How to use a project proposal document to secure bookings

Right now is a great opportunity to review any of your brand visuals. Many businesses, especially service based businesses increase prices at the start of a new season and this is a great opportunity to update proposals with any new services, portfolio, photography and client testimonials.

Why Your Proposal Is More Important Than Ever

With this in mind, is your proposal currently losing you the sale? Once a potential customer, hopefully your ideal client, enquires with your brand, you still need to work hard in order to close the sale. Whilst it’s fantastic that you’ve initially attracted a client, this isn’t enough. Your potential new customer could be looking and enquiring with other businesses, sometimes your biggest competitors.

Your proposal and any other visual documents need to offer a WOW-factor. During the initial enquiry stage of the sale, your visual aesthetics are more important than ever. Especially if you have a beautiful, elegant, and well crafted Instagram feed. Potential customers will browse your Instagram, Pinterest, website, documents and other customer touch points and expect the same branding across all platforms.

You need to remain consistent in your approach including your brand visuals, messaging, service offering and all aspects of your communication including: face-to-face, virtual meetings, telephone calls and emails. Consistency adds credibility, ultimately building trust with your potential customer.

Your brand visuals are an amazing opportunity to stand out! Highlight why your brand is better than the competition and what unique selling points you offer. A proposal is the perfect opportunity to showcase you and your brand. Remember people buy people, and people want to see the face behind the brand.

What Should A Proposal Include

Typically, a proposal should include a welcome section, about you and about the brand, a summary of the services on offer, what to expect, any processes, the investment, what the benefits of working with you are, any FAQs, an example of your work or portfolio, testimonials from previous clients and contact details. However, this varies from business to business and across different industries.

Aim to strike a balance between the right amount of information without overwhelming your audience. FAQs are a great opportunity to include any key information including the next steps, payment options and what to expect. If you are regularly asked the same question over and over again, this information is missing from your website, proposal and any other visual documents.

I’m offering my wonderful readers the chance to purchase a selection of documents that can be personalised and bespoke to your brand. These documents are available to download NOW and include a selection of:

  • Proposal
  • Services Brochures
  • Social Media Templates

These documents can be downloaded instantly to use in Canva, which can be personalised and bespoke to your brand. Simply click here to learn more.

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