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How to write a product proposal.

22 minute read

A well-written product proposal can be the one thing that turns a red light green. It helps you clarify your concept, secures necessary buy-in from your stakeholders, and lays the groundwork for funding, partnerships, and more. This is not something you’ll be doing every day! Not every product person will even do this the once. It’s rare, yes, but it’s still very important to smash it. You’re not going to get a lot of re-dos here. That said, you may well get the chance to propose a new feature , and that follows much the same process. So, whether you’re hoping to get your boss to sign off on your new product or feature, let’s take a closer look at:

• What a product proposal is
• When you’ll need one
• The difference between feature and product proposals
• How to adjust it for different stakeholders
• How to present your proposal
• How to write your proposal
• How ProdPad can help you write your product proposal

What is a product proposal?

Think of your product proposal as the framework you’ll use to transform the first spark of an idea into a well-defined plan – a plan that you can then share with your team and stakeholders. The idea is to give everyone involved a crystal-clear picture of what you’re looking to build, why it’s worth building, and how you plan to make it happen. Your main goal should be to get everyone on the same page regarding your vision for the product . Whether it’s someone in the C-suite, a member of the finance team, or a Developer, your proposal is there to help all the key players understand and support your plan. It’s one of the first and most important ways to get the buy-in you need to move forward, often involving requests for resources like funding, team members’ time, or strategic partnerships. You’ll use it to detail the specifics of the product, feature, enhancement, or new initiative that you’re suggesting. You should structure your proposal in a way that’s designed to convince your stakeholders of the product’s value, showing them how it aligns with the business’ broader objectives and how it will meet market demands. Ideally, you’ll pre-empt important questions they’re sure to ask if you don’t beat them to the punch. Things like the problem it addresses, how it solves this problem, and what you predict the results will be once the product hits the market. But more than just being a tool for gaining rubber-stamps, it’s also a strategic guide that can help steer the direction of your proposed product’s development. It ensures that your idea is not only innovative but also practical, profitable, and in line with your company’s current strategy and market conditions. By covering every aspect of the product – from the development stages to your ideas for a go-to-market strategy – a finely crafted product or feature proposal will set you up for a methodical and successful rollout.

When would you need a product proposal?

You’re sitting at your desk and an unexpected thought crosses your mind, synapses fire and suddenly you have it: an idea that could change the game for your company. What’s next? You guessed it! A product proposal is your best friend when you want to transform your abstract ideas into concrete strategies. Whether you’ve spotted a great gap in the market for a new product or a genius idea for a feature that could really shake things up, your proposal is how you outline your vision, backed by research and preliminary data. Whether it’s funding, manpower, or time, resources are often limited. A compelling proposal helps you justify why you should be given these resources by exploring the potential returns and strategic advantages.

Baking in innovation

When innovation is integrated into a company’s culture, great ideas can come from all corners. This could mean having an open-door policy with senior leadership or setting up an innovation council dedicated to hearing new ideas – think Google’s famous “20% time” . Most structured innovation processes require a formal submission to get your idea off the ground, i.e. a product proposal. It’s the difference between being seen as having a fleeting thought and presenting a potential market breakthrough. The most forward-thinking companies establish a robust innovation process that’s documented and accessible. But even if your company doesn’t have a formal process for innovation, taking the initiative to create a detailed product proposal can help you get on the front foot. It shows leadership and foresight, and positions your idea in a way that’s hard to ignore. When you give your senior leaders a clear, organized, and actionable presentation of your idea, you make it easier for them to support and champion your vision. Instead of scribbling your idea on a napkin or sending off a hasty voice note, a well-crafted product proposal shows you’ve done your homework. It demonstrates that you understand not just the creative spark of your idea, but also its feasibility, market potential, and how it aligns with the company’s strategic goals. It lets them know you see what should be done, and that you have the know-how and vision to make it happen.

What’s the difference between feature and product proposals?

Simply put, the bigger the idea, the more you’ll need to cover. Feature proposals are usually more straightforward, as you’re focusing on how you plan to enhance an existing product. They can potentially be less formal, and won’t need to hit on every single question to get approved. Product proposals, on the other hand, involve higher stakes and greater resources to make a reality. You’ll want to thoroughly analyze market conditions, the competitive landscape, and your proposed product’s strategic fit within the company’s long-term goals. For product proposals, the devil is in the details.

How do you adjust your product proposal for different stakeholders?

You don’t want to be writing a load of different versions of your proposal, so how can you make sure that you’re speaking to the widest possible spread of stakeholders?

Know your audience

The first and perhaps most important step is to know and understand who’s going to be reading or listening to your proposal. You can’t just know their titles and give yourself a pat on the back. You’ll need to get your head around their roles, responsibilities, and what drives their decisions. By recognizing the specific needs and concerns of your audience, you can adjust your proposal to resonate more effectively with each group. For instance:

• Executives : Focus on strategic alignment with business goals , potential for market expansion , and overall return on investment.
• Technical Leaders : Dive into the technical merits of the product, such as how it innovates, its technical feasibility, and how it can integrate with existing systems.
• Marketing : Outline how the product will enhance brand reputation, attract new customer segments, or increase market share.
• Sales : Discuss how the product can solve customer problems, address market demands, or improve sales metrics.

Communicate clearly and persuasively

No jargon! Being clear and compelling is everything. Short and simple ideas with no technobabble, in other words. Here are some things to think about here:

• Be simple: Even complex ideas can be broken down into simple terms . Strive to explain technical concepts in a way that someone without a technical background can understand.
• Be concise: Avoid the temptation to include too much detail that detracts from the main points. Focus on the most compelling aspects of your product idea. Know the two or three key takeaways you want remembered and make sure they’re not obscured.
• Be structured: Organize your document in a logical flow that guides the reader through your thought process. More on this below.
• Be demonstrative: Use bullet points, headings, and bold text to draw attention to key elements. This helps readers skim through the proposal and still grasp the essential messages.

Jazz up your proposal with visuals and data

Visual aids can really help your proposal to land. They can simplify complex information, making it more accessible to all your stakeholders. A picture speaks a thousand words, as they say. You can use tools like Figma, PowerPoint, or even just some simple sketches to create impactful charts, graphs, and mock-ups. You also need to support your proposal with data and research. Incorporate market analysis, customer testimonials, and real-world examples to give your plans more substance. This evidence will give them a solid foundation for understanding the benefits and feasibility of your product idea.

Customize your language for clarity and impact

Language plays a pivotal role in how your proposal is perceived. Your choice of words, the complexity of the sentences you use, and your overall tone can determine whether you end up looking at nodding heads or furrowed brows. Again, avoid using technical jargon . Unless you know for sure that all your readers are familiar with specific technical terms, it’s best to stick with layman’s terms. As Einstein said, “If you can’t explain it to a six-year-old, then you don’t understand it yourself.” While you want to keep the language simple, it’s important to keep your tone relatively professional . You need to balance accessibility with the seriousness and professionalism that your stakeholders will expect in this sort of document. Writing in an active voice makes your proposal more engaging and direct. For example, “The team will develop a new module,” is clearer and quickly understandable than, “A new module will be developed by the team.” Finally, get to the point quickly without sacrificing necessary details . Stakeholders appreciate brevity, especially when it’s backed by clear and direct statements that outline benefits and expected outcomes without wandering through verbose explanations.

Adapt your metrics to match your stakeholders’ interests

Metrics are the solid, measurable elements of your proposal that really stand out to those making the decisions. They offer the hard data needed to back up the viability of your project. Again, you need to speak the language of the people you expect to be reading or signing off on your proposal. Choosing the right metrics that resonate with their specific interests and objectives will help them to see the value of your proposal.

Financial metrics for business Executives

For stakeholders who are all about the bottom line, you’ll want to include key figures like return on investment (ROI), break-even points, projected revenue growth, and potential cost savings. These figures point at both the financial benefits and the health of the initiative, and will give your Execs clear reasons to get on board.

Performance metrics for technical leaders

When talking to a tech-savvy audience, highlight metrics like system performance, scalability, integration capacity, and adherence to security standards. These metrics demonstrate how technically sound and forward-thinking the engineering behind your product is, which can really help you gain the confidence of technical leaders.

Customer impact metrics for Marketing and Sales teams

Marketing and Sales will both want to hear how the product resonates with the marketplace. Consider including metrics like customer acquisition costs, expected market penetration rates, and customer satisfaction scores. These figures help paint a picture of how well the product is expected to perform with your prospective consumers and the impact it could have on the market. By aligning your metrics with the needs and goals of different stakeholder groups, you ensure that your proposal speaks directly to their concerns, increasing the likelihood of gaining their support and green-lighting your project.

Tips on how to present your product proposal

Would that getting the thumbs-up were so simple as yelling “MAKE THIS PRODUCT, DUMMY!” right in the face of your boss. Sadly, it’ll take a little more than that to convince people of the value your idea can bring to the table. If you’re going to be presenting, you’ll want to draw people in, and use the presentation to get feedback – there’s nothing worse than a plan made in a vacuum! So, here are some of my top tips to help you deliver a persuasive presentation that will resonate with your audience:

I think I’ve said enough on this already! But as Sun Tzu said, “If you know the enemy and know yourself, you need not fear the result of a hundred battles.”

Prepare thoroughly

Being properly prepared will help build your confidence and make your delivery smoother. Familiarize yourself with every aspect of your proposal, try to anticipate potential questions, and have clear, concise answers ready for them. You’ll look more credible and you’ll be able to handle pushbacks or concerns effectively as you go.

Share the proposal before the presentation

It can help to give everyone a chance to read it for themselves – a day or so before the meeting should be enough. Not only will it save you time going in, it will give your audience time to think of feedback and questions that could end up pointing out risks or opportunities you’ve missed. Don’t assume that everyone will have read your email before the meeting though. People are busy, and the people you’re likely to be talking to will be busier than most. It’s worth sending at least one reminder, and expect to have to explain things covered in the email if asked.

Start strong

Kick off with a clear and engaging introduction. Set the stage by outlining what you’ll cover and why it matters. A strong start out of the gate will grab your audience’s attention and set a positive tone for the rest of your presentation. Make sure to quickly and clearly articulate your proposal’s unique value and how it aligns with the company’s strategic goals.

Engage with your audience

Interaction will keep your audience engaged. Pose them questions, invite their feedback, and encourage them to discuss your ideas with you and each other. It’ll help you gauge their interest and understanding of the proposal, and show them that you value their input and are open to incorporating their ideas.

Show your passion!

Enthusiasm can be contagious. When you show a passion for your proposal, it should help you to engage and persuade your audience. Let them see that you truly believe in what you’re proposing. An emotional connection can be a powerful persuader, especially if you’re able to articulate how the product could be transformative for the business.

Address risks and mitigation strategies

Be upfront about the potential risks and challenges you might face. They will want to know that you are being thorough in your approach and realistic in your aims. Once you’ve pointed them out, discuss how these risks can be mitigated. A well-thought-out risk management can do wonders for your proposal’s credibility.

Practice makes perfect

Rehearse, rehearse, and rehearse again. If you can, practice in front of a colleague or mentor that you trust to give you some constructive feedback. It’ll help you sharpen up your delivery and timing, feel more comfortable with the content, and give you a better chance of adjusting your presentation on the fly based on the feedback you’re getting.

After your presentation, you might want to send a quick thank-you note, reiterating key points and the next steps. Be sure to include any additional data that was requested or answers to questions that were raised in the presentation. It’s polite, it’s professional, and it keeps the dialogue open and your proposal on their minds.

How to write and structure your product proposal

Sure, writing a product proposal isn’t something you’ll do very often in your career as a Product Manager. But that’s why you really want to make sure that you get it right when it actually does crop up.. Nailing your proposal takes clear thinking, thorough research, and a well-structured approach. If you want to make your proposal comprehensive and compelling, you’ll need to cover several key questions and use them to form the backbone of your document.  To help, we’ve created an editable template which you can download and use. But keep reading for a full understanding of how best to fill that out.

Download your Product Proposal Template now

What should you include in a product proposal?

What problems are we solving, what is the product hypothesis, why should we do this, why is it the right time to do this, how will we measure our success, what should we build, how would we bring this to market, what is the potential impact of this test.

• What is the estimated level of effort?

What customer feedback supports this?

Who is the target market, what are the relevant trends in our target demographics, who are our competitors, what is our competitive advantage, what are the potential risks and challenges.

Each section of your proposal should aim to answer a specific question related to the product you are proposing. By using this structure, you’ll address any question marks remaining in the minds of the people making the decisions on whether to give you the go-ahead with your product proposal Let’s take a look at each of these questions, and I’ll suggest a few things to includein each section of your product proposal:

Start out by clearly defining the problem your product is intended to solve . Make sure it’s a concise description that highlights unaddressed customer pain points or gaps in the market that you’ve picked out through your research. Include any relevant data you’ve collected, plus customer testimonials that demonstrate why these problems are relevant and urgent.

Next, define your product hypothesis. Clearly state what you believe the new product will achieve based on the problems you’ve identified. It’s the brass tacks of the product – you need to give the simplest explanation of what your product will do.

You need to justify why your product works in the context of your company’s broader business goals. Find how your proposal links to strategic objectives and how your product fits into the existing product line , or if it could tap into new market opportunities. This will help your stakeholders to see your proposal’s longer-term value beyond the obvious or short-term benefits.

Explain why now is the time to strike. Discuss the latest market trends, emerging tech, or changes in consumer behavior that make this the perfect time to develop and launch your suggested product. It’s a good idea to try to convey a sense of urgency and justify why it’s a bad idea to postpone this new initiative.

Outline clear, measurable objectives that will indicate the success of your product. These might include sales targets, market penetration rates, customer satisfaction scores, or other relevant metrics . It can be a smart idea to make these objectives specific, measurable, achievable, relevant, and time-bound ( SMART … get it?).

Detail the features and specs of the product you propose. This doesn’t need to be a full product requirements document (PRD) , but you do need to describe what makes your product unique and how it addresses the problems you’ve outlined. This section should be detailed enough to give your stakeholders a clear picture of what you expect the end result to look like.

Discuss your go-to-market strategy. Include your Marketing and Sales plan, any partnerships you want to leverage, and how you plan to introduce the product to your target market. Also, you could consider outlining the phases of your market entry from launch to achieving broader distribution.

If your proposal includes a minimum viable product (MVP) or a phased rollout, describe what impact you expect this to have. This could be ideal learning outcomes, market feedback, or any early indications you’ve found that point to it being commercially viable. You need to show how these results will inform how you approach the broader product launch .

What is the preliminary estimated level of effort?

Give an estimate of what resources you think it’ll take to bring the product to market. Consider time, budget, and people. Be realistic in your assessment, as you’ll want to do your best to avoid any potential oversights or low-balling what it’ll take. That can easily bite you in the backside down the line.

Include direct customer feedback that supports the need for your product. This could be survey results, customer interviews, or data from user behavior analysis that highlights demand for the solution you’re proposing.

Define who your expected customers will be. Describe the demographic and psychographic characteristics of the market segments you are targeting (no, not psychic characteristics, we’re talking Jung, not Gellar!). Really understanding your target audience is central to how you’ll adjust your product’s design and marketing strategy.

Further detail the demographics by discussing relevant trends that could affect product adoption. This could include shifting consumer preferences, economic factors, or technological trends that will influence how your product is received.

Identify direct and indirect competitors. Provide an analysis of their products , market share, and strengths and weaknesses. This will not only justify the need for your product but also highlight potential challenges in gaining market traction.

Find out how to do a competitive product analysis

Clarify what sets your product apart from the competition. This could be superior technology, better customer service, innovative features, or more competitive pricing. Your competitive advantage should be compelling and sustainable.

Acknowledge any risks and obstacles that could impact the success of your product. Discuss both internal and external factors, including market risks, operational challenges, and potential technological hurdles. Outline strategies to mitigate these risks. By structuring your product proposal to address these specific questions, you provide a comprehensive overview that will help stakeholders understand not just the what and the how, but also the why behind your proposed product. This clarity and depth of information are crucial for gaining approval and moving forward with development.

How ProdPad can help you with your product proposal

When you’re gearing up to write and present a feature or product proposal, having the right tools can really save your bacon. ProdPad is specifically designed with Product Managers and their teams in mind, to support them throughout the whole product development process. Here’s how ProdPad can help you with crafting and presenting your product proposal:

You can centralize your documentation

ProdPad is great for keeping your documentation in one accessible, organized place. Whether you’re gathering market research, user feedback, or product ideas and specs, ProdPad allows you to store and manage them all centrally. Everyone can easily access up-to-date information, keeping everything consistent and clear.

You’ll streamline collaboration

You can easily share your ideas with your team members and stakeholders. ProdPad’s intuitive interface encourages discussions right alongside your documents, giving you real-time feedback, and helping you to make iterative adjustments. Your final proposal will be more polished and reflect the insights and needs of a diverse range of stakeholders.

It will help you build and communicate your product roadmap

As I’ve mentioned, visual tools are powerful ways to convey the strategic time horizons and milestones of your product’s development process. ProdPad’s Now-Next-Later roadmap helps you create compelling and easily understandable visual representations of your product’s journey. It’s great for both internal planning and creating engaging visuals for your proposal presentation. It can help you show everything from where your product fits into the overall product portfolio , all the way down to the individual pieces of customer feedback that helped you prioritize your ideas.

You’ll be able to prioritize more effectively

Speaking of prioritizing , determining what to include in your proposal can be a challenge. ProdPad provides integrated prioritization frameworks that help you identify and focus on the features and developments that offer the most value. This prioritization ensures that your proposal highlights the most impactful aspects of your product, aligning with business objectives and stakeholder expectations.

It will help you get the most from your customer feedback

Understanding and integrating customer feedback into your presentation is a great way to justify your assumptions about your proposed product’s relevance and potential for success. ProdPad makes it easy to collect and organize feedback directly from your target users. You’ll be able to incorporate real-world suggestions and requests into your proposal, showing you have a grasp on your customers’ needs and how your product addresses them. The journey from the lightbulb-over-your-head moment to a polished proposal can sometimes feel like you’re plotting a course to the moon with an abacus. But, with these tips and tools, you should be well-equipped to tackle the challenges of crafting a winning product proposal. Don’t forget that presenting a product proposal isn’t just about spouting facts and figures Exorcist-style over your audience. It’s about bringing them with you, and getting them to chime in. Try to think of it as a friendly chat where you also happen to be doing your absolute best to persuade people to see how bright your proposed future is. So, keep your wits sharp, your details sharper, and your presentation the sharpest!

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Make a Winning Business Proposal Presentation in 11 Steps

Learn how to create business proposal presentations that stand out and win deals. Apply battle-tested best practices and actionable tips from sales pros.

9 minute read

helped business professionals at:

Short answer

What makes a good business proposal presentation?

An outstanding business proposal presentation combines clarity, conciseness, and compelling storytelling.

It should be visually engaging, tailored to the audience's interests, and demonstrate a deep understanding of their needs, setting the stage for successful collaboration.

Your business proposal is your last chance to impress

Making a business proposal presentation is your money time at the end of a long, exhausting sales process with a prospective client. Losing your sale at this stage would be most painful.

It can be overwhelming when you realize how much is riding on this one proposal.

Sending out an ill-made business proposal puts you at risk of losing your client’s buy-in at the very last moment.

This situation is stressful for most people, but it doesn’t have to be. To make this process as stress-free as can be, I put together a guide on how to make a proposal presentation that will give you a leg up over your competitors.

Let's get started!

What does a business proposal presentation look like?

A business proposal presentation today goes beyond traditional slides filled with bullet points. It's a deck that blends text, compelling visuals, and even interactive elements like charts, graphs, and short videos.

This modern approach reflects how we engage with content in our digital age – visually and interactively.

Here's what a modern business proposal presentation looks like:

11 steps for making a winning business proposal presentation

Whether you’re selling products or services to prospective clients or pitching new ventures, business presentations are an everyday part of modern business.

Still, most business professionals don’t know how to do it right.

The reason why so many business proposal presentations fail is that not all elements of a successful business proposal presentation are in place. You can ensure your presentation impresses prospects every time by following the following best practices.

1) Do your research about the prospect

Before you set out to craft your business proposal presentation, you must conduct thorough research about the company you’re going to be pitching to.

Often, the difference between a knockout business presentation and a poor one is the level of confidence during the delivery. Carrying out a great deal of detailed research beforehand will give you the confidence needed to ace the presentation. Here's an example of how you can present your findings in a concise way:

The key pieces of information you need to get are:

What is the company size and sector?

What do their internal processes look like?

Who are the main decision-makers in the company?

Who are they selling their products and services to? Is it a B2B or B2C company?

What is your prospect’s most pressing problem?

What are they hoping to achieve?

What is your role in helping them reach these goals?

What is their allocated budget?

Have they ever used other industry solutions?

Finding the answers to these questions will ensure that your lead is qualified and allow you to bring up relevant insights during your presentation.

It will also make your prospect feel understood , which will capture their attention and boost your closing rate.

How to get information about your prospect

Making a discovery call

Visiting their website

Observing their social media accounts

Analyzing their competitors

B2B databases, such as G2 or Capterra

Data prospecting tools like ZoomInfo or Lusha

2) Personalize your proposal presentation

If you do your homework right and know who your potential client is, you will be able to deliver a tailor-made business proposal presentation.

Our research shows that by personalizing your proposal, you’re increasing the number of people who will read your deck in full by 68% as compared to generic presentations.

If you think about it, it makes perfect sense. Every single email that starts with “Dear Owner” or “Dear User” immediately goes to live in my Bin folder.

By including a personal note tailored to your recipient, you’re skyrocketing the chances of it living rent-free in their head instead.

4 main ways to personalize your business proposal presentation:

I) Add company-specific insights

This can be anything you learned while doing your research on the prospect or something they mentioned during a discovery call.

II) Include your client’s name and logo in every business proposal presentation

If you’re using a PowerPoint this means going in and manually adding the identifying info into the deck.

If you’re using Storydoc, then this can easily be streamlined for scale using dynamic variables that change specific info for specific recipients.

This feature swaps out your client’s details while the rest of your deck stays intact, and with a 10-second setup, you’re good to go.

Here's how it works:

III) Include your prospect’s branding

If you’re using PowerPoint, then you’ll have to go in and change the design and visuals in your deck to fit your prospect’s branding. Alternatively, you can use a DIY tool like Snappa’s SVG editor or Logo.com’s logo generator .

With Storydoc, you can automatically apply branding pulled from any given website just by providing the website address—including the brand’s colors and fonts.

This will make an impact on your prospect while requiring minimal effort on your part, let alone involving a designer.

IV) Keep your proposal relevant at all times

When choosing client stories to share in your business proposal, stick to companies from a similar field.

Show a deep understanding of your prospect’s industry, key pain points, and competitors. This will make it easier for them to visualize what your solution can do for them.

3) Use a battle-tested presentation structure

It doesn’t matter if you’re in the last stage of your sales pipeline or still moving prospects down the funnel.

There are some common elements each business proposal presentation needs to have in order to perform exceptionally.

In our usage data we see presentations with similar business proposal structures outperform the rest time and time again.

What to include in a business proposal presentation

8 essential slides of a business proposal presentation:

1. Title page: This should include essential information such as your company's name, the client's name, and logo, along with the submission date.

2. Assessment or project overview: Here, clearly define the client's problem or need and outline your proposed solution. This section establishes the context and purpose of your proposal.

3. Executive summary: Offer a concise summary of your proposal, highlighting your unique value proposition. For tips on how to write one, read our 101 guide .

4. Methodology: The how to your what and why . In this part, you should explain the methods you’ll use to deliver on your promises and include a list of deliverables with a projected timetable.

5. Pricing: Provide a clear, transparent breakdown of costs for your services or products. Offering multiple pricing options can cater to different client needs or budgets.

6. Proof of qualifications: Showcase your credibility with evidence of past successes. Include case studies, testimonials, relevant certifications, and any industry awards you've received.

7. Team: Introduce the key team members who will be involved in the project. Highlight their skills and roles to build trust and confidence in your team's capabilities.

8. Next step: Conclude with a call-to-action detailing the next step a prospect is supposed to take after viewing your business proposal presentation.

4) Maximize your impact with a compact presentation

You may feel that the more information you include in your business proposal presentation, the higher your chances of sealing the deal are. But it’s the exact opposite.

The busier people get the narrower their attention spans. I can assure you that when faced with a bulky document, your prospects will either skim through it or not bother reading at all.

It’s more constructive to keep your presentation short and concise by including only the information most relevant to your prospect and with the biggest needed to finalize their decision to buy.

5) Avoid complex information and jargon

Complexity adds to cognitive load and any additional bit of information makes it harder to decide.

The best strategy for your business proposal would be to bring up only the most important aspects of your product or service that came up during the sales process.

You don’t have the time or attention to tell them everything. So tell them what really makes a difference.

Don’t get too technical

No matter how great the technology behind your solution is, I can assure you that most of your clients don’t care about the details. They care about the outcome your solution brings them, and what it’s going to cost them in time and money.

Sounds harsh? Sorry, but that’s the reality.

We don’t buy the latest iPhone because it has a pro 12MP camera system or a lens with a ƒ/1.8 aperture and 120° field of view. We buy it because we can take holiday photos for Instagram that will make Debra from HR green with envy.

Your customers are no different. They don’t need to have the same level of knowledge about your solution that you do. You will only confuse them by bombarding them with technical details.

Write in simple words and sentences

The extent of the attention your proposal will likely get is similar to that of an 8th grader. If you know your solution inside and out, you should be able to explain it simply.

Practice answering these questions as if asked by an 8th grader:

What does your company do and what makes you best qualified for the job?

What are your customers’ main pain points?

What is your proposed solution and how are you going to tackle the prospect’s problems?

What is the project timeline?

How much will it cost the prospect?

What are the gains for a prospect by choosing to work with you?

Who are the main team members that are going to work on this project?

What relevant experience do you have?

Refine your unique value proposition

Always remember that your ability to stand out is limited to your ability to deliver a simple and crisp value proposition. Simple is easy to understand and most importantly makes it easier to choose.

But there’s more! No matter what your business does, your biggest competitor is the status quo , where buyers choose to do nothing at all.

Seth Godin said in his seminal book This is Marketing that sales or marketing professionals are agents of change. But change takes time and effort. It’s easy for buyers to stick to what they have, even if it no longer serves them.

When talking about your product or service, don't just explain the benefits. Also show your clients what they might lose if they don't choose you, and explain the opportunity cost of doing nothing.

Here's a great video explaining how to write a UVP statement:

6) Provide social proof

At this point in the buyer’s journey, your lead should already trust you. If they didn’t, they would not proceed beyond the demo or even book a demo.

So why add social proof again at this late stage?

Well, big expenses make most people’s knees shake. Even if the money is not their own, they will be judged by their procurement (your solution) and the business impact it generates.

You need to have past clients vouch for you, to prove that it’s not your first rodeo and that your buyers can count on you to deliver.

Here are different types of social proof our clients used in their decks.

First up, a classic client testimonial:

Then, client logos with the Capterra rating:

And a mention in a reputable industry publication:

7) Include case studies

Case studies are the dark horse of the business race. They’re the least used asset in B2B because of how work-intensive their production is. But, at the same time, case studies are the most effective type of marketing asset .

By not including a case study in your business proposal, you’re running the risk of potential clients finding out about your solution from other sources. Worst case scenario, those other sources are your competitors. If you feature a case study, you’re in control of the narrative. You can basically have your clients sell for you by covering the main value propositions in their own words.

Here's a case study example from our client:

8) Position yourself as a consultant rather than a seller

It’s mostly true that people hate being sold to, but they love to buy.

Most buyers prefer to avoid meeting with salespeople and follow the self-serve route because they fear that salespeople will pressure or manipulate them into buying the wrong thing.

Sales are already losing big to self-service. A McKinsey survey from 2020 suggests that 70% of B2B buyers now look kindly on making self-serve buying decisions, even when considering solutions costing $500K and more.

But there is a way sales can always stay one step ahead of self-serve, and 10 steps ahead of the competition—shifting from being salesy to being consultative.

This means knowing the concerns and needs of your buyer and delivering the information they need to make an informed decision, even if it means (hope you're sitting down) not buying your product or solution because it’s not a good fit.

This approach was pioneered by Anthony Iannarino , and you can read more about How to be truly consultative on his website The Sales Blog.

9) Add videos to your business proposal

In this day and age, purely static content just won’t cut it anymore . If your slide contains walls of text, most people will skip it and move straight to the next part, or the next proposal.

Out of all visual aid types, videos are the most compelling. People get distracted very easily, so having a video that conveys the same message really helps keep them engaged.

Presentation statistics based on our extensive user data support the claim that video brings a positive impact —if you include a video in your cover slide, 32% more people will interact with your presentation.

The findings are even greater for other presentation sections.

By embedding *any* video in your presentation, you can increase the average reading time by 37% and increase the CTA click-through rate by 17% .

This proposal is a great example of effective video use:

10) Make the next step clear to your buyer

Including a clear call to action at the end of your business proposal presentation is crucial. As obvious as this must sound to some, many businesses fail to do this effectively.

If a prospective client reads the entire business proposal, they’re clearly interested in your value proposition. They may be ready to seal the deal.

The worst thing that can happen at this stage is if they don’t know how to proceed. It’s like building a supermarket without a checkout counter.

Here's an example of a smart CTA:

What's not an effective call to action?

A text that tells your buyer to give you a call

An email link for requesting the documents needed for signing

Or a phone number they need to dial.

An effective call to action can be:

Embedding a calendar to let prospects book the next meeting

The option to download key documents (e.g. an NDA or a contract)

Sending prospects to explore more details about your solution (e.g. try out your tool or look at examples from your portfolio)

Embedding a digital signature for buyers to sign directly in your deck

An embedded payment module for buyers to pay directly from your deck

Here's another great example of a deck with an effective CTA:

11) Move from legacy design to modern design

Most guides teach you how to make a business proposal using PowerPoint presentations. But, b y sending your business proposal presentation in PPT format, you’re giving leads something they’ve seen 1000 times over.

With sales closing rates declining for the past 5 years in a row, it’s a major risk to cling to the old ways.

When we analyzed over 100,000 sales and marketing presentations , we discovered that giving prospects presentations that can only be read majorly kills engagement.

If you want to succeed and grow your win rate you’ll have to move up to dynamic interactive proposal decks.

By giving readers interactive elements to “play around” with, you’re increasing the chances of your deck being read in full by 41% and the average reading time by 146% .

This is what static vs interactive looks like:

How to create a business proposal presentation faster than ever with AI

Tell the AI assistant what kind of proposal you'd like to create.

Provide an overview of your company and your product or service.

Choose your preferred template .

Adjust the design to reflect your or your prospect’s branding in just a few clicks.

Add videos and dynamic storytelling content.

Personalize your business proposals for the specific buyer.

Integrate your sales tools into the deck, like Calendly or DocuSign .

Send the deck and see the data stream in.

Analyze your usage data to get deep insights into your sales process.

Optimize your decks based on what works and what doesn’t work for your prospects.

Interactive business proposal templates

We all know that putting together a proposal can be tough. It's like the final lap in a race where you've got to give it your all.

Interactive business proposal templates are like a roadmap, guiding you on how to structure your proposal so it looks professional and hits all the right notes.

The best part is that they're built to engage. Instead of sending over a standard document, you're bringing your proposal to life with dynamic animations, informative videos, and interactive elements.

Grab a template and see how it can transform your deck.

Hi, I'm Dominika, Content Specialist at Storydoc. As a creative professional with experience in fashion, I'm here to show you how to amplify your brand message through the power of storytelling and eye-catching visuals.

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• All templates

Product Proposal Template

A product proposal presentation is a crucial tool for a company looking to showcase its new offering to distributors, marketers, and consumers. It serves as a way to introduce the product, highlight its key features and benefits, and persuade the audience to take action. A well-prepared product proposal presentation can be the difference between a successful launch and a flop.

Step by step guide to create a product proposal presentation

• Start with a clear goal in mind. What is the purpose of your presentation? Are you looking to secure funding, attract distributors, or generate sales from consumers? Having a clear goal will help you tailor your presentation to the needs of your audience and ensure that you stay focused on what matters most.
• Know your audience. Before you begin preparing your presentation, take the time to research your audience. Who will be attending? What are their needs and interests? Understanding your audience will help you tailor your message and choose the right examples and anecdotes to engage them.
• Create a strong structure. A clear and logical structure is essential for any presentation, and a product proposal presentation is no exception. Start by outlining the key points you want to cover, and then organize them into a logical sequence. Consider using a structure like the Problem-Solution-Benefit format, which involves introducing the problem your product solves, explaining how your product solves it, and outlining the benefits of using it.
• Use visuals wisely. Visual aids like slides, charts, and graphs can be a powerful way to communicate information and engage your audience. However, it's important to use them wisely. Avoid overwhelming your audience with too many visuals, and instead choose a few key ones that help illustrate your points.
• Practice, practice, practice. There's no substitute for practice when it comes to giving presentations. Make sure to rehearse your presentation several times before the big day. This will help you feel more confident and ensure that you deliver your message smoothly and effectively.
• Engage your audience. A product proposal presentation is not a one-way conversation. Encourage audience participation by asking questions, soliciting feedback, and making time for Q&A at the end. This will help you gauge the effectiveness of your presentation and address any concerns or questions your audience may have.

Introduction slide

This could include your company logo, the title of your presentation, and the names of the presenters.

Problem slide

Introduce the problem your product solves and explain why it's important.

Solution slide

Explain how your product solves the problem and provide examples of how it works.

Product features slide

Outline the key features of your product and how they benefit the user.

Comparison slide

If there are similar products on the market, use this slide to compare your product to them and highlight its unique features and benefits.

Target market slide

Who is your product for? Use this slide to describe your target market and explain why your product is a good fit for them.

Marketing and sales plan slide

Explain how you plan to market and sell your product. This could include details on your distribution channels, pricing strategy, and promotional efforts.

If possible, include a demo of your product to give the audience a better sense of how it works and what it can do.

Case study slide

If you have any case studies or testimonials from satisfied customers, use this slide to highlight them.

Next steps slide

Use this slide to outline any next steps or action items for the audience. This could include information on how to place an order or how to get involved with your company.

Remember, the key is to keep your presentation focused and to include only the most relevant and important information. Avoid including too many slides or going into too much detail, as this can overwhelm the audience and distract from your main points.

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• Presentations

How to Make Business Proposal Presentations in PowerPoint (+ Video)

Winning a potential client is a challenge. You need to present your solution in a compelling manner. A business proposal presentation template can help.

Do you need to impress a client to close a deal?

Everything begins with a good business proposal presentation. Maybe you're trying to sell your products or services to a prospective client. Or you might be proposing a new venture internally. Either way, knowing how to make a business proposal that stands out will help your leg up on the competition.

In this guide, we’ve outlined some valuable tips for business proposal presentations . We’ve also lined up some creative business proposal PowerPoint templates to make you feel inspired and get you started. Finally, you'll learn how to make a proposal presentation with PowerPoint.

How to Quickly Make Business Proposal Presentations in PowerPoint With Templates

Are you interested in learning how to use PowerPoint to make business proposals? Watch this quick screencast to learn all about creating proposals with PowerPoint:

Or study the complete written tutorial below.

Jump to content in this section:

Why Make a Business Proposal PowerPoint Presentation?

How to create a winning business proposal, thousands of business proposal powerpoint templates on envato elements, how to make great business proposal presentations in powerpoint quickly, 5 top business proposal powerpoint ppt presentation templates.

• More Awesome PowerPoint Templates

5 Quick Business Proposal PowerPoint Slide Design Trends for 2023

Common powerpoint questions answered (faq), learn more about making great powerpoint presentations.

A business proposal is any business offer document sent to a prospective client. Its main goal is to persuade an organization to buy your product or service over your competitors. This is why a business proposal can make or break a deal.

Usually, a proposal can be solicited or unsolicited:

• A solicited business proposal is sent to clients who have asked for a solution.
• Unsolicited proposals are more like sales documents. They offer your solutions to potential clients without them requesting a proposal.

Here’s a sample business proposal PowerPoint presentation. It comes with a clean and modern design. It's both informative and visually appealing.

A business proposal PowerPoint presentation is highly recommended because of its visual narrative. But proposal presentations don't have to be overly formal.

In fact, making a business proposal PPT presentation is complementary to that. It'll help you convince potential clients even more.

The quality of your proposal presentation affects your chances of closing a deal. Poorly designed business proposal PowerPoint presentation are simply less persuasive.

If you want to know how to make a business proposal presentation that captivates your audience, we've got you covered. Here's a guide with tips and inspiration to craft the perfect proposal presentation.

1. Study the Clients and State Their Needs

Before doing any business proposal, it’s crucial to do your homework first by knowing who your potential client is. You need a complete picture of your clients. That includes how they operate and what their business needs are. Without these, it's hard to deliver a proper business proposal presentation.

The first step is to conduct client research to develop a more detailed idea of their needs and how your services or products will satisfy them. Here are some tips to study your clients:

• Visit their website.
• Look at their social media accounts.
• Know their history, core values, etc.
• Understand their target market.
• Identify their problems.
• Check out their competitors.

Use the research to adapt your business proposal PowerPoint presentation. The tone of your contents and design elements should adapt according to your clients. Your clients will appreciate this research when they see the business proposal presentation.

2. Show How You Can Solve the Problem

What are you bringing to the table? How do you plan to solve their problems? Why should they choose your solutions over others?

Take what you’ve learned from client research and put it into your proposal presentation. The best way to show how you can solve their problem is by telling them exactly what they're in for through the first two slides.

Summarize your solution in a brief and concise manner from the very beginning. Let them know what certain aspects of your solution will help them achieve their business goals. This will keep your clients engaged with the rest of your business proposal presentation.

3. Follow a Seamless Structure

A business proposal structure will sketch how your presentation will run. Having a robust and seamless structure will help you navigate your presentation much easier. This will also prevent you from missing some important messages and so that your thoughts won’t get easily rambled.

There’s no right or wrong structure to your presentation proposal. It actually depends on how you want to tell your message across your potential clients. Here are some common elements requested in a business proposal:

• title/cover page
• executive summary
• statement of problem, issue, or job at hand
• strategy or approach to solving the problem
• company services and qualifications
• cost, payment, and any legal matters

4. Use Compelling Visuals

Instead of writing a lengthy paragraph or text-loaded slides, break down your ideas into simple words or phrases. Then, accompany your business proposal PowerPoint slides with impactful images. Photography is a powerful tool to enhance any dull slides and deliver more striking messages.

As much as possible, just keep one photo for each slide or for each point you want to relay. Too many images can also be distracting. Remember, images are just supporting materials to your main content. They act as attention-grabbing elements and will keep your contents more memorable.

5. Adopt a Consistent Color Palette

Color immediately tells you about your brand and distinguishes you from competitors. It's ideal to use your branding colors. If in case, you only have one color to use, create a color palette of at least three colors to work with. It should be complementary to your brand and must be consistent throughout the presentation.

If you’re unsure which color palette to use, Coolors can help you explore and generate the right color combinations. Although, most business proposal PowerPoint templates already have a built-in color palette that you can use. The key is to align it to your brand’s main color. Thankfully, it'll be easy to do in your PowerPoint proposal template.

6. Be Mindful of Contrasts

Contrast is a crucial design element when learning how to make a business proposal PowerPoint presentation. It plays a vital role in text legibility. There are certain colors that don’t contrast well like pink on the background and yellow for the text. Ensure that you've got enough contrast between the background color and the opposing text color.

Text legibility is also a priority when using an image as a background. A pro tip is to add a black overlay on your text with 50% transparency. This will cast a shadow on your text, becoming much easier to read. There are many proposal presentation examples with great contrast you can use as inspiration.

7. Allow White Space

It’s fun to include different design elements into your business proposal presentation. These typically make the content more attractive and compelling. But you also need to give some room for your business proposal PPT to breath.

Presentation proposal designs are effective when they're used at a minimum. Overdoing it will just make your business proposal PPT to get cluttered and harder to digest. Adding some white spaces or negative spaces into your presentation is a good aesthetic composition.

Line breaks add more white space, which gives readers’ eyes a break before going to important messages. This allows them to absorb the information better. To add more white spaces, use numbered lists and bullet points to your slides.

8. Prepare Proper Typography

How you visually deliver your content in your PowerPoint proposal template will also matter. This is where typography becomes a crucial element on how to make a business proposal. You should establish a typographic hierarchy that'll help you organize your content better. For example, you should have various font size and font family rules for headings, subheadings, body copy, etc.

This will help you differentiate certain ideas and body of thoughts easily. If all your contents have the same font family and size, this will easily ramble the messages that you want to relay. With hierarchy, your contents are quicker to scan and read.

9. Apply Varied Slide Layouts

Variety of slide layouts is also important on a business proposal PowerPoint template. Having just one slide layout across your presentation will make it dull and boring. Make sure to excite your audience by using varied slide layouts for different ideas or sections.

10. Overcome Text Overload With Iconography

The best business proposal PPT designs are visual. That means you'll need the amount of text in the business proposal document. A business proposal PowerPoint should be your guide when presenting and not a fully written document.

The use of iconography will help you lessen the number of texts in your PowerPoint. This will also help you relay your ideas much faster. Remember to align the icons to your brand and they should all be uniform in style.

11. End With a Winning Call to Action

Lastly, close your business proposal presentation with a compelling call to action. You’re proposing because you want your audience to take specific actions at the end of the presentation. 

With this, make sure that your audience knows what to do next. As much as possible, keep your call to action direct to the point and clear enough to comprehend. Don’t forget to set timelines and expectations for follow-ups.

If you're creating business proposals quite often you should consider Envato Elements. It's a one stop shop for all your creative needs. Access thousands of business proposal presentation examples, images, graphics and all sorts of design assets for a low monthly fee.

Sign up for Envato Elements and get instant access to a library of over million digital assets. That includes top modern business proposal presentation examples.

Envato Elements is a great choice if you need design assets on a regular basis. 

Business proposal PPT presentation designs will impress in 2023. The advantage of premium templates is their ease of use.

In moments, you can see how to make business research proposal presentation designs. Let’s learn how, in just five quick steps.

Planning to follow along? Head over to Envato Elements and download the stunning Business Proposal template set today!

1. Select Slides

If there’s a single key factor in any successful business proposal presentation, it’s brevity. Talk too long and you’ll lose your audience, and along with them, any chance of success with your proposal. This means it’s important to select only the slides that most benefit you.

To do so, go to View > Slide Sorter on PowerPoint’s ribbon. This shows a series of thumbnails for each slide in the deck. You can press Delete on your keyboard to remove any unwanted slides that you have selected.

Plus, you can click and drag the thumbnails to reorder the slides. This is how to make proposal presentation designs from Envato Elements work for you.

Finished? Back on the View tab, click on Normal. You’ll be ready to edit right away!

2. Add Custom Text

A proposal presentation, by definition, will be full of words. These explain your proposal in detail and communicate it to your audience.

Premium templates like this make it easy to customize this text. Notice as you work on a slide like slide 1 here that there's already text on the slide.

This text, though, is simply a placeholder. To add your own words, click on the placeholder text box until you've got the contents selected.

Start typing on your keyboard. PowerPoint adds your content into the existing text boxes. This saves you time by avoiding the need to construct sleek slide layouts from scratch. Repeat throughout your slide deck as needed.

3. Make Unique Text Effects

It’s easy to think that proposal presentation templates are static in their styling. But that just isn’t so. For example, you can add text effects to any of the words that you place on your slides. To do that, first ensure that the text is selected.

Then, go to the Home tab on PowerPoint’s ribbon. Just left of center, you’ll see the Font section. From the dropdowns, you can change things like the font size and style. Or you can click the adjacent buttons to highlight text or make it bold or italicized.

4. Change the Color Palette

Slides like slide #4 here have cool shapes in a modern color palette. But you aren’t required to use these same colors. In fact, color changes are how to do a proposal presentation that’s unique. For example, you can match your slides to your brand colors.

To do this, click on one of the shapes to select it. On the ribbon, open the Shape Format tab.

You’ll see several options here, and the one you’re looking for is Shape Fill . Open it up and choose one of the color thumbnails. PowerPoint automatically changes the color of the shape that you selected.

5. Add Images

Pictures: they’re how to make proposal presentation designs unique . To add photos here, click on one of the photo placeholders like the one on slide #4. Then, go to the Picture Format tab on the ribbon, and choose the Change Picture dropdown.

From here, click From a File. Browse to an image file stored on your computer and click to insert it. In this tutorial, we're using a warehouse image from Envato Elements.

PowerPoint will import the photo, sizing and scaling it to fit in the placeholder. It’s a very easy way to build impressive proposal presentation slides in 2023.

Designing a beautiful and compelling business proposal PowerPoint can be tough. After all, we're not all graphic designers. Luckily, highly customizable business proposal presentation templates are a major help. Great business proposal designs have the blueprint already built for you.

What's the best way to learn how to make proposal presentations? Lean on the work of others. Here are five top business PowerPoint proposal templates that you can use or draw inspiration from:

1.  PowerPoint Proposal Template

Proposal PowerPoint is a clean and scalable business proposal PowerPoint template. It has the striking colors and graphics that set it apart from the pack.

Suitable for: eCommerce, product promotions, enterprise accounts.

2.  Minimal Business Proposal PowerPoint Template

Minimal Business Proposal PowerPoint is a creative and multipurpose template. It's minimalistic so that your business proposal isn't a distraction from the content inside it.

Suitable for: Fashion, design, and IT industries.

3.  Research Proposal Presentation Template

Project Proposal PowerPoint Template is makes a data-driven presentation visually appealing. Its design is simple yet highly effective, making it a top research proposal presentation.

Suitable for: In-house special projects, small and medium businesses.

4.  Business Proposal PowerPoint Template

Business Proposal PowerPoint Template has grand and bold designs to help your proposals stand out.

Suitable for: All types of industries, small or large enterprises.

5.  Pro Business Presentation Proposal Template

Pro Business Proposal Template - (PPT) is intended for traditional style seekers. It's got a good balance of professional and modern designs. Try it if you have plenty of pictures you want to add to your presentation proposal.

Suitable for: Companies with traditional style but also want to amp up their game.

More Awesome PowerPoint Templates 

The above is just a small selection of awesome and modern proposal presentation examples. To see even more great PowerPoint templates, check out these posts:

To make sure your presentation looks modern and professional, it pays to know the current PowerPoint slide design trends. Here are five quick business proposal slide design trends to make use of in 2023:

1. Create an Impactful Cover

Your proposal cover is a great way to pique the interest of your audience and give them a quick taste of your brand. Make an impactful proposal cover by including a photo of your business or your team. Or choose another eye-catching image.

2. Go Dark Mode

Odds are you or someone you know prefers dark mode to the default look of your phone or favorite app. Applying this trend to your presentation proposal lets you create a look that works for those members of your audience. It's also a nice break from traditional white backgrounds.

3. Infographics and Charts Are Best for Presenting Data

Use plenty of infographics, charts, and other visual elements to present the data in your proposal. This will make it easier for your audience to visualize abstract ideas and make them more engaged with the proposal.

4. Go Vertical

Consider using a vertical layout for your business proposal. Since most proposals are in horizontal format, this is a good way for yours to stand out. Check out Envato Elements for vertical PowerPoint proposal templates. 

5. Enter the Third Dimension

Don't forget about 3D characters when customizing your PowerPoint presentation proposal template. Using 3D models is one of the hottest presentation trends in 2023. They add another layer to your work and makes your business more personable.

So, you’ve decided to build a business research proposal presentation in PowerPoint. But you may still have a few questions. When you think of how to do a proposal presentation, it always pays to know how PowerPoint can work for you. Here, we’ve answered five common PowerPoint questions:

1. How Do I Get Design Ideas in PowerPoint?

PowerPoint business proposal presentations lean on creative design ideas. The best way to get these ideas is through the use of premium templates from Envato Elements .

These templates have two key advantages:

• They provide design ideas.
• They save you time.

The pre-built layouts take the hard work out of the design process. Instead of beginning from scratch, you can take a layout and drop in your own content in seconds.

Learn more about PPT design ideas in our tutorial:

2. Can I Animate PowerPoint Slides Easily?

Yes! Animations prove how to do a proposal presentation that'll impress any audience. PowerPoint’s Animation tab gives you plenty of options.

Plus, Envato Elements PPT templates are often pre-animated. This saves you time, since the content you add will already be animated.

For a complete look at proposal presentation animation, check out our complete guide:

3. How Do I Make Better PowerPoint Slides?

It’s easy! PowerPoint slide designs that impress audiences aren’t difficult to build. But you need to remember a few basic rules:

• Keep slide topics short and to the point.
• Choose bold layouts and easy-to-read fonts.
• Illustrate with images, charts, and more.

Need to learn more? We've got a full PPT slide design tutorial for you:

4. What Are Infographics in PowerPoint?

Infographics are a hallmark of the best proposal presentation designs you’ll see in 2023. These are illustrations that combine information and graphics to present ideas in style.

If you need to know how to make proposal presentation designs that are sure to impress, infographics are the place to start. Find out more here:

5. Can I Share PowerPoint Presentations on Zoom?

Yes! In 2023, the ability to share proposal presentation decks online is very important. In just a few quick steps, you can prepare and share them on video-conferencing apps like Zoom. This is increasingly important in 2023 and helps set the stage for your success.

Read more on PowerPoint and Zoom here, to help share your next proposal presentation:

PowerPoint is a powerful program that allows you to create any type of presentation. There’s a lot to learn about making great PowerPoint presentations and we've got plenty of tutorials to help you:

Get Started on Your Next PowerPoint Business Proposal Presentation Now

Any good business proposal is accompanied by a powerful business proposal PowerPoint. If you want your message to be more impactful, ensure that you've got followed our above guide on how to make a business proposal presentation.

There’s a wide range of business proposal PowerPoint templates from Envato Elements. These serve as inspiration to help you get started. 

But, above all, it won’t be as effective without understanding who your prospective client is. Know what your clients' needs are and how your solution could help them. These are the two key steps to help build compelling business proposal presentation.

Editorial Note: This post was originally published in June of 2019. It's been revised to make it current, accurate, and up to date by our staff—with special help from Brenda Barron , Andrew Childress , and Nathan Umoh .  Video added by Andrew Childress . 

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Top 10 Product Design Proposal Templates with Examples and Samples

Mohammed Sameer

The world’s constant clamor for 'better' and even quicker instant gratification  has left enterprises always wondering about whether their product will be a hit or a flop-show! Innovation is becoming the driving force, and exponentially, behind the success of businesses (and stagnation results for those who fail to cope)! The art of product design balances the seesaw of ideas and accomplishments. 

Consider Amazon, a household name in the e-commerce industry. With the introduction of the Amazon Kindle, they didn't just sell books; they reimagined how we ‘consume’ literature. The Kindle became a literary lifeline, a compact portal to entire libraries, transforming Amazon into a digital publishing powerhouse.

Then there's Tesla, Inc., the pioneer of electric vehicles. The Tesla Model S didn't just roll off the production line; it rolled out an automotive revolution. Sleek, powerful, and boasting cutting-edge technology, it didn't just redefine electric cars; it redefined the very concept of what a car could be.

And who could forget LEGO, one of the most prominent toy manufacturers? While their themed sets have captured imaginations for generations, the LEGO Mindstorms series took play to a whole new level. Combining traditional LEGO building with robotics drew the interest of both the educational and enthusiast markets, proving that innovation knows no bounds.

Now, why does all this matter? Because you are here to get templates on great product design and know how powerful a force this can be. Great product design resonates with consumers, promotes your brand, and makes your business a force to be reckoned with. 

And just like these iconic products, your business needs a symphony of its own, conducted through a well-thought-out Product Design Proposal.

These templates from SlideTeam offer relevant notes and structure to compose your masterpiece, aligning your vision with your audience's needs. The 100% customizable and editable nature of these PowerPoint Templates provides you with the desired flexibility to edit your proposal presentations to audience profile. 

Let’s explore!

Product Design Proposal Template

Our Product Design Proposal is a plan that provides you with the business value of an equivalent designer/expert in the market. It encompasses a comprehensive product design overview, investment breakdown, tailored services, and a well-defined action plan timeline. Additionally, our proposal provides insights into our company's vision, mission, and background and a compelling case study demonstrating your expertise. It also outlines management details, client testimonials, transparent terms and conditions, and convenient contact information. 

Download this proposal template

Let's explore a slide-specific breakdown of this PPT Bundle!

Template 1: Your Requirement and Solution for Product Design

This PPT Slide outlines your clients' specific requirements and introduces your well-researched solution. Clients are only interested in how well you understand their pain-points and what's your course of action to tackle them. This PPT Set aligns your expertise with clients' requirements, providing a clear and structured approach to achieving your project goals. Download now!

Download this template

Template 2: Our Services

Present your service spectrum to stakeholders with the desired impact using this PPT Preset. It underscores your capabilities, from in-depth market research to primary customer data collection and comprehensive product design services. It explains how you bring your product concept to life, giving stakeholders confidence in your ability to handle every facet of their project. Get it today!

Template 3: Action Plan

This PPT Set reveals your project's strategic roadmap, laying out each phase, from recognizing the initial need for your product through the investigation, description, and product design phases. It helps illustrate the activities you perform in each stage to reach the desired result. Grab it today!

Template 4: Description of Product Design

This PPT Layout provides a detailed breakdown of your product's pricing, features, and Unique Selling Points (USP). It serves as a canvas for your product's identity and its value proposition, allowing you to stand out in the market by highlighting the qualities that set your product apart and its appeal to your target audience. Download now!

Template 5: Your Investment

Gain insights into the financial commitment required for each project phase. This PPT Framework takes you on a journey from the initial recognition of your product's need to the final product design phase. It equips you with the right understanding of the costs involved, enabling you to make well-informed financial decisions throughout the project's lifecycle. Get it today!

Template 6: About Us

This comprehensive slide explains your company's history, vision, and mission. It introduces your team, their diverse expertise, and the driving force behind your commitment to excellence. This thorough introduction provides a solid foundation for understanding your capabilities and the principles that guide our work. Download now!

Template 7: Case Study

This PPT Set presents a real-world project that you completed. It offers a detailed description, budget breakdown, and timeline highlighting key milestones and results. This case study serves as a tangible demonstration of your capabilities and successful project outcomes, offering a clear testament to our competence and track record. Get it today!

Template 8: Our Management

Introduce your leaders to stakeholders who move the needle in your company. This slide profiles your management team, showcasing their extensive expertise, skillset, and years of experience in the field. Their profiles underscore your commitment to leadership and exceptional project management. Download now!

Template 9: Client Testimonials

Hear directly from satisfied clients who have experienced the impact of your service. These testimonials provide firsthand accounts of your positive effects on their projects. They offer insights into the quality of our work, the strength of your relationships, and your commitment to client satisfaction, providing a solid endorsement of your services. Download now!

Template 10: Terms and Conditions

This PPT Preset offers a holistic overview of the terms governing your working relationship. It outlines the terms of service, payment arrangements, contract termination procedures, notice requirements, and options for contract renewal. Clarity and transparency are foremost in every partnership, and this slide ensures that both parties are well-informed and aligned. Download now!

Template 11: Contact Us

When your clients are ready to take the next step or have inquiries, this slide provides quick and accessible contact information for your team. It underlines your commitment to assisting clients at every project stage, ensuring a smooth and successful collaboration. Download now!

Sketch Success

We've explored the top 10 Product Design Proposal Templates, powerful tools designed to help you shape your vision into reality. Now, it's your turn to take action. With these templates at your fingertips, you have the means to craft product designs that captivate, resonate, and drive success. Your next groundbreaking product could be just a proposal away. Click the link, download the templates, and start your journey to transforming ideas into iconic products.

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• Must-Have Design Proposal Templates with Samples And Examples!
• Must-Have Brand Identity Proposal Templates With Examples and Samples!

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Business Proposal Presentation Template

Crafting an impactful business proposal has never been simpler. Introducing our business proposal presentation template, where stunning design meets all the requirements to capture your audience and win them over. 

Whether you’re pitching to investors, seeking new partnerships, or securing project contracts – allow this template to showcase your professionalism, expertise, and brand. 

Our business proposal template can also help you:

• Introduce your project to stakeholders
• Clarify objectives and overall goals
• Identify your target audience

How to use our template to create a business proposal presentation

This proposal presentation serves as an opportunity to boost sales, attract new investors or audiences, and showcase your planning skills. Say goodbye to cumbersome formatting with this template that provides key sharing and summary points for whoever you’re pitching to. Those slides include:

Pro tips for building a business proposal deck

Tailoring the template to your own business is simple. Whether you need to secure funding, win a contract, or solidify partnership opportunities, you can bring these plans to life with this customizable template and our entire library of professionally designed template slides. As you use this template to build your own business proposal presentation, keep these tips in mind:

Tailor your presentation to your audience’s preferences and level of sophistication. Consider factors such as level of technical expertise and knowledge of the industry or competitors.

Ensure your message can be easily understood by your audience. Use clear, concise language with ample white space to improve comprehension.

Images, icons, charts, graphs, and animations enhance the visual appeal of your proposal. However, avoid overcrowding the slides as it can distract from the main content.

With Beautiful.ai’s analytics feature, you can gather insights and identify areas for improvement. Things like slide click through rate, time spent on each slide, and any other feedback you’ve gathered can help when analyzing the success of your presentation.

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How to Create an Effective Business Proposal Presentation: Top Tips for Success

Creating an engaging business proposal and presenting it in front of your potential clients might sound like a difficult task. Knowing what to focus on, how to organize the meeting and shape your approach shouldn’t stress you out.

With our comprehensive guide, you’ll see how easy it can be to create a winning proposal. We’ll also give you tips on how to build confidence in your presenting skills and nail every public speaking event, be it around your proposal or not. 

In this article, we’ll cover the proposal presentation creation process, how to best automate it and give you other tips on how to engage your audience. 

Create a great business proposal

Whatever your topic may be, the starting process is the same - research. You need to conduct thorough research into your topic, and your audience as well. 

The questions you need answered are:

• What problem are your clients facing?
• What are your client’s goals?
• How would they like you to go about helping them achieve those goals?
• Have your clients ever worked with any of your competitors before?
• How much budget can they allocate for this project?
• When do they expect to see results?

Once you conduct your research, you can start creating a proposal presentation. In order to speed up your proposal creation process, you’ll want to look into automation software. 

Better Proposals offers a variety of prewritten proposal templates that you can easily customize to your needs. This means that you won’t have to create your presentation from scratch. 

With our beautifully designed templates, you’ll have no problem showing your solution and the benefits you’ll bring to your clients in a way that’s easy to understand for everyone. 

How to structure your presentation

Start with a short introduction. The point of your presentation introduction is to ease your clients in by explaining to them that you’ve listened and understood their issues. They will want to hear about your process and how you’ll help them achieve their goals so make sure you’re not talking too much about yourself and your company. 

Once you’ve created your introduction, it’s time to focus on your process and timescales . This is the time to go into further detail and explain exactly which steps you’re going to take in order to help your client. However, make sure that you’re keeping it easy to understand. 

Your clients won’t have the same technical knowledge as you do, so make sure to explain everything in simple terms. As important as it is to talk about your process, it’s even more important to showcase the benefits. 

That’s how you sell your services - by talking about tangle results. If you’re providing website building, explain how it will lead to increased sales and market share. 

If you’re working with a team, make sure to explain what each member will be working on a week to week basis. 

Once you’ve presented your solution, it’s time to get to the price. If you already know your client’s budget, it will be easy for you to come up with a number. But that’s not all, the way you present your price is also very important. 

Make sure you’re not using the word price and try using words like investment and ROI instead. It will make your proposal stand out and won’t cheapen your offer. Moreover, it’s important to present your price as a single number. 

If you present a few different tiered price points, it will confuse your clients. They won’t know which package to choose, since they are looking to you to explain which steps are needed in order to help them achieve their goals. 

Don’t use your presentation to try and upsell your clients. That should be done once you’ve created a relationship with them and created some results with your solution. 

Add a great case study 

Once you’ve presented your solution and price, it might be a good idea to quickly present a few case studies. They will show how you helped a client in a similar position before. It will be a good way to win over the audience, especially if you think you’ve lost them after presenting your price.

A third-party’s quote about your company will build your credibility. Furthermore, it gives you the opportunity to present the benefits your clients experienced from working with you, as well as how quickly they reached ROI. 

Better Proposals’ templates come with a prewrite structure for case studies. We know what the clients want to see and hear, which is why we make sure to provide a visually pleasing layout. 

There is no need to go into detail on how much trouble your client was in before they started working with you. Nor should you talk about the process employed to help them achieve results. In most cases, this will be similar to the process you’ve already presented to the client, so don’t repeat yourself. 

Instead, focus on the results. By this we mean:

• The benefits the client experienced since working with you . Explain a few details - do they have more time now, have they managed to focus on other parts of their business and more?
• What short and long term goals did you help them achieve?
• When did they achieve ROI ?
• A quote from the previous client.

Case studies are a powerful strategy that can help you win deals and secure more revenue. 

How to end your proposal presentation

After that, make sure to outline the next steps as well as present your guarantee and terms and conditions. 

It might sound silly, but including a clear call to action is very important. Since you’ve already created a great proposal presentation, it would be a shame not to state what needs to happen next. 

Does your client need to send any materials, do they need to pay the first fee, is there a need for a team meeting?

Whatever needs to be done, lay it out in order to make it easy for everyone to understand. 

In the guarantee section, present what you could offer the client if anything goes wrong. A popular example would be to promise a free product or service if you don’t provide them with a finished product in the agreed-upon time frame. 

Personalize your proposal for the specific audience

While you’re creating your proposal presentation, you need to keep in mind who your audience is. You need to know their needs, wants, lifestyles and behaviour. However, not only do you need to know your audience, but their audience as well. 

Who are they selling their products and services to? Firstly, distinguish between a B2B, B2C and a combination of those two types of companies. After that look for any reports that focus on their industry. If you’re selling medical equipment, find out all you can about hospitals, private clinics and any upcoming trends in the market. In addition, identify your competitors and analyze their technological stack using the technographic data insights .

You need to be able to confidently present your proposal and that confidence will come from the amount of research you conduct. 

Analyze the previous efforts your client’s company has made in order to solve the problem. If you could explain to them why it didn’t work, it would further demonstrate your expertise and that you’re the perfect person for the job. 

When using Better Proposals, you can make sure you’ll never address your clients by the wrong name. With our custom merge tags , you can name your clients, their company and brand and automatically personalize your proposals. 

That way, even if you’re recycling your proposal presentations, you can rest assured knowing you didn’t leave the names of your previous clients. 

Send out the proposal before the presentation 

It’s a good idea to send out your presentation before the meeting. 

There are three reasons for that: 

• It will give your clients enough information to think about any questions they might have.
• You can utilize proposal analytics to see exactly what your clients are interested in and shape your approach accordingly.
• If your clients agree to your terms, they can sign them then and there using the digital signature option.

Better Proposals offers a great feature called proposal analytics. They show you when your proposals were opened, by who, if they were forwarded, signed and paid. 

You will also receive notifications via email for every action your client takes. Moreover, you’ll know exactly how much time did they spend on each of the chapters. 

This type of insight will help you understand which parts of your presentation to focus more on in the meeting. Did your client jump straight to the price or did they read every section? Once you analyze their actions, you’ll have a different perspective on your presentation. 

Focus on the problem you’re solving, not your offer

Don’t underestimate the power of benefits and value you can bring to your clients. That’s what they’re most interested in. We know that it’s tempting to focus on your offer and go into great detail about how you’re the best person for the job based on your price, approach, quality of work and more. 

As important as that is, make sure your primary focus is on the problem you’re going to solve and the benefits you’ll bring them. 

Your clients won’t be that interested in your features and other technical details. They want to hear what their future will look like if they start a business relationship with you. For example, if you’re selling a meal prep kit, it would make more sense to highlight benefits like - freeing up time in your customers' days, offering a variety of meal plans and more. 

Talking about the technical aspects of your business would only be interesting to potential investors or employees. That's why it’s important to focus on the value you’re bringing to the client. 

Arrive early in a neutral setting

The last tip we have for you is to meet the client in a neutral setting. Most of the time the client will want you to come to their office. Even though you’d want to accommodate your clients, meeting them in their office might be detrimental to your deal. 

Their office is a place with a lot of distractions. Anyone can walk in and ask for input on their own work, there are deliveries going on and the phones ringing off the hook. Offices are not known as quiet places and that is why you’d want to move the meeting to a more neutral setting. 

Our advice is to choose a hotel lobby. They are usually quiet during the workday, making them the perfect setting for a business meeting. 

It’s also important to come early. That way you can choose the perfect table, order a drink (nothing alcoholic though) and relax. If you get nervous about presenting, arriving early will help you set up and focus. 

Further tips we have for anyone presenting are: 

• Rehearse your presentation in front of your colleagues.
• Plan out your pauses and the points you’ll highlight.
• Make sure to connect with your audience, don’t just look at your materials.
• Think about the possible questions they can ask you in advance so that you can prepare answers.

If you win a deal right after the presentation, you’re already in the right place to celebrate. Once everything is done, you can seal the deal with a drink or two. 

The first rule of presentations is - to prepare. The more time and effort you put into your presentation, the more confidence you’ll have in your presenting skills. With our actionable guide, you’ll quickly be able to create a beautifully designed presentation that will help you win the deal. 

Make sure you start any proposal presentation with thorough research into your potential clients. You’ll have to know the answers to all your questions about the way you would implement your solution before you start writing the proposal. 

If you use Better Proposals, you’ll love how quickly and easily you can create a document that is easy to get through and engaging. Sign up for a free trial today and find out for yourself how much our platform can help you in the proposal process.

Are your sales docs more awkward than small talk?

Every Document Is a Proposal

Whether it's a new employee or a new client, your documents say a lot about your business. If you don't see every document as a proposal, you're missing the point.

Using Word to Create Proposals Makes You Look Fucking Pathetic

Think about the impression you're trying to give off and then ditch Word proposals for good. They make you look pathetic.

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Blog Business How to Write a Project Proposal (with Examples & Templates)

How to Write a Project Proposal (with Examples & Templates)

Written by: Jennifer Gaskin Dec 11, 2023

For businesses that rely on clients and partnerships to generate sales and revenue, project proposals are must-haves. A polished, professional project proposal is one of the best ways to present the capabilities your team has and put your goods and services in the best possible light.

But creating a good project proposal is more than just a timeline and a budget. Adding visual flourishes like charts, graphs and other imagery can help elevate a boring proposal to the top of the pile. Learn how you can create a successful project proposal and take a look at several project proposal templates you can fully customize using Venngage.

Click to jump ahead:

• What is a project proposal and how to use it

How to write a project proposal in 9 steps

4 project proposal examples with templates.

• What are the 6 types of project proposals?

What are the contents of a project proposal?

What is a project proposal & how to use it.

A project proposal is a formal document that outlines the details, objectives and scope of a proposed project. The purpose of a project proposal is to describe the parameters of a potential project or initiative.

Depending on the industry and type of project proposal (more on that in a moment), these documents can include things like scope of work, timelines, staffing, budget, capability statement and more.

Companies that receive project proposals from other firms or individuals use these documents to narrow down their options and make an informed decision about the best partner for them. And companies that create project proposals use them to make their pitch for the project.

Here’s an example of a project proposal to propose a new partnership:

It’s important to note that project proposals are not the same as business proposals , though there are some similarities. One of the biggest differences is that business proposals tend to be more general and expansive. Learn more about writing a great business proposal.

Writing a great project proposal can be a challenge. That’s because you need to craft the message specifically for the company or individual you’re sending the proposal to.

But don’t worry if you don’t know where to start, here’s how you write an effective project proposal:

Step 1: Review the RFP (if you have one)

If there is no formal RFP, you’ll still need to start out researching as much as you can about your potential client. That means finding out not only about the problem you’re hoping to solve but the history of the client, their industry, their competitors and more. Getting to know them better will help you understand how to portray yourself or your company in the best light.

Step 2: Create a project proposal outline

Whether you use the sections we listed above in that order, add or remove ones or shift things around, jot down a quick outline of sections to keep in mind as you work.

Step 3: Define the problem and present your solution

Kick things off by clearly nailing down the problem or need your project is tackling. Back it up with some hard evidence and data to show why this issue is a big deal. Break it down for your audience, explaining how your project is going to make their lives better.

Step 4: Highlight elements that may set your proposal apart

For example, if you know that your company will be able to complete the task more quickly than any competitors, make that the focus of your solution or scope of work section. Compare your proposed timeline with what your competitors are likely to propose to the client.

You should also make notes of any elements that you might be able to visualize through a graph, chart or other design element — visuals can help not only make your project proposal easier on the eyes, but they can make it more memorable and illustrate to the client that you are able to think creatively.

Here’s an example of how it can look in your project proposal:

Step 5: Define project deliverables and goals

A rock-solid project hinges on clarity, and that starts with laying out precisely what your project will deliver. Whether it’s reports, shiny new products, or top-notch services, make it crystal clear from the get-go.

Next, set the bar with measurable goals and objectives that scream success. Break them down so everyone’s on the same page. And because time is money, map out a timeline that’s not just a bunch of dates but a roadmap with key pit stops.

These milestones and deadlines are the heartbeat of your project, guiding you through each phase and making sure you hit the finish line with style. It’s all about setting the stage for success and making sure everyone’s got their eyes on the prize.

Step 6: State your plan or approach

Now, we’ve made it to the meat of your project proposal. In this section, walk your readers through the nitty-gritty of your project management approach.

Break down the essentials when it comes to resources—think people, equipment, and budget. And, while you’re at it, clue them in on your game plan for handling potential challenges through your risk management strategy. Additionally, consider your approach to project management, for example  agile project management  prioritizes flexibility and adaptability in order to effectively respond to changes and deliver successful outcomes.

Step 7: Outline your project schedule and budget

Crafting a successful project hinges on meticulous planning, starting with the creation of a detailed project schedule.

Break down the project into specific tasks and assign realistic timelines to each one. This step-by-step schedule, like a roadmap, not only helps in visualizing the project’s progression but also aids in resource allocation and risk management.

Simultaneously, developing a comprehensive budget is paramount. Dive deep into identifying and estimating all project costs, including personnel, materials equipment, and any potential contingencies. The budget acts as the financial backbone, ensuring that resources are allocated judiciously.

But here’s the deal – keep it real. Your schedule and budget need to be doable, considering the real-world factors at play. It’s all about laying the groundwork for success and keeping everyone in the loop from start to finish.

Step 8: Write the executive summary

The executive summary serves as the project’s sneak peek, condensing the entire proposal into a punchy snapshot. This opening act isn’t just a formality; it’s your chance to grab the reader’s attention from the get-go.

Picture it like the movie trailer – it needs to be compelling, leaving the audience eager for the full feature. In this compact summary, shine a spotlight on the critical elements of your proposal.

Outline the problem you’re tackling, showcase your ingenious solution, spell out the perks and benefits and throw in a quick glance at the budget for good measure. It’s your project’s elevator pitch, setting the stage for what’s to come and making sure your audience is hooked right from the first line.

Step 9: Proofread and edit

Before sending your proposal out into the world, give it a thorough once-over. Take the time to meticulously proofread every nook and cranny, hunting down grammar slip-ups, punctuation quirks and sneaky spelling errors.

A second perspective can catch things you might have overlooked. And let’s talk presentation – ensure your proposal isn’t just a content champ but looks the part too. Format it like a pro, making sure it’s visually appealing and easy on the eyes.

After all, a polished proposal not only communicates your ideas effectively but also leaves a lasting impression. Browse Venngage’s selection of project proposal templates to get a head start today!

Additional tips:

Avoid overly salesy language.

It can be tempting, particularly if you’re sending unsolicited project proposals, to use some of the same language in your proposal as you might in an ad, but you should keep such wording to a minimum.

Let the proposal speak for itself; if you or your firm truly are the best one for the job, it should be evident in your proposal. Being straightforward can also signal to the hiring party that you don’t want to waste their time with flowery language. It’s better to deal in facts rather than opinions for project proposals.

Establish a single point of contact

Some project proposals will include lists or even short bios of your staff members who will be involved in the project. But it’s a good idea to ensure that your project proposal makes it clear whom the client should contact to move the project forward or submit any questions. Include this person’s information at the beginning and the end of your document.

Write with one voice

While it’s common for large RFPs to be completed by many people on the team, ensure that whoever is responsible for bringing it all together has a chance to make the document feel cohesive. It should read as if one person put the entire thing together.

Now that we’ve explored some of the background and purpose of project proposals, let’s take a look at some templates you can customize using Venngage for your own project.

Construction project proposal examples

The construction industry is a complex one, and project proposals are critical for landing business and keeping projects on track. But there are many approaches a construction project proposal can take.

Taking the complicated and making it simple is a challenge, particularly in this field, but as this project proposal example shows, it can be done. By using simple, clear language and well-placed visual emphasis, this free project proposal template stands out for its simplicity.

Many hiring companies simply skim project proposals for things like budget and timeframe, and while you still need to craft an engaging proposal, it’s a good idea to put those types of elements front and center, as this construction project proposal does.

Remember that regardless of whether your firm is hired for the job at hand, every document you send to another business is a chance to establish your company’s brand identity. Use a template like the one below, update it with your logo and brand colors and fonts to keep it aligned with your messaging.

As you can see from the example below, a few color changes can make a huge difference:

To easily apply your brand colors and logos, simply have them automatically extracted from your website using Autobrand:

And apply them to your design in one click with My Brand Kit :

Design project proposal examples

You might think it would be a no-brainer for a designer to create a well-designed project proposal, but it’s common for creative people to have difficulty when it comes to analytical thinking. That’s why having a couple of great project proposals in your back pocket is perfect for a designer.

Project proposals in creative fields tend to be a bit less buttoned-up than those in other industries, so use your proposal as an opportunity to make a bold design statement. The template below, for example, uses a striking color palette and minimalist imagery on the cover to make the proposal stand out, and those touches are reinforced throughout the document.

This example, similarly, uses creative color combinations to strike a design-forward tone. But as both of these templates illustrate, the bones of the project proposal must be sound, and all the information required should still be covered.

Work project proposal examples

Not every industry requires a unique approach to project proposals, and, in fact, for most applications, a general work proposal template will suffice, provided that you do your due diligence in following any requirements set forward by the hiring party.

This template created for a consulting firm illustrates a straightforward approach to project proposals that you can easily adapt for your needs. Add or remove pages, insert charts and graphs or new icons and craft a compelling narrative.

This project proposal template is an excellent example of how companies can use established templates to create a unique proposal. Note how they’ve used the sections that apply to them and put them together in a way to appeal to their potential client.

Marketing project proposal examples

Marketers and marketing agencies are regularly asked to submit RFPs, whether for individual projects or long-term engagements, so the average marketing agency will need to have several project proposals on hand that they can modify when new requests come in.

This social media marketing project proposal template is ideal for a single campaign rather than a multi-year engagement. In that situation, it’s crucial to make sure all dates and milestones in the campaign are clearly stated.

Ideally, a marketing agency or marketer will get a chance to pitch for long-term work. In that case, this project proposal template is ideal for outlining all aspects of the project proposal, including a timeline that extends to a full year.

A critical aspect of modern marketing success is doing a great deal of research on keywords, competitors and traffic, and many marketers include such metrics in their project proposals, along the lines of this example. Note how high-impact charts and graphs are used to help the audience absorb the data and make an informed decision. There are various marketing proposal examples that you can look at to inspire your next proposal design and help catch the attention of your clients.

What are the 6 types of project proposal s?

Because every project is unique, there are many types of project proposals, but these are the most common ones:

Solicited through RFP

RFP stands for Request for Proposal (they may also be called Request for Quotation, or RFQ).

These types of project proposals typically come with the most stringent requirements and obligations. The hiring company will usually list out the elements that must be included in the RFP as well as any limitations or conditions that apply.

From the vendor’s standpoint, being asked to submit an RFP is generally a good sign because it means that your firm (or yourself, if you’re an individual) has made it through the initial round of research by the hiring party.

I nformally solicited

Informally solicited project proposals are similar to RFPs or formally solicited proposals in that they may have just as many requirements, but because they’re outside of the formal RFP process, the requirements often aren’t stated up front. That could mean the vendor needs to do more research and ask more questions of the hiring party, or it could mean there actually aren’t as many requirements.

Another benefit of submitting an informally solicited project proposal is that the absence of a formal process likely means the vendor will be up against less competition.

Unsolicited

Also called spec (speculative) proposals, unsolicited project proposals come from the vendor’s side rather than the hiring party.

These proposals are particularly difficult because the hiring party, well, may not be hiring at all. With a spec or unsolicited project proposal, the vendor believes there’s a need for their services and must not only convince the hiring party that the need exists, but that the vendor is the best one to fill that need.

Pre-proposals

Pre-proposals can be considered mini versions of RFPs. They are often sought by a hiring party that wants to avoid a lengthy proposal process — or simply doesn’t want to read a long pitch. These types of proposals are brief, usually a few pages at most, and depending on the results, the hiring party may make an offer or make a full RFP request.

Non-competing/continuation proposals

Continuation proposals are common in multi-year projects or ones in which both parties may have agreed to certain conditions governing how the project proceeds.

With a continuation proposal, the goal isn’t to pitch your services but rather to keep the client up to date on the project, inform them of any metrics they need to know or that may be part of the scope of work and get their formal approval to continue with the project.

Competing/renewal proposals

Renewal proposals are similar to continuation proposals, but instead of being created in the middle of a project, a renewal project proposal is generated once a project or contract has ended. They’re also called competing proposals because the vendor will need to make their case as to why the project or contract should be renewed.

It may be wise to approach these types of proposals as you might an unsolicited one, but the benefit to the vendor is that (if the project has been a success), they will have past results with that specific client to showcase in their new proposal.

The content of project proposals will vary depending on the industry and the type of proposal. For example, while solicited, unsolicited and pre-proposals will typically include a budget that is negotiable, a continuation proposal’s budget has likely already been set. That said, here are the typical contents of a project proposal:

• Summary : An executive summary or project background is typically the first section of a project proposal. Most vendors use this as an opportunity to thank the hiring company for the opportunity, as well as summarizing what the client is about to see through the remainder of the proposal.

This template shows a complete executive summary for a product launch, which can be longer than a typical executive brief or project background in your proposal — something to keep in mind:

• Objective : An explanation of what needs to be done or what problem can be solved if the hiring party accepts the proposal.

• Solution : An explanation of what the vendor would do to solve the problem or how they would approach completing the needed task.

• Scope of work : A detailed description of what exactly would be done, when and how much it would cost. This section may also need to include legal information, though in most cases, contracts are separate from project proposals.

Here’s an example of how you can write down the scope of work for your proposed project:

Call to action : The final section of your project proposal (assuming there are no appendices) should let the hiring party know what to do next. Include a place for them to sign the document to show their acceptance, as well as contact information in case they have further questions. To make the proposal legally binding, you can send it to your client via a free eSignature software such as Papersign  and collect their signature in a compliant manner.

• Appendix : Appendices in project proposals could include information that didn’t fit within the client’s requirements or that helps to further explain information in the main part of the document. This section is optional.

Project proposal FAQs

What is the difference between project proposals and project charters.

The difference between both is that project proposals serve to present a project’s goals and approach for approval. On the contrary, project charters officially authorize the project, defining roles, responsibilities and initial objectives.

What is the difference between project proposals and business cases?

Project proposals focus on securing approval by presenting a project idea and its feasibility. On the other hand, a business case provides a more comprehensive analysis, including financial aspects and long-term strategic impact, aiding stakeholders in making informed decisions.

What is the difference between project proposals and project plans?

Project proposals aim to gain approval by detailing the project’s purpose and scope, whereas project plans are comprehensive documents specifying tasks, timelines and resources necessary for successful project execution.

Highlight your products effectively with Venngage’s professional project proposal templates

Letting a potential customer know what you’re capable of is a critical tool in many fields, and project proposals can highlight your company in a way few other documents can.

Start with one of these templates or create your project proposal from scratch. Whether your company has just gotten an RFP or you want to land that big fish in your industry, Venngage makes it simple to create an effective project proposal without becoming overwhelmed. It’s free to get started.

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Home Blog Business How to Write a Project Proposal and Present it to Stakeholders

How to Write a Project Proposal and Present it to Stakeholders

Every manager or executive has at some point of their career the need to create a project proposal (or initiative, we will use both terms instinctively in this post). In this opportunity we will briefly define the concept, how to write it and more importantly how to present it to an audience. Persuasion is key. Being able to transmit the right message behind the proposal will help you engage your audience with your ideas.

What Is a Project Proposal?

A project proposal is a document that details a new project idea. Its main objective is to communicate the idea, and what is needed to make it happen. In its most basic form, it contains a title, initial and end dates, objectives, goals and the overall main achievement pursued at completion of the project.

Formal project proposals have clear sections that have been proven to effectively communicate a project idea. The basics include context about the problem or pain trying to solve, a high level action plan, and the required resources to execute it. We’ll give you more detail into how to write project proposal categories later on in this article.

Note that a business project proposal is not the same thing as a complete project plan , in terms of project management . The project proposal includes a lot of details in many of the same categories as a project charter or a complete project plan. However, it is not the same document. The project proposal is not a detailed execution plan. There are lots of details that may change between the proposal presentation and the final, approved project plan.

Types of Project Proposals

There are many different kinds of project proposals, since there are many different kinds of projects. For the sake of keeping the article with a reasonable length, we will exemplify Business Project Proposals.

Business project proposals range from formal to informal and vary greatly depending on the industry and company where they are defined. This article focuses on business project proposals, though a lot of the basics and recommendations also apply to different categories.

Situations that Require to Write a Business Project Proposal

Projects intake vary depending on the management frameworks applied by every organization. But there are common management practices that trigger the need for project proposals.

The most common place for project definitions and ideation is during Corporate Planning. Independently of the size of the organization, planning is a practice that every professional organization carries out. Could be defined as Corporate Planning, or just Growth planning, but the time of the year where executives prepare their forecast and plan for the future is the main event where initiatives are defined. In order to evaluate them objectively, project proposals are created. Based on the proposals, the executives decide which projects they will sponsor. With this in mind, it is important that the document is formal, informative, but also persuasive.

How to Write a Project Proposal

The following paragraphs describe the common sections of a professional project proposal document. Keep in mind that this guide does not pretend to be exhaustive and is understood that you’ll need to evaluate adjustments to this outline in order to make it work for your industry, field, and department.

Step One: Define the Purpose around a Problem or Pain

No executive team will approve or fund a project if it’s not solving a realistic problem, situation. While it may sound negative, in business a lot of decisions are made around addressing pains, both organizational and client-facing. This step aims to show stakeholders why your project is important and what are the stakes if they don’t approve it.

Since your problem statement is the very first section of your project proposal, it has to be strong. If you don’t make your audience start believing in the need for a new initiative at this point, it will be very hard to change their minds later on. Don’t exaggerate the problem, since that is easy to discover later on, but be emphatic about why this is a problem that needs fixing. Backup your claims with facts, figures, and business cases. The cost of “ not doing ” is also a strong argument.

Here are some questions to consider when defining the problem:

Step Two: Introduce The Solution

Now that you’ve hopefully convinced your audience of the existence of a problem, you now have to introduce the proposed solution. The next several steps will help you specify some of the more tangible components of the “how”. On this step, however, you’re still at the dazzling and inspiring stage.

That means your introduction to the plan should focus on its benefits.

How is this going to address the problem and what is your organization going to get out of it? Think increased profits, lowered costs, new products on the market, more satisfied clients, increased brand awareness, etc.

What is the anticipated impact of your project or idea? Focus on wide-ranging effects for a more impressive presentation.

Step Three: Specify Deliverables and Success Criteria

Deliverables are the results of your project. Think about it as the components, both tangible and intangible, that you’ll be delivering. Include the functions and characteristics of each deliverable, such as what it will do, how it will work, and what benefit it will have. Include details such as due date and key tasks required to successfully carry out each deliverable.

Alongside the definition of deliverables are the success criteria. It’s important to specify how you’ll know if each deliverable has been successfully created, as well as the project as a whole. Whenever you’re presenting objectives or criteria for evaluating success, use the SMART goals approach. SMART stands for specific, measurable, achievable, realistic, and time-bound. You can try using a roadmap template to visualize these deliverables and delivery dates.

Step Four: Outline Project Resources

In order to execute a project, you will require resources. Generally in a project proposal you will divide this definition in two. First, an overall estimation of resources in a common language , financial . So you will translate every resource into budgeting terms and define an investment number. Then, you will break down these financials into: assets (i.e.: technology, infrastructure), human resources, services (i.e.: advertisement, consultancy).

Step Five: Outline your Schedule

In this section you will combine deliverables and resources to generate a high level roadmap. Main points to highlight are start and end of the project, delivery dates and resources usage times. In this way you will materialize the proposal in high level activities.

Step Six: Executive Summary

Once the detailed version of your project proposal is complete, it’s time to summarize the presentation into an executive summary. This summary will include a high-level list of each key element of your proposal. The idea of the executive summary is to be able to summarize in one page all the proposal, in a way an executive can grasp the overall scope.

How to Present a Project Proposal to Stakeholders

Your project presentation will follow the basic steps detailed above. Here is a project proposal example structure using project proposal templates to help you get started on your presentation.

Slide 1: Cover Slide with Project Name

Like in all presentations, you don’t dive into the main part of the presentation without introducing the name of the project and yourself as presenter. Covers slides provide some visual stationary previous the presentation kick off. As a recommendation, set a project name that will make it memorable.

Slide 2: Table of Contents

Audience members will have an easier time paying attention if they know what to expect from your proposal presentation. See the following slide for a common project proposal table of contents format. When presenting it, do not dive into details. The agenda slide is aimed to set a mental state in the audience on the structure of the information will follow. It is a presentation best practice to prepare the audience.

Slide 3: The Problem

Summarize your problem statement in one or two sentences. Be BOLD . When creating this problem summary, make sure to touch upon what the problem is, why it is a problem, how this problem manifests, who this problem affects, and what is the fallout of this problem. Make sure your message is directed to the real pain to solve. Avoid repeating the detailed problem definition; the audience can drill down in the documentation for the facts behind your statements.

Slide 4: The Solution

As the first slide that formally introduces your projects proposal, this slide should briefly communicate what it is you are proposing to do. You can frame this slide in terms of the solution to the previously mentioned problem or you can introduce it as your plan. Either way, make sure this project introduction is no more than 1-3 sentences long. You’ll have time to specify other details in later slides. At this point of the presentation, your audience curiosity starts to peak, and you need to build your persuasive speech.

Slide 5: Goals and Benefits

For this slide, you want to briefly list the main goals for what you want to achieve with your project, as well as the top benefits your project will generate for the organization. While there may be a much larger list of these two components in your project proposal document, you’ll want to present the most important/relevant here. Try to group goals and benefits into categories. Remember that what you put on your PowerPoint slides is only the tip of the iceberg when it comes to your presentation. You can and should give more details in the spoken part of your proposal presentation.

Slide 6: Deliverables and Success Criteria

Without going into too much detail, list deliverables, due dates, and criteria for acceptance for your main deliverables.

Slide 7: Project Management Strategy

State the project management strategy you’re planning to use to manage the project. You can’t assume everyone in your audience will understand what each project management strategy entails, so you should also provide a brief description of your choice. These templates detailing the Scrum , Kanban , and Waterfall methodologies can give you ideas of how to summarize your chosen methodology.

Slide 8: Budget

The budget slide remains pretty simple. Report both the total budget you anticipate for the project as well as a general breakdown of the budget into the main categories. Providing the percentage of each category of the budget is helpful for stakeholders to conceptualize it. In the Project Proposal Presentation template we have included a project budget slide (in slide #9) with a data table that can be used to present the Budget information.

Slide 9: Project Requirements

Other than budget, what’s needed in order to complete your project? Will you need human resources, specific software, equipment, or a special location in order to execute your project? Add a simplified list here of the main requirements.

Slide 10: Project Proposal Timeline

You will not be able to present the entire project timeline in a simple project proposal presentation. However, you should present an overview of the timeline, including major phases and deliverables. Instead of presenting a simple chart with deliverables and dates, we recommend placing your timeline of deliverables and phases in an actual calendar. This puts your timeline in a visual context of quarters, months, or weeks, allowing audience members to have a clearer concept of how long this project will take.

Slide 11: Conclusion

Close your project proposal with a very short summary of the project, similar to what you wrote previously when introducing your solution. The point of this is to remind your audience of the overarching reason for this presentation, especially after going over potentially less-than-inspiring details like budget and requirements.

Slide 12: Thank You Slide

Don’t forget to thank your audience for listening to your project proposal. Add your contact information in case this project proposal is sent over email and reviewed individually.

Final Words

In this article we had reviewed the definition of project proposal, its main structure and a guide on how to present it to your stakeholders. For further reading about presentations skills , here is a guide to improving your public speaking skills that will help you present your project proposal even more effectively. Hope you had enjoyed the reading.

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Project Execution, Project Management, Project Planning Filed under Business

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How to Write a Consulting Proposal [Templates & Examples]

Published: April 24, 2024

You’ve just wrapped up a call with a prospective consulting client. They’re interested in working with you. Congratulations! If you’ve found your way to this blog post, it’s safe to assume you now need to develop a consulting proposal for this client — and you need help doing so. That’s why I’m here.

In this post, I’ll explain what a consulting proposal is, and how to write one that your prospective clients can’t resist.

Table of Contents

What is a consulting proposal?

How to write a consulting proposal, parts of a consulting proposal, consulting proposal template for sales, consulting proposal template for marketing.

• Sample Consulting Proposal

Consulting Proposal Tools

A consulting proposal is a document that outlines the nature, scope, and timeline of a specific consulting project. Like a salesperson’s pitch to a prospect, a consulting proposal highlights the problem your prospective client is experiencing and positions you, the consultant, as the solution.

Many prospective clients request proposals before officially signing on the dotted line. Why? In short, a consulting proposal outlines your working relationship so both parties can stay aligned and understand the other’s expectations. Proposals aren’t paper formalities — they signify the start of an important client-consultant relationship.

This document will effectively take your conversations with the prospect into an active working relationship. That’s why it’s important to write a good proposal.

A good consulting proposal must have the following information:

• A summary of the problems or challenges that your prospect is facing.
• A detailed account of how you’ll solve those problems.
• A list of the results you’ll seek to achieve for their business.

It also includes contractual information such as fees and terms.

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Before You Create a Consulting Proposal

Writing a consulting proposal will require a bit of pre-work. You’ll want to get to know your client’s needs and goals.

1. Chat with your client in person or over the phone.

You can’t write an effective consulting proposal without chatting with your prospective client first. Do your best to set up a phone call for this conversation; if you can, meet in person. An email will suffice for getting to know your client and their consulting needs, but letting them see your face and/or hear your voice will help you build trust with them.

2. Understand their challenges and needs.

The better you understand your prospective client’s challenges and pain points, the more impactful your proposal can be.

While a consulting proposal template can help get the job done, the details in your proposals should not be one-size-fits-all; they should be tailored to each client and their needs. Don’t hesitate to follow up with additional phone calls or meetings to better understand your client and what they need from you.

3. Highlight your value proposition.

Hiring a consultant is not a cheap investment, and you want your client to understand that they’re investing in you because you’ll deliver results. You don’t necessarily need to include a section titled “Value Proposition,” either.

Instead, get specific on how you’ll deliver. For example, you could mention how you’ll be increasing X metric, reducing Y negative outcome, or driving Z results for their business.

4. Ask about the details.

A successful proposal reflects the project scope and details to keep both parties aligned. Don’t forget to ask about your client’s ideal timeline, budget, expectations, and outcomes. These details are important for selling a prospective client on your services as well as giving your client a better understanding of how exactly you two will work together.

Knowing how to write a clear, concise consulting proposal can make or break your ability to convert prospective clients. Let’s review how to put together a winning proposal.

Consulting Scope Template

In consulting, a scope of work document ensures that the consultant and client are on the same page from the start regarding the precise work to be completed, by when, and for what investment.

Here’s what I typically see a scope of work document contain:

Client Details

Consultant Details

Project Summary

Milestones, Tasks, Process, and Timeline

Project Exclusions

Investment and Payment Terms

• Communications, Reporting, and Approval Details

Other Terms

Here’s a consulting scope of work template that you can draw inspiration from.

Scope of Work

Company Name:

Company Representative:

Designation:

Alternate Company Representative (and Contact Details):

Consulting Representative:

This project will entail (enter details here in two to three paragraphs).

Here’s an overview of the project’s tasks along with the corresponding deadlines:

Milestone 1
Milestone 2
Milestone 3

The scope of work defines the parameters of the project. Any tasks or services not explicitly specified within this document are considered outside the scope of the project.

In consideration of the milestones described above, (Client Company) shall pay (Consulting Company) the following fee structure for the project:

	$00.00

Sample Invoice (Attach a sample invoice template for reference)

The payment terms are as follows:

• $X will be paid within (insert number of days) days after signing of this scope of work as an initial deposit.
• Invoices will be submitted every (insert frequency) which will include the price for completed milestones.
• Payment should be made within X days of the invoice receipt.
• Late payment will result in a fee of $X per day.
• List other payment terms.

Communication, Reporting, and Approval

General Contact Details

Client Company

• Primary Contact Person for the Project:
• Contact Information:

Consulting Company

Communication Channels

This subsection outlines the communication guidelines for this project, which will take place via:

• (Add general guidelines)
• (Add availability/timing/frequency details)

Periodic updates regarding the project progress will be given via:

• What it Includes:

The guidelines for milestone/task approval and final sign-off for the project are as follows:

• (List guidelines here)
• (List and explain other important terms and conditions)

Each party acknowledges that it has read this scope of work, understands it, and agrees to the terms and conditions.

Client Representative (On Behalf of ‘Client Company’):

Client Company:

Consulting Representative (On Behalf of ‘Consulting Company’):

Consulting Company:

Please read, approve, and sign this document by (insert date here). Once the scope of work is accepted, (Consulting Company Name) shall get in touch within two business days to set up an introductory call for the project.

Note : This template doesn’t constitute legal advice and is for general information purposes only. Before entering into a legal agreement, ask a lawyer to review your scope of work document prior to sending it to a client. This will help prevent issues from arising down the line.

• Write an executive summary.
• Briefly describe why you’re the best for the job.
• Specify what the client can expect from the project.
• Establish what your deliverables will be.
• Confirm and outline the costs.
• Specify any other contract terms and conditions.
• Keep the proposal concise.
• Ask for feedback

1. Write an executive summary.

Get started by writing an executive summary or introduction (also called a project summary). This section will include your client’s challenges or obstacles and how you intend to solve them. Simply put, this section summarizes the entire project.

2. Briefly describe why you’re the best for the job.

There’s a good chance your client may be receiving proposals from other companies. You’ll need to show them that you’re the right person for the job and assure them they’re in great hands. Briefly describe how your experience will help the client achieve their goals.

While it may be tempting to hone in on your qualifications and experience, your consulting proposal should focus on what your client will get from working with you. You can add this information as a short (1-2 sentences) paragraph in your introduction.

3. Specify what the client can expect from the project.

Be as specific as possible about the value and outcomes your client can expect. For example, if your main objective is to increase traffic, say that and outline how. This will help you draft your project scope.

Avoid buzzwords and generic jargon. In fact, do your best to use the same words they did in your meetings — this will resonate with them and show you were listening.

4. Establish what your deliverables will be.

Go back to your client conversation notes. Do they need a new marketing strategy, a new website, or advertising plan? What tangible products will they have once the project is completed? These will be your “deliverables” and you’ll want to include them in your proposal so the client knows exactly what they are getting out of the project. I’ll describe deliverables in more detail in the next section.

5. Confirm and outline the costs.

You’ll want to be up front with the client about how much the project will cost. Be clear about your fees and what they include. If you require specific payment structures like a deposit or installments on certain dates, explicitly explain them in this section of your proposal.

6. Specify any other contract terms and conditions.

This section will specify exactly what terms and conditions the client is agreeing to should they decide to proceed. In addition to rates, this can include a timeframe for the project (start and end date), payment types accepted or any other terms you require.

7. Keep the proposal concise.

When it comes to consulting proposals, quality matters much more than quantity. Keep your proposal as brief as possible to accurately describe the project scope and expectations. Don’t give your client a reason to stop reading your proposal and potentially view another consultant’s — instead, keep your proposal concise and engaging.

8. Ask for feedback.

A consulting proposal is a two-way document, meaning both parties should have a say in the content it includes. As you develop your proposal, clarify any questions or concerns you have with your prospective client. When finished, send it to your client for review and feedback.

Consider building your proposal in Google Docs or a similar word processor in which your client can collaborate and leave comments or suggestions.

Now that I’ve covered how to write a consulting proposal more broadly, let’s break it down into parts.

The most effective consulting proposals follow an engaging and logical structure. In this section, I’ll discuss the anatomy of a well-written consulting proposal.

1. Salutation

Begin your document by greeting your client.

A personalized greeting sets apart your consulting proposals from a generic proposal. When you treat your proposal as a personal letter, prospective clients are more likely to trust you and want to build a relationship with you. Use the client’s formal name (e.g., “Mr.,” “Mrs.,” or “Dr.”) unless you’re on a first-name basis.

2. Introduction

In this section, write three to four sentences describing the nature of the project and the issues you want to solve.

Consider this section the introduction, or hook, of your proposal. Summarize the challenges your prospective client is facing and what value you can provide through your consulting services. In this section, you should also thank your client for considering you and give them a brief overview of what they can expect from the rest of the proposal.

You can also include one to two sentences introducing yourself and your business. While the proposal shouldn’t be focused on your work as a consultant, it never hurts to include a short section in which you explain why the client should choose you. Even if you pitched yourself during your initial prospective call, you can reiterate your key strengths and qualifications here.

3. Project Scope

Next, add three to five bullet points giving insight into the exact action items (or tasks) you’ll undertake to achieve the desired result.

This section is all about what you’ll be doing to carry out the project you outlined above. For example, if you’re being hired to review and analyze a client’s marketing strategies, this section would outline how long your phone calls or office visits will be, how many calls or visits you commit to each week, the length of each visit, etc. You can never be too detailed in the project scope section; it’ll only save you and your client a headache later.

4. Objectives

In this section, you’ll want to list out three to five objectives for the project.

Now that you’ve covered both the purpose and scope of the project, it’s time to convince the client of the project’s value. What sort of results do you want your client to see after they’re done working with you?

Unlike the deliverables section below, which focuses on the actual “final products” you’ll be delivering, the objectives section focuses on the end result after those products are delivered. It’s important to put this as early as possible in your document so that your client is convinced they’re making a good investment.

5. Deliverables

Next, list out the concrete deliverable(s) the client will have once they’re finished working with you. Will it be a revamped website? A redesigned collection of brochures?

This section outlines the tangible, identifiable end “products” you will be providing your client as a result of the project. If the project scope describes “how,” the deliverables are the “what.”

Following the example above, while your project scope would be reviewing and analyzing marketing strategies, your deliverables may be a detailed analysis document, a presentation of proposed changes, or even a brand-new marketing plan (the specific details will vary depending on your client and their preferences and needs).

6. Timeline

In this section, give a timeline for each specific action item you listed in the “Scope” section.

This section is incredibly important for setting expectations and creating boundaries with clients. If the project scope describes “how” and the deliverables outline the “what,” can you guess what the timeline section is? Ding, ding — it’s the “when.”

The timeline part of the proposal should outline specific project dates and deadlines for different parts of your project. Whether you’re making office visits, creating documents, or simply sending follow-up emails, try to detail every possible date in your proposal. At the very least, make sure you include the project start, final project deadlines, and any milestones in between.

7. Investment

Next, list out your consulting fees and what they include, as well as how and when you prefer to get paid.

If you recommend using a certain payment portal, include that information here. Similarly, if you require a down payment or staggered fee structure, don’t forget that information, too.

Here are some other tips to consider when creating this section of your proposal.

8. Signature

In this section, you’ll immediately ask for a signature from your prospective client. Include space for them to write the day’s date, their name, and their signature.

You’ll want to include this straight in the proposal, even if they’re still in the consideration stage, so that it’s easier to get approval. If you add the additional step of having to send a “finalized contract,” you risk unnecessarily elongating the process.

9. Next Steps

Last, include a strong call-to-action in your proposal. Leave your email for them to contact you as well. Give clear instructions in this final section so clients know how to move forward.

While each proposal should be tailored to each prospective client, it can be tedious to write out the entire document every time. This is where a consulting proposal template can come in handy.

Below you’ll find two consulting proposal templates: one for sales and one for marketing.

You can use this free consulting proposal template in Word or PDF format. The sections match up with what I covered above, but are worded a little differently to better align with sales.

Pro tip : If you use a template, don’t forget to double-check that all client-specific details are updated and correct.

Featured Resource: Free Consulting Proposal Template

Activity

Start Date

Completion Date

Content Audit

January 1

January 14

Technical Audit

January 15

January 31

Usability Tests

February 1

February 7

Content Plan Creation

February 8

February 28

Content Plan Review and Approval

March 1

March 7

Content Creation

March 8

April 30

Website Redesign

April 1

June 1

I charge fees per project based on the estimated time to completion.

You won’t have to worry about hiring freelance writers or finding a web developer. As your consultant, I’ll take care of that for you. All fees are inclusive of phone calls and emails.

Project Activity	Hours	Fee
Content and Technical Audit	30	$900
Usability Tests	N/A	$200
Content Plan Creation	30	$900
Content Creation	100	$3,000
Website Redesign	100	$3,000
		$8,000

Please sign below.

[signature form]

Please return the signed document to me by Wednesday, December 6. I’ll touch base with you on Friday, December 8, to discuss this proposal. You can send me any questions and concerns at [email protected]. I look forward to working with you.

Now that you have an idea of what a sample consulting proposal looks like, I’m going to share some tools that can help with your next draft.

Consulting Proposal Example

For more inspiration on how to write your proposal, I’d like to show you an example of an audio marketing company’s proposal.

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Support learning with google workspace for education’s simple, secure, and flexible tools.

Help your institution collaborate easily, streamline instruction, and keep the learning environment safer with tools designed for students and teachers.

Manage, measure, and enrich learning experiences with Google Classroom

Provide an easy way for educators to connect with their students and manage their classes with an all-in-one place for teaching and learning.

Manage your education ecosystem with Chromebook

Equip your school with versatile, intuitive, and secure devices designed for next-generation teaching and learning.

Google Workspace for Education

Unlock the full potential of Google Workspace by using tools together.

Google Docs, Sheets & Slides

Create, collaborate, and edit with others in Docs, Sheets, Forms, Slides, and more.

Google Meet

Enable teachers, students, and admins to work together from anywhere.

Admin Console

Set policies, control access, monitor data, and quickly respond to threats.

Create new assignments

Create assignments, quizzes, and lesson content for your students.

Track student grades

Monitor progress and gain visibility with a holistic view of student achievement.

Simplify classroom management

Easily switch between Stream, Classwork, People, and Grades—even when you are offline.

Devices for everyone

Choose powerfully simple devices for everyone in your school.

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Centralized Admin Console

Monitor your institution's domain with full visibility and control.

Equip your school with tools for success

Education leaders.

DELL LATITUDE 7410 CHROMEBOOK ENTERPRISE

Bring flexible innovation to your school at scale

Spend less time on administrative tasks and more time making an impact on student education. Equip your teachers with tools, resources, and professional development so they can focus on their students.

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ASUS CHROMEBOOK FLIP CX5

Easily deploy educational tools across your institution

Get diverse tools in the hands of students and educators with minimal effort. Maintain all of your institution’s tech from one place. Monitor info-sec, control access, and quickly make changes across your network using the centralized admin console.

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HP CHROMEBOOK X360 14B

Save time and enrich student learning with easy-to-use tools

Streamline class management while providing every student with individualized learning experiences. Create, customize, and collaborate on lessons to help learners grow their skills. Use virtual classrooms to promote learning any time, anywhere. Keep meetings, documents, and reports all within reach.

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What’s happening in education

New chromebook plus for educators, powered by ai, four new ways we’re partnering with the disability community, how we’re building accessibility into our chromebooks around the world, more ways to connect:.

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Proposal Specialist 2

Job description.

The Proposal Specialist is responsible for leading the creation of robust proposals for their assigned Safran Cabin opportunities. Proposal creation consists of identifying a preliminary product design, defining this design in a concise manner, gathering and understanding the required scope of work to develop the design, and accurately estimating the cost (both recurring and non-recurring) for this design. The Proposal Specialist will need to work with the program management, engineering, manufacturing, supply chain and finance departments to develop a proposal. The Proposal Specialist will need to stay up to date on market trends and key products, and requires a strong technical background along with excellent communication and organizational skills. • Coordinate the activities of the Integrated Project Team composed of resources from the program management, manufacturing, supply chain, finance and engineering departments to create a proposal in response to a customer request for quotation • Create technical statements of work, design descriptions and other technical documentation to integrate into a proposal • Complete preliminary designs for proposed products using available engineering software as required • Complete cost analysis for proposed products • Complete pricing analysis based on the predicted cost for a product and internal pricing targets • Collect and analyze predicted development engineering hours for proposed products • Work with all engineering disciplines to standardize development hours and categorize development programs for consistent proposed engineering hours, including pre-project development (i.e., proposal creation) scope • Maintain forecasting tools • Complete independent research to determine key clients to target for Safran Cabin products • Provide support to Sales leadership by tracking opportunities on CRM platform (e.g., Salesforce or other selected tool) • Investigate cost savings opportunities • Provide technical support for the sales team • Create presentations to support the sales team with product presentations to customers. • Identify opportunities for process improvement and develop processes to implement the identified improvements • Provide support to Project Engineers in their completion of Design Reviews and Master Engineering Reviews • Provide support to Program Managers in their completion of Tollgate Reviews A Level 2 Proposal Specialist is an individual contributor, however may take a lead role within the integrated project team assigned to an opportunity, whose primary tasks are: • Configure product under the guidance of senior design engineering • Provide costing data analysis using Safran Cabin internal enterprise resourcing planning tools • Create assets to be incorporated into a proposal • Work with customers to understand customer requirements • Oversee the development and structure of a proposal response to a customer • Lead other Proposal Specialists

Complementary Description

Safran Cabin headquarters are in Huntington Beach, California, with a global presence of over 10,000 employees at 39 sites. Site locations are in the United States, Mexico, Brazil, Canada, Germany, France, Czech Republic, the Netherlands, Tunisia and Thailand. Safran Cabin serves over 400 airlines and leasing companies globally and delivers to all airframe OEM manufacturers with a heritage spanning over 80 years in the industry. Safran's Corporate Social Responsibility (CSR) goes beyond our facility walls. We value and support the communities where we live and work. One of Safran's values and CSR pillar is Corporate Citizenship that helps drive economic, social and cultural progress by sharing our gifts with those around us. • Your Career: Safran is committed to providing internal mobility to our employees. We operate globally so the sky is the limit of where your Safran journey can take you. • Your Development: Safran employees have free access to Safran University courses and external tuition reimbursement for approved programs or certifications. • Your Benefits: Our suite of comprehensive benefits include health care (medical, dental and vision), life insurance, 401(k) savings plans with company match, paid time off, Safran Perks with BenefitHub – Employee Discounts & Rewards Marketplace for consumer products/services and more!

Job Requirements

Experience: Minimum 5 years of relevant experience (customer account manager, marketing assistant, controller assistant) in an engineering environment. Education: 1. Associate's Degree in an Aerospace field, plus relevant manufacturing or engineering experience; or 2. Bachelor's in Finance or Marketing, plus relevant manufacturing experience; or 3. Bachelor's Degree in Aerospace or Mechanical Engineering, or related engineering field Preferred Qualifications (not required): • Experience in an aerospace environment, preferably aircraft interiors or systems, or in business development of technical products. • Familiar with engineering software such as AutoCAD or CATIA V5 Other Skills: • Strong computer skills, including MS Office, particularly Excel and Powerpoint. • Excellent communication, organization, and presentation skills. • Highly process oriented and possessing a strong compliance focus. • Proactive, team-player mentality and a desire for continuous improvement. • Ability to work on multiple projects concurrently and reprioritize quickly based on latest information • Ability to meet quick deadlines and/or assist when support is needed to meet a quick deadline. • Desire for excellence in the workplace. At Safran, diversity & inclusion is a source of richness that adds quality of life, performance, and innovation. We welcome diverse contributions and provide equal employment opportunity to all individuals regardless of race, color, religion, sex/gender, sexual orientation, gender identity/gender expression, marital status, pregnancy, age, national origin, ancestry, disability/medical condition, military or veteran status, citizenship status, genetic characteristics or information, or any other characteristic protected by applicable federal, state, and local laws. The expected salary range for this position is between $87,960 - $138,230 USD. Actual compensation will be determined based on experience, education, and other factors permitted by law.

Specificity of the job

* Travel required, both domestic and international, up to 50%; including travel to meet support sales teams with short lead time.

Locate your future workplace

5701, Bolsa avenue, CA 92647

Huntington Beach

California United States

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