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View Live Stats View ReviewsWriting Sales Proposals
Face to face / Online public schedule & onsite training. Restaurant lunch included at STL venues.
From £495 List price £650
- 1 day Instructor-led workshop
- Courses never cancelled
- Restaurant lunch
Syllabus
Who is this course for?
This course is aimed at people who contribute to proposal development, manage the pitch process or create proposals themselves. The course provides processes and techniques that can be used to craft clear, concise and compelling proposals.
Benefits
You will understand and apply tools and techniques that help you to develop proposals that address prospect needs and deliver a competitive edge. The course gives delegates an opportunity to understand how to: gain key information from prospects; manage the pitch process; develop key messages; and plan and draft proposal content.Course Syllabus
Understanding Needs: A Consultative Approach
Analysing the brief
Planning for the first meeting
Filling in the gaps: Careful questioning
Offering relevant insights
Establishing trust
Conducting research
Understanding the competition
Managing the Proposal Development Process
Forming your team: roles, skills and responsibilities
Developing a plan, process and timetable
Drafting Your Proposal
Selecting relevant information
Structuring the proposal
Setting a strategy
Developing key messages
Designing slides for impact and clarity
Deciding on tactics
Activities for implementation
Deciding what to say
Going beyond the brief
Anticipating questions and objections
Post Pitch
Winning: tips for starting the relationship strong
Losing: learning valuable lessons
Personal assessment - What will you implement from this learning?
Action planning
Prices & Dates
What you get
"What do I get on the day?"
Arguably, the most experienced and highest motivated trainers.
Face-to-face training
Training is held in our modern, comfortable, air-conditioned suites.
Lunch, breaks and timing
A hot lunch is provided at local restaurants near our venues:
- Bloomsbury
- Limehouse
Courses start at 9:30am.
Please aim to be with us for 9:15am.
Browse the sample menus and view joining information (how to get to our venues).
Refreshments
Available throughout the day:
- Hot beverages
- Clean, filtered water
- Biscuits
Online training
Regular breaks throughout the day.
Learning tools
In-course handbook
Contains unit objectives, exercises and space to write notes
24 months access to trainers
Your questions answered on our support forum.
Training formats & Services
Training Formats & Services
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Training manual sample
Below are some extracts from our Writing Sales Proposals manual.
By following this proven structure, you’ll
create a comprehensive and persuasive sales proposal that addresses your
client’s needs and highlights the value of your solution effectively.
1. Cover
Page
- Company Logo and Name: Clearly display your company's branding.
- Proposal Title: Something like 'Sales Proposal for
[Client's Company Name].'
- Date: The date when the proposal is submitted.
- Client's Information: Name, position, and contact details of
the primary recipient.
2. Executive
Summary
- Purpose: Briefly summarise what the proposal is
about.
- Value Proposition: Highlight the main benefits and value
your solution offers.
- Key Points: Mention key aspects like proposed
solutions, benefits, and any unique selling points.
3. Introduction
- Company Overview: Provide a brief introduction to your
company, including its mission, values, and relevant experience.
- Understanding of Client’s Needs: Show that you understand the client’s
business and specific challenges or needs.
4. Problem
Statement
- Identify the Problem: Clearly define the problem or challenge
the client is facing.
- Impact of the Problem: Explain how this problem affects their
business, using data or anecdotes if possible.
5. Proposed
Solution
- Solution Overview: Describe the solution you are proposing
in detail.
- Features and Benefits: Outline the key features of your
solution and how each feature will benefit the client.
- Customisation: Highlight any aspects of the solution
that are tailored to the client’s specific needs.
6. Implementation
Plan
- Timeline: Provide a detailed timeline for the
implementation of your solution, including key milestones.
- Responsibilities: Outline who will be responsible for
what, both from your side and the client’s side.
- Resources Needed: Specify any resources or information
required from the client to ensure a smooth implementation.
7. Pricing
- Breakdown: Offer a clear and detailed breakdown of
costs associated with the solution.
- Payment Terms: State the payment terms, including any
deposit required, payment schedule, and accepted methods of payment.
- Value Justification: Explain why the cost is justified,
referencing the benefits and ROI your solution provides.
8. Case
Studies/Testimonials
- Relevant Examples: Include case studies or testimonials
from previous clients, particularly those with similar needs or
industries.
- Results: Showcase the results achieved through
your solution, demonstrating its effectiveness and reliability.
9. Terms
and Conditions
- Contract Terms: Outline the key terms and conditions of
the agreement.
- Service Level Agreements (SLAs): Specify any SLAs or guarantees related
to performance and support.
10. Call to
Action
- Next Steps: Clearly state what you want the client
to do next, whether it's scheduling a meeting, signing the proposal, or
any other action.
- Contact Information: Provide your contact details for
follow-up questions or discussions.
11. Appendices
(Optional)
- Additional Information: Include any supplementary material, such
as technical specifications, detailed charts, or additional terms.
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