How to Write Proposals That Are Action-Oriented

Proposals to do work for a company would be more successful if the company bidding on them viewed them as akin to marriage proposals. Hang with me on this. Goal 1: When one proposes, one hopes (I assume) that the person to whom they're proposing will stay with them long-term. The same should be true of a client; as we all know, it's much less expensive to keep current clients than obtain new ones. Goal 2: Ensure the person to whom you're proposing thinks you're the greatest thing since sliced bread. Goal 3: Show (not tell) that person how much you care. Let's unpack these goals. Goal 1: How do you ensure someone stays with you long-term? Solution: Focus on their issues, instead of focusing on yourself and/or your organization.   In terms of proposals, I've seen thousands fail, often because the focus is wrong. Let's be honest: people care about themselves, not you or your organization. The truth: Nobody cares about you and your organization. What can you do or say that will put the focus on the reader? >> Goal 2: Ensure the person to whom you're proposing thinks you're the greatest thing since sliced bread. This may sound contradictory to goal 1, but hear me out: I can make you believe that I'm greatest thing since sliced bread IF and only IF I focus on your issues AND how I can solve them. Solution: Present your solution as a partner in terms of providing a solution, rather than as a vendor or someone who's primary goal is to get them to buy.   If you start with a memoir, your proposal's going in the trash.   >> Goal 3: Show, don't tell.   Yes, you can tell your beloved you cherish them, you love them, blah, blah, blah. But showing them is a different story. Whether it's flowers for no reason, cleaning the house or doing the laundry without being asked, that's showing. Yet, many proposals simply list off achievements without showing *WHY* the information matters. Consider this: "We saved Company X $15,000." Here's the issue: maybe $15,000 is a lot to that company or maybe it's not. What did the $15,000 savings allow them to do? Could they reallocate the money to more profitable endeavors?   And while it might look impressive, it's not enough.   >> Solution: Be specific and provide the "why" it matters.   What will resonate instead is detail: - What steps did you take to solve the problem? - How does that relate to your potential client's situation? - What does that say about your problem-solving process?   If you've researched your potential client, you should have a good sense of the details they'll care about. Make sure you include them.   The common thread among these 3 problems:   Your proposal isn't meeting your reader's needs –   Which is no way to win their confidence.   Or their business.   P.S. What's the hardest part of writing proposals for you?   Tell me in the comments – I bet I can help.

"This looks great, can you send us a proposal?" I used to get SO EXCITED hearing this as an AE ($$$$$!!!) Then I'd send over a 12 page proposal, because more information = easier yes. And then that proposal went to die in someone's inbox. Because it looked like work and nobody’s got time for that. Now when I work with sales teams, here's what we change: 1. Stop treating proposals like closing documents Conversations close deals, not PDFs. The proposal should just summarize what you've already agreed on. If you're using your proposal to convince someone, you’re skipping steps. 2. Do not send a menu Just show exactly what this customer needs, with maybe ONE other option. Make it scannable The people you care about skim for three things: what they get, what it costs, what happens next. 3. Put features/benefits in their language Instead of "Advanced analytics," try "Run monthly reporting in 30 minutes (reduced from 8 hours)” 4. Include the implementation plan Show them exactly what happens in the first 4-8 weeks. Be realistic about what you can do, and what they will need to do. Most deals stall because buyers can't visualize the path forward or it’s not believable. 5. Build it together Share the proposal draft on a call before you send it. Get their input. Handle objections in real-time. Show them what they'll achieve, how it will happen, and what they need to do to get started. My clients are doing this in ~30 minutes per proposal. ————————— 👋 Hi, I'm Monica. I help B2B SaaS founders grow revenue from $1-$10M ARR. If this is you, send me a DM. 

Here’s the proposal template that helped me close over $100 million in enterprise sales: It’s also helped my clients close more than 50% of their deals when they use it. And until now, I’ve never shared it publicly. Most sellers are great at pitching features. But the ones who consistently win big deals? They know how to tell a great story. The truth is, executives don’t buy products - they buy confidence. They buy vision. They buy a story they want to be part of. If you want to sell like a top 1% seller, you need a proposal that doesn’t just inform… it moves people. Here’s how I do it 👇 The Story Mountain Framework for Sales Proposals: 1. Exposition – Introduce the characters and setting. Start with them: → “You’re trying to expand into new markets… to grow revenue… to unify your tech stack…” Set the vision. Make them the hero. 2. Rising Action – Lay out the challenges and obstacles. → “But growth stalled. Competitors moved faster. Customer churn increased.” Quote discovery calls. Surface real pain. Build emotional tension. 3. Climax – Introduce your solution. → “Then you found a better way…” Now show how your solution helps them overcome the exact obstacles you outlined. 4. Falling Action – Ease the tension. → “Here’s our implementation plan. Here’s the ROI. Here’s how others in your industry succeeded.” Give them confidence that this won’t just work—it will work for them. 5. Resolution – End with clarity. → “Here’s our mutual action plan. Let’s get started.” Lock in buy-in, next steps, and forward momentum. This structure has helped me close some of the biggest deals of my career—including an $8-figure enterprise deal at Salesforce where I used this exact approach. I broke it all down in this week’s training—and for the first time ever, I show you the actual proposal I used AND tell you how to access my Killer Proposal Template for free. 👀 Watch the full training here: https://lnkd.in/gPY_cvv5 No more boring product pitches. No more ghosting after the readout. Just proposals that close.