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H O W T O W R I T E
B E T T E R P R O P O S A L S
J O N AT H A N S TA R K
V i d e o : h t t p s : / / w w w. c ro w d c a s t . i o / e / h o w - t o - w r i t e - b e t t e r- p ro p o s a l s
M a i n w e b s i t e : h t t p s : / / j o n a t h a n s t a r k . c o m
W H AT I S T H I S A B O U T A N D W H Y
S H O U L D I C A R E ?
• Would you like to decrease the amount of effort it takes
to write project proposals?
• Would you like to increase your close rate for your
project proposals?
• Would you like to maximize your project fees without
impacting your close rate?
T O D AY ’ S A G E N D A
1. Anatomy of a Project Proposal
2. Conducting a Sales Interview
3. Setting Your Project Prices
A N AT O M Y O F A
P R O J E C T P R O P O S A L
P R O P O S A L S E C T I O N S
1. Cover Letter
2. Situation Appraisal
3. Project Options
4. Risks & Assumptions
5. Why Me?
6. Payment & Terms
M O S T I M P O R TA N T S E C T I O N S
1. Cover Letter
2. Situation Appraisal
3. Project Options
4. Risks & Assumptions
5. Why Me?
6. Payment & Terms
S I T U AT I O N A P P R A I S A L
• Current situation
• Desired future state
• Perceived contribution
P R O J E C T O P T I O N S
• Three options
• Incremental, not ala carte
• Benefits focused
PAY M E N T & T E R M S
• Fixed prices
• 100% up-front
• Expiration date
Q U E S T I O N S ?
C O N D U C T I N G A
S A L E S I N T E R V I E W
G E N E R A L C O N S I D E R AT I O N S
• It's an interview, not a pitch
• Try to talk them out of hiring you
• Determine what the success metric is
I T ' S A N I N T E R V I E W, N O T A P I T C H
• Be genuinely willing to walk away
• Keep the client talking 80-90% of the time
• Never try to persuade or convince
T RY T O TA L K T H E M O U T O F I T
• Why this?
• Why now?
• Why me?
D E T E R M I N E W H AT T H E S U C C E S S
M E T R I C I S
• What does a home run look like here?
• What would be a disasterous outcome?
• What will the primary stakeholder use to
judge the success or failure?
Q U E S T I O N S ?
S E T T I N G Y O U R
P R O J E C T P R I C E S
G E N E R A L C O N S I D E R AT I O N S
• Scope last
• Pricing curves
• Justifying your prices
S C O P E L A S T
• Start with value
• Pick some prices
• Define your scope
P R I C I N G C U R V E S
• Might As Well
• Goldilocks
• Custom
J U S T I F Y I N G Y O U R P R I C E S
• "How did you calculate these prices?"
• "How many hours do you think this will take?"
• "You're twice as expensive as anyone else!
Why should we go with you?"
Q U E S T I O N S ?

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How To Write Better Proposals

  • 1. H O W T O W R I T E B E T T E R P R O P O S A L S J O N AT H A N S TA R K V i d e o : h t t p s : / / w w w. c ro w d c a s t . i o / e / h o w - t o - w r i t e - b e t t e r- p ro p o s a l s M a i n w e b s i t e : h t t p s : / / j o n a t h a n s t a r k . c o m
  • 2. W H AT I S T H I S A B O U T A N D W H Y S H O U L D I C A R E ? • Would you like to decrease the amount of effort it takes to write project proposals? • Would you like to increase your close rate for your project proposals? • Would you like to maximize your project fees without impacting your close rate?
  • 3. T O D AY ’ S A G E N D A 1. Anatomy of a Project Proposal 2. Conducting a Sales Interview 3. Setting Your Project Prices
  • 4. A N AT O M Y O F A P R O J E C T P R O P O S A L
  • 5. P R O P O S A L S E C T I O N S 1. Cover Letter 2. Situation Appraisal 3. Project Options 4. Risks & Assumptions 5. Why Me? 6. Payment & Terms
  • 6. M O S T I M P O R TA N T S E C T I O N S 1. Cover Letter 2. Situation Appraisal 3. Project Options 4. Risks & Assumptions 5. Why Me? 6. Payment & Terms
  • 7. S I T U AT I O N A P P R A I S A L • Current situation • Desired future state • Perceived contribution
  • 8. P R O J E C T O P T I O N S • Three options • Incremental, not ala carte • Benefits focused
  • 9. PAY M E N T & T E R M S • Fixed prices • 100% up-front • Expiration date
  • 10. Q U E S T I O N S ?
  • 11. C O N D U C T I N G A S A L E S I N T E R V I E W
  • 12. G E N E R A L C O N S I D E R AT I O N S • It's an interview, not a pitch • Try to talk them out of hiring you • Determine what the success metric is
  • 13. I T ' S A N I N T E R V I E W, N O T A P I T C H • Be genuinely willing to walk away • Keep the client talking 80-90% of the time • Never try to persuade or convince
  • 14. T RY T O TA L K T H E M O U T O F I T • Why this? • Why now? • Why me?
  • 15. D E T E R M I N E W H AT T H E S U C C E S S M E T R I C I S • What does a home run look like here? • What would be a disasterous outcome? • What will the primary stakeholder use to judge the success or failure?
  • 16. Q U E S T I O N S ?
  • 17. S E T T I N G Y O U R P R O J E C T P R I C E S
  • 18. G E N E R A L C O N S I D E R AT I O N S • Scope last • Pricing curves • Justifying your prices
  • 19. S C O P E L A S T • Start with value • Pick some prices • Define your scope
  • 20. P R I C I N G C U R V E S • Might As Well • Goldilocks • Custom
  • 21. J U S T I F Y I N G Y O U R P R I C E S • "How did you calculate these prices?" • "How many hours do you think this will take?" • "You're twice as expensive as anyone else! Why should we go with you?"
  • 22. Q U E S T I O N S ?