Signal yellow / ink and rust

A proposal and sales enablement proposal for a B2B consultancy whose proposals are slow to write and win about one in five. It covers where a proposal’s hours go, four steps from studying past proposals to coaching, the templates, pricing pages and case study library, an eight-week timeline, a similar client’s results and three one-time options.

Proposal and Sales Enablement Consulting Proposal

Overview

<h2 style="font-family:var(--proposal-font-heading);font-size:clamp(28px,4.2cqw,44px);line-height:1.14;font-weight:700">Thank you for the conversation</h2><p style="font-size:clamp(20px,2.1cqw,23px);line-height:1.5">You want proposals that take less time to write and win more often.</p>

Introduction

<h2 style="font-family:var(--proposal-font-heading);font-size:clamp(28px,4.2cqw,44px);line-height:1.14;font-weight:700">Where your proposals stand</h2><p style="font-size:clamp(20px,2.1cqw,23px);line-height:1.5">From your CRM, 12 recent proposals and our calls with four sellers.</p>

Your situation

<h2 style="font-family:var(--proposal-font-accent);font-weight:500;line-height:1.14"><span style="font-size:clamp(30px,4.2cqw,52px)">We recommend rebuilding your proposals around what your wins have in common, then coaching the team to use them.</span></h2><p style="font-size:clamp(20px,2.1cqw,23px);line-height:1.5">New templates on their own get copied and drifted from within a quarter. Coaching and a short review of live proposals make the change stick.</p>

<h2 style="font-family:var(--proposal-font-heading);font-size:clamp(28px,4.2cqw,44px);line-height:1.14;font-weight:700">How the work runs</h2><p style="font-size:clamp(20px,2.1cqw,23px);line-height:1.5">Four steps over eight weeks.</p>

<p>We compare 40 won and lost proposals and interview sellers and two buyers who said no.</p>

Study

<p>New templates, pricing pages and a case study library, written from what wins.</p>

Rebuild

<p>Two workshops and a review of five live proposals before they are sent.</p>

Coach

<p>Writing time and win rate are recorded from the start and reviewed at 90 days.</p>

Measure

Our recommendation

<h2 style="font-family:var(--proposal-font-heading);font-size:clamp(28px,4.2cqw,44px);line-height:1.14;font-weight:700">What you get</h2><p style="font-size:clamp(20px,2.1cqw,23px);line-height:1.5">Everything in the Audit and rebuild plan.</p>

<p>What your won proposals have in common, and what the lost ones are missing.</p><ul><li>Review of 40 proposals from the last 12 months</li><li>Interviews with six sellers and two buyers who said no</li><li>A written report with ten recommendations</li></ul>

Proposal audit

<p>Three proposal templates for your main types of work.</p><ul><li>Strategy projects, implementation projects and retainers</li><li>A one-page summary at the start of each</li><li>Guidance notes in every section</li></ul>

Templates

<p>One way to show prices, agreed with your partners and finance.</p><ul><li>Three options with one recommended</li><li>Standard rates and discount rules</li><li>Payment terms in plain words</li></ul>

Pricing pages

<p>Approved results, easy to find by industry and service.</p><ul><li>Up to 12 short case studies, rewritten</li><li>Client approval tracked for each</li><li>Quotes and numbers with their sources</li></ul>

Case study library

<p>Your sellers learn to use the new templates on real deals.</p><ul><li>Two 90-minute workshops</li><li>Review of five live proposals</li><li>A short playbook for new hires</li></ul>

Coaching

<p><strong>Not included:</strong> writing proposals for your live deals, changes to your CRM, and new brand or design work.</p>

What you get

<h2 style="font-family:var(--proposal-font-heading);font-size:clamp(28px,4.2cqw,44px);line-height:1.14;font-weight:700">Eight weeks from kickoff to handover</h2><p style="font-size:clamp(20px,2.1cqw,23px);line-height:1.5">Work starts on {{START_DATE}}.</p>

<p>Review 40 proposals against your CRM and interview sellers and buyers.</p>

<p>Write the templates, pricing pages and case study library, with one review round each.</p>

<p>Your sellers use the new templates on five live proposals, and we review each one.</p>

Pilot

<p>Two workshops, final changes and the playbook.</p>

Coach and hand over

Timeline

Who you will work with

<h2 style="font-family:var(--proposal-font-heading);font-size:clamp(28px,4.2cqw,44px);line-height:1.14;font-weight:700">Results for a similar client</h2><p style="font-size:clamp(20px,2.1cqw,23px);line-height:1.5">An IT consultancy, and what changed in two quarters.</p>

Results for a similar client

<h2 style="font-family:var(--proposal-font-heading);font-size:clamp(28px,4.2cqw,44px);line-height:1.14;font-weight:700">Options and fees</h2><p style="font-size:clamp(20px,2.1cqw,23px);line-height:1.5">Three options. We recommend Audit and rebuild.</p>

Find out what wins, for your team to act on.

Audit

Audit and rebuild

Rebuild and coaching

<p>Fees are in USD and exclude tax. Prices cover up to 12 sellers. This proposal is valid until {{VALID_UNTIL}}.</p>

Options and fees

<h2 style="font-family:var(--proposal-font-heading);font-size:clamp(28px,4.2cqw,44px);line-height:1.14;font-weight:700">Common questions</h2>

<p>No. We build the templates, pricing pages and case study library and train your team to use them. In the pilot we review five live proposals before they are sent.</p>

Do you write our proposals for us?

<p>Any. We deliver templates in Google Docs or Word, or set them up in your proposal software as an extra.</p>

Which proposal software do you work with?

<p>We compare won and lost proposals from the last 12 months against your CRM, and ask buyers who said yes and no what made the difference.</p>

How do you know what wins?

<p>No one honestly can. We record writing time and win rate before we start and report both at 90 days.</p>

Can you promise a higher win rate?

<p>40 recent proposals with their outcome, 45 minutes with six sellers, and one person who approves drafts within three working days.</p>

What do you need from us?

<p>You do, once the final invoice is paid, including the case studies and the playbook.</p>

Who owns the templates?

Questions

<h2 style="font-family:var(--proposal-font-heading);font-size:clamp(28px,4.2cqw,44px);line-height:1.14;font-weight:700">Next steps</h2><p style="font-size:clamp(20px,2.1cqw,23px);line-height:1.5">How we start.</p>

Proposal and Sales Enablement Consulting Proposal - Preview