How to Make a Consulting Proposal in MS Word
When you plan to draft a consulting proposal for your business, you definitely want to make it persuasive enough to win or to close a deal. According to smallbusiness.chron.com, the proposal has become a way to bring the heart on the line while reaching out to customers. Although it's practically a marketing strategy, the proposal must never sound like a hard sell.
To help you along your process of creating one, just follow the simple steps provided below.
1. Communicate with your Client
First things first, reach out to your potential client before drafting a proposal. Ensure to keep in touch with that individual or group, either through a phone call, email or in person. Chatting will do, but having face-to-face contact is the most effective for you to hear each other's voice clearly and to establish a strong relationship.
2. Determine the Needs and Challenges
The more you analyze the client's hardships, the more you will be able to develop an impactful consultant proposal. You can utilize a proposal template to be done within minutes, but be sure to incorporate all the pertinent details a proposal should have. Your sample proposal must be tailored to meet each clients' needs. You can also ask for follow up questions to your clients to clearly understand what they want.
3. Ask for More Information
An effective proposal must contain the capacity of a project and concise statements to keep both sides coordinated. You can ask your clients about their required timeline, budget, and results. Such things do matter for marketing your product or services to a prospective customer, as well as for providing your customer with a clearer understanding of how actually you two will function effectively.
4. Focus on Result
In this part of your proposal, make sure to pay close attention to your client's desired result. Keep in mind to stay definitive about profit and the aimed result. Just stay away from jargon and technical terms, which may give confusion to clients and instead use the same words or phrases you used during your initial encounter. It will show how attentive you are during that meeting.
5. Keep it Short
Quality is important more than quantity when it relates to consulting proposals. Keep the plan as short as necessary to explain the nature and objectives of the project adequately.
6. Don't Be Afraid to Make Mistakes
If you are just new to the business, it is undeniable that you will commit mistakes, especially in assessing the timeline and scope. It's because, sometimes, due to lack of knowledge or experience, you won't really realize how long changes take. That's still alright! Remember, when you compose more documents and collect more information about your process, each period, it will get smoother and more precise