Steps to Writing a Successful Business Proposal


A business proposal is a document used to offer basic goods or services to a prospect at a defined cost. Effective business proposals consist of an executive summary and key project details, as well as require a client signature.

Steps To Writing a Successful Business Proposal

An effective business proposal has some key elements, which include things like the executive summary, timeline, project details, terms, cost, as well as a conclusion and signature field for the prospect.

Firstly you Gather the Information You Need

When a business opportunity becomes available, you want to get your proposal sent over as soon as possible. While you want to send it as soon as possible, taking some time to learn about the client and project first will help you craft a proposal that’s more likely to be accepted.

For example, if a potential client has multiple offices/locations, you may need to visit more than one of them before you can accurately assess the project. In this condition, timing requires the right balance. You wouldn’t want to send a premature proposal, especially if you can’t accurately estimate costs but you also don’t want to send it too late and be beaten out by the competition.

Then Outline the Scope of the Project

The scope of the project is the summary of its deliverables and should take features, functions, tasks, costs, and schedule into consideration. This step will define the statement of work as it pertains to your proposal and budgetary costs. although you can answer these questions it’s, best to write them down as a separate note or record the answers in your CRM before starting your proposal.

Furthermore, Estimate Your Labor and Costs

Early on, you want to consider how much the project will cost—and thus, in turn, how much to charge the client. Take a mental walk-through of the project and write down the realistic number of hours it will take for each task.

In other words, if you estimate a project will take 10 hours, write it down as 15 hours in your proposal. Why overestimate? it’s because projects often have unexpected setbacks. adding extra time will help account for potential delay and also build in a contingency budget.

Then Start Drafting Your Business Proposal using the Following Guide.

start with an introduction that summarizes your business and the project. Then a body that fleshes out all the detail including a pricing table, photos, and charts, and a conclusion that tells the customer how to proceed.


Start by introducing your company and mission in a form that reflects your potential client’s needs. You can add a brief story that provides your client a feel for your brand’s character which helps build trust. list what distinguishes your firms, credentials, accomplishments, and any awards.

The length of your introduction should be a matter of common sense. If you’re proposing a one-day carpet cleaning job, don’t spend more than a few sentences describing your business. If your contract will take a longer time, however, you’ll probably need to spend a lot more time describing your core business values. Never the less, try to always keep it on a page.

Executive Summary

The executive summary is one of the basic sections of your proposal. And where you present the case for why you are the best person for the job. Also, give the reader the takeaway message of the proposal. Summarize every aspect of the proposal, focus on the conclusions you want the reader to reach after reading it.

Table of Contents

A table of contents can be helpful for longer proposals with lots of details.

In general, we recommend keeping your proposal as short as possible, so most proposals shouldn’t need this extra section.


After presenting your case in the Executive Summary, you can list the basics of your proposal. This is where you will answer the what, who, how and why questions. Include information on scheduling, logistics, and pricing. You can use data charts to show key concepts and also include testimonials from previous clients and a link to your website.

A good way to start is with the project details, with a pricing grid and breakdown of the timeline. A pricing grid itemizes the products or services included in the proposal. As well as their price and terms related to their delivery.


Once you have outlined the details of your proposal, re-emphasize the good results your firm can provide. You should end with a call to action which will encourage the reader to contact you for more information.


An optional section that you can use to include information that might not fit in the body of your proposal.