Description
Description: This toolkit teaches you to craft service proposals that buyers can approve without extra meetings. You will translate discovery notes into outcomes, risks, and value statements that anchor price to impact. You will assemble three pricing options that vary scope, pace, and involvement so the client chooses how they want to win. You will write concrete deliverables and acceptance criteria that close loopholes and reduce rework. You will include a timeline that acknowledges dependencies and a change clause that is easy to understand. You will add social proof with short, relevant case excerpts instead of page-long testimonials. You will attach a light, plain-English SOW with only the legal terms that matter. You will adopt a page order that answers executive questions first and technical ones second. You will use a clean signature page that works with common e-sign tools. You will implement a follow-up cadence that feels helpful, not pushy. You will end with a proposal template that shortens approval time and raises your win rate.
Format: Proposal template pack (Docs/Slides), pricing options guide, acceptance criteria checklist, plain-language SOW, and follow-up sequence scripts.
Duration: 2 hours to customize; reuse for each opportunity.
What You’ll Learn: Outcome framing; option-based pricing; deliverable clarity; change clauses; signature flow; follow-up cadence.
Target Audience: Agencies, consultants, and service firms that send proposals frequently and want more approvals with less churn.