In my recent workshop, *How to Write Proposals that WIN*, I shared practical strategies to make proposals resonate with clients and leave a lasting impression.
Proposals should always focus on the client—not on terms and conditions. Often, proposals end up feeling corporate and impersonal, but this can be avoided by making a few key adjustments that truly enhance client engagement.
**Focus on the Client’s Needs**
A successful proposal puts the client’s priorities front and centre. It’s tempting to start with terms and conditions. However this risks setting the wrong tone right from the start.
Instead, I recommend saving those details for later in the proposal - yet still making them obvious. Lead with a client-centred approach that showcases how your team can specifically address their goals.
**Create a Visual and Engaging First Impression**
People tend to scan before they read, so I encourage adding visual appeal to proposals. Think about how a proposal “feels” to a client when they first see it—make it easy to navigate, visually interesting, and professional, so they’re drawn in immediately.
By creating a scannable format, clients can quickly grasp the key points, enhancing their initial impression and engagement.
**Showcase Personality Over Corporate Tone**
One of the most impactful changes you can make is to infuse some personality into the proposal. Moving away from a stiff, corporate style helps your team stand out and feel relatable. Let the tone reflect who we are: experts who are passionate about the client’s success.
Proposals should reflect this, moving beyond dry details to express genuine interest and enthusiasm.
**Position Your Team as Trusted Advisors**
A winning proposal doesn’t just convey information; it builds trust. When clients review our proposal, they should see us as advisors and experts who can lead them to success. By demonstrating our experience and sharing our approach to achieving their goals, we show that we’re here to offer genuine value.
I also welcome clients to connect with me to review their proposals. By working together, we can create documents that not only convey our expertise but also resonate deeply with each client’s unique vision. With a client-centric, visually appealing, and personality-infused approach, proposals can do more than inform—they can build a connection and open doors to lasting partnerships.
Let’s make each proposal a WIN, by making it all about the client.
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