Step 1 → Outline the strategic goals and benefits of the partnership. Paint a picture of mutual growth and collaboration, emphasizing long-term advantages for both parties.
Step 2 → Present the formal proposal. Detail the terms and validity to provide clarity and encourage prompt decision-making. Formalize the offer in this section.
Step 3 → Conclude with a strong statement. Summarize key points, reiterate value, and provide clear next steps. Leave a lasting, positive impression.
[CUSTOMER COMPANY LOGO] x [YOUR COMPANY LOGO]
[CUSTOMER COMPANY] Business Case & Overview
[YOUR NAME], [JOB TITLE]
Title | SECTION 1
Subtitle #1 | Elevating Partnerships with [CUSTOMER COMPANY]
Set the tone for the presentation. Introduce your company and establish the context for the partnership with the customer. Ensure this section makes a strong first impression.
Unique Value Proposition | SECTION 2
Subtitle #1 | Description [CUSTOMER COMPANY]
The way we do [X] has changed. Think about [example] – the way we do it has moved from [evidence of undeniable change in the world].
Key Differentiator | Value Proposition |
|---|---|
[DIFFERENTIATOR] | [DIFFERENTIATOR VALUE PROP] |
Highlight what sets your company apart.
Use this section to persuade the customer by focusing on how your differentiators align with their needs and provide unique value. It should take the buyer out of comparing you and your competitor side-by-side.
Partnership Overview | SECTION 3
Subtitle #1 | Collaborative Growth [CUSTOMER COMPANY]
Description: [YOUR COMPANY] collaborating with [CUSTOMER COMPANY ]
Outline the strategic goals and benefits of the partnership. Paint a picture of mutual growth and collaboration, emphasizing long-term advantages for both parties.
A Problem Section | SECTION 4
Subtitle #1 | Introductory Question
"What critical challenges hinder your progress and how might we envision overcoming them together?"
Challenges | Impacts | Our Solutions |
|---|---|---|
[Insert Problem 1 📒] | [Detail Impact of Problem 1 🗂️] | [Detail Your Solution 1 ✓] |
[Insert Problem 2 📒] | [Detail Impact of Problem 2 🗂️] | [Detail Your Solution 2 ✓] |
[Insert Problem 3 📒] | [Detail Impact of Problem 3 🗂️] | [Detail Your Solution 3 ✓] |
Showcase the positive impact of your products or services. Use data and feedback to demonstrate how your solutions meet the customer's needs.
Return on Investment (ROI) | SECTION 5
Subtitle #1 | ROI Analysis
Description: ROI metrics: [STAT] across [TRACKED METRICS]
Quantify the value you bring. This section is essential for decision-makers. Detail how your solution provides a tangible return on investment
Real ROI Achievements | SECTION 6
[Customer] was doing [X]. But, by changing and doing [solution], [Customer] was able to [Intermediary goal] which led to [desired outcome].
Outcome 🫱🏻🫲🏽 | Sector 🏢 | Improvement 📈 |
|---|---|---|
Increased Close Rates | Healthcare Software | +30% ↗️ |
Larger Deal Size | Referral Automation Software | +33% ↗️ |
Expanded Deal Size | Marketing Automation | +28% ↗️ |
Shorter Sales Cycle | Channel Partner Software | -50% ↘️ |
Faster Ramp Time | Quality Management Software | -33% ↘️ |
Provide real-world success examples. Present cases where your solution has made a significant impact, Make your story about the customer.
SECTION 7 | Onboarding and Engagement Timeline
Stage 📍 | Activity 📃 | Duration ⏰ | Results 📗 |
|---|---|---|---|
Review | [What is happening] | Day 1 | [Expected Outcomes] |
Systematize | [Processes Implemented] | 2-3 Months | [Projected Benefits] |
Analyze | [Evaluation Procedures] | 4-6 Months | [Anticipated Results] |
Strategize | [Strategic Actions] | 6-9 Months | [Expected Improvements] |
Accelerate | [Enhancement Steps] | Ongoing | Continuous Optimization |
Explain the implementation process. Reassure the customer about the smooth integration and onboarding process, outlining key stages and expected outcomes.
SECTION 8 | [COMPANY NAME] Proposal
Detail 📂 | Information 📋 |
|---|---|
Offer Validity | Until: MM/DD/YYYY |
Contract Terms | Annual Payments, Due Net 30 Days Upon Receipt |
Present the formal proposal. Detail the terms and validity to provide clarity and encourage prompt decision-making. Formalize the offer in this section.
SECTION 9 | Product and Pricing Structure
Product 🗳️ | List Price 💲 | Discounted Price 🧾 | Discount 📗 | Quantity 📚 | Annual Cost 🗓️ |
|---|---|---|---|---|---|
License type 1 | $XX, XXX | $XX, XXX | XX% | N | $XX, XXX |
License type 2 | $XX, XXX | $XX, XXX | XX% | N | $XX, XXX |
Platform fee | $X, XXX | $X, XXX | XX% | 1 | $X, XXX |
Justify the investment with detailed pricing. Show pricing, discounts, and the overall value proposition of your products.
SECTION 10 | Total Pricing Overview
Detail 📄 | Information 📑 |
|---|---|
Approved pricing | $XX,XXX |
[COMPANY NAME] offer | $XXX,XXX |
Overall discount | XX% |
Provide a clear and transparent overview of total pricing. Emphasize any discounts or special offers, summarizing the financial aspects.
SECTION 11 | What's Included
Feature | Details |
|---|---|
Unlimited [FEATURE 1] | --- |
Unlimited [FEATURE 2] | --- |
Dedicated Customer Success Manager | --- |
Manager and User Training and Onboarding | --- |
Technical Support | 8 am - 5 pm PST, business days |
Highlight the full range of benefits and support. Detail the features and support included in the offer, adding value to your proposal.
FINAL SECTION
Sum up all the key features and present to your potential customers the best view of your sales proposal offer.
