How To Write a Business Proposal and Other Marketing Documents
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About this ebook
Business proposal writing may often be a simple task. In other cases, it can be complex and time consuming. The demands and interests of decision-makers influence the level of effort you as a supplier will have to produce in a proposal.
How To Write A Business Proposal And Other Marketing Documents provides business insight and steps on:
How To Write A Business Proposal Four Different Ways
How To Write A Business Marketing Portfolio
How To Prepare An Oral Presentation
Using sample business proposals (in the formats of outline, summary, and basic quote), a sample business marketing portfolio, and sample business cover letters, author Lanette Zavala offers practical advice for small business owners and executives in Corporate America.
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- Rating: 2 out of 5 stars2/5This book by Lanette Zavala help an amatuer Marketing engineer or a Proposal writer to allign himself in the right way to move forward to improve the number of prospects and the thereby improving the overall efficiency of the front end of the company.
Book preview
How To Write a Business Proposal and Other Marketing Documents - Lanette Zavala
proposal.
Chapter 1
Open The Door To A Proposal With A Business Marketing Portfolio
As a small business owner or as a department executive in Corporate America, you already know the importance of keeping a competitive edge in your industry. You also know that, at times, there will be larger companies that are likely to allot more generous budgets toward their marketing than you are able to budget for yours. Current economic challenges impose grim uncertainties on small companies that struggle to lock horns with their regional, national, and global competitors.
So, to suggest large spending on innovative marketing for the purpose of wooing an existing client or prospect is not my objective. Outline your company’s maximum features in an attractive and concise presentation. Today’s portfolios are primarily electronic presentations. But there are companies with decision-makers who prefer reviewing most documents in hardcopy.
The following steps include ways of building an attractive portfolio that would be portable during sales visits, by online downloads from your company’s website, in hard copy, and by email attachments.
1. Make available two ways through which you will present your company’s portfolio: In an attractive spiral-bound document and in an electronic file. (Today’s paperless trends allow companies to save money by providing presentations in electronic form only. If your prospect welcomes this type of presentation, seize your opportunity.)
Always keep in mind that many executives also like to keep documents at hand for convenience. While traveling on flights, having time to review documents over dining, experiencing computer system failures, or simply experiencing electronic overload mentally (this actually being the experience of many computer users), some decision-makers appreciate the additional option to review tangible documents.
2. To begin your portfolio, include (in any order that you choose after your table of contents page, which is optional):
A. A mission statement that specifies the goal and objective of your company. If you are unable to tighten a paragraph, which may currently state too broadly why your company is in business, consider placing the mission statement toward the back of your portfolio. (Otherwise, if you are in a position of authority to do so, adjust the mission statement to read more clearly.) Placing the statement in back, do so strategically, as mission statements are usually placed in front. Consider printing it as a hallmark statement on the inside of your back cover. This will enable your prospect readers to first assess other details that can stand out more attractively and clearly concerning the company before they read the mission statement as secondary or mere support information.
B. Specific details about your product or service. Inform about your company’s benefits with a bottom-line approach. Although a portfolio provides more details than a brochure, it should still concentrate on specific needs of a target prospect. Most profiles that I have read have a focus. They are neither broad nor abstract.
Much of the information in a portfolio is the same information that can be found in your company’s brochure and website. But, again, consider that a portfolio aims more at speaking directly to the prospect. This is why your company can and should have more than one portfolio if it seeks business with customers from various industries.
So, avoid telling stories in your portfolio unless they are absolutely relevant. A long drawn-out style of presenting your qualifications can deter a reader’s interest in your portfolio if it drifts from the prospect’s main purpose for reviewing it. If you have numerous accomplishments to mention in addition to a line of products or services, consider adding a pie or bar chart within your document to illustrate the different aspects of your company.
C. A team profile pointing at key managers or company representatives. Even if the company has been in business for a short length of time, each staff team member’s expertise significantly highlights your portfolio when prospective clients evaluate the company’s credentials. Also, include education, any honors, and professional affiliations in their profiles. Such mentions can often produce familiarities for prospects and prove to work favorably for a sales