Creating a Successful Sales Proposal

A step by step guide to writing effective sales proposals

top Overview

Writing proposals can be a time and money consuming exercise.

The proposals you submit reflect your organisation. They should communicate the benefits of your offer and the excellence of your people and support services.

A sales proposal should be an effective written sales presentation which motivates the person or organisation to adopt its recommendations.

Like a well crafted advertisement, a proposal aims to do a number of things:

  • To catch and hold the attention of decision makers.
  • To instill confidence in the reader’s mind.
  • To communicate the benefits to be gained.
  • To highlight how the offer is differentiated from that of competitors.
  • To clarify the criteria on which a decision should be made.
  • To lead the reader through the decision making process.

This Short Course has been designed to explain the elements and provide a step–by-step guide to creating a successful sales proposal.

With the assistance of the facilitator, you will create your own proposal during the course.

top Topics Covered

How proposals originate

  • Answering Requests for Proposals (RFPs) v writing Speculative Proposals
  • How to approach the creation of the proposal
  • Preparing to write the proposal
  • Forming the proposal writing team
Many proposals are the result of combined effort. This section explains how to organise the 'Writing Team', allocate responsibilities and schedule the proposal project
  • The Key Elements of a successful Sales Proposal

Proposal writing skills

  • Points to watch when writing the proposal
  • Tips for effective writing
  • Avoiding jargon

A comprehensive checklist is included to ensure that proposals meet the criteria on each point

top Who should attend

  • Salespeople and professional service providers who are required to promote and develop business.
  • Staff who may be involved as members of a proposal writing team.
  • Anyone who is responsible for creating written proposals to customers or clients

top Outcomes

  • You will have a firm grasp on the skills required to plan and schedule the creation of the proposal
  • Select and lead a proposal writing team
  • Construct a winning sales proposal