Sales proposal automation for staffing
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Sales Proposal Automation for Staffing
Sales proposal automation for staffing - How to streamline your process with airSlate SignNow:
Experience the benefits of using airSlate SignNow for your sales proposal automation needs. Streamline your process, save time, and increase efficiency with our user-friendly platform. Try airSlate SignNow today and revolutionize the way you handle your staffing proposals.
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FAQs online signature
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How to automate proposal creation?
Proposal Template One way you can do this is by including common content within your proposal. For example, key resumes, company history, qualifications, and examples of past projects are sections that are often requested in RFPs. Add these to your template so the content is there as soon as you start a new proposal.
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What is a sales automation platform?
Sales automation uses software to eliminate repetitive, manual tasks and automates them to allow you and your sales team to focus more on closing sales and getting paid. With sales automation tools, you can: Automate follow-ups. Manage your sales pipeline.
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Is Proposify safe?
Proposify's built-in electronic signature tool is legally binding, backed by world-class security, and compliant with the strict guidelines outlined in the Uniform Electronic Transactions Act (UETA, 1999), the Electronic Signatures in Global and National Commerce Act (ESIGN, 2000), and eIDAS (Regulation 910/2014/EC).
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What is the proposal automation process?
Proposal automation uses technology to manage the proposal lifecycle. This makes the process easier and reduces manual work while saving a lot of time and preventing duplication of work.
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What is the purpose of a proposal letter?
A proposal letter is a professional document that introduces your business ideas to an important recipient who holds a decision-making role. A proposal letter can introduce an idea to try to convince the recipient to read a full document with supporting information, or it can be the proposal itself.
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Is Proposify worth it?
Proposify is improving my close rate of clients and speeding that process up. It is a more professional way of delivering work proposals than email attachments. It also give me more control of the sales process. Proposify reduces the time of proposal delivery to clients and generates a higher rate of acceptance.
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What does Proposify do?
Proposify gives your team the control and visibility to quickly create, track, and sign winning proposals while increasing your team's close rate. Want to see how good our proposals look?
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What is the purpose of the proposal?
A proposal tries to convince its reader that the proposed plan or project is worth doing – that it's worth the time, energy, and expense necessary to see it through; that you represent the best candidate for implementing the idea; and that the recommended action will result in tangible benefits.
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in the next few minutes i'm going to show you how to make the perfect pitch every single time whether you're pitching to a prospect an existing client or a candidate no matter what the situation the perfect pitch every single time please watch through the end of the video um you'll get some free extras when you get to the end of the video and the content continues all the way through um and also as always please hit the subscribe button and the bell which means you get notification of every time this new video comes out which means you don't miss any of the goodies hi i'm stephen long i've spent the last 30 years researching sales and influence skills and the last 20 years training more than 50 000 recruitment consultants and setting up building and later selling my own executive search firm working in financial markets and if you try and do the maths yes i started my own business when i was about eight years old in this video i'm going to walk you through the four steps of the perfect pitch framework now you'll see a lot of stuff on the on youtube and on the web generally from people who build um direct marketing campaigns or click funnels and things like that and they use a slightly different process they use a three-step process but in all my research and testing and all my work in recruitment i found that there's a fourth step which if you miss it out then the whole process just lacks something it just misses it just doesn't give everybody the information they absolutely need to take you up on your offer and your proposal so this four stage process is designed to give you every step that you need to maximize the probability of getting the action that you're looking for first a tiny bit of context when i talk about pitch when most people talk about pitch they imagine standing up in a boardroom or giving it wolf of wall street and banging out all out there and bags of energy and all that sort of stuff and it you know it's a it's a lengthy process not really it can be but the perfect pitch structure it works for a piece of direct marketing it works for an in-male it works for a two-minute phone conversation it works for a written proposal it works with a candidate it works with a client it works with a prospect it works face-to-face in writing on a website in an email in a dm face to face and on the phone basically anytime you need to sell an idea to someone or anytime you need somebody to take an action and they need persuading that is when you use the perfect pitch structure in other words pretty much all the time with pretty much everybody stage one is the hook the hook is literally just designed to do the equivalent of making somebody go that's it lift their head up or make their head go to one side go is to get their attention the hook is an attention grabber it's a big claim that you're able to help them in some way or a big claim that you're able to do something for them so if you're approaching a candidate your big claim might be that you've got the kind of role that only comes up every four or five years if you know that might be too massive a claim but i'm just trying to give you a demonstration if you're approaching a prospect it might be that you have exactly the kind of candidates that can transform their business again might be too grandiose so let's take it down a notch it could be that you simply want to say to somebody look as a client of ours we'll be able to get you great candidates faster and keep them on board longer so that you're able to get the people you really want that's a big claim it's a hook it's enough to get somebody to go and in their head be thinking okay that'd be interesting oh that'd be great they don't believe a word of it yet but that's not the purpose the purpose of the hook is to make them interested just to make them go huh okay that's all it's there for just to get their attention and focus them that's all you're trying to do at this point so the first stage is the hook it gets them listening it gets them paying attention to you the second stage is the story now if you don't like the term story you could you you could use the term case study or example but it's the same thing you're going to tell them a story you're going to give them an example you're going to tell them about something that happened with somebody else in a similar situation to theirs and how you were able to help them now why story why why case study why metaphor why example because that's how people have learned and experienced and grown and taken on new ideas since well since we came down from the trees because if you think about it if you get together with your friends you you're very unlikely to sit there and just exchange facts with each other though i have to say being a bit of a sad sack um my partner did get me uh the qri book of facts for a christmas present but you know i am a bit unusual in oh so many ways but generally if you're out for a social evening with your friends you don't just sit there or stand there and exchange facts you tell each other stories you tell each other jokes which are stories with a payoff you talk about things that have happened you you talk about things that have happened you together you know your memories of with each other your experiences that's how people communicate that's how people have learned since the beginning of the human race so telling stories connects with people on a massively deep level and the only thing that changes depending on who you're talking to is the level of formality and the level of detail and it's nothing to do with their status it's nothing to do with their seniority or the size of their firm or anything like that what is to do with is their personal style are they very chatty or are they very focused and bullet point bullet point bullet point if their bullet point bullet point bullet point that's how you deliver your case study or your story or your example if they're kind of chatty and they talk about things that have happened that's the way you deliver your case study story example but it's essentially oh we were working with somebody in a very similar situation and what we were able to do for them was this and the way we did it was that that's it we work with somebody in a very similar situation and this is what we did for them and this is how the result that they got that's basically it so while the style might change the content is always the same the content is just two things we work within somebody in a very similar situation to yours here's what happened and here's what they got from it take a bit of time over it the style doesn't depend on what you're comfortable with it depends on what works for the person you're talking to so you can deliver your story in 30 seconds or you can deliver your story in 30 minutes it just depends on the situation and who you're dealing with hopefully this is making sense for you so far so i guess the question i've got is where do you think this is most appropriate is this for using to bring new prospects on board is it to sell your services or your vacancies to your candidates or is it for getting more or better from existing clients just wondering once you've got people's attention with the hook and you've got their interest and their focus and they're engaged because of the story you tell them the story or the case study or the example and they put themselves in that situation and they've imagined how they'll benefit from it but now is the bit that most systems about pitching just miss out but now people need facts they need to know how you'll do it how it will work how it will work for them because particularly in a business to business situation people have to sell doing something different to their colleagues even if they're the chief exec of the business they have to sell it to hr the line managers whomever if they are a line manager they've got to sell it to hr their boss their colleagues everybody has to communicate and convince people internally and that's what the facts do i'll come back to that in a second but hang on stephen i'm selling to candidates they haven't got colleagues they haven't got a boss probably not but they have family they have friends and they have to have a convincing rationale they have to have a convincing case argument for why they're gonna leave one job and go to another why they're gonna leave apparent safety and jump into something new which is anything new is inherently dangerous so the facts allow people to rationalize they are a rational lie station that people can use to explain rationally and logically why they've decided to do it but and this is a big but much like mine what's actually sold them is not the explanation that's for them to sell other people what's actually sold the person you're talking to is the hook and the story or case study because they've put themselves in that situation and they can see smell taste the benefits that they're gonna get the facts element though is essential if you're going to give them the tools to sell this decision that they've already made to their family friends colleagues peers other departments bosses if somebody's gonna go outside the psl for example they need a really good rationale for it they need a good explanation of why they've taken that decision and just a case study however good however convincing isn't going to be enough without that arsenal of facts about how you'll do it how it works how you achieve those time scales how how how the last stage of the perfect pitch is the call to action now that's not call to action in the sense of social media you know it's not please comment below though having said that please comment below because it tells youtube that you're engaged and you're enjoying it and there's value in it and they'll show it to other people it's not share this if you like it it's not what's your experience it's it's a specific action and i could give you probably two or three hundred examples of a call to action at the end of the perfect pitch because it all depends on the action that you want somebody to take so the call to action for agreeing to a meeting is by definition totally different to the call to action for sending your cv over so the call to action literally depends on what you're trying to get somebody to do if you look down in the description underneath you'll find a link for a download to a totally free guide to how to make the perfect pitch there's no on sell there's no trying to get you into a 997 course um it's literally free download everything we've covered here but in a much much more detail so get the link follow it up and enjoy the extra information so hook this is how you get somebody's attention story i've done this with 50 000 recruitment consultants over the years and they're kind of results they've got from using this are spectacular because it's such a flexible tool it's probably the most flexible tool i've worked with and it gives you the ability to contact completely cold candidates all the way through to taking an existing client and turning them into retained or turn them into an exclusive long-term arrangement i've done both of those and i've seen people do everything in between those two extremes and the reason it works is because it gives the other person all the other people everything they need in order to take a decision and then follow that decision through straight away with action because you've it you engage you get their attention you engage them emotionally with the story then you give them facts to rationalize the decision they make while they're listening to the story and the examples and then the call to action engages them and gets them to do something now which turns a feeling of desire and a feeling of vague intention into a commitment so what i would suggest for you either while you're watching this video hit pause or just you know immediately after you've got to the end of the video and liked it and shared it and commented on it and subscribed um what i'd suggest you do is right now sit down and think of four or five or more but at least four or five examples of what you've done for people that put you in the best possible light four or five examples of how you work with candidates four or five examples of how you work with new clients four or five examples of how working most closely with a client and existing clients has transformed their situation so it's all about what the other person has got from it just come up with those four or five examples you don't need to write them out in massive detail but just write them down so you can remember what the stories are supposed to be about and that will be the start of your toolbox so that you can use the perfect pitch to get the results you want every time every situation where you need to convince someone to take an action so this is the bit where i ask you to please like it and if you haven't already subscribed to hit the notifications please do also if you have questions please stick them in the comments below and i will reply as quickly as i can do or if there's something a bit more confidential then please feel free to contact me on instagram or on linkedin now if you go to the main channel page the information's on there or it should be up at the top of the screen as well hopefully you've enjoyed this there'll be some recommendations coming up on the screen in a second enjoy and i'll see you soon [Music]
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