Proposals that win

A proposal structure that shows you understood the client, proves you can do it, and makes saying yes easy.

In this lesson

Structure
Discovery-first for big jobs
Using AI honestly

Key points

Open with their goal and a specific detail
Plan in 3–5 steps; proof; price; timeline; one question
Paid discovery for large or vague jobs
Personalise; never overclaim

Real-world example

For a 15→18 migration post, Aisha wrote: 'You need sales commissions and delivery routes working on 18 without disrupting operations. My plan: 1) audit modules, 2) port and test on a copy, 3) timed rehearsal, 4) cut-over with rollback.' She linked her Manifest upgrade project and asked about their month-end dates. She won the job.

Questions and answers

What makes a good closing question?

One that moves to a call or decision, e.g. 'Which warehouse should go live first?'

Why keep it short?

Clients skim many proposals.

Read the full lesson, worked example and quiz