How to Write a Professional Business Proposal + 7 Example Templates
Business and success go hand in hand. For a business to thrive, it's crucial to seize opportunities and make the most of them.
A business proposal is a formal document that outlines your business idea, products, or services to a potential client or partner. This tool can be a game-changer, helping you secure new contracts, attract investment, and grow your business.
In fact, research shows that businesses with plans grow 30% faster than those without them.
In this article, we'll cover everything you need to know about business proposals, how to write them, and provide examples & templates you can use to get started with your next one today.
What Is a Business Proposal?
A business proposal is a document that you send to a potential client or partner. It outlines what you can do for them and why they should choose your company over others. It's like a job application, but for your business. You're trying to show that you're the best fit for their needs.
A business proposal usually includes details about the project you're proposing, the timeline, and the budget. It's a way to put all your cards on the table. You're showing what you can offer and how you plan to deliver on your promises.
Think of it as your business's resume. It's a way to showcase your skills, experience, and what makes you unique in the marketplace. A well-crafted business proposal can be the difference between landing a new client and missing out on a great opportunity.
When to Send a Business Proposal
Sending a business proposal at the right time can be just as important as what's inside it. Knowing when to send one can help you catch a potential client's attention when they're most receptive.
Responding to a Request for Proposal (RFP)
When a company wants to solve a problem or needs a service, they often send out a Request for Proposal. This is your cue to send a business proposal that addresses their specific needs.
After a Discovery Meeting
After an initial meeting where you learn about a potential client's needs, a business proposal can serve as a formal follow-up. It shows you were listening and have a plan to meet their requirements.
Expanding Services with Current Clients
If you're already working with a client and see an opportunity for additional services, a business proposal can make the case for expanding your role.
Entering a New Market
When you're planning to enter a new market or offer a new service, a business proposal can introduce your company to potential clients or partners in that sector.
Seeking Investment or Loans
If you're looking for investment or a loan to expand your business, a detailed business proposal can show lenders or investors that you have a well-thought-out plan.
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Different Types of Business Proposals
There are mainly two types of business proposals: solicited and unsolicited. Solicited proposals are those that are requested by a potential client, usually through an RFP. Unsolicited proposals are sent without a specific request, often to potential clients who may not be aware they need your services.
Solicited business proposals are sent in response to an explicit request from a potential client, often through a Request for Proposal (RFP). In contrast, unsolicited proposals are sent without a specific request, usually to potential clients who may not even be aware they need the services or solutions you're offering.
The content in these proposals can differ based on the type. Solicited proposals often have strict guidelines, requiring specific information and a certain format. Unsolicited proposals offer more creative freedom but must be particularly persuasive to catch the reader's attention.
How to Write a Business Proposal
If you're wondering, "how do I write a business proposal?" then keep the following tips in mind as you craft your next proposal:
Outline of a Business Proposal (Necessary Sections)
Following an outline ensures that you include all the essential information, making your proposal comprehensive and persuasive. It also helps you organize your thoughts clearly, making it easier for the reader to follow your argument and understand your offer.
Here's a basic outline you should consider following when writing a business proposal:
By adhering to this outline, you're more likely to create a business proposal that is both thorough and compelling, increasing your chances of winning the client's business.
Proposal Outlining Tips
Need help outlining your business proposal? Here are some tips to keep in mind:
Start with a strong introduction
Use bullet points for easy reading
Include visuals like charts or graphs
Keep language simple and clear
Use headings and subheadings to organize content
Note: Following an outline is important, but keep in mind that personalization is okay! Read on to learn how to upgrade your business proposals.
How to Upgrade Your Business Proposals
Personalizing your business proposals helps show that you truly care about the proposal and that you put more effort in than just copying and pasting a previous proposal.
Here are some tips to help you upgrade your business proposals:
Personalize the proposal by using the client's name and tailor the content to their specific needs.
Include testimonials that show reviews or quotes from past clients.
Add a FAQ section that addresses common questions upfront.
Use high-quality images that make your proposal visually appealing.
Offer multiple options by giving the client choices in services or pricing.
Consider using online tools to personalize your business proposals.
Ultimately, you should find a way to make the business proposal unique to you, your company, and your brand. If your company incorporates humor into its brand, feel free to add humor to your business proposal. Find a way to make your proposal stand out and unique.
7 Business Proposal Templates and Examples
Templates can make the process of writing a business proposal easier and faster. Here are some types you might find useful:
Copy templates to use them anywhere:
Sample Business Proposal Template
Use this sample business proposal template when you need a quick and straightforward proposal. It's ideal for small projects or when you're in the early stages of discussion with a client. This template covers the basics and is easy to fill out.
Introduction
- Company: {formtext: name=company;default=Text Blaze; cols=10}
- Problem: {formtext: name=problem;default=improving site traffic; cols=20}
Proposed Solution
- Plan: {formtext: name=plan;default=utilizing SEO; cols=12}
- Timeline: {formmenu: 3; 2; default=1} months
- Budget: ${formtext: name=budget;default=10,000; cols=10}
Qualifications
- 5 years in {formtext: name=field;default=digital marketing; cols=15}
- {formtext: name=number of clients;default=10+; cols=5} satisfied clients
Conclusion and Call to Action
- Contact us to get started on {=problem}.
Detailed Proposal Outlining Template
This detailed proposal outlining template is best for complex projects that require a lot of detail, such as large-scale operations or technical projects. It allows you to go in-depth with your proposed solutions, methodologies, and qualifications.
Executive Summary
- Comprehensive {formtext: name=field;default=digital marketing; cols=15} strategy for {formtext: name=company;default=Text Blaze; cols=10}.
Introduction
- Company: {=company}
- Problem: {formtext: name=problem;default=improving sales; cols=15}
Needs Assessment {formparagraph: name=services; default=improve landing pages, redesign funnel; cols=30}
Proposed Solution
- {formtext: name=plan;default=utilizing funnels; cols=15}
- Timeline: {formmenu: 4; 3; default=2} months
- Budget: ${formtext: name=budget;default=30,000; cols=10}
Methodology
- Monthly reporting and strategy adjustments
Qualifications
- {formtext: name=years;default=10; cols=5} years in {=field}
- Certified experts
Conclusion and Call to Action
- Let's schedule a meeting to discuss this proposal further.
Professional Proposal For Business Template
Choose this professional proposal for business template when you're dealing with high-stakes or large-scale proposals that require a polished and comprehensive presentation. It's designed to impress, including sections for an executive summary and detailed pricing terms.
Cover Page
- Proposal for {formtext: name=company;default=Text Blaze; cols=10}
- Date: {time: MM/DD/YYYY}
Executive Summary
- {formtext: name=problem1;default=customer support; cols=15} overhaul
Introduction
- Company: {=company}
- Problem: {formtext: name=problem2;default=poor customer support; cols=20}
Proposed Solution
- Comprehensive {=problem1} strategy
- Timeline: {formmenu: 3; 2; default=1} months
- Budget: ${formtext: name=budget;default=20,000; cols=10}
Team and Qualifications
- Team of {formtext: name=team;default=5; cols=5} experts
- Combined {formtext: name=years;default=10; cols=5} years of experience
Pricing and Terms
- Monthly payments
- 1-year contract
Conclusion and Call to Action
- Contact us to finalize the contract.
Business Offer Template
This business offer template is perfect for making a straightforward business offer, especially for retail or e-commerce. It's less about solving a problem and more about presenting an opportunity or deal to the client.
Introduction
- Special offer on our new {formtext: name=product;default=product line; cols=12}
The Offer
- {formtext: name=offer;default=BOGO; cols=8}
Pricing
- ${formtext: name=price;default=50; cols=5} per item
Terms and Conditions
- Valid until {time: MMMM, YYYY; shift=+3M}
Conclusion and Call to Action
- Visit our website to take advantage of this offer.
Proposal For Client Template
Use this proposal for client template when you want to focus on client-specific needs and solutions. It's tailored to address the client's unique situation, making it highly personalized and client-centric.
Client-Centric Introduction
- Understanding {formtext: name=company;default=Text Blaze; cols=10}'s need for {formtext: name=problem;default=better accounting software; cols=25}
Understanding Your Needs
- Outdated {formtext: name=problem2;default=accounting software; cols=18} causing inefficiencies
Tailored Solution
- Custom {=problem2} development
- Timeline: {formmenu: 6; 5; default=4} months
- Budget: ${formtext: name=budget;default=50,000; cols=10}
Why Choose Us
- {formtext: name=years;default=10; cols=5} years in {=problem2} development
Conclusion and Call to Action
- Let's schedule a call to discuss your custom software needs.
Small Business Proposal Template
This small business proposal template is designed for small businesses and startups. It's simplified and easy to use, allowing you to quickly put together a proposal without getting bogged down in complexities.
Small Business Introduction
- {formtext: name=company;default=OfficeClean; cols=10}, a wallet-friendly {formtext: name=business;default=cleaning service; cols=15}
The Problem
- {formtext: name=problem;default=Office cleanliness; cols=15}
Our Solution
- Highly recommended {formtext: name=solution;default=cleaning; cols=12} services
- Budget: ${formtext: name=budget;default=250; cols=10}/week
Conclusion and Call to Action
- Contact us to make your office a cleaner place.
Project Proposal Template
Opt for this project proposal template when you're proposing a specific project with defined objectives, methodologies, and timelines. It's ideal for project-based work and allows you to go into detail about how you plan to achieve the project's goals.
Project Overview
- {formtext: name=problem;default=Site redesign; cols=15}
Objectives
- Improve {formtext: name=solution;default=improve user experience; cols=22}
Methodology
- Agile development with {formmenu: bi-weekly; weekly; default=monthly} sprints
Timeline
- {formmenu: 6; 5; default=4} months
Budget
- ${formtext: name=budget;default=60,000; cols=10}
Conclusion and Call to Action
- Let's kick off this project by the end of the month.
How to Automate Common Work Emails
If you find yourself typing the same emails over and over (such as business proposals), consider giving Text Blaze a try. Text Blaze helps you create smart text templates that you can insert anywhere online using keyboard shortcuts.
With Text Blaze, you can create templates to automate basic phrases, email signatures, and even common work emails. Using Text Blaze, you can quickly insert and customize common emails in a fraction of the time!
Benefits of Using Text Blaze:
It's free forever and works absolutely anywhere.
Text Blaze helps you personalize emails with fill-in-the-blank placeholders to upgrade your emails and business proposals.
Formulas, dynamic logic, and more help you create dynamic email templates for any situation.
Send Professional Business Proposals With Ease!
A well-crafted business proposal can be a powerful tool for success, helping you secure new contracts and grow your business. Remember to send it at the right time, tailor it to the client's needs, and make it as clear and compelling as possible. Templates can also be a helpful starting point, saving you time and effort.
Use Text Blaze to automate common emails, boost productivity, and personalize your emails with ease!
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