Writing Winning Proposals | Bizdom



Cashflow freedom – The 7 causes of poor cashflow


Cash is the life blood of any business. In fact, even profitable businesses can and do fail because of poor cashflow. What’s important is that you understand your key cashflow drivers. Improving cashflow is often all about changing your business processes. Processes such as how you order stock and pay for it, how you bill […]

Back to the BLOG page

Writing Winning Proposals

Posted 11 months ago in MARKETING

Do you want to know how to write a winning proposal?  If your business relies on you sending quotes or proposals follow these 9 simple steps*:

  1. Situation appraisal – outline briefly why the project is needed. Not chapter and verse – less is more here – one or two sentences.
  2. Objectives – 4 or 5 things your client wants to achieve as a result of what you are offering them.  Objectives should focus on problems to be solved or goals to be achieved.
  3. Measures of success – how you will measure progress towards achieving those objectives.  Again, keep it simple and concise but make sure it’s measurable.
  4. Value – what will be gained from the project – financial and non-financial benefits to the customer.
  5. Accountabilities / expectations – how will you work together?  Include standard terms and conditions as an attachment if needed but don’t bog down the proposal with these in the main body.
  6. Timing – when will the project start and finish?
  7. Delivery – how will you deliver the proposed product or service? Consider 2 or 3 different options here that will achieve the stated objectives.
  8. Pricing and payment options – what will it cost for each of the options, when will you invoice and when is payment due.
  9. Acceptance – where does the customer identify which option they want and where do they sign to accept the proposal?

How well do your proposals fit this 9-step process?  Do you need to revise yours?
If you want help, please contact us and we can review yours with you.


You miss 100% of the shots you don’t take

– Hockey Hall of Famer Wayne Gretzky







*Content adapted from Alan Weiss, Author of Million Dollar Consulting

*Mandatory fields. Your email address will not be published.*