Harnessing The Power of Proposals



Credit: Pressmaster on Photodune.

Being a freelancer by nature, I’ve learned early on that producing great work is only half the battle. I couldn’t tell you how many times I’ve sat idly by clicking the refresh button on my email client, waiting to hear from the prospective client that my bid has been accepted.

If you don’t get the job, you don’t have any work. Although confident that my portfolio could convince even the most skeptic decision makers, too many exiting and interesting projects were slipping through my fingertips.

Rather than continuing to allow great prospects to drift over to an unknown competitor, I put my problem-solving abilities to work to correct a flaw in my business structure. What I discovered is that while portfolios are a good start, a well written proposal is the icing on the cake that seals the deal on sales, turning that hopeful shot in the dark into a trusting client that is excited to hire you.

While a good portfolio peaks a prospect’s interest in your work, they can often be left with a feeling of uncertainty if that is the only basis they have in choosing you. A customized proposal will show the client exactly how your work history applies to their specific needs.

How to Structure a Proprosal

By beginning with a Purpose Statement, your client will know that you understand their needs, and by listing the Goals that the client has for their project, you are providing convincing evidence that you and your client are on the same page. For good measure, include any Background Information that the client has provided you, even if only to prove that you’ve been paying attention.

Rather than aimlessly trying to convince a prospect that you’re their best choice, your proposal will provide a focused draft of how you intend to complete the project by stating the Scope, Deliverables, and Schedule for the project.

The Scope will identify the services that you are providing, and the Deliverables section identifies everything that you will provide the client in order to turn the end product over to them.

By providing a tentative Project Schedule, your client will know when to expect the work to be completed, so that they may understand how the turnaround fits into their timeline. By providing these elements, you are demonstrating to the prospective client that you are organized and have already begun identifying the logistics of their project for them.

After impressing a prospect with your organization skills and demonstrating your interest in their project, you can provide them with an Estimate of the costs they will incur. By following up with a Benefits Summary, you quickly shift their focus from the dreaded pricing section to an uplifting note about the value they will be receiving.

Benefits of Creating Custom Proposals

You can also provide any additional information and appendixes that are relevant to the project, and feel confident that the extra effort you put forth will leave an impression that builds client confidence in your work. It’s helpful to understand more about the request for proposal process as well, especially for larger projects.

While it may require a bit more time than pasting your resume into an email, a customized proposal will ensure that you receive less rejections and start every project off on the right foot. You’re organized, your client is well-informed… Now all that’s left to do is what you do best.

Proposal Sample Download

Download a sample proposal package. What do your proposals look like, what format do they take? I’d love to hear your thoughts in the comments below.

Photo credit: Some rights reserved by Pressmaster.

PG

Daren Bohinc is a writer and freelance music producer in Tallahassee, FL. He is currently working on his first fiction novel and spends his time in the recording studio working with various independent artists.



  1. PG Wendy

    Great information. I’m in the process of preparing proposals and this comes right in the nick of time. However, I’m unable to download the sample-proposal. Is there another site I can download the sample-proposal from? Thank you in advance.

  2. PG John Pitchers

    Anyone in a creative field should read the Win Without Pitching Manifesto (http://www.winwithoutpitching.com/) by Blair Enns. Particularly, the chapter on why clients ask for proposals. It will change for ever the way you do business.

  3. PG Tia L. Bradford

    This information was incredibly helpful and informative. Thank you.

  4. PG Sam

    Probably a bit too European/German view, but I think one needs to also understand the different target groups that a proposal might reach – of course only if we are talking about anything else than one-man-shows as clients (which is OK).

    So here is my structural set up:
    I think there should be a cover for a start acknowledging the addressee
    1. Content overview
    2. Management Summary (just the important stuff: brief summary of briefing / goals; timeframe / costs) – thats what interests the decision maker after all
    3. General remarks on topic
    4. Summary of briefing (what we were told about issue/problem)
    5. (only if needed). Brief overview of the field
    6. Goals and ways to reach it
    7. Timeframes, costs and conditions
    (end)
    8. General information on company, people, vision, mission and so on

    This makes it a long proposal, but the experience is, that it can be easily handed from one contact to the other in the company and everyone finds, what he thinks is important. Also it helps distinguishing you from competitors who “just” throw in 2 pages with costs.

    …but I admin, people differ heavily on the approach of the perfect proposal :-)

    Happy margins!

  5. PG Jason

    Daren,

    Good post! I think the only thing better than a well written proposal is a situation where your marketing has done its job SO well that a proposal isn’t even necessary.

    The client wants YOU and that’s the end of it.

    Also, one thing you could add to your template is some mention of the VALUE of the results of your work to the client.

    If you just make it about deliverables and what you do, then you’re going to run into price pressure (or time pressure) when your potential client says, “Well, freelancer Y can do it cheaper and faster.”

    Here’s a great book about proposals that can help open your mind about proposals. It certainly opened my mind.

    http://www.amazon.com/Write-Proposal-Thats-Accepted-Every/dp/1932079114/ref=sr_1_2?ie=UTF8&qid=1311888963&sr=8-2

  6. PG Mikita Mikado

    I’d also suggest checking out tools that automate the process, e.g. http://www.quoteroller.com

    Using apps like Quote Roller you can save tremendous time & deliver interactive, great looking proposals that clients can sign online.

  7. PG Shaun Hildebrandt

    Awesome article, thank you for the resources.

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