter how good your presentation is. Thanks Helpful 0 Not Helpful 0
• Do not take beta-blocker drugs in an attempt to relax before your presentation. You run the risk of becoming a little too relaxed and doing or saying something you'll later regret. Thanks Helpful 1 Not Helpful 0

You Might Also Like

• ↑ Michael McCutcheon, PhD. Career Coach & Psychologist. Expert Interview. 14 October 2020.
• ↑ https://www.entrepreneur.com/starting-a-business/7-steps-to-a-winning-business-proposal/299681
• ↑ http://www.fripp.com/selling-your-way-to-success-how-to-present-your-proposal-at-an-executive-meeting/
• ↑ Paul R. Timm, How to Make Winning Presentations, https://books.google.com/books?id=qqScv8LU9noC&lpg=PP1&dq=winning%20presentations&pg=PT60#v=onepage&q=winning%20presentations&f=false
• ↑ Thomas Leech, How to Prepare, Stage, and Deliver Winning Presentations, https://books.google.com/books?id=GEJn-UPf1cEC&lpg=PP1&dq=winning%20presentations&pg=PA80#v=onepage&q=proposal&f=false
• ↑ https://hbr.org/2010/11/how-to-get-their-approval.html
• ↑ https://hbr.org/2010/11/defend-your-research-people-often-trust-eloquence-more-than-honesty/ar/1

About this article

To present a business proposal, make sure to speak in a clear, audible voice to command your audience’s attention, and avoid using distracting filler words like “uh” and “um.” Additionally, emphasize the main points rather than reading your proposal word for word, since your audience will have the text before them. You should also use visuals, like PowerPoint slide shows, to help the audience have a better understanding of your main points. Then, end your proposal by reiterating your main points in a simple, straightforward way. For more advice, like how to write your proposal with inspiring, optimistic language, keep reading! Did this summary help you? Yes No

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Writing a Software Proposal to Impress Clients (+Examples)

Learn to write software proposals that wow clients! Our guide offers tips on best format and structure, complete with examples and customizable templates.

7 minute read

helped business professionals at:

Short answer

What is a software development proposal?

A software development proposal is a document that combines a detailed plan for creating a tailored software solution with the project's objectives, timelines, costs, and methodologies.

It's designed to showcase your strategy and solutions to potential clients, convincing them of your capability to meet their specific needs.

Without a strong software proposal, you’re missing out on potential clients

With the global software market on a rocket ride, expected to hit a whopping USD 1,397.31 billion by 2030 , the stakes have never been higher.

To carve out your slice of the pie, your sales game needs to be on point, starting with a rock-solid software proposal.

But here's the snag: the market is crowded, and every proposal you send is up against stiff competition.

It's not enough to list what you can do; you need to make potential clients see you as the only one who can solve their problems. And let's be honest, a generic, one-size-fits-all proposal is about as exciting as last year's tech news.

Stick around, and I’ll teach you how to write a software development proposal that stands out and seals the deal.

I’ll also give you a handpicked library of the best software proposal examples, instantly usable as templates, so you can create your next client magnet right away.

Let’s dive in!

What to include in a software development proposal?

Crafting a software development proposal that captures attention and wins contracts is about striking the perfect balance between providing enough detail to showcase your expertise and keeping it concise enough to maintain interest.

Here's what you need to include to make your proposal stand out.

9 essential slides of a software development proposal:

Introduction: Begin with an overview of your company and a brief understanding of the client's problem you aim to solve. This sets the tone for a solution-focused proposal.

Project overview: Summarize the project goals, highlighting how your services align with the client's objectives.

Scope of work: Detail the specific features and functionalities you plan to develop, outlining the project's scope clearly.

Methodology: Describe your approach to the project, including the development methodologies you will use, to give the client insight into your process.

Timeline: Provide a project timeline, including milestones and deadlines, to establish clear expectations.

Cost estimate: Offer a detailed cost breakdown, ensuring transparency and building trust with the client.

Case studies/Examples: Include examples of past projects to demonstrate your experience and success in similar ventures.

Testimonials: Add client testimonials to reinforce your credibility and highlight your track record of delivering satisfaction.

Next steps: Conclude with a clear call to action, outlining what the client needs to do to move forward with your services.

What is the best software development proposal format?

Traditionally, software development proposals were often presented in static formats like PDFs or PowerPoint (PPT) slides.

These formats, filled with extensive text and occasional images, served as the standard for years, providing detailed information but lacking the ability to truly engage and captivate potential clients.

However, what worked in the past doesn't quite hit the mark today. In a world where digital experiences are expected to be dynamic and immersive, sticking to static documents means missing out on the opportunity to truly connect with your audience.

The best format now involves creating an interactive experience. Imagine integrating playable videos directly within the proposal, embedding links for deeper exploration, and using dynamic visuals to clearly illustrate your proposed solutions.

This approach transforms the proposal from a simple document into an engaging, memorable experience.

Here’s a breakdown of the most popular formats:

Software development proposal examples that win over clients

The best software proposals out there hit the sweet spot of being easy to understand while thoroughly explaining the project's ins and outs, making sure to highlight how they can solve specific problems.

Plus, by weaving in interactive elements, these proposals turn reading into an experience, helping clients visualize exactly what they're getting.

Next up, we'll dive into some software development proposal examples that follow these principles. They’re your roadmap to creating documents that inform but also excite and build confidence in your ability to deliver.

Modern software development project proposal

This software development project proposal presents an innovative approach to proposal creation, focusing on interactivity and visual engagement.

It stands out by effectively combining detailed project information with dynamic elements to captivate potential clients.

What makes this software proposal example great:

Video on the cover slide: It immediately engages viewers with a compelling visual summary of the proposal, setting a dynamic tone from the start.

Logo placeholders: The deck offers easy customization, allowing businesses to seamlessly integrate their or their past partners’ branding into the proposal.

Multiple smart CTAs: It encourages action from potential clients, guiding them towards the next steps in a clear and interactive manner.

ERP software development proposal

This software development proposal exemplifies a modern and efficient approach to proposal documentation. It’s designed with a focus on clarity and engagement, effectively communicating the project's scope and benefits without overwhelming the reader.

What makes this proposal for system development great:

Clean design: The proposal's layout is streamlined and visually appealing, ensuring that the focus remains on the essential information.

Content segmented in tabs: Information on project details is organized into tabs, making it easy for readers to navigate through different sections without getting lost in a sea of text.

Running numbers: Key metrics are highlighted with running numbers, providing a quick, at-a-glance understanding of the project's impact and scope.

CRM software development proposal

By incorporating interactive features, this software development proposal not only conveys the necessary information but does so in a way that is visually appealing and user-friendly, significantly increasing its potential to win over clients.

It's a prime example of how to effectively communicate a complex project in an engaging and accessible manner. It stands out for its strategic use of design and functionality to enhance the reader's understanding and interest.

What makes this proposal for software development great:

Use of grayed-out content: This technique focuses the reader's attention on key areas, making the proposal easier to navigate and emphasizing important points.

Responsive design: Making design responsive ensures that the proposal looks great and functions smoothly across different devices, enhancing the user experience.

Timeline slide with custom icons: It offers a visually appealing and easy-to-understand overview of the project timeline, making the proposal more memorable and engaging.

Agile software development proposal

This software project proposal showcases a forward-thinking approach to proposal creation, emphasizing flexibility, interactivity, and client engagement. The deck is crafted to not only present the project details but also to actively involve the client in the process.

Option to add external links: It allows for the inclusion of additional resources, giving clients a deeper dive into specific aspects of the proposal or showcasing related work.

Option to add an accept button: It facilitates a smooth transition from proposal review to project initiation, making it easy for clients to move forward with the project.

Access to an analytics panel: It provides valuable insights into how the proposal is being interacted with, helping to understand client engagement and interest levels.

Software development financial proposal

This software proposal leverages the latest in digital proposal technology to offer a highly personalized and interactive experience.

It stands out for its innovative features that not only enhance the presentation but also provide practical tools for engagement and customization.

What makes this software project proposal great:

Ability to personalize at scale using dynamic variables: It offers a highly customized experience for each recipient, making the proposal more relevant and engaging.

Option to extract branding from any website: It allows for quick customization of the proposal to match your company's or the client's branding, ensuring a consistent and professional appearance.

Option to embed your calendar: It makes it easy for clients to schedule follow-up meetings or demos directly from the proposal, streamlining the engagement process and accelerating decision-making.

Application development proposal

Interactive features elevate this proposal from a simple document to a dynamic experience, showcasing the application development project in a vivid and engaging manner, and making a strong case for why the proposing team is the best choice for the project.

What makes this software development proposal great:

Scroll-based design: It offers an intuitive and engaging way for readers to navigate through the proposal, enhancing the user experience with smooth transitions and animations.

Option to embed and play videos directly from the deck: It allows for a richer presentation of the project or company capabilities, making the proposal more engaging and informative.

Option to add dataviz components with real-time data: You can incorporate dynamic data visualization components, providing an up-to-date, compelling visual representation of relevant data or project metrics.

How to write a software development proposal?

Making a compelling software development proposal requires a blend of clarity, precision, and a deep understanding of your client's needs.

Here's how to create a proposal that stands out, speaks directly to your client's pain points, and showcases your team as the go-to experts for their project.

1) Identify the client's needs and project scope

Before diving into the technicalities, start with a solid foundation by identifying your client's core needs and the project's scope.

This step is crucial for aligning your proposal with the client's expectations and demonstrating your understanding of their challenges.

Use this section to reflect on the client's problem or opportunity, showing empathy and a deep grasp of their situation. It's not just about the software; it's about solving a problem or seizing an opportunity that matters to them.

2) Present your solution

Once you've laid the groundwork by identifying the needs and scope, it's time to present your solution. This is where you get to shine by detailing how your software or service addresses the client's specific challenges.

Highlight the unique features, technologies, and methodologies you'll employ, and explain why your approach is the best fit.

Remember, clarity is key. Break down complex solutions into digestible segments that decision-makers can easily understand and appreciate.

3) Outline the project timeline and milestones

A clear, realistic timeline is the backbone of any successful project. In this section, outline the major milestones, including the project's start and end dates, and the key deliverables at each stage.

This not only demonstrates your project management skills but also sets clear expectations. Be sure to include any assumptions that your timeline is based on and be transparent about potential risks and how you plan to mitigate them.

4) Provide a detailed budget breakdown

Transparency in pricing builds trust. Provide a detailed budget breakdown that covers all costs associated with the project, including any potential variables that could affect the final price.

This section should reassure the client that there are no hidden fees and that you've thoughtfully considered the financial aspects of the project. If possible, offer different pricing options or packages to accommodate the client's budget and needs.

Here’s a great video on how to price large software development projects:

5) Highlight your team's expertise

Your team is your greatest asset. Highlight the qualifications, experience, and success stories of the team members who will be working on the project.

This reassures the client that their project is in capable hands. Include brief bios, relevant expertise, and any notable projects that demonstrate your team's ability to deliver.

6) Include client testimonials and case studies

Nothing speaks louder than success. Include testimonials and case studies from previous clients, especially those with similar projects or challenges.

This section serves as social proof of your capabilities and success in delivering on your promises. It's an opportunity to show potential clients that you're not just capable of talking the talk but walking the walk.

7) End with a call to action

End your proposal with a clear call to action. Invite the client to take the next step, whether it's a meeting, a call, or signing the proposal. Make it easy for them to move forward with you by providing all necessary contact information and any next steps they need to take.

Here's a great example of a deck with an Accept button:

Interactive software development proposal templates

Starting from a blank slide can be quite challenging. It isn't just about what to include, but how to structure it, how to make it engaging, and how to ensure it aligns with your client's expectations.

Without a clear roadmap, it's easy to get lost in the details or miss out on key elements that could make your proposal stand out.

Interactive software development proposal templates provide a well-structured framework that covers all the essential components of a compelling proposal.

They're designed to help you focus on tailoring the content to your client's needs rather than getting bogged down by the format or structure.

Just grab one.

Hi, I'm Dominika, Content Specialist at Storydoc. As a creative professional with experience in fashion, I'm here to show you how to amplify your brand message through the power of storytelling and eye-catching visuals.

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Send Project Proposals, Estimates, and Contracts on Squarespace

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If you sell services to clients or manage ongoing projects, professional documents like proposals, estimates, and contracts are part of establishing your working relationship and your fee.

The documents you send to clients are among the first interactions they have with your business. It’s important for them to be professional, detailed, and reflect your brand , so you can turn leads into paying clients and earn their trust with clear agreements. On Squarespace, you can create and manage client documents that reflect your website style with project proposal templates, project estimate templates, and contracts.

Determine what kind of document you need

You’ll need different documents at different stages of your relationship with a client. 

Proposals:   These give clients a high-level overview of your business and services. This introduction is your first opportunity to secure someone’s business. 

Estimates: An estimate outlines the services you will provide for a project and the associated costs. 

Contracts: This document outlines your terms of service and makes project expectations and deadlines official.

Creating client documents on Squarespace

To send documents to your leads or clients on Squarespace, you’ll need to create a project . The project is a central place to track documents, invoices, client information, and project milestones. You can create a document from any project’s dashboard.

Start any document with one of the document templates and replace the content to fit your business. Once you’ve picked the type of document you’d like to create, you can customize the layout, fonts, and colors. Create a custom design or apply your existing site styles to match your website’s look.

Create a project proposal

Your project proposal is a chance to sell a potential client on your services and get them excited about the prospect of working with you. It’s an opportunity to showcase your business and your services. 

Consider including:

A custom heading with the client’s name for personalization

A brief description of your business

Service packages to choose from with associated costs

Next steps 

Testimonials from previous clients

Images of previous work

A proposal acceptance

When creating a proposal, think about the main priority or problem your client has and how you can solve it for them. Emphasize those services and the benefits so that the client feels understood and sees the value of working with you . For example, images of your previous work could showcase projects for past clients with similar goals. 

Including an Acceptance step is optional. If you do include it and it’s accepted, it constitutes a formal agreement. If proposal acceptance is part of your workflow, make sure you’re clear with clients about what they’re agreeing to at this stage.

Create a project estimate

An estimate is a document outlining the services included in a project and the cost for each service. This gives your client a more detailed account of your pricing .  

A project estimate should include:

A custom heading with the client’s name or project name

Details of the service package

Cost breakdown of the selected package

Add-ons that you offer

Next steps for the client

An estimate acceptance

We recommend including an Acceptance step in your estimate document, so you have a record of the specific services and pricing you and your clients agreed to at this stage. Some business owners combine proposal and estimate details into one document so that a lead can consider their pitch and the pricing breakdown together.

Generate and manage client contracts

A contract is usually the final step to kicking off a client project. The contract sets out the details of your services and the terms of your agreement. That includes legal language around liability and guidelines for terminating the contract.

We recommend working with a legal professional or legal service for advice on what your contract should include. Some common information in contracts are:

Details of the project timeline and costs

Terms of the agreement, including promised services

Payment, refund, or cancellation terms

A contract acceptance

Once you’ve sent a document to your client, you can track its status. You and your client will both get email notifications when the document is sent and accepted, and you’ll see its status in your project dashboard.

Benefits of managing client documents on Squarespace

Creating and managing client agreements in your Squarespace account can help you centralize your administrative work into one platform and keep your documents in line with your business branding. That way, you can work faster and don’t have to switch between tools or go searching for documents. 

Squarespace’s client document templates can:

Match your site styles. Matching the style you’ve already created on your website helps you quickly adopt a professional, consistent look. 

Customize your communication. When you’re ready to send a document to a client, you can personalize and send an email directly from your account.

Simplify your workflow. You have the option to duplicate documents for quicker customization.

Once you send out a document, you can manage the rest of your project from your dashboard. Consider sending an invoice to collect a deposit or full payment or create upcoming project milestones to stay on top of important dates.

Note: Documents are available on Business, Commerce Basic, and Commerce Advanced plans.

Posted on 28 May 2024

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Goldman Sachs to Speak at Bernstein’s 40th Annual Strategic Decisions Conference

John Waldron, President and Chief Operating Officer, is scheduled to speak at Bernstein’s 40 th  Annual Strategic Decisions Conference on Thursday, May 30, 2024 at 8:00 a.m. (ET).   

• Access the Webcast  
• Access Presentation PDF

John Waldron President and Chief Operating Officer Read Bio

Cautionary Note on Forward-Looking Statements

Today’s remarks include forward-looking statements. These statements are not historical facts, but instead represent only the Firm’s beliefs regarding future events, many of which, by their nature, are inherently uncertain and outside of the Firm’s control. Forward-looking statements include statements about potential revenue and growth opportunities, timing and profitability of business and strategic initiatives (including projected fundraising, AUM and related profitability of our AWM business), and the macro environment. It is possible that the Firm’s actual results, including the incremental revenues, if any, from such opportunities, and financial condition, may differ, possibly materially, from the anticipated results, financial condition, and incremental revenues indicated in these forward-looking statements.

Statements about our revenue and growth opportunities, profitability of business and strategic initiatives are subject to the risk that the Firm’s businesses may be unable to generate additional incremental revenues or take advantage of growth opportunities and that we may not be able to implement the business and strategic initiatives on the terms or otherwise as we currently expect. Statements about our current fundraising expectations are subject to the risk that actual fundraising may be lower than expected due to, among other factors, competition from other asset managers, changes in investment preferences and changes in economic or markets conditions. Statements regarding estimated GDP growth or contraction, interest rate and inflation trends and volatility are subject to the risk that actual GDP growth or contraction, interest rate and inflation trends and volatility may differ, possibly materially, due to among other things, changes in general economic conditions and monetary and fiscal policy.  For a discussion of some of the risks and important factors that could affect the Firm’s future results and financial condition, see “Risk Factors” in our Annual Report on Form 10-K for the year ended December 31, 2023. You should also read the forward-looking disclaimers in our Form 10-Q for the period ended March 31, 2024, and information on the calculation of non-GAAP financial measures that is posted on the Investor Relations portion of our website: www.gs.com .

These remarks are current only as of its date, May 30, 2024.

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Request for proposal-tor for consultancy for technical assistance to fig programme partner mfis and their clients in somalia-may 2024.

• Africa Enterprise Challenge Fund
• About the AECF

The Africa Enterprise Challenge Fund (AECF) transforms lives by providing investment funding and technical assistance to commercially viable businesses that improve the lives of rural communities. It mobilizes donor funding to support early and growth-stage businesses in agriculture and renewable and clean energy sectors, with a focus on improving incomes and employment for rural and marginalized groups. It is a non-profit organization, with its headquarters in Nairobi and operational centers in Somalia, Ethiopia, Dar-es-Salaam, Mozambique, Nigeria, South Sudan, and Côte d’Ivoire.

Since our launch in 2008 at the World Economic Forum, AECF has built the resilience of rural and marginalized communities by catalyzing innovative private sector business models with patient capital and growth support services across Sub-Saharan Africa.

• About the FIG programme

Funded by the European Union, FIG is a component of the Inclusive Local and Economic Development (ILED) programme, whose objective is to revitalize and expand the local economy with a focus on livelihood enhancement, job creation, and broad-based inclusive growth for Somali women, youth and producers through:

• Designing and offering appropriate and sustainable financial products and services to clients through Somali Financial Institutions (FI) and ensuring targeted clients are growing and becoming more bankable.
• Catalyzing sustainable increase in lending to economic actors in Somalia, esp. youth, women, and producers.
• Building the capacity of the partner financial institutions to increasingly provide appropriate financial services for a wider scope of customers living in urban centres, and rural and decentralized areas in Somalia.
• Building the capacity of targeted end clients to profitably use the financing for business growth.
• Purposes of the Consultancy.

MFIs in Somalia offer principally Marhaba based funding for micro enterprises that whilst Sharia compliant is expensive. With a focus on financing a limited number of sectors, they also require collateral that is frequently beyond the capacity of vulnerable groups such as women and youth to provide. The FIG programme is designed to support MFIs develop new products that are more accessible to marginalized groups, improve the efficiency of their operating systems to simplify procedures and increase access and make borrowers better able to manage their financial obligations. To achieve this, AECF aims to strengthen the institutional capacity of its four partner MFIs through initiatives that will support both the ability of the MFIs to train borrowers in financial literacy and business management and the improvement in their own internal operating procedures, capacity and product offerings. This includes the development of training courses and manuals followed by comprehensive training for a total of 60 staff members to serve as trainers (TOTs) who will subsequently be able to transfer knowledge to end clients. The chosen service provider will also support the MFIs in designing innovative financing products for women, youth, and producer groups. The consultant will conduct a market assessment, develop an implementation and sustainability model, and create three unique products for each MFI, resulting in a total of twelve new financing options. Additionally, the consultant will refine existing policies and procedures of the MFIs, develop missing ones, and create coaching manuals for loan officers to support their clients.

• Work closely with the MFIs to assess their current product offerings and identify opportunities for new financing products targeting women, youth, and producers.
• Conduct market research and feasibility studies to determine the demand and viability of the proposed financing products.
• Develop innovative and inclusive financing products that meet the needs of the target segments.
• In collaboration with the partner MFIs develop 12 financing products (3 per MFI) specifically designed for women, youth, and producer groups.
• The products must have distinct and implementable features to meet the unique needs of each target group with meaningful and attractive names that reflect their purpose and benefits.
• Assist in designing appropriate loan terms, repayment schedules, profit rate mechanisms, and guarantor requirements for the new products.
• Develop a comprehensive strategic plan for the rollout of new products across all branches, outlining the necessary steps and timelines for successful implementation.
• Collaborate closely with branch managers to monitor and support the execution of the rollout plan, ensuring consistent and effective implementation throughout the MFIs.
• Conduct programme partner MFIs capacity gap assessments and develop corresponding products and institutional development plans.
• Review the existing policies and guidelines of the MFIs and identify gaps or areas for improvement.
• Develop comprehensive policies and guidelines that align with sector best practices and regulatory requirements based on institutional gap analysis findings.
• Develop and improve comprehensive documentation, including policies, procedures, process flow charts, financing loan applications, MF level of authorities, risk management protocols, client protection guidelines, governance frameworks, loan approval matrices, recovery strategies, marketing plans and product development plans.
• Provide guidance, monitoring, and support in implementing the newly developed policies and guidelines within the MFIs.
• Restructure the MFI loan approval matrix, loan recovery plans and risk management guidelines.
• Conduct a comprehensive review of the existing credit manual, internal audit processes, and IT infrastructure of the MFIs, and implement necessary improvements where required.
• Develop a robust financing risk management policy that outlines strategies and procedures for identifying, assessing, and mitigating financial risks, ensuring organizational stability and sustainability.
• Organize a workshop to present the final microfinance unit documents to senior management and the MF unit teams.
• Conduct a comprehensive training needs assessment for MFI staff members, identifying gaps and areas for improvement.
• Develop a detailed training plan and develop a curriculum based on the needs of the MFI staff to address the identified needs.
• Conduct training sessions and workshops for 60 MFI staff members (15 per each) to enhance their understanding and implementation of the developed policies, guidelines, financing products and the sector's best practices.
• Provide ongoing technical assistance and mentoring to the MFIs to ensure effective implementation of the training programmes, product development, and policy guidelines.
• Transfer knowledge and build the capacity of the MFI staff to sustain the training initiatives, product development, and policy guidelines in the long term.
• Ensure trained loan officers effectively transfer their knowledge to the end clients and provide necessary support by putting in place implementation and monitoring plans.
• Develop user-friendly tools/coaching tools to facilitate staff members in effectively handholding the end clients.

AECF is seeking to engage a highly qualified consultant firm or individual with extensive expertise in microfinance institution staff training programmes, the development of financing products targeting women, youth, and producers, and the formulation of MFI policies and guidelines in Somalia.

• Financing Product Development:
• Institutional development (Policies and Guidelines Development):
• Training Needs Assessment and Capacity Building:
• Developing MFI staff training manual and end clients' coaching tools.
• Enhance and standardize existing training modules, transforming them into comprehensive training courses accompanied by trainee manuals.
• Create an end clients' coaching toolkit to support effective coaching and guidance for MFI clients.
• Timeline and Deliverables

The assignment will span over 12 months, from [June 2024] to [May 2025]. (Please note this is dependent on when the contract is signed and may be adjusted accordingly.) The following deliverables will be produced:

• Inception report: A report confirming the assignment delivery methodology, and updated work plan to be submitted within one week of the contract's signature.
• Report: A Comprehensive report detailing each milestone completed with evidence of the completed assignments to be submitted.
• Final report: A report incorporating feedback from the AECF to be submitted within one week of receiving feedback on the draft report with attachments of all developed policies, products and training tools.
• Qualifications

The consultant firm/team must meet the following requirements:

• Possess significant experience (minimum of 5 years) in conducting similar assignments in Somalia's financial sector, including training needs assessments, tailored training programmes, and financing product development.
• Have proven experience in providing training and capacity-building services to MFIs, particularly in staff training, financing product development, and policy and guideline development.
• Demonstrate strong knowledge of training methodologies, curriculum development, adult learning principles, and expertise in policy and guideline development for MFIs, including familiarity with regulatory requirements and industry best practices.
• Exhibit strong project management skills, including the ability to meet deadlines and deliver high-quality outputs.
• Possess a comprehensive understanding of the Somali private financial sector, including in-depth knowledge of the Somali microfinance landscape, regulatory frameworks, market dynamics, and challenges faced by MFIs.
• Be independent and free from conflicts of interest that could compromise the objectivity of the assignment, ensuring the ability to conduct the task objectively and impartially without influence from relevant stakeholders.
• Have excellent communication and facilitation skills to effectively engage with Somali MFI staff members and stakeholders.
• Previous experience working with EU-funded similar programmes is advantageous.
• Be fully able to operate registered as a consultancy firm in Somalia.
• Proposal Submission
• Interested applicants should submit a full proposal as a response to the TOR.
• CVs of all team members
• A proposed methodology for the assignment
• A proposed work plan with timelines and activity breakdown.
• Technical and financial proposals must be submitted separately.
• Detailed financial proposal in USD

The consultancy firm/team will report to AECF, the FIG programme manager.

Depending on the contracting mechanism, AECF is obliged by the Kenyan tax authorities to withhold taxes on service contract fees as well as ensure VAT, at 16%, is charged where applicable. Applicants are advised to ensure that they have a clear understanding of their tax position concerning provisions of Kenya tax legislation when developing their proposals.

• EVALUATION CRITERIA

An evaluation committee will be formed by the AECF and shall include employees. All members will be bound by the same standards of confidentiality. The vendor should ensure that they fully respond to all criteria to be comprehensively evaluated. The AECF may request and receive clarification from any vendor when evaluating a proposal. The evaluation committee may invite some or all the vendors to appear before the committee to clarify their proposals. In such an event, the evaluation committee may consider such clarifications in evaluating proposals.

In deciding the final selection of qualified bidders, the technical quality of the proposal will be given a weighting of 70% based on the evaluation criteria. Only the financial proposal of those bidders who qualify technically will be opened. The financial proposal will be allocated a weighting of 30% and the proposals will be ranked in terms of total points scored. The mandatory and desirable criteria against which proposals will be evaluated are identified in the table below.

Criteria for Assessment

Understanding of the terms of reference

Detailed description of the service to be provided

Understanding of what AECF is expecting from the assignment

Methodology and work plan

Relevance of the methodology proposed to the needs of the assignment

Adequacy of the work plan, including key deliverables and capacity to deliver within a realistic timeline based on the consultancy days designated for the task

Technical experience of staff offered

Relevant tertiary level qualification and years of professional experience of the proposed team; and demonstrated Team Leader’s expertise in one of the technical areas as well as expertise and demonstrated experience in delivering the assignment, methodology and implementation approach and demonstrated experience in leading similar assignments.

Prior experience in conducting MFIs technical support activity in Somalia with similar nature and scope; including reference list indicating the scope and magnitude of similar assignments.

Experience in working with donor-funded programmes including demonstrated experience in technical assistance delivery report writing.

Evidence of similar previous experience, at least 5 years, in the banking and financial inclusion sector in Somalia. Provide at least three assignment details with reference and contact details.

Financial Proposal

Clarity, relevance, reality to market of value/value for money of cost for the assignment (inclusive of any applicable tax)

Total Score

AECF reserves the right to determine the structure of the process, the number of short-listed participants, the right to withdraw from the proposal process, the right to change this timetable at any time without notice and reserves the right to withdraw this tender at any time, without prior notice and without liability to compensate and/or reimburse any party.

How to apply

• APPLICATION DETAILS

The AECF is an Equal Opportunity Employer. The AECF considers all interested candidates based on merit without regard to race, gender, color, national origin, religion, sexual orientation, age, marital status, veteran status, disability, or any other characteristic protected by applicable law. The AECF invites qualified consultants/firms to send a proposal to [email protected] marked “ CONSULTANCY FOR TECHNICAL ASSISTANCE TO FIG PROGRAMME PARTNER MFIS AND THEIR CLIENTS IN SOMALIA ” The AECF shall not be liable for not opening proposals that are submitted with a different subject.

The proposal should be received no later than June 18, 2024, by 5.00 pm East Africa Time (GMT +3) and addressed to the AECF, Procurement Department.

All clarifications and or questions should be sent to [email protected] by 12th June 2024.

NB: The AECF does not charge an application fee for participation in the tender process and has not appointed any agents or intermediaries to facilitate applications. Applicants are advised to reach out directly to the AECF PROCUREMENT DEPARTMENT .

For more information, please visit our website as per the below link.

https://www.aecfafrica.org/careers/request-for-proposal-terms-of-reference-consultancy-for-technical-assistance-to-fig-programme-partner-mfis-and-their-clients-in-somalia/

Related Content

Somalia situation report, 12 may 2024, somalia situation report, 7 may 2024, somalia: 2024 gu season heavy rains and floods flash update no. 3 (as of 6 may 2024) [en/so], somalia situation report, 30 apr 2024.

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Hayes Statement on Israel-Hamas Ceasefire Proposal

May 31 , 2024.

WASHINGTON -  Today, Congresswoman Jahana Hayes (CT-05) released the following statement in support of efforts by the Biden Administration to end hostilities in the Israel-Hamas war:

"Today, President Biden outlined a three-part plan negotiated by the U.S, Israel, Qatar and Egypt that would lead to an end of the Israel and Hamas conflict.

The plan includes a six-week full and complete ceasefire, a withdrawal of Israeli forces from all populated areas in Gaza, and a release of several hostages, including women, the elderly, and the wounded. Additionally, Palestinian civilians could return to their homes, and critical humanitarian aid would be allowed to enter Gaza.

With a ceasefire, humanitarian organizations can safely distribute aid to those in need.

This proposed plan goes on to include an exchange for all remaining hostages and a continued negotiations for a permanent cessation of hostilities.

Finally, this deal includes a significant reconstruction plan for Gaza, and for any remains of hostages to be returned to their families.

There is still much more work to be done, but I support these efforts by the Biden administration to help foster a lasting peace in the region and remain hopeful this plan to end the hostilities will be accepted."

Permalink: https://hayes.house.gov/2024/5/hayes-statement-on-proposed-ceasefire

Releasing Windows 11, version 24H2 to the Release Preview Channel

• Windows Insider Program Team

UPDATE 5/29: We’re aware that some Windows Insiders in Release Preview are not seeing Windows 11, version 24H2 offered yet. We’ve just begun the rollout and will gradually increase the rollout over time so not everyone will see it right away. If you are not seeing it yet and want to update to Windows 11, version 24H2 right away, you can do so by using the ISO which are available for download here . The ISO is Build 26100.560 but once you update using the ISO and join Release Preview, you’ll get Build 26100.712.

Hello Windows Insiders!

Today, we are making this year’s annual feature update Windows 11, version 24H2 (Build 26100.712) available in the Release Preview Channel for customers to preview ahead of general availability later this calendar year.

Windows 11, version 24H2* includes a range of new features such as the HDR background support, energy saver, Sudo for Windows , Rust in the Windows kernel, support for Wi-Fi 7, voice clarity and more. It also includes many improvements across Windows. For example, we are introducing a scrollable view of the quick settings flyout from the taskbar, the ability to create 7-zip and TAR archives in File Explorer (in addition to ZIP), and improvements for connecting Bluetooth® Low Energy Audio devices. We will be sharing more details in the coming months on many of the new features and improvements included as part of Windows 11, version 24H2 leading up to general availability. Please note that the new AI features such as Recall announced earlier this week will not be available on your PC after installing this update today as they require a Copilot+ PC. For more information on those new AI features and Copilot+ PCs, see this blog post here .

As part of this update, we’re also evolving the Copilot** experience on Windows as an app that will be pinned to the taskbar. This enables users to get the benefits of a traditional app experience, including the ability to resize, move, and snap the window – feedback we’ve heard from users throughout the preview of Copilot in Windows. This model also allows Microsoft to more agilely develop and optimize the experience based on user feedback. This change will be making is way to Insiders in the Canary, Dev, and Beta Channels shortly.

[ADDED 5/30] As part of the Copilot experience’s evolution on Windows to become an app that is pinned to the taskbar, we are retiring the WIN + C keyboard shortcut. For new devices that ship with a Copilot key , this key will open Copilot. For existing devices without that key, using the WIN + (number position for Copilot pinned to your taskbar) is a great way to open Copilot.

Windows Insiders in the Release Preview Channel can install Windows 11, version 24H2 via our “seeker” experience in Windows Update. This means if you are an Insider currently in the Release Preview Channel on a PC that meets the Windows 11  hardware requirements , you can go to Settings and Windows Update and choose to download and install Windows 11, version 24H2 if you want. Once you update your PC to Windows 11, version 24H2, you will continue to automatically receive new servicing updates through Windows Update (the typical monthly update process). For instructions on how to join the Windows Insider Program and join your PC to the Release Preview Channel,  click here .

PLEASE NOTE: Windows Insiders in the Canary and Dev Channels will not be able to switch to the Release Preview Channel as they are on builds already based on Windows 11, version 24H2 but are on higher build numbers. These Insiders don’t need to switch. 

Commercial*** customers enrolled in the  Windows Insider Program for Business  can begin validating Windows 11, version 24H2 on PCs in their organizations. For these customers, the Windows 11, version 24H2 feature update is available through Windows Update for Business (WUfB) and Windows Server Update Service (WSUS). Azure Marketplace will be coming soon. You can learn more about deploying pre-release feature updates using  these deployment methods here . Should any issues arise, IT admins in organizations deploying Release Preview updates can request Microsoft Support .

And finally – ISOs are now available for download for Windows 11, version 24H2 via the Windows Insider ISO download page .

Thanks, Windows Insider Program Team

*Please note that Cortana, Tips, and WordPad are removed after upgrading to Windows 11, version 24H2. These apps are deprecated .

**Copilot in Windows is being rolled out gradually to Windows Insiders across our global markets. Customers in the European Economic Area will be able to download the Copilot in Windows experience as an app from the Microsoft Store (coming soon).

***We consider a device a commercial device if it is not running the Windows 11 Home edition AND is being managed by an IT administrator (whether via Microsoft Endpoint Manager or other management solution) or has a volume license key or commercial ID or is joined to a domain.