Writing a proposal the buyer can approve

Skills you'll practise

• Write an executive summary that states the customer's problem in their own words
• Define in-scope work, out-of-scope work and assumptions so both sides know what is included
• Check a pricing table so line totals, subtotals and validity dates are correct
• Identify unsupported promises in a draft and replace them with accurate wording
• Route a proposal for the right reviews before it is sent

Course outline

1. 1.Writing a proposal the buyer can approveVideo · 2 min
2. 2.A structure that follows the buyer's questionsLesson · 16 min
3. 3.Scope, assumptions and pricing that add upLesson · 18 min
4. 4.Promises, approvals and the final checkLesson · 16 min
5. 5.Writing a proposal the buyer can approve: knowledge checkKnowledge check · 16 questions
6. 6.A proposal that promises more than the scopeScenario
7. 7.Final exam8 questions · passing it completes the course, so people who already know the material can test out

Sources it draws on

The lessons and questions are written from these references, so learners can go back to the original.

• General consultative-selling practice (discovery, qualification, value)
• Plain-language business writing guidance (general)