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how to write a business proposal
the ultimate guide
by FitSmallBusiness.com
Step 1: Understand and connect with
your client and the job
Take time to research your client and
the job in order to determine whether
the job is appropriate for your
business. Make sure you clearly
understand your client’s
requirements and expectations, and
make sure you have all the resources
to do the job well and deliver on time.
Step 2: Understand and connect with
your client and the job
Carl Dickson of
captureplanning.com suggests
that your proposal should contain
all the information that answers
the “who, what, when, where, how,
and why” of the job, and we agree.
For example:
Who: who will do the work, who will
manage the work, who does the
customer call if there is a problem,
and who is responsible for that.

What: what needs to be done/
delivered, what will be required to do
it, what can the customer expect,
what will it cost
Where: where will the work be done,
where will it be delivered .

How: how will be work be done, how
will it be deployed, how will it be
managed, how will you achieve
quality, how long will it take, how will
the work benefit the customer.
When: when will you start, when will
key milestones be scheduled, when
will the project be complete, when is
payment due.

Why: why have you chosen the
approaches and alternatives you have
selected, why should the customer
select you
Step 3: Write The proposal
Once you have identified the
information necessary to answer your
client’s questions, you need to
organize this information for
maximum impact and clarity. Here is a
standard business proposal template
which you can adjust to fit your
specific needs:
Business pRoposal Template
Section 1. Introduction
Introduce your company and mission in a way that relates your company to your
client’s needs. Highlight what distinguishes your company, your
accomplishments, credentials, and any awards. This should be no more than 1
page.
Section 2.
Executive Summary

This is where you present the case
for why you are the right company for
the job. Focus on the conclusions you
want the reader to reach after
reading it. Show that you are familiar
with their company, and can meet
their specific needs. This section
should also be kept to 1 page.
Section 3.

Table of Contents
The Table of Contents is an
optional section that is helpful for
longer proposals with lots of
details.

Executive Summary
This is where you present

Body

This is where you present

Conclusion

This is where you present

Appendix

This is where you present

04
06
08
10
Lorem ipsum dolor sit amet, consectetur adipisicing elit,
sed do eiusmod tempor incididunt ut labore et dolore
magna aliqua. Ut enim ad minim veniam, quis nostrud
exercitation ullamco laboris nisi ut aliquip ex ea
commodo consequat. Duis aute irure dolor in
reprehenderit in voluptate velit esse cillum
dolore eu fugiat nulla pariatur.
Excepteur sint occaecat
cupidatat non proident, sunt in
culpa qui officia deserunt
mollit anim id est laborum
Lorem ipsum dolor sit amet,
consectetur adipisicing elit, sed
do eiusmod tempor incididunt ut
labore et dolore magna aliqua. Ut enim ad
minim veniam, quis nostrud exercitation ullamco
laboris nisi ut aliquip ex ea commodo consequat. Duis
aute irure dolor in reprehenderit in voluptate velit esse
cillum dolore eu fugiat nulla pariatur. Excepteur sint occaecat
cupidatat non proident, sunt in culpa qui officia deserunt mollit
anim id est laborum Lorem ipsum dolor sit amet, consectetur

Section 4. Body

This is where you can answer the
“who, what, when, where, how, and
why” questions that you identified in
step 2. Include information on
scheduling, logistics, and pricing. You
can also include testimonials from
past clients and a link to your
website.
Section 5. Conclusion:
You should conclude with a call to
action that encourages the reader to
contact you, or visit your website for
more information. Ideally, you want
your client to make an immediate
connection with your company, even
if it is something small.
Section 6.

Appendix
A resume of solutions

Lorem ipsum dolor sit amet, consectetur adipisicing elit, sed do eiusmod tempor
incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud
exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat. Duis aute irure
dolor in reprehenderit in voluptate velit esse cillum dolore eu fugiat nulla pariatur.
Excepteur sint occaecat cupidatat non proident, sunt in culpa qui officia deserunt mollit
anim id est laborum
Region 1

Region 2

200
150
100
50
0

2007

2008

2009

2010

Is an optional section that you can
use to include information that might
not fit well in the body of your
proposal. You can include resumes, or
additional graphs, projections, and
customer testimonials.
The Tone And Language You Should Use
Make sure you use clear concise and
simple language that avoids lots of
industry jargon and technical terms.
Also, avoid using hyperbole that
exaggerates your company or service.
Remember, your client cares most
about the end result and the financial
costs.
How Long Should The Proposal Be?
If possible, keep the total length of the
proposal within an 8-minute read in
order to capitalize on the short
attention span of many readers.
Remember, your client may be reading
many proposals and will not
necessarily appreciate a proposal
stuffed with superfluous information.
Be Sure To Proofread and Edit
Once you are done writing, make sure
to carefully proofread and edit your
proposal. After you’re done, wait a
day or two and the double check your
proposal to verify that you’ve included
all the information your client might
need.
Always Keep The Client In Mind
The most important thing is to try
and think like your client. If you can
put yourself in their shoes, you will
be better able to explain why your
company is best for the job, and
anticipate all the questions they may
have. If you follow this guide, you will
be well on your way to a great jobwinning proposal.

Client
And Finally...
To learn how to be a more successful
entrepreneur visit us at....
(Click The Link Below)

www.FitsmallBusiness.com
(Click The Link Below)

www.FitsmallBusiness.com
(Click The Link Below)

www.FitsmallBusiness.com

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How To Write A Business Proposal - The Ultimate Guide

  • 1. how to write a business proposal the ultimate guide by FitSmallBusiness.com
  • 2. Step 1: Understand and connect with your client and the job
  • 3. Take time to research your client and the job in order to determine whether the job is appropriate for your business. Make sure you clearly understand your client’s requirements and expectations, and make sure you have all the resources to do the job well and deliver on time.
  • 4. Step 2: Understand and connect with your client and the job
  • 5. Carl Dickson of captureplanning.com suggests that your proposal should contain all the information that answers the “who, what, when, where, how, and why” of the job, and we agree. For example:
  • 6. Who: who will do the work, who will manage the work, who does the customer call if there is a problem, and who is responsible for that. What: what needs to be done/ delivered, what will be required to do it, what can the customer expect, what will it cost
  • 7. Where: where will the work be done, where will it be delivered . How: how will be work be done, how will it be deployed, how will it be managed, how will you achieve quality, how long will it take, how will the work benefit the customer.
  • 8. When: when will you start, when will key milestones be scheduled, when will the project be complete, when is payment due. Why: why have you chosen the approaches and alternatives you have selected, why should the customer select you
  • 9. Step 3: Write The proposal
  • 10. Once you have identified the information necessary to answer your client’s questions, you need to organize this information for maximum impact and clarity. Here is a standard business proposal template which you can adjust to fit your specific needs:
  • 12. Section 1. Introduction Introduce your company and mission in a way that relates your company to your client’s needs. Highlight what distinguishes your company, your accomplishments, credentials, and any awards. This should be no more than 1 page.
  • 13. Section 2. Executive Summary This is where you present the case for why you are the right company for the job. Focus on the conclusions you want the reader to reach after reading it. Show that you are familiar with their company, and can meet their specific needs. This section should also be kept to 1 page.
  • 14. Section 3. Table of Contents The Table of Contents is an optional section that is helpful for longer proposals with lots of details. Executive Summary This is where you present Body This is where you present Conclusion This is where you present Appendix This is where you present 04 06 08 10
  • 15. Lorem ipsum dolor sit amet, consectetur adipisicing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat. Duis aute irure dolor in reprehenderit in voluptate velit esse cillum dolore eu fugiat nulla pariatur. Excepteur sint occaecat cupidatat non proident, sunt in culpa qui officia deserunt mollit anim id est laborum Lorem ipsum dolor sit amet, consectetur adipisicing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat. Duis aute irure dolor in reprehenderit in voluptate velit esse cillum dolore eu fugiat nulla pariatur. Excepteur sint occaecat cupidatat non proident, sunt in culpa qui officia deserunt mollit anim id est laborum Lorem ipsum dolor sit amet, consectetur Section 4. Body This is where you can answer the “who, what, when, where, how, and why” questions that you identified in step 2. Include information on scheduling, logistics, and pricing. You can also include testimonials from past clients and a link to your website.
  • 16. Section 5. Conclusion: You should conclude with a call to action that encourages the reader to contact you, or visit your website for more information. Ideally, you want your client to make an immediate connection with your company, even if it is something small.
  • 17. Section 6. Appendix A resume of solutions Lorem ipsum dolor sit amet, consectetur adipisicing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat. Duis aute irure dolor in reprehenderit in voluptate velit esse cillum dolore eu fugiat nulla pariatur. Excepteur sint occaecat cupidatat non proident, sunt in culpa qui officia deserunt mollit anim id est laborum Region 1 Region 2 200 150 100 50 0 2007 2008 2009 2010 Is an optional section that you can use to include information that might not fit well in the body of your proposal. You can include resumes, or additional graphs, projections, and customer testimonials.
  • 18. The Tone And Language You Should Use
  • 19. Make sure you use clear concise and simple language that avoids lots of industry jargon and technical terms. Also, avoid using hyperbole that exaggerates your company or service. Remember, your client cares most about the end result and the financial costs.
  • 20. How Long Should The Proposal Be? If possible, keep the total length of the proposal within an 8-minute read in order to capitalize on the short attention span of many readers. Remember, your client may be reading many proposals and will not necessarily appreciate a proposal stuffed with superfluous information.
  • 21. Be Sure To Proofread and Edit Once you are done writing, make sure to carefully proofread and edit your proposal. After you’re done, wait a day or two and the double check your proposal to verify that you’ve included all the information your client might need.
  • 22. Always Keep The Client In Mind
  • 23. The most important thing is to try and think like your client. If you can put yourself in their shoes, you will be better able to explain why your company is best for the job, and anticipate all the questions they may have. If you follow this guide, you will be well on your way to a great jobwinning proposal. Client
  • 25. To learn how to be a more successful entrepreneur visit us at....
  • 26. (Click The Link Below) www.FitsmallBusiness.com
  • 27. (Click The Link Below) www.FitsmallBusiness.com
  • 28. (Click The Link Below) www.FitsmallBusiness.com