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The Sales Proposal Template


One of the best ways to be efficient is to have a proposal template.  This lesson can just as easily be included in the Sales Manager’s section.  Regardless, let’s approach this lesson in a collaborative fashion and go over the importance of a proposal template along with what should be included. 

When you take the time to put together a professional proposal template it is another indication to your prospects that you take time to do things right; that you are a professional.  This leads to your prospect gaining confidence in you. Confidence leads to trust.  Trust leads to sales.  Your proposal template should be in the following format:

·         Title page with the prospects logo.

·         Brief profile about your company.

·         Restatement of business problem to be solved with your product.

·         Quote with terms and conditions.

·         Signature page.


Sales Homework
– Start working as a team and putting together a proposal template you can all use to help close business.

Sales Managers – See above.    


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