eSign Software Sales Proposal Template Made Easy

E signature sales proposal template

[Music] how to write a sales proposal do you create sales proposal or sales pitch to potential clients these 10 steps will improve your effectiveness 1 thank you sounds obvious huh you'd be surprised how often the words are overlooked be sure to thank the potential client for the opportunity to present to them tell them you respect how valuable their time us and that you appreciate them giving some of it to you to provide an outline prepare an agenda of what you will be presenting this gives the potential client an idea of what to expect 3 state your expectation let the potential client know upfront what you expect they will get from the proposal this lets them know how you want them to respond to the proposal you may say something like after I have completed the presentation you will be able to see how my services give you much greater value for less money for sell yourself along with the product or service don't be afraid to toot your own horn come prepared with a resume of your qualifications or summary of your experience or accounts you personally manage people buy from people and because of people not the services or products sold 5 be needs-based don't try to propose what the potential client doesn't need be realistic and check in with the potential client otherwise don't waste your time or their time with the proposal 6 state the results often salespeople leave this step out and expect the prospect will get it state the results that your product or services will deliver be careful not to overstate and be honest about the outcomes under promising and over delivering will payoff 7 use media make your proposal interesting by painting a picture of your product or services do a hands-on demonstration or use charts graphs etc get your prospect in and imagining their use of the product or service during the proposal eight talk about the money this is where salespeople get uncomfortable and hesitate state the cost and explain all costs don't keep anything hidden don't be embarrassed by the pricing expect the client will not be scared by the costs don't judge their pocketbooks 9 follow up don't leave the presentation without agreed-upon follow-up select the next logical step and get the potential client to agree to it it may be meeting again visiting a customer using the product or service or coming to your office for another presentation of some sort choose the date and time and make a firm commitment before you walk out the door 10 No doesn't mean it's over some of my proposals have been rejected by the prospect the first time I don't pout I just continue my relationship with them I keep in touch through calls mailings newsletters and invitations to seminars you never know when the right time may be or the mood may shift many initial noes have become yes later on keep in touch thank you for watching please like this video