We’ve had a few conversations lately in the Online Business Manager Mentorship re: what to do when a potential client asks for a proposal.
First and foremost, don’t panic!! I know alot of virtual support professionals who get a bit of a “deer in the headlights” moment when asked for a proposal… as it sounds like some big ole scary official businessy thing. It doesn’t have to be.
A proposal is simply a statement of how you can help the client and what that will look like.
After having a conversation with a potential client you come back with a proposal based on what was discussed (and yes, there needs to be a discussion before a proposal can be created so you are clear on their needs.) There are lots of proposal templates out there, I highly recommend checking out the templates that Alan Weiss offers. The template is important but what you really want to keep in mind is the intent of the proposal… a good proposal should do the following:
- Let the business owner feel that you *get* what they need – that you were listening to what they were saying and really understand the needs of them and the business. Especially powerful when you can “read between the lines” and tap into a deeper need that might not have been discussed directly.
- Have them feel confident that you can take things on – by outlining clear objectives, measures of success and methodologies so they can see that you are truly equipped and ready to help them out. Demonstrate what you are bringing to the table, what you want to accomplish and when so they can see that you are ready to dive in.
If you have a great conversation with a potential client and follow-up with a proposal that can do the above you are set to create a strong relationship.