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HOW TO WRITE A BUSINESS PROPOSAL THAT GETS YOU THE BUSINESSWhen was the last time this happened to you? A client prospect says, "Your ideas sound good. Why don't you send me a proposal so I can submit it to the powers that be?" Fueled by happiness (and motivated by your impending fat contract) you work hard to create a document that seems to you about as perfect as any proposal could be. The proposal is dispatched. You sit back and wait, counting your chickens before they're hatched, certain you've got a winner.... but the damned thing gets rejected! Sound familiar? Well, if it doesn't, it's because you're an ingenue who's only been in the proposal-writing business about five minutes -- or because you know the secrets of writing business proposals that really do get you the business. Here are those secrets. #1 The Purpose Of A Proposal Is Not To Write A Proposal But To Make A SaleAre you wondering why I'm including what must seem the most obvious thing you've ever read? Well, the reason for including this point is because it seems to me too many people see the writing of the proposal as an end in itself instead of a necessary part of a process that gets you what you really want, namely the sale. Writing a proposal, no matter how perfect, must never be the significant objective; it must always take second place to the end that really matters: persuading a designated prospect to give you his business.While this may seem obvious, I assure you that even the most cursory reading of most proposals would convince you otherwise. These documents lose sight of the main objective and the main purpose of the proposal: getting you business. Remind yourself of this salient fact as you start work on your proposal. Say to yourself, "I'm writing this proposal for one reason and one reason only: to land a client. With this in mind, I intend to closely scrutinize this document to determine if everything in it assists me in realizing this objective... or retards the achievement of this objective. Nothing that does not help me achieve my main objective can be allowed to remain; anything that assists me in achieving it must be included." Now you know the game: landing the client. And you know what you must do: find everything you can that will make this outcome likely -- and use it. And discard everything that works against it -- and rigorously exclude it. We're on the right track. #2 Start Your "Client-Centered" Research ProcessSuccessful proposals are client-centered proposals. That is, they are proposals that are clearly founded on precisely what the client wishes to achieve and which demonstrate to the client that he will have an enhanced likelihood of achieving what he wants working with you. This suggests several things:i) the successful proposal is based on the client's wants, and ii) until you know these wants you cannot write the successful proposal. Go back for a minute to our opening vignette. The prospect seems happy. He likes your ideas and asks you to submit your proposal. It may seem like good manners to go back and start on the proposal right then... but it's just downright stupid. Before you can submit a proposal that has a high likelihood of success, you've got to gather some crucial information from the prospect, information like:
Inexperienced proposal writers are afraid of this research. They regard it as intrusive, indelicate, and often are handicapped in carrying it out because they feel the prospect may think less of them because they don't know all the answers in advance, that the asking of such questions is somehow unprofessional. Amazing! The true professional starts with a recognition that he knows how to do certain things, knows how to achieve certain results, but that what he knows must be tailored to each individual situation so that the best results can be achieved in each case. This means asking the prospect very pointed questions... and getting the most specific answers. Asking these questions is the sign of a seasoned professional, someone who knows he needs this information not only to get the contract... but, in due course, to achieve the results the client wishes. What's more, how the prospect handles this research process offers very important clues about whether you want to work with him... and whether he's in a position to help you achieve results. A prospect who really wishes to achieve the results he says he wants to achieve will approach this discovery process with the seriousness it deserves. He'll want you to know -- in exact detail -- what his situation is and will be very receptive to questions which under other situations might well be construed as impertinent. In short, he'll work hard to give you the information you need. And if the prospect doesn't give you the details you need? Beware! Either he doesn't understand his situation sufficiently well... or is trying to play games with you. Either way, you must ask yourself if this is the kind of client you want to work with. Note: before writing off a prospect because he doesn't give you the information you need to write the necessary client- centered proposal, try this. Look the prospect right in the eyes and say, "Mr. Prospect, I want to help you. But to be able to help you I need certain information. I'm not asking for this information idly or because I'm merely curious. I'm asking for it so I can determine the best way to help you." Then say, "If I could help you, Mr. Prospect, would you want my assistance?" If he says yes, go back to the questions that must be answered before you can write the proposal; if he says no or continues to beat around the bush or give you uselessly vague answers, conclude your conversation as promptly and courteously as possible since you'll never get the data you need to write the client-centered proposal. Solice yourself as best as you can by the necessary conclusion that even if you got this job it was probably going to be more trouble that it was worth. #3 Before You Write A Word, Review What You've Discovered With Your ProspectAny number of proposal-related problems might be avoided if people seeking business reviewed what they've discovered about their prospect with that prospect -- before they wrote anything! Sadly, this doesn't happen very often. But because you want this business, you'll do it, won't you?Call your prospect and review what you've learned. Take this opportunity to confirm what he wants to achieve (his objective), when he wants to achieve it, the resources he is willing to commit to achieving it... and anything else that's pertinent to the proposal you're about to write. Get the prospect to affirm that, yes, what you're saying is correct... or to take this opportunity to refine it so that you'll know his situation more accurately... and be able to act accordingly. Two important things happen during this process: i) you deepen your understanding of what the prospect really wants to achieve and why he wants to achieve it, ii) you develop your relationship with the prospect. He sees that you are serious in your attempt to understand his situation. You are progressively less a salesperson and more the person he sees with his solution. In short, you've enhanced the likelihood that you'll be hired. #4 Before You Write: Understanding The Structure Of The Successful ProposalSurely now that you know so much about your prospect, it's time to write the proposal, right? Not quite. Before you begin writing, it's crucial to understand the key elements of the successful proposal so that you structure it for maximum effect.At this point it's worth reminding you of just what a proposal really is. A proposal outlines a plan which when implemented moves the client from where he is to where he wants to be. He only cares about you and your skills insofar as he sees you as necessary to accomplish this movement. Remember this -- the proposal openingFour words will help you open any proposal better: "You get benefit now." The prospect, remember, hires you to get what he wants. Thus, in your proposal opening remind him of what he's getting when he works with you... and be as specific as possible. If your proposal will help him produce one more widget per hour and this widget is worth an additional $50 to the prospect, open by saying: "This proposal offers a plan by which Mr. Prospect will produce one additional widget per hour and gross an additional $50 each hour." The result the prospect desires should also be featured in your proposal heading since it's the reason why you'll be hired.-- action planHere you inform the prospect how you intend to work so that he achieves what he wants, viz one more widget per hour. What you put in here will obviously vary depending on just how you work. Some things to be included may include:
-- your special skills and capabilities for achieving what the client wantsThe prospect, remember, doesn't want to work with you. He wants to achieve a particular result. If you have particular skills and capabilities, including machines, personnel and other resources, which will enable the prospect to achieve his objective, here is the place to enumerate them. Be specific! But remember: this is not the place to talk about what you have available. Instead it's the place to show the prospect how what you have available enables him to achieve the final result he wants.-- cost to the prospectHaving lead with the benefit the prospect wants, having outlined your action plan and pointed out any special skills and capabilities you possess to provide the prospect with what he wants, then present fees. Present them straight forwardly and without apology.Note: there may be several different ways of achieving the result the prospect wishes. Perhaps these involve the prospect doing part of the work himself... or of achieving differing amounts of success depending on how heavily he invests in you and your system. Here it's perfectly acceptable to outline different options available to the prospect. But don't just title them "Option A", "Option B," etc. Put what the client gets (and what he has to do) in the title, thus: Option 1: One More Widget Per Hour, All Work Done By (name of your company) Option 2: One More Widget Per Hour, Work Primarily Done By (prospect), Overseen By (name of your company) Prospects like options like these. It shows them that you've thought about their situation in detail and have come up with several ways of getting them what they want. They thus have the ability to choose. Or at least have the illusion of choice. Because the truth is, if you're a smart proposal writer you'll work hard on the presentation of your best option (read "most lucrative") while making it plain just how much the prospect loses if he selects any other course. -- the testimonial appendixThe last thing you should add to your proposal is an appendix packed with testimonials from others you have helped in similar situations. These testimonials should focus on the results you helped these people achieve... and should be attributed. Where appropriate you can include the telephone number of the person providing this testimonial so that the prospect can follow up on his own.#5 Your Proposal Cover LetterYour client-centered proposal is now complete and about ready to be sent to the prospect. Add just one more thing: a brief cover letter. Make this letter short but motivational.It goes: "You are on the verge of achieving (the benefit the prospect wants). Just how you'll get it is discussed in the proposal that's enclosed. I want to help you get (the benefit the prospect wants). Let me! I'll be calling you in (no more than 5 business days) to discuss what I'm sending you now. If there is any aspect of the proposal that you'd like to discuss, please do. I feel sure I can help you achieve (benefit that prospect wants). And I'm ready, willing, and able to begin work so you get it as soon as possible." Who can resist such a client-centered appeal? #6 Follow-UpFollow-up your proposal and cover letter when you said you were going to. You want to make sure the prospect has received it, that he still wants to achieve what he said he wanted to achieve, and whether he has any questions at all about how you can help him get what he wants. Remind him you're ready to get started... and that all that's standing in the way is the prospect making up his mind and saying, "Okay, let's go!"If the prospect indicates that something is of concern to him or that something in your action plan needs to be elaborated upon, indicate when he'll get your considered response. If you're working on a computer, it should be easy enough to integrate what the client wants and send an amended proposal; it not, simply send a letter providing what the prospect wants. But get it to him promptly! #7 If Your Proposal Gets Rejected....Even if you've followed every suggestion in this report, it will sometimes happen (imagine!) that your proposal will not be accepted by your prospect. Face it. And act smart. Write the prospect and say you're sorry not to be working with him... and say you're sorry you won't be using your problem- solving skills to get him the (benefit he was to have). Clearly indicate that you remain available to assist him... and that you'll call back in 30-60 days to see if he has managed to solve the problem another way... or see if his need continues. Let him know that so long as his need continues, you're available to help. Such a note clearly indicates what a class act you are. Send it immediately upon receiving your rejection.#8 When Your Proposal Is Accepted...Fortunately, by following this advice, more of your proposals will be accepted than not. Congratulations! But don't sit on your laurels. The day your proposal is accepted, send your new client a confirmation letter. Say, "thank you for letting me work with you to achieve (objective the client wishes)." Let him know he's made the right decision and that you'll work hard to achieve the desired benefit. Tell him the first thing you intend to do to begin achieving this result. Then start doing it. You're now well on your well to achieving the result both you and the client want. This beneficial result will help you get your next assignment with this client and, thanks to the satisfied client testimonial that states it for all the world, will improve the chances of your next proposal being adopted, too. What a great system! |
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