All-purpose
A template that can be used as a starting point for different target groups and companies. In addition to an open and modern design, the content is of course also very important. Details for All-purpose
Accountancy
You make an offer by clearly summarising the benefits for the customer. Just as an accountant can give direction to the entrepreneur, the proposal gives direction to the collaboration. Details for Accountancy
Book keeping
Perfect accounting includes correct, complete figures. A proposal must be like the accountant's balance sheet: complete, error-free and customer-oriented. Details for Book keeping
Coaching
Coaching is personal and completely customised, adapted to the wishes and needs of the customer. A personal offer to start the collaboration is a must. Details for Coaching
Engineering
You can extend the entire corporate identity into the presentation, whether you opt for a colorful or dark appearance. The settings offer the flexibility to adjust everything to the image of your company. Details for Engineering
Handymen Services
Busy days and complex schedules are part of a handymen company. Save some time by making your offers with a quotation tool. You also immediately distinguish yourself from the competition and show your customer friendliness. Details for Handymen Services
Marketing
The playing field of marketing is largely online these days. With online sales you tailor the customer journey and surprise your customers. Details for Marketing
Travel Agency
Travel agencies sell atmosphere and life experiences. The right interactive proposal stimulates the imagination and gives customers a preview of the journey to come. Details for Travel Agency
Startup
View a sample proposal from a SaaS company that has developed an app for the travel industry. This provides a clear picture of how to present a complex project in an accessible and professional manner. Details for Startup
Training
For a training agency, providing customisation is one of the most important aspects. The client must recognise himself in the content. Details for Training
Webdesign
Sales documents from web design companies often contain a mix of standard components and customization. With a content library it becomes much easier to put together a convincing offer. Details for Webdesign
Business Services
Quality, price, advice, experience, knowledge and excellent service are crucial differentiators for companies. Make sure these are clearly expressed and convince the customer. Details for Business Services
Proposal structure for a customer-oriented structure
Structure is essential in any business document. It provides clarity and strengthens customer confidence. A well-organized proposal helps the client move through the decision-making process without any obstacles. Below you will find a new order of important parts, supplemented with additional elements that can increase the power of your proposal.
1. Introduction
Start your document with a strong introduction that immediately grabs attention. Use powerful statements or provocative questions to engage the customer from the first sentence. Avoid clichés and focus directly on the customer's specific needs and wishes. This section sets the tone and determines the direction of the rest of the document.
2. Company presentation
Continue with a brief introduction of your company. This helps the customer to get a better idea of who you are and what you do. Use visuals or videos to enhance your story and make sure you emphasize the unique qualities of your company. This is also the time to briefly share your vision and mission, so that the customer understands what drives you.
3. The Current Situation at the Customer
Describe the customer's current situation in a way that shows you fully understand their challenges and goals. This part is crucial to build a bond with the customer and give them confidence that you are the right partner to solve their problems.
4. Desired Situation and Objectives
Then sketch a picture of the desired situation and the goals that the customer wants to achieve. Make sure you put these goals in the customer's context so they understand how your solution will help them achieve their ambitions. This is a good time to emphasize the benefits of your approach.
5. Detailed Explanation of Method and Planning
Describe your working method and the planning of the project in detail. Share how you work, what steps are being taken, and what the expected results are. Also use this section to highlight your expertise by adding examples of previous projects. This gives the customer insight into your approach and what they can expect.
6. The Price and Investment
After explaining your working method and the results to be achieved, the customer is probably already convinced of the value you offer. Now it's time to discuss the investment. Use transparent and detailed cost calculations, but above all emphasize the value and return on investment. By using the term 'investment' you show that the expenditure contributes to achieving important goals.
7. Closing
End with a powerful closing that invites the customer to action. Conclude with enthusiasm and clearly indicate the next steps. Avoid formal and distant language; instead, choose an inviting and positive tone that encourages the customer to continue the conversation.
8. Customer Cases and Testimonials
After outlining the current situation, strengthen credibility by sharing successful customer cases and testimonials. Show how you have solved similar problems before and what results you achieved. This helps to convince the customer of your experience and expertise.
9. General Terms and Conditions
Conclude with the general terms and conditions. This ensures transparency and clarity, which contributes to a positive feeling for the customer. Refer to this in a positive way, so that the customer sees it as confirmation of your professionalism and reliability.
Additional elements for a complete proposal
Risk analysis
Add a section that identifies the potential risks of the project or collaboration, along with how you plan to mitigate them. This shows that you are proactive and have considered all possible scenarios.
Follow-up actions and time frame
Provide a clear overview of the next steps and a timeline. This helps the customer to better understand the process and prepare for what is to come.
Contact details
Make sure you clearly include your contact information at the end of the document so that the customer can easily contact you with questions or to discuss the process further.
With this customized and structured approach you ensure a convincing and professional document that your customer can read with confidence, which significantly increases the chance of a successful collaboration. Would you like to learn more about how to best make a proposal? Then learn more in our knowledge base
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