proposal presentation to client

8 Best Tips for Business Proposal Presentations [+Examples]

Updated: May 24, 2022

Published: February 16, 2022

Business proposal presentations are the culmination of a long sales process between you and your clients. If you don’t structure it correctly or take the time to craft one with care, you risk losing the client’s buy-in for your solution. So getting it right is essential.

In this article, we’ll look at several ways to improve your business proposal presentation (and pitch) and increase the odds that you’ll walk away with a new customer.

Business Proposal Presentation

A business proposal presentation is a document that outlines a business solution for a customer after a lengthy consultation process. It is presented to the customer in either PDF or PowerPoint format, and can be paired with a contract for immediate signing.

Other formats that may be accepted include Google Docs or Google Slides, but PowerPoint is the industry standard. The presentation is then delivered in person or through a video conferencing tool such as Zoom.

Rarely, if ever, is a business proposal presentation sent to the customer for asynchronous perusal. Rather, it’s presented live in a customer meeting . That will give you the opportunity to sell them even more on the solutions you offer and persuade them to make a decision within a reasonable time frame.

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• Problem summary
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• Pricing information
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If you let the customer review the presentation on their own, it’s likely that they’ll lengthen the sales process and even put off making a decision.

When crafting your proposal presentation, there are a few quick best practices to keep in mind.

• Personalize the presentation . While it’s totally fine to reuse a PowerPoint presentation template , you don’t want to accidentally include another business’ name on the deck. So be sure to go through every slide and personalize it for the customer’s goals and pain points.
• Send a pre-meeting email with an agenda. To prepare your customer for the presentation, it’d be wise to send a pre-meeting email with a quick, scannable sales agenda detailing how the meeting will go. That way, you can set the right expectations and keep you both on track.
• Plan your in-person customer visit. If you’re meeting the customer in person, there will be a few more elements at play, such as an office tour and even a colleague introduction. That can quickly lead to lost time, so use this guide to plan a customer visit that stays on track and helps you effectively sell your solution.
• Pay attention to the design of the deck . Your clothes and demeanor may be in tip-top shape, but if your deck is messy and poorly designed, then the effectiveness of your points will be diminished. Use a PowerPoint template and check out a few sales presentation examples to inspire you.
• Keep the presentation short and precise. Keep your presentation as short as possible, about 15 to 20 minutes. The longer you speak to your clients, the less they’ll remember.

Now, it’s time for your presentation. Let’s go over how you can execute it flawlessly.

How to Present a Business Proposal

• Optimize your meeting time from the start.
• Have a clear agenda.
• Open up with the customer’s problems and challenges.
• Pause and ask questions.
• Lead with stories, not data.
• Don’t read off of your PowerPoint slides.
• Present your solution — and sell them a vision.
• Establish a clear follow-up timeline at the end of the meeting.

1. Optimize your meeting time from the start.

When presenting a proposal, it’s important to remember that your clients are busy. They have other meetings to attend, phone calls and emails to return, and problems to solve. Time is their most precious asset. Here are a few tips to optimize the time you spend with your customers:

• Arrive early . This is a no-brainer, but arrive to the meeting with at least ten minutes to spare, especially if it’s in person. Use this buffer to use the bathroom, rehearse your introduction, and even set up the meeting space.
• Rehearse setting up the projector or sharing your screen before the meeting . If you’re carrying out a meeting in person, you don’t want to waste ten minutes figuring out how to project your laptop’s screen. Carry several adapters with you and have a fail-safe plan, such as bringing a tablet with a copy of the presentation. If the meeting is over Zoom, practice sharing your screen so that your notes aren’t visible.
• Keep your introduction short. Leave space for banter and rapport, but keep your personal introduction short. Small talk should be reduced as much as possible — you shouldn’t spend twenty minutes talking about the weather, unless you sell a weather-related solution.

2. Have a clear agenda.

Your presentation must have a clear and compelling agenda, which you can share right at the start (in addition to having shared it over email before the meeting).

The meeting should begin with compelling reasons to consider your proposal and culminate with a specific request for the business. Here’s an agenda template you can use to structure your meeting:

• Challenge/Opportunity. Begin your presentation by illustrating the opportunity or challenge that your client is overlooking. Make sure it’s compelling enough to motivate your client to listen to the rest of your presentation.
• Benefits . Discuss the benefits that your client will achieve by adopting your solution. Use a customer case study or testimonial to support your point.
• Plan . Present your plan or options to resolve the client’s challenge/opportunity.
• Company . Briefly share your company’s background, including who your company helps with these issues.
• Recommend . Before closing your presentation, be sure to ask for the client’s business. You might close by asking the client, “Do you believe that the solution that I’ve presented will effectively help you overcome your challenges and achieve your goals?”

In the presentation, include a few bullet points that outline these parts of the meeting, so that the client knows what to expect.

3. Open up with the customer’s problems and challenges.

As mentioned, you’ll begin the meeting with a challenge or opportunity. Don’t walk into the meeting and immediately start talking about yourself or your company or your products. If you do this, your client will immediately focus on cost and product features, often ending the meeting before you’ve had a chance to finish.

Instead, focus on re-emphasizing the customer’s challenges and pain points. Your clients want to know how they can beat their competitors, reach new customers, retain existing customers, and increase profit margins. But before you can sell them your product, you have to emphasize the graveness of the issue they’re facing and illustrate how their challenges will prevent them from achieving these goals.

For instance, if 30% of their customers are churning, and you sell a business solution that can help reduce churn, you might open up your presentation with how their revenue will continue to be impacted by this loss. This will emphasize the urgency of the problem and help you create a stronger pitch later.

4. Pause and ask questions.

After you’ve spoken for a few minutes, stop and ask your client a question. This is a great way to stay in control of the meeting while allowing your client to interact with the sales presentation.

Here are some questions that you might ask:

• Have I summarized your challenges correctly?
• Is there anything I’ve missed that you’d like to add?
• Am I right in saying that you want to solve this problem in the next quarter?

5. Lead with stories, not data.

While clients value data, they are also realistic about what data can — and cannot — tell them. They’ve seen many projects fail despite the glowing research results, and they’ve seen projects succeed despite the lack of any data to back it up.

So, introduce stories first, then the data to back it up. Come to the presentation armed with customer experiences and competitor moves. Your clients are far more interested in what other businesses like them have experienced and what their competitors are doing. They’re not all that interested in the latest research study, but you can use a study to support your points and lend credence to an anecdote.

6. Don’t read off of your PowerPoint slides.

Let the deck complement your points. If you read directly off the slides, you’ll quickly bore your customer, and the impact of what you’re saying won’t land.

Keep your slides simple, too, so that you’re not tempted to read off of them. Most slides are far too complex — too much text, distracting designs, and unrelated images.

You should only put one picture and one line of text on a slide. No more. Your clients can only absorb so much at once, and if they’re too busy trying to sort out paragraphs upon paragraphs on the screen, most of what you’ll say will be missed.

7. Present your solution — and sell them a vision.

After you’ve re-established the business challenge and spoken to the customer’s pain points, it’s time to present your product or service as a solution. But it’s important to not stop here — you have to also sell them a vision of what their business will look like after they take care of the problem.

Will they experience increased sales? Streamlined processes? Better customer retention? And what will that look like a few years from now? Don’t exaggerate, but don’t be afraid to show them how your product can create a much positive future for their business.

8. Establish a clear follow-up timeline at the end of the meeting.

This is maybe the most important part of your business proposal presentation. Tell your customer what will happen after the presentation, so that there’s no ambiguity regarding next steps.

We highly recommend establishing a clear follow-up date. Don’t say, “I’ll follow up in about a week.” Instead, try, “Is it okay if I call you on Friday, May 10th?”

We also recommend creating a timeline after the follow-up call. For instance, you might say you’ll call on a certain date, and then you’ll send the contract over using a tool such as PandaDoc , Qwilr , or Proposify . Your contract will be in your customer’s hand for a week, and then on the following Wednesday, you’ll follow-up once again to see if the customer has any questions.

Adjust this timeline depending on your customer, sales cycle length , and industry. Such a short timeline might not suit a product that costs thousands of dollars and requires a yearly commitment. However, it might suit a product that only costs a few hundred dollars a year.

Feeling stumped? No worries. Below, we share some business proposal examples you can glean inspiration from.

Business Proposal Presentation Examples

1. moving malta forward.

This compelling presentation proposes a metro system for the city of Malta. It opens with a “Case for Change” and uses graphics and visuals to argue for the creation of a metro in the city. While it is text heavy, it includes plenty of information for Malta’s government to make a decision. That’s why it’s important to know your audience. If you’re proposing to a gubernatorial entity, then being comprehensive is important.

2. The Big Picture

This is another presentation that argues for the urban development of a district. Its most notable feature is its “At a glance” spread, which shows an overview of the plan from top to bottom, down to the impact the proposed changes will have on the city. In the same way, you can include at an at-a-glance slide in your presentation.

3. AMW Tech

This deck presents a business as opposed to a product, but it does everything right: It opens with an agenda and closes with a call-to-action (“Keep in touch with us”). Even something as simple as providing your contact information can be enough to prompt your customer to continue the conversation.

4. Microsoft Advertising

This deck by Microsoft Advertising takes a slightly different approach: It starts with a quote from the Microsoft CEO, and then provides details about how the brand helps its customers. This works for a major brand like this one because the client may be interested in Microsoft as a whole as opposed to just one service. It’s important to know your audience in this respect, as well.

Creating a Compelling Business Proposal Presentation

Being able to effectively present proposals is key to your success. To be effective, get to the point and focus on vision and stories. Use PowerPoint or Keynote as supporting material and be sure to keep it short. Finally, your presentation should begin with compelling reasons to consider your proposal and culminate with a specific request for the business.

Editor's note: This post was originally published in July 2014 and has been updated for comprehensiveness.

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Blog Business

How To Create A Winning Business Proposal Presentation

By Krystle Wong , Jun 28, 2023

In the corporate landscape, a good business proposal presentation can be a game-changer to seal the deal with your prospective client or investors.  

Think of your business proposal presentations as your chance to showcase your groundbreaking ideas, products or services to potential clients, investors and stakeholders. Whether you’re convincing investors to fund your dreams or clients to choose your services, creating a compelling presentation can make them go, “You know what? I’m sold!”

A good presentation simplifies the complex. It breaks down complicated concepts into bite-sized pieces that even those who are not in the industry can understand. I know I know, it’s no easy work and you’ve got enough on your plate — so let our selection of pitch deck templates take the load off the design work. 

Customizing a compelling business proposal presentation takes only minutes thanks to Venngage’s user-friendly drag-and-drop editor. Just so you know, some of our presentation templates are free to use and some require a small monthly fee. Sign-up is always free, as is access to Venngage’s online drag-and-drop editor.

Now that you’ve got one less thing to worry about, let’s get back to business on how to create and deliver a winning proposal presentation. 

Click to jump ahead:

What makes a good business proposal , 10 tips to create an effective business proposal presentation, 8 steps to deliver a winning business proposal presentation, create a business proposal presentation that will win over your clients with venngage.

If you’ve read our guide on how to write winning business proposals , you’ll know that a successful business proposal is one that answers the following questions: 

• Who you are and what your company does
• The problem your buyer is facing
• The solution your company offers to alleviate the problem
• How your company will implement this solution effectively
• An estimate of resources (time, money, etc) required to implement the solution

Well, picture this: you’ve spent countless hours crafting a comprehensive business proposal that has the potential to revolutionize your industry. But here’s the catch – you need to condense all that information into a presentation that grabs attention, engages your audience and leaves a lasting impression. 

It’s not easy, but it’s also not impossible. If you have an important proposal presentation coming up, I highly recommend you check out this guide on how to summarize information for presentations . 

A good presentation gets things moving! Check out the top qualities of awesome presentations and learn all about how to make a good presentation to help you nail that captivating delivery.

Now, before we dive deep into the tips and tricks of creating and delivering a successful business proposal presentation, here are some business pitch examples to help you get inspired and win over new clients and investors. Alright, let’s get started!

Still working on your business proposal? Check out our selection of business proposal templates designed by our professional team.

In this competitive business environment, a good presentation gives you an edge over your competitors. It allows you to showcase your unique selling points, competitive advantages and differentiates you from others in the industry.  

Whether it is securing a new client, securing funding or obtaining a favorable business agreement, a successful presentation can ultimately bring significant opportunities and long-term business growth. 

Tip number one: always start with a solid presentation layout . Your presentation should emphasize the most important aspects of your business proposal, ensuring that they stand out and resonate with your audience. To do that, here are 10 tips along with some professionally crafted business proposal presentation templates to help you ace your next business proposal presentation. 

1. Crafting a compelling storyline

A strong narrative structure is the backbone of any successful proposal presentation. Start with a captivating opening that grabs attention and clearly articulates the problem or opportunity at hand. Present your solution with confidence, providing solid evidence and data to support your claims. Finally, conclude with a powerful call to action that leaves your audience inspired and ready to take the next steps.

A timeline graph can help you organize your ideas as you create a compelling storyline for your presentation and make your content more engaging.  Determine the important events or milestones that are relevant to your presentation topic. This will provide a sense of direction and structure for your storyline.

2. Focusing on the problem and solution

One of the keys to an effective business proposal presentation is highlighting the problem or challenge your audience is facing. Clearly communicate how your proposal provides a viable solution in bullet points, emphasizing the benefits and advantages it offers. Show your audience that you understand their pain points and present your proposal as the ideal answer to their needs.

This example of proposal presentation talked about the challenges that beginners face when going to the gym and how they provide the solution for it.

3. Using a consistent and professional template

To create a polished and cohesive visual experience, choose a clean and professional slide template that aligns with your brand colors. Consistency in design throughout the presentation not only enhances the overall look but also reinforces your professionalism and attention to detail.

Last-minute presentations are the worst, but don’t panic! Customize one of our professionally designed business presentation templates to save time and hassle.

4. engaging with visuals.

A picture is worth a thousand words and in the case of your proposal presentation, visuals can be your secret weapon. Visuals play a crucial role in capturing your audience’s attention and making complex information more digestible. Utilize charts, graphs, images and diagrams strategically to support your key points and reinforce your message. 

As a business owner, a well-thought-out finance pitch deck provides a platform to outline the business’s strategic direction and growth plans. It allows you to highlight your unique value proposition, competitive positioning, marketing strategies and expansion plans. Here’s a template I figured you could use:

No idea what goes into your financial pitch deck? This guide on how to make successful pitch decks for start ups might help. 

5. addressing potential objections.

Many business proposal presentations fail to anticipate potential objections or concerns audiences might have. Showing that you’ve considered challenges and providing persuasive counterarguments or solutions boosts your preparedness and increases the credibility of your proposal. Addressing objections head-on demonstrates your ability to handle potential hurdles and builds trust with your audience.

6. Using multimedia elements in your slides

To add depth and variety to your presentation, consider incorporating multimedia elements such as videos, audio clips, interactive charts or animations. These elements help illustrate concepts, showcase product demonstrations or provide real-life examples, making your proposal more engaging and memorable.

7. Incorporating interactive elements

Depending on the platform or setting of your presentation, incorporating interactive elements can enhance engagement. Live polls, Q&A sessions or group exercises encourage active participation, clarification and a deeper understanding of your proposal. Creating opportunities for interaction keeps your audience engaged and invested in the presentation.

8. Testing the readability and accessibility of your slides

Ensure that your slides are easily readable on different devices and screen sizes. Test for color blindness accessibility by using tools or viewing your presentation in grayscale. Consider incorporating alt text for images to make your presentation accessible to visually impaired individuals. Ensuring readability and accessibility demonstrates your commitment to inclusivity and professionalism.

Sometimes, using a simple presentation template makes all the difference as they promote effective communication, minimizes confusion and ensures that the audience can grasp the main points effortlessly. Try it out for your next presentation!

9. practice, practice and practice again.

Even the most well-prepared presentation can fall flat if you stumble through it. So, practice, practice and practice some more. Rehearse your presentation until you feel comfortable and confident. Pay attention to your tone, pace and body language. Incorporate pauses for emphasis, maintain eye contact and engage with your audience. I promise — the more you practice, the more comfortable and effective you’ll become as a presenter.

10. Ending with a memorable closing statement

Leave a lasting impression by crafting a memorable closing statement. Summarize the key benefits of your proposal, reinforce its importance or leave your audience with a thought-provoking quote. End your presentation with a call to action that inspires action and demonstrates the urgency of taking the next steps.

Ready to get started? Pick from these engaging presentation templates that can get your audience hooked on your presentation till the end.

Your business proposal presentation can be the key to securing new clients, partnerships or investment opportunities. That said, delivering a winning presentation requires careful planning, effective communication and a deep understanding of your audience’s needs. 

Follow these 8 essential steps to deliver a persuasive and impactful business proposal presentation:

Step 1: Understand the requirements

Before diving into your business proposal presentation, take the time to clearly understand the requirements. Familiarize yourself with the format, time limit, submission date and any specific guidelines provided by the audience or client. This ensures that you meet their expectations and deliver a presentation that aligns with their needs.

Step 2: Research your audience

To make a lasting impact, conduct thorough research on your audience. Gain insights into their industry, needs, challenges and goals. This information allows you to tailor your presentation to their specific interests, speak their language and demonstrate the relevance of your proposal. It will also help you show that you understand their pain points and present your solution as the perfect fit for their requirements.

For example, this business proposal presentation targets food entrepreneurs and manufacturers who are passionate about the plant-based lifestyle to attract franchisees for their local green ingredients franchise. 

Step 3: Plan your content

A well-organized presentation keeps your audience engaged and makes your proposal more compelling. Develop a clear and logical structure to help strengthen your message and deliver a winning business proposal presentation. Define the key points you want to convey and outline the flow of information and make sure your content effectively addresses the audience’s pain points and emphasizes the benefits of your proposal. 

The opening moments of your presentation hold immense power – check out these 15 ways to start a presentation to set the stage and captivate your audience.

Step 4: Create compelling slides

Design visually appealing slides that support your content and enhance its impact. Use a consistent template that aligns with your branding and maintains a professional look. Incorporate high-quality visuals such as relevant images, charts or graphs to convey information effectively. 

Creativity is important but keep the design clean, uncluttered and focused on conveying your message clearly. Remember, visually engaging slides capture attention and reinforce your professionalism.

Don’t know where to start? Here are 5 ways how you can design winner presentation slides . Or you could browse our library of creative presentation templates that’ll easily set your presentation apart from competitors.

Step 5: engage your audience.

Active audience engagement is key to a successful business proposal presentation. Encourage interaction throughout your presentation by asking thought-provoking questions, seeking input or incorporating interactive elements like polls or group exercises. Show genuine interest in your audience’s feedback and questions as this builds rapport and demonstrates that you value their perspective. Engaging your audience creates a dynamic and memorable experience.

Giving an online presentation? Here are some tips on how to adapt your in-person presentation into a virtual presentation that will leave a lasting impression. 

Step 6: communicate with clarity.

Focus on the key messages and benefits of your proposal. Clear communication is vital to conveying your ideas effectively, so be sure to use language that is easily understandable and free from jargon. Support your points with concrete examples or stories that resonate with your audience. By communicating with clarity, you ensure that your message is easily comprehensible and memorable.

Step 7: Adapt and respond

Flexibility is crucial when delivering a business proposal presentation. Pay close attention to your audience’s reactions, questions and feedback. Be prepared to adapt your presentation on the fly to address their specific needs and concerns. 

The trick is to listen attentively and respond thoughtfully, demonstrating your ability to cater to their requirements. This flexibility and responsiveness build trust and show that you genuinely care about meeting their expectations.

Step 8: Follow up

After concluding your presentation, don’t let the momentum fade away. Follow up with your audience to address any remaining questions, provide additional information or clarify any points. 

Following up with your audience helps maintain the relationship and keeps the conversation going. By staying in touch, you demonstrate your commitment to their success and increase the chances of moving forward with your proposal.

Have another round of presentations coming up? Give it your best with these tips on how to improve your presentation skills . 

A business proposal presentation is not just a chance to present your business idea; it’s a prime opportunity to showcase the unique value, potential and profitability of your business concept 

By following the tips and tricks in this article, I’m confident that business professionals like you can easily win over potential investors and prospective clients.

Venngage offers a wide range of pre-designed templates specifically tailored for business proposals. With the help of Venngage’s presentation maker , creating visually appealing and professional business proposal presentations becomes easier than ever.

Step 1: Sign up for a Venngage account (P.S. It’s free!). 

Step 2:  Browse through Venngage’s template library and choose a business presentation template that suits your needs (they’re all created by our expert in-house designers).

Step 3: Replace the placeholder text in the template with content from your business proposals.

Step 4: Customize your business presentation in just a few clicks with our user-friendly drag-and-drop editor tool. Modify various elements such as text, colors, fonts, backgrounds and layout. Enhance your presentation with visual aids such as images, icons, charts and graphs.

Step 5: Share your presentation publicly or upgrade to a business account to export the presentation to PowerPoint or PDF. You can also choose to present straight from Venngage’s presentation software.

Make a Winning Business Proposal Presentation in 11 Steps

Learn how to create business proposal presentations that stand out and win deals. Apply battle-tested best practices and actionable tips from sales pros.

9 minute read

helped business professionals at:

Short answer

What makes a good business proposal presentation?

An outstanding business proposal presentation combines clarity, conciseness, and compelling storytelling.

It should be visually engaging, tailored to the audience's interests, and demonstrate a deep understanding of their needs, setting the stage for successful collaboration.

Your business proposal is your last chance to impress

Making a business proposal presentation is your money time at the end of a long, exhausting sales process with a prospective client. Losing your sale at this stage would be most painful.

It can be overwhelming when you realize how much is riding on this one proposal.

Sending out an ill-made business proposal puts you at risk of losing your client’s buy-in at the very last moment.

This situation is stressful for most people, but it doesn’t have to be. To make this process as stress-free as can be, I put together a guide on how to make a proposal presentation that will give you a leg up over your competitors.

Let's get started!

What does a business proposal presentation look like?

A business proposal presentation today goes beyond traditional slides filled with bullet points. It's a deck that blends text, compelling visuals, and even interactive elements like charts, graphs, and short videos.

This modern approach reflects how we engage with content in our digital age – visually and interactively.

Here's what a modern business proposal presentation looks like:

11 steps for making a winning business proposal presentation

Whether you’re selling products or services to prospective clients or pitching new ventures, business presentations are an everyday part of modern business.

Still, most business professionals don’t know how to do it right.

The reason why so many business proposal presentations fail is that not all elements of a successful business proposal presentation are in place. You can ensure your presentation impresses prospects every time by following the following best practices.

1) Do your research about the prospect

Before you set out to craft your business proposal presentation, you must conduct thorough research about the company you’re going to be pitching to.

Often, the difference between a knockout business presentation and a poor one is the level of confidence during the delivery. Carrying out a great deal of detailed research beforehand will give you the confidence needed to ace the presentation. Here's an example of how you can present your findings in a concise way:

The key pieces of information you need to get are:

What is the company size and sector?

What do their internal processes look like?

Who are the main decision-makers in the company?

Who are they selling their products and services to? Is it a B2B or B2C company?

What is your prospect’s most pressing problem?

What are they hoping to achieve?

What is your role in helping them reach these goals?

What is their allocated budget?

Have they ever used other industry solutions?

Finding the answers to these questions will ensure that your lead is qualified and allow you to bring up relevant insights during your presentation.

It will also make your prospect feel understood , which will capture their attention and boost your closing rate.

How to get information about your prospect

Making a discovery call

Visiting their website

Observing their social media accounts

Analyzing their competitors

B2B databases, such as G2 or Capterra

Data prospecting tools like ZoomInfo or Lusha

2) Personalize your proposal presentation

If you do your homework right and know who your potential client is, you will be able to deliver a tailor-made business proposal presentation.

Our research shows that by personalizing your proposal, you’re increasing the number of people who will read your deck in full by 68% as compared to generic presentations.

If you think about it, it makes perfect sense. Every single email that starts with “Dear Owner” or “Dear User” immediately goes to live in my Bin folder.

By including a personal note tailored to your recipient, you’re skyrocketing the chances of it living rent-free in their head instead.

4 main ways to personalize your business proposal presentation:

I) Add company-specific insights

This can be anything you learned while doing your research on the prospect or something they mentioned during a discovery call.

II) Include your client’s name and logo in every business proposal presentation

If you’re using a PowerPoint this means going in and manually adding the identifying info into the deck.

If you’re using Storydoc, then this can easily be streamlined for scale using dynamic variables that change specific info for specific recipients.

This feature swaps out your client’s details while the rest of your deck stays intact, and with a 10-second setup, you’re good to go.

Here's how it works:

III) Include your prospect’s branding

If you’re using PowerPoint, then you’ll have to go in and change the design and visuals in your deck to fit your prospect’s branding. Alternatively, you can use a DIY tool like Snappa’s SVG editor or Logo.com’s logo generator .

With Storydoc, you can automatically apply branding pulled from any given website just by providing the website address—including the brand’s colors and fonts.

This will make an impact on your prospect while requiring minimal effort on your part, let alone involving a designer.

IV) Keep your proposal relevant at all times

When choosing client stories to share in your business proposal, stick to companies from a similar field.

Show a deep understanding of your prospect’s industry, key pain points, and competitors. This will make it easier for them to visualize what your solution can do for them.

3) Use a battle-tested presentation structure

It doesn’t matter if you’re in the last stage of your sales pipeline or still moving prospects down the funnel.

There are some common elements each business proposal presentation needs to have in order to perform exceptionally.

In our usage data we see presentations with similar business proposal structures outperform the rest time and time again.

What to include in a business proposal presentation

8 essential slides of a business proposal presentation:

1. Title page: This should include essential information such as your company's name, the client's name, and logo, along with the submission date.

2. Assessment or project overview: Here, clearly define the client's problem or need and outline your proposed solution. This section establishes the context and purpose of your proposal.

3. Executive summary: Offer a concise summary of your proposal, highlighting your unique value proposition. For tips on how to write one, read our 101 guide .

4. Methodology: The how to your what and why . In this part, you should explain the methods you’ll use to deliver on your promises and include a list of deliverables with a projected timetable.

5. Pricing: Provide a clear, transparent breakdown of costs for your services or products. Offering multiple pricing options can cater to different client needs or budgets.

6. Proof of qualifications: Showcase your credibility with evidence of past successes. Include case studies, testimonials, relevant certifications, and any industry awards you've received.

7. Team: Introduce the key team members who will be involved in the project. Highlight their skills and roles to build trust and confidence in your team's capabilities.

8. Next step: Conclude with a call-to-action detailing the next step a prospect is supposed to take after viewing your business proposal presentation.

4) Maximize your impact with a compact presentation

You may feel that the more information you include in your business proposal presentation, the higher your chances of sealing the deal are. But it’s the exact opposite.

The busier people get the narrower their attention spans. I can assure you that when faced with a bulky document, your prospects will either skim through it or not bother reading at all.

It’s more constructive to keep your presentation short and concise by including only the information most relevant to your prospect and with the biggest needed to finalize their decision to buy.

5) Avoid complex information and jargon

Complexity adds to cognitive load and any additional bit of information makes it harder to decide.

The best strategy for your business proposal would be to bring up only the most important aspects of your product or service that came up during the sales process.

You don’t have the time or attention to tell them everything. So tell them what really makes a difference.

Don’t get too technical

No matter how great the technology behind your solution is, I can assure you that most of your clients don’t care about the details. They care about the outcome your solution brings them, and what it’s going to cost them in time and money.

Sounds harsh? Sorry, but that’s the reality.

We don’t buy the latest iPhone because it has a pro 12MP camera system or a lens with a ƒ/1.8 aperture and 120° field of view. We buy it because we can take holiday photos for Instagram that will make Debra from HR green with envy.

Your customers are no different. They don’t need to have the same level of knowledge about your solution that you do. You will only confuse them by bombarding them with technical details.

Write in simple words and sentences

The extent of the attention your proposal will likely get is similar to that of an 8th grader. If you know your solution inside and out, you should be able to explain it simply.

Practice answering these questions as if asked by an 8th grader:

What does your company do and what makes you best qualified for the job?

What are your customers’ main pain points?

What is your proposed solution and how are you going to tackle the prospect’s problems?

What is the project timeline?

How much will it cost the prospect?

What are the gains for a prospect by choosing to work with you?

Who are the main team members that are going to work on this project?

What relevant experience do you have?

Refine your unique value proposition

Always remember that your ability to stand out is limited to your ability to deliver a simple and crisp value proposition. Simple is easy to understand and most importantly makes it easier to choose.

But there’s more! No matter what your business does, your biggest competitor is the status quo , where buyers choose to do nothing at all.

Seth Godin said in his seminal book This is Marketing that sales or marketing professionals are agents of change. But change takes time and effort. It’s easy for buyers to stick to what they have, even if it no longer serves them.

When talking about your product or service, don't just explain the benefits. Also show your clients what they might lose if they don't choose you, and explain the opportunity cost of doing nothing.

Here's a great video explaining how to write a UVP statement:

6) Provide social proof

At this point in the buyer’s journey, your lead should already trust you. If they didn’t, they would not proceed beyond the demo or even book a demo.

So why add social proof again at this late stage?

Well, big expenses make most people’s knees shake. Even if the money is not their own, they will be judged by their procurement (your solution) and the business impact it generates.

You need to have past clients vouch for you, to prove that it’s not your first rodeo and that your buyers can count on you to deliver.

Here are different types of social proof our clients used in their decks.

First up, a classic client testimonial:

Then, client logos with the Capterra rating:

And a mention in a reputable industry publication:

7) Include case studies

Case studies are the dark horse of the business race. They’re the least used asset in B2B because of how work-intensive their production is. But, at the same time, case studies are the most effective type of marketing asset .

By not including a case study in your business proposal, you’re running the risk of potential clients finding out about your solution from other sources. Worst case scenario, those other sources are your competitors. If you feature a case study, you’re in control of the narrative. You can basically have your clients sell for you by covering the main value propositions in their own words.

Here's a case study example from our client:

8) Position yourself as a consultant rather than a seller

It’s mostly true that people hate being sold to, but they love to buy.

Most buyers prefer to avoid meeting with salespeople and follow the self-serve route because they fear that salespeople will pressure or manipulate them into buying the wrong thing.

Sales are already losing big to self-service. A McKinsey survey from 2020 suggests that 70% of B2B buyers now look kindly on making self-serve buying decisions, even when considering solutions costing $500K and more.

But there is a way sales can always stay one step ahead of self-serve, and 10 steps ahead of the competition—shifting from being salesy to being consultative.

This means knowing the concerns and needs of your buyer and delivering the information they need to make an informed decision, even if it means (hope you're sitting down) not buying your product or solution because it’s not a good fit.

This approach was pioneered by Anthony Iannarino , and you can read more about How to be truly consultative on his website The Sales Blog.

9) Add videos to your business proposal

In this day and age, purely static content just won’t cut it anymore . If your slide contains walls of text, most people will skip it and move straight to the next part, or the next proposal.

Out of all visual aid types, videos are the most compelling. People get distracted very easily, so having a video that conveys the same message really helps keep them engaged.

Presentation statistics based on our extensive user data support the claim that video brings a positive impact —if you include a video in your cover slide, 32% more people will interact with your presentation.

The findings are even greater for other presentation sections.

By embedding *any* video in your presentation, you can increase the average reading time by 37% and increase the CTA click-through rate by 17% .

This proposal is a great example of effective video use:

10) Make the next step clear to your buyer

Including a clear call to action at the end of your business proposal presentation is crucial. As obvious as this must sound to some, many businesses fail to do this effectively.

If a prospective client reads the entire business proposal, they’re clearly interested in your value proposition. They may be ready to seal the deal.

The worst thing that can happen at this stage is if they don’t know how to proceed. It’s like building a supermarket without a checkout counter.

Here's an example of a smart CTA:

What's not an effective call to action?

A text that tells your buyer to give you a call

An email link for requesting the documents needed for signing

Or a phone number they need to dial.

An effective call to action can be:

Embedding a calendar to let prospects book the next meeting

The option to download key documents (e.g. an NDA or a contract)

Sending prospects to explore more details about your solution (e.g. try out your tool or look at examples from your portfolio)

Embedding a digital signature for buyers to sign directly in your deck

An embedded payment module for buyers to pay directly from your deck

Here's another great example of a deck with an effective CTA:

11) Move from legacy design to modern design

Most guides teach you how to make a business proposal using PowerPoint presentations. But, b y sending your business proposal presentation in PPT format, you’re giving leads something they’ve seen 1000 times over.

With sales closing rates declining for the past 5 years in a row, it’s a major risk to cling to the old ways.

When we analyzed over 100,000 sales and marketing presentations , we discovered that giving prospects presentations that can only be read majorly kills engagement.

If you want to succeed and grow your win rate you’ll have to move up to dynamic interactive proposal decks.

By giving readers interactive elements to “play around” with, you’re increasing the chances of your deck being read in full by 41% and the average reading time by 146% .

This is what static vs interactive looks like:

How to create a business proposal presentation faster than ever with AI

Tell the AI assistant what kind of proposal you'd like to create.

Provide an overview of your company and your product or service.

Choose your preferred template .

Adjust the design to reflect your or your prospect’s branding in just a few clicks.

Add videos and dynamic storytelling content.

Personalize your business proposals for the specific buyer.

Integrate your sales tools into the deck, like Calendly or DocuSign .

Send the deck and see the data stream in.

Analyze your usage data to get deep insights into your sales process.

Optimize your decks based on what works and what doesn’t work for your prospects.

Interactive business proposal templates

We all know that putting together a proposal can be tough. It's like the final lap in a race where you've got to give it your all.

Interactive business proposal templates are like a roadmap, guiding you on how to structure your proposal so it looks professional and hits all the right notes.

The best part is that they're built to engage. Instead of sending over a standard document, you're bringing your proposal to life with dynamic animations, informative videos, and interactive elements.

Grab a template and see how it can transform your deck.

Hi, I'm Dominika, Content Specialist at Storydoc. As a creative professional with experience in fashion, I'm here to show you how to amplify your brand message through the power of storytelling and eye-catching visuals.

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How to Create an Effective Business Proposal Presentation: Top Tips for Success

Creating an engaging business proposal and presenting it in front of your potential clients might sound like a difficult task. Knowing what to focus on, how to organize the meeting and shape your approach shouldn’t stress you out.

With our comprehensive guide, you’ll see how easy it can be to create a winning proposal. We’ll also give you tips on how to build confidence in your presenting skills and nail every public speaking event, be it around your proposal or not. 

In this article, we’ll cover the proposal presentation creation process, how to best automate it and give you other tips on how to engage your audience. 

Create a great business proposal

Whatever your topic may be, the starting process is the same - research. You need to conduct thorough research into your topic, and your audience as well. 

The questions you need answered are:

• What problem are your clients facing?
• What are your client’s goals?
• How would they like you to go about helping them achieve those goals?
• Have your clients ever worked with any of your competitors before?
• How much budget can they allocate for this project?
• When do they expect to see results?

Once you conduct your research, you can start creating a proposal presentation. In order to speed up your proposal creation process, you’ll want to look into automation software. 

Better Proposals offers a variety of prewritten proposal templates that you can easily customize to your needs. This means that you won’t have to create your presentation from scratch. 

With our beautifully designed templates, you’ll have no problem showing your solution and the benefits you’ll bring to your clients in a way that’s easy to understand for everyone. 

How to structure your presentation

Start with a short introduction. The point of your presentation introduction is to ease your clients in by explaining to them that you’ve listened and understood their issues. They will want to hear about your process and how you’ll help them achieve their goals so make sure you’re not talking too much about yourself and your company. 

Once you’ve created your introduction, it’s time to focus on your process and timescales . This is the time to go into further detail and explain exactly which steps you’re going to take in order to help your client. However, make sure that you’re keeping it easy to understand. 

Your clients won’t have the same technical knowledge as you do, so make sure to explain everything in simple terms. As important as it is to talk about your process, it’s even more important to showcase the benefits. 

That’s how you sell your services - by talking about tangle results. If you’re providing website building, explain how it will lead to increased sales and market share. 

If you’re working with a team, make sure to explain what each member will be working on a week to week basis. 

Once you’ve presented your solution, it’s time to get to the price. If you already know your client’s budget, it will be easy for you to come up with a number. But that’s not all, the way you present your price is also very important. 

Make sure you’re not using the word price and try using words like investment and ROI instead. It will make your proposal stand out and won’t cheapen your offer. Moreover, it’s important to present your price as a single number. 

If you present a few different tiered price points, it will confuse your clients. They won’t know which package to choose, since they are looking to you to explain which steps are needed in order to help them achieve their goals. 

Don’t use your presentation to try and upsell your clients. That should be done once you’ve created a relationship with them and created some results with your solution. 

Add a great case study 

Once you’ve presented your solution and price, it might be a good idea to quickly present a few case studies. They will show how you helped a client in a similar position before. It will be a good way to win over the audience, especially if you think you’ve lost them after presenting your price.

A third-party’s quote about your company will build your credibility. Furthermore, it gives you the opportunity to present the benefits your clients experienced from working with you, as well as how quickly they reached ROI. 

Better Proposals’ templates come with a prewrite structure for case studies. We know what the clients want to see and hear, which is why we make sure to provide a visually pleasing layout. 

There is no need to go into detail on how much trouble your client was in before they started working with you. Nor should you talk about the process employed to help them achieve results. In most cases, this will be similar to the process you’ve already presented to the client, so don’t repeat yourself. 

Instead, focus on the results. By this we mean:

• The benefits the client experienced since working with you . Explain a few details - do they have more time now, have they managed to focus on other parts of their business and more?
• What short and long term goals did you help them achieve?
• When did they achieve ROI ?
• A quote from the previous client.

Case studies are a powerful strategy that can help you win deals and secure more revenue. 

How to end your proposal presentation

After that, make sure to outline the next steps as well as present your guarantee and terms and conditions. 

It might sound silly, but including a clear call to action is very important. Since you’ve already created a great proposal presentation, it would be a shame not to state what needs to happen next. 

Does your client need to send any materials, do they need to pay the first fee, is there a need for a team meeting?

Whatever needs to be done, lay it out in order to make it easy for everyone to understand. 

In the guarantee section, present what you could offer the client if anything goes wrong. A popular example would be to promise a free product or service if you don’t provide them with a finished product in the agreed-upon time frame. 

Personalize your proposal for the specific audience

While you’re creating your proposal presentation, you need to keep in mind who your audience is. You need to know their needs, wants, lifestyles and behaviour. However, not only do you need to know your audience, but their audience as well. 

Who are they selling their products and services to? Firstly, distinguish between a B2B, B2C and a combination of those two types of companies. After that look for any reports that focus on their industry. If you’re selling medical equipment, find out all you can about hospitals, private clinics and any upcoming trends in the market. In addition, identify your competitors and analyze their technological stack using the technographic data insights .

You need to be able to confidently present your proposal and that confidence will come from the amount of research you conduct. 

Analyze the previous efforts your client’s company has made in order to solve the problem. If you could explain to them why it didn’t work, it would further demonstrate your expertise and that you’re the perfect person for the job. 

When using Better Proposals, you can make sure you’ll never address your clients by the wrong name. With our custom merge tags , you can name your clients, their company and brand and automatically personalize your proposals. 

That way, even if you’re recycling your proposal presentations, you can rest assured knowing you didn’t leave the names of your previous clients. 

Send out the proposal before the presentation 

It’s a good idea to send out your presentation before the meeting. 

There are three reasons for that: 

• It will give your clients enough information to think about any questions they might have.
• You can utilize proposal analytics to see exactly what your clients are interested in and shape your approach accordingly.
• If your clients agree to your terms, they can sign them then and there using the digital signature option.

Better Proposals offers a great feature called proposal analytics. They show you when your proposals were opened, by who, if they were forwarded, signed and paid. 

You will also receive notifications via email for every action your client takes. Moreover, you’ll know exactly how much time did they spend on each of the chapters. 

This type of insight will help you understand which parts of your presentation to focus more on in the meeting. Did your client jump straight to the price or did they read every section? Once you analyze their actions, you’ll have a different perspective on your presentation. 

Focus on the problem you’re solving, not your offer

Don’t underestimate the power of benefits and value you can bring to your clients. That’s what they’re most interested in. We know that it’s tempting to focus on your offer and go into great detail about how you’re the best person for the job based on your price, approach, quality of work and more. 

As important as that is, make sure your primary focus is on the problem you’re going to solve and the benefits you’ll bring them. 

Your clients won’t be that interested in your features and other technical details. They want to hear what their future will look like if they start a business relationship with you. For example, if you’re selling a meal prep kit, it would make more sense to highlight benefits like - freeing up time in your customers' days, offering a variety of meal plans and more. 

Talking about the technical aspects of your business would only be interesting to potential investors or employees. That's why it’s important to focus on the value you’re bringing to the client. 

Arrive early in a neutral setting

The last tip we have for you is to meet the client in a neutral setting. Most of the time the client will want you to come to their office. Even though you’d want to accommodate your clients, meeting them in their office might be detrimental to your deal. 

Their office is a place with a lot of distractions. Anyone can walk in and ask for input on their own work, there are deliveries going on and the phones ringing off the hook. Offices are not known as quiet places and that is why you’d want to move the meeting to a more neutral setting. 

Our advice is to choose a hotel lobby. They are usually quiet during the workday, making them the perfect setting for a business meeting. 

It’s also important to come early. That way you can choose the perfect table, order a drink (nothing alcoholic though) and relax. If you get nervous about presenting, arriving early will help you set up and focus. 

Further tips we have for anyone presenting are: 

• Rehearse your presentation in front of your colleagues.
• Plan out your pauses and the points you’ll highlight.
• Make sure to connect with your audience, don’t just look at your materials.
• Think about the possible questions they can ask you in advance so that you can prepare answers.

If you win a deal right after the presentation, you’re already in the right place to celebrate. Once everything is done, you can seal the deal with a drink or two. 

The first rule of presentations is - to prepare. The more time and effort you put into your presentation, the more confidence you’ll have in your presenting skills. With our actionable guide, you’ll quickly be able to create a beautifully designed presentation that will help you win the deal. 

Make sure you start any proposal presentation with thorough research into your potential clients. You’ll have to know the answers to all your questions about the way you would implement your solution before you start writing the proposal. 

If you use Better Proposals, you’ll love how quickly and easily you can create a document that is easy to get through and engaging. Sign up for a free trial today and find out for yourself how much our platform can help you in the proposal process.

Are your sales docs more awkward than small talk?

Every Document Is a Proposal

Whether it's a new employee or a new client, your documents say a lot about your business. If you don't see every document as a proposal, you're missing the point.

Using Word to Create Proposals Makes You Look Fucking Pathetic

Think about the impression you're trying to give off and then ditch Word proposals for good. They make you look pathetic.

How to Present Your Business Proposal & Win Clients: 11 Helpful Tips

Introduction.

The day has come. You've started a new business, and your customers are increasing. Even if you're making progress, you get the impression that you might be doing better.

There's a universe of untapped potential all around you – prospects that you know might benefit from your product or service. And the challenges you're encountering are less about the soundness of your solution and more about how you might reach your potential base.

Presenting your business plan to customers is the climax of a lengthy sales process. You most likely spent a significant amount of time preparing your business proposal presentation, but the prospect of delivering it could be frightening. This article will undoubtedly assist you in presenting your business proposal in an efficient and successful manner.

What is a business proposal?

A business proposal is a formal document that a company creates and sends to a prospect in order to achieve a business deal.

A common misconception is that business proposals and business plans are identical. The purpose of a good business proposal is to sell your product or service, not your business. Rather than supporting you in your hunt for investors to finance your business, a proposal assists you in your search for new clients.

📌 Related ‎resource: 5 Free Business Plan Templates to Simplify Your Planning Process

How to successfully present business proposals to clients

1. start straight from the point.

Your customers are busy, so don't waste their time by starting with an introduction about yourself or your organization. Their most valuable asset is time, and they don't want to squander it by listening to your story. So, never mess with the projector, never come late, and avoid anything that gives the impression that you don't value their time.

Begin by addressing the major issue of your proposal; ideally, do it within the first minute of your speech. Because there is a considerable probability that your audience will want to ask you questions, it is best to address the major topic right away.

2. Ask questions in between

After a few minutes of speaking, break the monotony by asking your customers some informative questions. If they've lost interest in your business proposal, these questions will pique their attention again.

Here are a few examples of questions you might ask your audience to keep them interested:

• How would you describe success if someone asked you, "What is success to you?"
• Have you ever used this strategy before? If so, then when?
• Is this your company's most significant challenge?

3. Leverage visuals

Add graphics to your business proposal to attract more attention; using images when presenting business proposals can captivate the audience's attention more effectively than merely using words. Including graphics in your business proposal presentation will increase its impact.

However, knowing which images to use in your business proposal is equally critical. Not every picture is effective. Charts and graphs may be tedious, and they may distract rather than engage your viewers. As a result, do a lot of thinking and choose your photographs wisely.

Identify images that will impact, or take advantage of tools like Scribe to showcase processes — complete with written steps and annotated screenshots.

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It's a fast and easy way to illustrate exactly how to use your product. Here's an example of Scribe in action (that only took 15 seconds to make).

‍ 4. Sell your vision

Clients hate speakers who constantly talk about their firm and themselves. Remember that they are there to see whether you can assist them, not simply to listen to your stories. They are more interested in learning how to outperform their competition, get new clients, retain existing ones, and quadruple their earnings.

So, instead of delivering uninteresting statistics and data while presenting your business plan, sell your company's vision by proposing answers to these difficulties.

5. Keep a clear agenda in mind 

A good business proposal presentation is all about engaging them and demonstrating why you are their best option. This is why you should have a clear and engaging objective for your business proposal. When you make your company proposal, you should start with arguments that urge the customer to think about it and conclude with them approving it.

• Opportunity: Begin your business proposal presentation by describing the opportunities or difficulties that your customers are missing. Make it as interesting as possible so that your audience looks forward to seeing the rest of your presentation.
• Benefits: State the advantages that your customers will get if they listen to the full presentation.
• Plan: Display the strategy you designed to tackle the client's challenges.
• Introduce your company: Explain briefly your company's origins, history, and so forth.
• Recommend: Finish your business proposal presentation by inviting the customer to conduct business with you.

6. Address common customer problems

Start the meeting with a challenge or an opportunity. Don't enter into a meeting and start talking about yourself, your company, or your products right away. If you do this, your customer will quickly focus on price and product characteristics, frequently ending the meeting before you've finished.

Instead, emphasize the customer's difficulties and pain areas. Your customers want to know how they can outperform their competition, reach new consumers, retain current customers, and boost profit margins.

But, before you can offer them your solution, you must underline the severity of the problem and demonstrate how their obstacles will prohibit them from accomplishing their objectives.

7. Inject stories in your presentation

Since our brains are built to comprehend the information provided in a story, thus storytelling makes it easier for your audience to grasp your business proposal presentation.

People used to communicate news and attempt to explain natural events such as lightning, rain, and even the seasons. We're still doing it decades later. Whether you're telling the latest news to a close friend or your boss about how the presentation went, you're definitely going to be telling a story.

Incorporating stories also makes your business presentation 100 times more memorable to your audience. This is critical because important decision-makers will only examine proposals that have made an indelible impression on them.

8. Let your stories lead

While customers appreciate facts and numbers, they are as interested in learning about what the statistics and figures cannot tell them. Stats are vital in a business presentation , but telling a story can help you attract the attention of your audience.

Begin with a story that is supported by facts and research that you have conducted. The story can be extremely basic; for example, you can describe your customers' demands and skillfully portray them in the story. If you include an emotional appeal in your pitch, it will become much more powerful.

9. Don't simply start reading your slides

Let your presentation deck replenish your points. You'll immediately bore your customer if you read directly from the slides, and the significance of what you're saying will be lost.

Keep your slides simple as well, so you're not tempted to read from them. Most presentations are far too complicated, with excessive text, confusing designs, and scattered graphics.

A slide should only include one image and one line of text. No more. Your consumers can only take so much information at once, and if they're too preoccupied with sorting through paragraphs upon paragraphs on the screen, they'll miss much of what you'll say.

10. Leverage presentation templates

Standard PowerPoint templates have become something of a cliché, and they could weaken the overall effect of your presentation. If you want to seem professional, you must go beyond PowerPoint.

SlideUpLift has a large collection of free PowerPoint templates , and Google Slides Templates that you can rapidly change to fit your brand and use for your company proposal presentation.

11. Set up a clear follow-up timeline as the meeting ends

This is possibly the most crucial aspect of your business proposal presentation. Tell your consumer what will happen after the presentation, so there is no confusion regarding the subsequent steps.

Share a clear follow-up date and set a timeline. For example, you may claim you'll call on a specific day and then deliver the contract. Your contract will be in your client's hands for a week, after which you will follow up on the following Wednesday to see if the consumer has any questions.

This timeline should be adjusted based on your customer, sales cycle duration, and industry. A product that costs thousands of dollars and demands a yearlong commitment may not be appropriate for such a short timetable. However, it can be appropriate for a product that only costs a few hundred dollars per year.

Wrapping up on how to present business proposals

Your business proposal features will differ depending on the demands of the prospect and the type of company you're in. Prospective consumers should have very few questions about your organization and what it can achieve for them after going through your strategy.

The ability to present a company proposal effectively is critical to your success. By following these eleven recommendations, you will be able to present your business proposal in such a manner that your customers will enjoy it, and you will gain more business.

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How To Write A Project Proposal Presentation?

A project proposal is an initial step towards starting any project. Every manager or executive has to write a project proposal at some point. Every project proposal is planned and outlined strategically. This blog will help you to make an impactful project proposal presentation that leaves a lasting impression.

Presenting your ideas well is essential to gaining quick approval for projects, whether internal or external. Even the strongest elevator pitch is not going to work by itself. Writing a project proposal presentation enters the picture at this point. You must be able to deliver a proposal for a project effectively if you have the technology or product to show a particular investor. This blog will help you understand how to write a project proposal presentation quickly and how to compose it.

What is a Project Proposal Presentation?

A project proposal serves as a project management tool for outlining the goals and specifications of a project. It facilitates initial project planning framework agreement between organizations and external project stakeholders.

Its primary goal is to win over decision-makers. Because of this, a project proposal presents the main selling point of your endeavor to internal and external project stakeholders. The proposal aims to catch the interest of project sponsors and stakeholders.

Different Types of Project Proposal Presentations

Before learning how to make a project proposal presentation, you need to know that they are of different types. Here are some of the types in which you can give a presentation of a project proposal:

1. Solicited Project Proposal: 

A solicited project proposal is a formal document submitted in response to a specific request or invitation from an organization or entity seeking external project ideas or services. The one requesting issues a Request for Proposal (RFP). 

The proponents create a solicited project proposal presentation detailing their approach, expertise, timelines, and costs for addressing the outlined needs. Organizations evaluate and compare the proposals that describe their solutions and services before selecting them.

2. Unsolicited Project Proposal

In an unsolicited proposal, you create a proposal after carefully identifying the possible solutions for the problems. It’s unlike an RFP but something an investor didn’t ask for. These project proposal presentations are sent to potential clients without being asked for as a pitch or an introduction to investors or sponsors.

3. Informal Project Proposal

With informal project proposals, potential customers express interest in your offerings and ask to review your proposal. Since these are based on conversations rather than official requests, they frequently include all the required information. So they usually need much more research.

4. Renewal Project Proposal

A renewal project proposal presentation is a document that outlines plans for extending, updating, or continuing an existing project or service. These offers are made to potential customers to prolong the support for an ongoing project close to completion. The proposal typically includes reviewing the project’s past performance, achievements, and any necessary adjustments or enhancements for the renewal period. 

5. Continuation Project Proposal

A continuation project proposal is a document submitted to request for extension or continuation of an existing project beyond its initially planned time frame. It typically includes an assessment of the project’s progress, achievements, and the need for additional time to accomplish its goals. The proposal outlines the reasons for the extension, any adjustments to the project plan, and a renewed timeline to ensure the successful completion of the ongoing initiative.

6. Supplemental Project Proposal

A supplemental project proposal presentation is a formal request document submitted to propose additional work or modifications to an existing project. The use of this proposal arises due to changing project requirements, unforeseen challenges, or the identification of new opportunities during the project. The proposal details the scope of the supplemental work, its impact on the overall project, associated costs, and any adjustments needed in the project plan.

This section gives you some clarity on how to write a project proposal PowerPoint presentation. It outlines the blueprint of a comprehensive presentation, using a project proposal presentation example:

1. Understand Your Audience and the Problem you’re Solving:

Before diving into the content creation process, it’s essential to have a deep understanding of your audience. Identify their needs, concerns, and expectations to tailor your project proposal presentation accordingly. This ensures that your proposal addresses their specific requirements and resonates with them.

Persuade your reader with references and data. Among the inquiries to make are:

• What issue is your project trying to solve?
• What is known about this issue already?
• Who has previously tackled this issue, and what literature is available?
• Why can’t this problem be adequately addressed by previous research?

2. Define Clear Objectives:

Clearly outline the objectives of your project proposal presentation on PowerPoint or Google Slides . Whether seeking approval, securing funding, or gaining support, having well-defined goals will guide your content creation process and help you focus on delivering a persuasive message.

A few things to mention are:

• Your project’s mission statement
• Your project timeline, complete with significant checkpoints
• Roles and duties of the project team 
• A risk register outlining your risk-reduction strategy
• Deliverables for the project
• Tools for reporting that you’ll utilize during the project

3. Structure Your Presentation:

Create a well-organized structure for your presentation to maintain clarity and flow. Begin with an engaging introduction, followed by a detailed overview of the project, the problem it aims to solve, proposed solutions, and a compelling conclusion. Use visual aids, such as slides and graphics, to enhance understanding and engagement.

As you’re defining the structure of your presentation, be sure to incorporate the following:

• The outcome or goal of your undertaking 
• A schedule for the project’s deliverables’ readiness
• SMART objectives in line with the outputs you’re generating

4. Craft a Captivating Introduction:

Start your project proposal presentation with a hook that captures attention and sets the tone for the rest of the proposal. Clearly state the problem your project addresses and why it’s important. Establish a connection with your audience by highlighting the project’s relevance to their interests or goals.

5. Clearly Define The Project Scope:

Provide a comprehensive overview of your project, detailing its scope, objectives, and anticipated outcomes. Clearly articulate the timeline , milestones , and deliverables to give your audience a realistic understanding of what to expect.

6. Highlight The Value Proposition:

Emphasize the unique selling points and benefits of your project. Communicate how it addresses the identified problem and why it stands out from alternative solutions. Use data, testimonials, or case studies to bolster your claims and build credibility.

7. Develop A Realistic Budget:

Include a detailed budget that outlines the financial requirements of your project. Break down costs into categories and provide justifications for each expense. This demonstrates a thorough understanding of the financial implications and reinforces your credibility.

8. Address Potential Challenges And Risks:

Acknowledge potential challenges and risks associated with the project and outline mitigation strategies. Demonstrating a proactive approach to risk management reflects your preparedness and commitment to the project’s success.

9. Engage Your Audience:

Encourage audience interaction throughout your presentation. Incorporate opportunities for questions and discussions to address concerns, gather feedback, and foster a collaborative atmosphere.

10. Conclude with a Strong Call to Action:

Wrap up your presentation with a compelling conclusion reinforcing the project’s value and importance. Clearly state the desired action or decision you seek from your audience, whether it’s approval, support, or funding.

By following these comprehensive steps, you can create a project proposal presentation that informs and persuades, increasing the likelihood of successful project approval and implementation.

How To Present A Project Proposal Presentation?

Presenting a project proposal is an art that involves not just the spoken word but also the visual representation of your ideas. Each slide in your presentation plays a crucial role in conveying key information and building a compelling case for your project:

Slide 1: Title Slide

The title slide sets the tone for your presentation. Include the project title, your name or team name, and the date. Use visually appealing graphics or images related to the project to capture attention.

Slide 2: Agenda

Provide an overview of the presentation structure . This helps orient your audience and gives them a roadmap of what to expect. Clearly outline the key topics and sections you’ll be covering.

Slide 3: Introduction

Start with a compelling introduction. Highlight the problem your project addresses and why it is significant. Engage your audience initially, making them eager to learn more about your proposal.

Slide 4: Project Overview

Offer a brief but comprehensive overview of the project. Include key details such as the project’s purpose, goals, and objectives. Use visuals like charts or graphics to convey information succinctly.

Slides 5-8: Problem Statement and Need

Dedicate a few slides to articulate clearly the problem your project aims to solve. Provide data, statistics, or real-life examples to emphasize the urgency and relevance of the issue.

Slide 9: Solution

Present your proposed solution to the identified problem. Break it into key components and use visuals to illustrate how your project addresses the issues. Communicate the unique value of your solution.

Slides 10-12: Project Scope and Deliverables

Detail the scope of your project , including specific deliverables and milestones. Use visuals like timelines or Gantt charts to help your audience visualize the project’s timeline and workflow.

Slide 13: Budget

Introduce the financial aspect of your project. Break down the project budget into categories and provide a clear overview of the costs associated with each. Use graphs or pie charts to make the information easily digestible.

Slides 14-15: Risks and Mitigation

Acknowledge potential challenges and risks associated with your project . Demonstrate your awareness and preparedness by outlining mitigation strategies for each identified risk.

Slide 16: Team and Expertise

Introduce the key members of your project team and highlight their relevant expertise. This slide helps build credibility and assures your audience that you have the necessary skills to execute the project successfully.

Slide 17: Conclusion and Call to Action

Wrap up your presentation with a powerful conclusion. Reiterate the key points, emphasize the project’s value, and issue a clear call to action, whether it’s approval, support, or further discussion.

Tips On Giving A Project Proposal Presentation

Regardless of the type of presentation you deliver, your goal is to influence or wow the audience:

Define Your Agenda:

• Clarify proposal details for investors and clients.
• Address omitted RFP questions.
• Contrast your plan with rivals if requested.

Tell a Story:

• Introduce data, charts , and graphs with a narrative.
• Engage the audience by appealing to human nature.
• Enhance content through storytelling.

Think Lean:

• Apply lean thinking to enhance client relationships.
• Eliminate non-beneficial procedures in your presentation.
• Avoid jumping to long-term future estimates.

Construct an Eye-Catching Presentation:

• First, dress appropriately for the presentation you are about to give.
• A well-constructed presentation reflects positively on your company.
• Avoid hastily put-together presentations to maintain quality perception.

Ask Questions:

• Avoid excessive talking during the presentation.
• Engage the audience by posing questions.
• Boost your confidence and gather feedback through polls or direct inquiries.

ALSO READ: How to write an effective project charter?

Top 5 Project Proposal Templates

1. project proposal summary powerpoint template.

This template provides a concise and visually appealing overview of your project proposal, featuring key elements such as objectives, timelines, and budgetary considerations in a structured and professional format.

2. Project Proposal Presentation Template

The Project Proposal Presentation Template is designed for project leaders to propose new ideas to clients, investors, or business owners. Executives can also use it to propose their businesses to different investors. The marketing, product, and project management teams can use this presentation to propose new business or project ideas.

3. Project Management Lifecycle PowerPoint Template

Specifically designed to illustrate the phases and milestones of project management, this template guides stakeholders through the entire project lifecycle, emphasizing key stages, deliverables, and decision points for a comprehensive understanding.

4. Project Management Swimlane PowerPoint Template

This template employs a swimlane format to delineate responsibilities among team members or departments, offering a clear and organized visualization of tasks and workflows to enhance transparency and streamline project execution.

5. Business Proposal Deck PowerPoint Template

A sophisticated and customizable template for crafting compelling business proposals , this deck incorporates modern design elements to showcase essential details, including market analysis, value propositions, and financial projections, ensuring a professional and persuasive presentation.

Developing a project proposal is essential for connecting you, your group or organization, investors, and other stakeholders. Your greatest option for a concise, educational, and polished presentation is a project proposal presentation. As discussed above, making an eye-catching summary of your project will attract more interested outside collaborators and their encouraging comments.

You can also access SlideUpLift, one of the top platforms for presentation templates and tools to help with the presentation-making task. You can select from a wide range of carefully crafted templates for project proposals. SlideUpLift gives presenters the tools to make visually striking and memorable presentations, emphasizing customization, clarity, and aesthetics. 

How do I make a project proposal PowerPoint presentation?

To create a project proposal PowerPoint presentation, start by outlining the project’s goals, objectives, and key details. Utilize SlideUpLift’s Project Proposal templates for a professional look and incorporate visuals for clarity.

What is the step-by-step process for the presentation of a project proposal?

During the project proposal presentation, the presenter should introduce the project, present an overview, detail the methodology, present the timeline and budget, and conclude with a summary of key points.

What should I include in the presentation of a project proposal?

In a project proposal presentation, you should cover essential elements such as project goals, methodology, budget, and team details to provide a comprehensive overview for stakeholders.

How should I start a project proposal presentation?

Begin your project proposal presentation with a strong opening, clearly introducing the project’s name and purpose and highlighting its significance to capture the audience’s attention.

Where to find the best Project Proposal Presentation templates?

There are a variety of project proposal presentation templates available on SlideUpLift. Just find your desired template on SlideUpLift.com and download it.

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6 Tips for Your Next Proposal Presentation

Shortlisted after submitting a proposal? Use these tips to create an effective proposal presentation and better align sales and proposal teams.

Proposal generation is often a key role in sales enablement. Frequently, after a proposal is submitted, the RFP issuer invites shortlisted bidders to present their proposal on-site. As a result, proposal teams and sales must work together to create a high-quality proposal presentation.

Proposal presentations are critical. This is an opportunity to address questions that the selection panel has. Additionally, the selection panel may compare your presentation to your competitors to sift out who is more technically competent.

No matter the purpose, proposal presentations require proposal teams and sales to align. Here are 6 tips for your next proposal presentation:

1. Define Your Agenda

Prospective clients and investors frequently ask for a presentation post-proposal submissions. Most often, they need to gain a better understanding of the proposal. Sometimes, they want information clarified. Other times, there was a question left out of the RFP that they now need to be answered. And, sometimes, they want to compare your proposed plan against that of a competitor’s.

In other words:  Your audience has an agenda. So should you!

Define your agenda before constructing your proposal . The order of presentation slides should easily unfold once an agenda is defined — no matter if the goal is to offer an opportunity or to solve a challenge. Be clear about the presentation’s agenda during delivery. It’s helpful to include an agenda slide that entails:

• Introductions
• Company history
• Defining the proposed plan
• Spelling out benefits
• Opportunity for questions

2. Start with a Story

What’s more compelling: A story? Or slide after slide of data? “While clients value data, they are also realistic about what data can – and cannot – tell them,” states John Hall of HubSpot , “They’ve seen many projects fail despite the glowing research results and they’ve seen projects succeed despite the lack of any data to back it up.”

Introduce the slides of data, charts, and graphs with a story. Storytelling has a positive impact on content. In fact, the human brain reacts considerably different when presented with facts versus stories. By sheer human nature, leading with a story will cause the selection panel to be more interested in the contents of your proposal presentation.

3. Think Lean

Lean thinking improves interactions with clients. Lean is commonly applied as a model for manufacturing systems . Lean thinkers drive value by eliminating practices that don’t add value to customers. Forbes contributor, Hakan Ener, suggests applying lean thinking to your proposal presentation. Avoid simply jumping to long-term projections of the future.

When speaking with potential business investors, clients, or partners, only ask for the resources that will cover the next phase of your action plan. Ask yourself if your presentation talking points provide immediate value.

4. Create a Gleaming Presentation

A proposal presentation is similar to a job interview. If you’re supposed to dress for the job you want, your presentation should be dressed for the business you want to win.

A poorly designed proposal presentation can detract from your talking points. A proposal presentation that is haphazardly thrown together could be perceived as indicative of poor quality to your business offering as well. Some of Small Business’ general best practices in presentation design include:

• Limiting ideas to one per slide
• Using a large font size
• Keeping a consistent, subtle background
• Ordering slides to the defined agenda
• Presenting easy-to-read charts, graphs, and tables

Lost on where to start in design? Check out these tips and tools that can help you create a killer presentation.

5. Ask Questions

A proposal presentation doesn’t mean you should talk, talk, talk. In fact, too much talking can do damage to your proposal. A few minutes into the start of the presentation, pause and ask the selection panel or client a question.  

A Stanford GSB lecturer and public speaking expert, Matt Abrahams, outlines two primary purposes of asking your audience questions :

• Questions connect with the audience.
• Questions build your confidence.

For example, you can ask polling questions: Does this align with your needs?

6. Provide Handouts

Printed presentations help guide the selection panel. They can follow along, write notes, and bring home the information presented — including data, charts, graphs, and tables. Other beneficial handouts include supporting marketing collateral or sales literature in addition to the proposal itself. These handouts should contain compelling content and graphics that effectively reinforce your points.

Yet another benefit, printed materials solidify your proposed plan. Handouts can further define any resources needed or associated costs. Be sure that handout information doesn’t contradict with what’s in the already submitted proposal.

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How to Present a Proposal-Create a Business Proposal Presentation

Your team is one of just six to eight other companies competing for this contract. How do you make sure that the committee picks your team? Well, not to brag, but over the years, groups that I have coached have received over 80% of these contracts. Just follow this simple sales presentation outline, and your team will have a better shot at winning as well.

Don’t Get Hung Up on the Terms Proposal, Bid Proposal, Shortlist Presentation or Sales Presentation

By the way, don’t get hung up on the terms that I am using. People will often respond with something like, “We don’t present ‘bids’ to our potential clients.” In other cases, professional people may say, “But I’m not a salesperson. This isn’t a sales presentation.” My point is, don’t get hung up on the terms.

The process that I’m covering will help anyone who is presenting a solution to a person or group who will exchange money for this solution. The terms “Bid” and “Proposal” are standard procurement terms, which is why we are using them here.

I have heard this type of presentation called each of the following over the years.

• Bid Proposal
• RFP Presentation
• Shortlist Presentation
• Sales Presentation
• Present a Quote

Regardless of what your industry calls this speech, the process will still work. For additional details, see Speak Persuasively .

Focus on What the Audience Wants, Not What You Want them to Do.

Title: Why You Should Hire [Our Company] [Our Company] Has Lots of Experience. [Our Company] Can Save You Money. [Our Company] Will Finish on Schedule.

Here is my most important tip. If you’re saying your company name over and over throughout the presentation, you’ve already lost. The presentation shouldn’t be about you. When you present a bid proposal, the entire presentation should be about them.

Before I get a chance to explain, a lot of people who hear this will argue with me. “Doug, that is the whole point of the sales presentation. We talk about why we should be chosen.” Falling into that trap is why most teams do very poorly in these presentations.

An Example of Why Your Audience Doesn’t Care About You.

Why You Should Hire [Our Company]

Are you ask me why I should hire you? Well, here is your answer, “I have no clue.” I don’t know you. I thought you were going to tell me how you could help me fix my problems. Here is a question for you. Why didn’t you just tell me why I should hire you? If you had started that way, I wouldn’t think that you are wasting my time, right now… Which I do.

[Our Company] Has Lots of Experience.

Well aren’t you special? Why don’t we sit and let you regale us with all of your past accomplishments? No, we have plenty of time. In fact, we are going to applaud you as you tell us about each conquest.

[Our Company] Can Save You Money.

Finally! Something that I really care about — saving money. However, somehow, you still made this whole section about you. Don’t you even care in the least about helping us in this project?

[Our Company] Will Finish on Schedule.

Well I would hope so. That is what you are promising to do when you sign a contract with us. Now that you mention it, we might want to get some type of guarantee that you will finish on time.

As you can see, any time you focus on yourself and your greatness, it sounds like bragging. You can turn off your audience even before you start speaking.

A Better Way to Present Your Business Proposal

Change “[Our Company] Can Save You Money” to something a little more tangible. Just tell the audience HOW you can save them money without mentioning your company name. This might look like, “Hiring a Design-Build Firm with Architects, Engineers, and Builders on Staff Will Give You an Economy of Scale.” For my own company, we save clients money by having instructors in every major city. So, I could create a bullet-like, “A Local Instructor Can Save You Over $1200 in Travel Fees.”

You can also make the schedule bullet better. “A Thorough Pre-construction Process Will Make Sure that Fewer Change Orders Develop During Construction. This Will Ensure that the Project Stays on Schedule.” For my own company, a bullet-like, “A 2-Day Seminar and Three Weekly Webinar Sessions Will Solidify the Skill Development Within Your Set Schedule.”

The point is to figure out what the potential client wants, and then show them how to get it.

Now, Use Your Experience to Prove That The Audience Can Get What They Want

Keep in mind that when you present a bid proposal, the client already assumes you are qualified. Chances are, they spent quite a bit of time going through all of the proposals. They only chose to interview ones that they already deemed qualified. What they want to know now is, “Do we like these people? Can we work with them?” When you create a great sales presentation outline focusing on what they want, you have a good start. They are already thinking, “These people get us.” Now, you need to make sure they like and trust you. A good way to do this is by sharing both success stories.

For each bullet point, tell a success story about how you have helped someone else fix that problem. If you design a really good, audience-focused bullet point, this should be easy. For instance, on the ones that I created earlier, I have tons of examples to choose from. A couple of years ago, we had a client who wanted four classes to be conducted simultaneously in four different cities. Because we had instructors in each of the four cities, we saved the client over $4,000 in travel fees. On another occasion, a company hired me to train their convention speakers in a series of three webinars. Then, I traveled to the convention a day ahead of the start to coach many of them one-on-one. The combination of in-person training and virtual training saved a lot of time.

These success stories prove that I can help the listeners solve a similar problem because I’ve done it before.

You Can Also Build Rapport by Discussing Your Failures

“What? You want me to tell this potential great customer how I failed?”

Obviously, you don’t want to lead with a failure or tell the audience about a series of failures. That would make you appear incompetent. However, you can pick one bullet to tell them about a bad experience. Then, tell the audience how your team learned from the failure. Finally, finish the explanation with a success story based on the lesson learned. The potential new client knows you aren’t perfect. They want to know how you will fix the inevitable problems that could occur.

Five years ago, a huge mining company hired us to make their safety training more fun. We spent months planning. We even got one of our popular team-building activities certified for continuing education. The program was a fun team-building activity where we donated bicycles to charity. Ordering the bikes and having them shipped to arrive just in time was the challenge. The training was for 3900 miners over a three-week period.

My team verified that the bikes were delivered before flying in. However, when we arrived, the bike company had shipped the wrong bikes. We had almost 600 six to eight-year-old kids waiting for new bikes. The bike company (I’m not going to mention their name, but it was Huffy) shipped bikes for four-year-old kids.

It was a huge problem. My team went to every Wal-Mart in town buying bikes off the shelf, and we spent all night disassembling them. The participants never knew there was a problem.

As a result, we started manufacturing our own bikes. As far as I know, we are the only company now that can ship hundreds of bikes to events with as little as three days of notice because we found a solution to the problem.

Remember, When You Present a Bid Proposal, The Audience Want to Know If They Can Trust You.

By slipping in a single “failure” story like the one above, you can build trust with the group. Just finish the story with your lesson learned and add a success story to it.

For me, I’d just add a story about how one of my competitors called me up in a panic on a Thursday night. He needed 70 bikes delivered to a hotel in Dallas by Friday morning. My warehouse team rented a truck and had the bikes to him by 9:00 AM the next morning.

By sharing a lesson-learned story in conjunction with a success story, we show the audience that we fix problems. That is good since the reason they are listening to you is that they have a problem.

If You Have a Big Sales Presentation or Proposal Presentation Coming Up, We Can Help.

Opportunities to close really big deals via a presentation are pretty nerve racing. We all want every, single advantage that we can get when we walk into the room. So, if you want to ace your next short-list presentation or RFP presentation, one of our coaches can help. Complete the form below, and one of our instructors will contact you.

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Client Presentations 101: How to Give a Client Presentation

Think of the word “present- ing” and consider your clients: they want you, the expert, to provide them with the information they want and need. If you think of your presentation as if you’re giving them a “present” (literally, your expertise), you can re-frame the meeting in a way that fills you with the confidence you need to communicate effectively.

What Is a Client Presentation?

A client presentation allows you to explain the importance of your work in a compelling way. It’s key for articulating your value, if it’s in the proposal stage , or your progress if you’re in the middle of a project.

Of course, you may give a wrap-up client presentation as well, where you’ll want to review what went well and what went wrong for your project.

Related: Ultimate Guide to Project Status Reports

Why Is a Client Presentation Important?

A client presentation is all about communicating . You’re the expert, and your job is to convey to your client everything that’s important. There is a lot of information that you have that your client doesn’t have. They’re not as well-versed in the project as you are. So, give them the gift of communication.

This is key for them to understand everything that went into the project. If your client presentation doesn’t effectively communicate, it’s failed.

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Project Proposal Template

Use this free Project Proposal Template for Word to manage your projects better.

How to Deliver a Client Presentation

• Simplify, simplify, simplify : A good client presentation always emphasizes clarity and simplicity. If your client doesn’t understand your presentation, then you’ve wasted your time.
• Speak their language:  The best way to communicate effectively is to consider your audience. Don’t get caught up in jargon they might not understand. Speak plainly and honestly.
• Focus on what matters to them: Remember the goals of the project to begin with. Stay focused on what matters and don’t get lost in the details.
• Make your point clearly, concisely and quickly: People tend to have short attention spans. The sooner you can convey your meaning, the likelier it is that they will be able to process it and ask questions afterwards.
• Confirm they understand, and remember to ask questions: Don’t just assume they understand your points in your client presentation. It’s key to check in with them and be proactive by asking questions at the tail end of your presentation, or even the halfway point.
• Be respectful: Be respectful and be patient. These are your business partners. You don’t want to sour any relationships by how you respond to their reaction to your client presentation.
• Avoid shaming their questions: They don’t know what you know! Not everyone understands things quickly. That’s ok. It’s your job to make sure that your client presentation gets them to a place of understanding. Sometimes that doesn’t happen right away: keep at it.
• Excite them:   Be enthusiastic about the project! People don’t respond to cold facts by themselves. Supercharge your client presentation with emotion and enthusiasm. But always stay professional.
• Set a vision for them and help them see how to get there: Be the expert and the visionary . You can’t do everything for them, but you can lay out a roadmap for them to reach their goals.
• Explain the process and let them know where they are:  It’s key to be honest here. Sugarcoating reality isn’t going to help anyway, but try to pepper in good news with any bad news. Clients can be sensitive, but you’ll still need a good relationship to get anything done.

If you apply these simple tips to your presentations they will become not only more productive, but you’ll find that people will be eager to attend and engage and, most importantly, leave with a feeling of success.

Pro tip : Another tip when leading a presentation is the use of the royal “we”—not in an elitist way, but in such a fashion that you include yourself and everyone in the room in the discussion. This is a team effort, and even clients are part of the team!

To reinforce these points and learn even more, watch the video below about how to give a client presentation.

Client Presentation Video

In this leadership training video, Jennifer Bridges, discusses the art and skill of communicating during client presentations.

Here’s a shot of the whiteboard for your reference!

Transcription

Today we’re talking about how to give a client presentation. I’m not sure why we get so nervous about this. I mean think about it. If you have a present, aren’t you excited to give it to other person? So a reminder I have for myself is I think of literally giving my client of gift. Also, think of if you present something, that’s the giving of something and the presentation is the way in which you give. So when we’re giving something, a presentation to our client, well, they’re seeking your professional advice.

So let’s look at the information they want. So when we give a client presentation, they really wanna know how long is something going to take and how much is it going to cost. They also want to know how many is going to be produced and how much they’re going to cost. They may want to know how many and how long is it going to take. Basically, they’re talking about items of the Triple Constraint as identified by PMI. It’s the time, the cost, the scope, and the quality.

So there are 10 tips that we found that are really helpful in giving a client presentation.

First of all, simplify what you give them. Right? Don’t overwhelm them, make it simple. Speak their language, something they can understand and relate to their world. Focus on what matters to them. Make your point clearly, concisely, and quickly. I mean they do not want to be there all day, like taking forever. They want you to get to the point. Get them to point A to point B quickly.

Confirm they understand what you’re talking about and stop and ask. Do you have any questions? Is this what you expected? Is this helpful? So give them pause and give them time to think about it, to make sure they follow you, and give them an opportunity to ask questions. We also want to be respectful. I mean, after all, they’re the client so they don’t know what you know. So we want to be respectful if they have questions and they may not get it yet. We also want to avoid shaming them for their questions. I mean they may have questions that for you are immature, but they don’t know.

So it’s important to give them the space and honor what they’re asking. Excite them, get them excited about what you’re presenting, something about their project, or their status or where they’re going or what they can obtain from this. And also it helps to set a vision for them and help them see how to get there. If you set a vision and they can’t even conceptualize how in the world we’re going to pull that off then they’re going to be left dazed and confused or they’re not gonna believe that it’s possible. And you also want to explain the process and let them know where they are in the process of the project.

So again there are some bonus phrases that we feel like we call “The Phrase that Pays.” Number one let them know and tell them we will take care of you. That’s really comforting to know. You are in great hands. Let them know that you and your team are there in great hands. And also let them know we are excited to work with you. That really gets people to know that you’re engaged and use the phrase, “We.”

If you need help presenting to your client, then sign up for our software now at ProjectManager.

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Top 10 Client Proposal Templates With Samples and Examples (Free PDF Attached)

Kanica Sharma

Imagine your ideal client contacts you and requests that you write a business proposal for them. You're overjoyed because you now have the opportunity to pitch for the company.

However, you are concerned about the possibility of rejection even though you recognize that factors beyond your control can result in rejection. Perhaps the prospect lacks the necessary funds. As a result, you must make certain that you submit a strong proposal. 

“Don’t sell the stage; sell the act!”  

A client proposal is most likely one of the most important things your company requires to succeed. So you must get it right! Without an outstanding proposal, you may let lucrative clients slip through your fingers.

If you want to be a successful entrepreneur, you must write good business proposals. A critical step in the sales process is outlining what you can do in business prospects for your clients and why you can do it better than anyone else.

Client proposal writing should be a top skill if you want to gain new customers and close more deals. It is not enough to just provide high-quality goods and services. A compelling proposal can capture the attention of clients and sway decisions in your favor.

These proposals are expected in any industry, whether it be web development, marketing, or any other. Companies in need of services typically approach a number of different agencies before deciding which one is best suited for them. And how do you think they accomplish it? Yes, first impressions and discussions are important, but ultimately, it all comes down to a compelling proposal. It is their reference point for comparing you to the other options. So, in order to keep your name in their internal discussions, you'll need a proposal and a good one at that.

A great idea or solution is the foundation of an effective client proposal, and that’s what SlideTeam is going to help you with. While you may be able to present your standard product, service, or solution in an interesting manner, our ready-to-use templates do that for you and leave a lasting impact on your audience as well. 

If you wish for your documents and their solutions to stand out against the backdrop of competing proposals , take a stroll through this exceptional collection of client proposal templates. 

Client Proposal Templates We Can Bet On!

Template 1: business proposal powerpoint template.

A captivating proposal creates a favorable impression and engages the audience. Use this business proposal PPT Deck and pitch your top deals and get maximum conversions. This complete deck includes the background of a commercial project, problem statement, solution, and much more. Grab this design and document the right things in the right proportion. 

Download this template

Template 2:  Idea Proposal PowerPoint Presentation

Employ this idea proposal PPT Template and present the essential data in the most effective way. Portray information such as product overview, market opportunity, product roadmap, etc., and explain how firm you can be with your clients. Edit it as per your requirements and get going. Download now.

Template 3: Service Proposal PowerPoint Set

Utilize this creative service proposal PowerPoint set and familiarize your customers with your offerings. Give a brief overview of your company and clients, core values, challenges and solutions, and so on. Incorporate it and reflect a good image of the company and reap the benefits. Get it now.

Template 4: Project Proposal PowerPoint Deck 

Incorporate this project proposal PPT Deck and bridge the gap between you and your clients. This proposal outlines topics such as target audience, design process, marketing approach, etc. Pitch in your program and reach your potential base with this PPT Layout. Assimilate it right away.

      Download this template

Template 5: Work Proposal PPT Layout 

Seal the deal with this work proposal PPT Design and set up a solid foundation for your business. With this template, give your clients a clear image of your services, action timeline, case study, and a few other things. Easily customizable, this template is a must-have. Get yours now.

               Download this template

Template 6: Proposal Outline PPT Design 

Comprehend your approach better with this proposal outline PPT Theme. Project phases & timelines, project cost, and case studies are a few subjects discussed in this PPT Layout. Divide your proposal into each section in a systematic manner. Grab one now.

         Download this template 

Template 7: Marketing Business Proposal PPT Template 

Presenting this magnificent marketing business proposal PPT Template to make your proposition a success. Elucidate the entire marketing plan of action in a step-by-step order while discussing topics like marketing strategies, project cost & timelines, etc. Get it instantly. 

Template 8: Project Proposal PowerPoint Template 

Create a solid starting point with this project proposal PPT Template and cover your basics. This design is inclusive of a cover letter, different project phases, accountabilities, and few other things in order to educate your clients thoroughly. Add or delete data as per your needs and requirements. Download it immediately.

Template 9: IT Solution Proposals PowerPoint Template 

Inform and acclimate your customers with all the essential data with this IT solution proposals PPT Slide and finalize deals in no time. This design assists you in tackling possible problems with effective solutions in the IT field. The layout also showcases resources and objectives for better insight. Grab yours right away.

Template 10: Business Proposal PPT Slide

Almost every customer compares the offerings of various service providers before deciding on one. Take the help of this business proposal PPT Template to ensure your clients don’t drift away. This slide provides a background summary, ROI inputs, contract and terms, and a lot more for the knowledge of your clients. This customizable template is easy to edit and ready to use. Get it now.

    Download this template

        Client Proposal FAQs  

1- what should be included in a client proposal.

To create an awesome client proposal that consistently helps you close the deal, you must include a few fundamentals given below: 

• Objectives: What does your project strive to accomplish?
• Deliverables: What are you bringing to the table for your clients?
• Timeline: In what time frame will you deliver your promises?
• Cost: How much cost will your project incur?

2- How to Write a Client Proposal?

Let’s show you how to write a client proposal in 5 easy steps: 

• STEP 1- Collect all applicable information. 
• STEP 2 - Follow a client proposal outline.
• STEP 3 - Use persuasive language.
• STEP 4 - Use persuasive pricing.
• STEP 5 - Review and edit your proposal.

3- How Do You Write a Proposal Topic?

Here is how you can write an interesting proposal topic: 

• Write a catchy title.
• Write an interesting introduction.
• Provide a resource review.
• Explain the implementation of your methods.
• Predict your results.
• Discuss the potential impact of your results. 

4- What Are the Basic Components of a Proposal?

Here are the basic components of a proposal:

• Abstract/Summary: The proposal's most important component is the abstract. Spend time crafting the best title possible.
• Statement of Need: What is the problem you're addressing, and why is it important?
• Project Activity, Methodology, and Outcomes: Display an activity timeline. Tables and charts work best in this situation.
• Evaluation: Outline the methodology you will use to evaluate the project's success.

5- How Long Should a Client Proposal Be?

While proposals have a fairly standard structure, they must be tailored to your specific customer. It is a critical document that must be both thorough and concise. Many business writers struggle with the length issue. A proposal should ideally be no more than 10 pages. Try to keep your project proposal’s appendix on the third page. However, this is just a framework. The correct length is what best meets your reader’s interest.

Clients want their problem’s solutions to be delivered as easily as a pizza order: dial a number, tell them what you want, and get it delivered. Your proposal should provide a similar level of comfort. Create each proposal with care and devote the time it requires to ensure its success. Don't skimp on the details, and go over this checklist again before sending out your next one. Your company will appreciate it!

P.S- Make the process of creating a business proposal way easier and more fun. Check out this blog and ensure your customers’ needs are fulfilled.

Download the free Client Proposal Templates PDF .

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Marketing Proposal Presentation Template

Know what to say but not how to structure it? Miro’s Marketing Proposal Presentation Template provides structure to your words, so you can pitch high-ticket clients more effectively and in less time.

Trusted by 65M+ users and leading companies

About the Marketing Proposal Template

You’ve compiled a marketing deck outlining how you can help potential clients reach their marketing goals, but you don’t know how to put them together and present them professionally. 

This is an instance in which a Marketing Proposal Template can be useful, as it gives you a starting point and structure to put a professional document together for consideration.

A marketing deck template can help you bring your ideas together in a compelling marketing presentation that potential clients will find easy to digest and contemplate. It’s a streamlined document that outlines your marketing strategy presentation, ready for the prospective client to go over and decide if it sounds right for their business.

How to use the Marketing Proposal Template  

A marketing proposal is like a detailed market pitch presentation, in which you outline everything from the scope of the project you can deliver to the payment terms and estimated time frame.

With Miro’s Marketing Proposal Template, you can build a winning marketing presentation. The marketing strategy slides provide you with an extra layer of polish that you can apply to your deck to create a personalized proposal that caters to the client’s specific needs.

So what exactly should you include in each side to win over your client?

Background information on you and your team

A brief description of what you can bring to this specific project

An outline of the deliverables you can provide

A broad overview of the project’s scope, including a timeline, the intended audience, and various objectives and metrics

Once you’ve filled out the template with all the relevant information, and positioned your team as the right fit for the job, it’s worth spending some time to get the design elements just right. 

With Miro’s template, you can quickly go in and adjust the layout or add and remove slides as you see fit. That way, you can modify the presentation on the fly based on the input of various stakeholders.

During the creation process, these frames will be the building blocks of your presentation, and since they’re simply dragged and dropped into place it’ll be easy to create the right flow for your speech.

Miro’s presentation mode features will help you execute the perfect pitch when the time comes. You’ll be able to jump to each frame of the presentation as needed, so you won’t have to worry about losing your place or trying to keep up with moving slides. 

You’ll also be able to benefit from presentation mode for the brainstorming process as you and your team can make suggestions and edits remotely as you’re practicing for the big event.

Tips for giving a winning marketing proposal

To craft a winning market research presentation, you need to come across as a marketing expert and prove to the client that you’re the right fit for the job. 

One of the main marketing challenges is rising above the competition from marketing agencies. To shine above the rest, here are some pointers to give the best marketing proposal possible:

Address client’s pain points

To craft impactful marketing slides, you need to make them stand out from the dozens of others your client receives. Focus on what you can do for them rather than on who you are. 

While it is, of course, important that the client feels you have the skills to successfully complete the project, it’s better to focus the wording of the marketing plan presentation on how you can address their specific pain points.

A generic proposal is much more likely to end up getting looked over since the client might not feel that it has been crafted especially for their business.

Offer unique value

What can you bring to the project that your competitors can’t? Think about what your unique value proposition is, and that will do a huge amount in convincing the client that you’re the right person or team to hire for the job.

It could be that you use proprietary social media marketing strategies or a specific process that is more likely to lead to results than standard approaches. Make what you do sound interesting in your marketing strategy decks since this will also help your proposal and unique value proposition jump out at the client and grab their attention.

Bring a personal touch

A personal touch can go a long way to convincing someone to take you on for a particular project.

When you deliver your proposal, you can let the client know that you’re available to walk them through the specifics on a phone call or with an in-person meeting. If they agree to this, you’ll have a better opportunity to land the job as they’re more committed to what you have to say.

How do you write a marketing proposal?

To write a marketing proposal, gather all the information relevant to the project you’re pitching to a client. Once you have the information, all you need to do is enter it into the Miro Marketing Proposal Template, making sure each section is concise and only includes essential information.

What does a marketing proposal include?

A marketing proposal will include various elements, although the structure can be different depending on the type of project and specific client you’re pitching to.The details will differ from one project to the next, but generally speaking you’ll want to provide a timeline, details of why they should choose you or your team for the project, along with deliverables and the overall budget. The last thing you should be sure to include is a strong CTA (call to action) to tell the client how to get in touch with you and arrange next steps should they accept your bid.

What is the purpose of a marketing proposal?

With a marketing proposal or tactical marketing plan presentation, the idea is to hook the client’s attention and once you’ve got it, convince them why you’re the perfect person (or team) to complete the marketing project. It can also be that you pitch internally with go-to-market strategy slides. In this case, you would appeal to higher-ups in your company. The marketing proposal can be a succinct way of gathering all of your thoughts on what the best moves are regarding marketing a particular product, service, or business as a whole. With that in mind, whoever the recipient of the proposal is, it’s wise to tailor your words to your specific reader and appeal to their pain points and how you can solve them better than anyone else.

Get started with this template right now.

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Employee resistance to change can block any positive initiative. You won’t have to struggle with it if you clearly communicate what upcoming changes mean and how they’ll benefit your company in the long run. Use our Change Management Presentation Template to outline your implementation strategy and spark enthusiasm among employees.

How to Seal the Deal With a Powerful Client Proposal

Crafting a compelling client proposal can often feel like walking a tightrope, especially for marketing agencies. There's a delicate balance between showcasing your expertise and delivering a message that resonates with non-experts. 

You want to say so much amazing stuff about your agency, what it does, and the people behind the processes. Then there’s the technical knowledge swimming around in your head, everything you need to know to get the job done. But not everything can–or should–be included in a client proposal. 

Instead, a client proposal should focus on–you guessed it–the client. 

I cannot emphasize enough how critical it is to know all you can about your client, their competition, and their target market. All of these will help greatly in your success. JR Griggs, President, Red Wall Marketing

Consider this example: if you're proposing a digital marketing campaign for a local restaurant, their priority isn't the intricacies of your SEO strategy, core vitals, Largest Contentful Paint (LCP) , or other things that an SEO expert lives and breathes. 

They care about how many new customers you will bring through their doors.

A well-constructed, effective, and professional business proposal is a key that unlocks high-value contracts, yet, the process can be time-consuming and often daunting.

Delivering knowledge and value in the discovery phase shows customers a snapshot of what it is like to work with us and helps them see the potential that exists. This can really set the tone for the whole project and makes the customer comfortable to invest properly. Nick Butler, Managing Director, Ireland Website Design

We will share proven frameworks for creating reader-friendly business proposals that showcase your marketing expertise and connect with your potential clients' business needs. 

This guide covers: 

The Different Types of Client Proposals Agencies Use

How to Handle Solicited vs. Unsolicited Client Proposals

Why You Should Use a Client Proposal Template

Client Proposal Tips & Best Practices

Best Formats For Creating Client Proposals

Sample Emails for Sending and Following Up on Proposals

Let’s get started. 

Types of Client Proposals

Marketing agencies create various business proposals based on their clients' specific needs and the services they offer. This can run the gamut based on the agency, the industry or niche they serve, and the location. However, these are some of the most popular business proposal ideas generated by a marketing agency like yours, in no particular order:

1. Full-Service Marketing Campaign Proposal

This type of business proposal outlines a complete marketing campaign for a client, which can include a combination of digital marketing, traditional marketing, public relations, social media, and more. It often consists of a proposed budget, timeline, tracking metrics, and performance strategy.

Use the drag-and-drop report builder to create a custom digital marketing dashboards that highlights all of your client's key metrics automatically.

A full-service digital marketing proposal allows an agency to bring all of its expertise to bear. It provides a comprehensive solution that creates a unified and powerful strategy for enhancing a client's online presence and performance.

2. SEO Proposal

An SEO proposal outlines the steps your agency plans to take to improve a client's search engine rankings. This involves an SEO audit of the current website , keyword research and rank tracking , on-page and off-page optimization strategies , content creation, and more.

Take control and drive results by unleashing faster, easier client reporting with our white labeled SEO dashboard .

Leveraging an SEO proposal template streamlines your agency's client proposal process , provides a structured approach that ensures all critical elements are included, and saves time while enhancing the clarity and impact of your business proposals.

Read More: How to Create a Winning SEO Proposal

3. Content Marketing Proposal

This business proposal example is focused on creating and distributing content, such as blog posts, videos, infographics, webinars, ebooks, and more. It often includes a content calendar, an SEO strategy, proposed topics and formats, and a content promotion plan.

Show off how your content has translated to relevant traffic with a customizable web analytics dashboard .

A well-crafted content marketing proposal is a strategic roadmap to increasing a client's website traffic or social media presence, outlining targeted content creation and promotion strategies designed to attract, engage, and retain a larger online audience.

4. Social Media Proposal

These business proposals cover strategies for engaging with audiences on various social media platforms. They often include an analysis of the current social media presence, recommended platforms to use, content strategy, engagement strategy, a schedule for posts, and a budget for paid social ads.

Turn data into decisions with our social media dashboard solution and turbocharge your client reporting.

A compelling social media marketing proposal lays the groundwork for substantial revenue growth for your clients, outlining a targeted strategy to increase brand visibility, engage with potential customers, and drive more traffic to their sales channels.

Read More: How to Write Winning Social Media Proposals

5. Web Design or Ecommerce Proposal

This proposal outlines the process of designing (or redesigning) a client's website. It usually includes research on the client's industry and competitors, a proposal for the site's architecture and user experience, suggested aesthetics that align with the brand, and sometimes also includes development and ongoing maintenance plans. 

Often, it provides a timeline for the project and a breakdown of project costs for each stage of the process. Some web design proposals might contain recommendations for a responsive design for mobile and tablet devices, SEO-friendly design practices, and integration with social media or other digital platforms.

Reporting your agency's success is easy with an Ecommerce reporting dashboard .

A detailed web design proposal or eCommerce proposal serves as a blueprint for a client's revenue generation by outlining how a revamped, user-friendly website or an optimized online store attracts more visitors, enhances customer experience, and–ultimately–increases sales.

6. PPC Management Proposal

This proposal addresses strategies for managing pay-per-click advertising campaigns, which include Google Ads, Bing Ads, social media ads, and more. It often contains an audit of any existing PPC campaigns, keyword research, proposed ad copy and creative, a bidding and budget management strategy, and a plan for testing and optimizing the campaign over time. 

Once you land the new client, create reporting dashboards for them in minutes using the PPC reporting dashboard .

A PPC management proposal should also outline the agency’s experience with other PPC clients, expected costs, projected return on investment, and the metrics the agency will use to evaluate the campaign's success.

Read More: How To Write a PPC Proposal That Converts

These business proposals aim not only to sell the client on the agency's services but also to provide a clear and detailed plan of action.

Turn More Leads into Customers with a Proposal Template

The differences between solicited and unsolicited business proposals.

When you write a business proposal, it's important to distinguish between solicited and unsolicited proposals, as they have unique characteristics and purposes. 

A request from a potential client initiates solicited proposals. These clients are expecting the proposal, having expressed an interest in the services offered. 

The content of these business proposals tends to be more specific, addressing the particular needs or problems the client has outlined. As a result, solicited proposals generally have a higher success rate since they respond directly to a client's expressed need or interest.

On the other hand, unsolicited business proposals are initiated by the service provider without a specific request from the client. This means the potential client is likely not expecting the proposal and might not have identified a specific need. 

The content of unsolicited client proposals is typically broader in scope, aiming to convince the client of a need or opportunity they might not have recognized. However, the success rate for these business proposals can be lower, as the proposal might not align with the client's current needs or priorities.

By understanding these differences, you tailor your proposal approach to better meet the client's needs and increase the effectiveness of your client proposals.

Why You Should Start with a Client Proposal Template

There's no need (or time in your busy day) to recreate the wheel whenever you need to create a new proposal. Starting with a free business proposal template, such as our SEO proposal template , offers numerous advantages to busy marketing agencies. 

Here are some key benefits of enhancing your proposal development process by using free business proposal templates, like the ones included in the AgencyAnalytics platform:

Time Efficiency : Business proposal templates saves valuable time by providing a ready-made structure and framework. Instead of starting from scratch each time, focus that time on customizing the content to suit your specific client and project requirements. Templates also streamline the formatting and organization of information, ensuring a cohesive and professional-looking proposal.

Consistency and Branding : Using a business or service proposal template maintains consistency across client proposals, reinforcing your agency's brand identity. You present a unified and polished image to potential clients by incorporating your logo, colors, and typography. Consistency not only enhances brand recognition but also instills trust and professionalism.

Clarity and Structure : Client proposal templates offer a clear and logical structure that guides you, and your team, through the client proposal creation process. They provide predefined sections for critical elements such as executive summaries, problem statements, proposed solution, timelines, and next steps. This structure helps you organize your thoughts and ensures that important information is included, making it easier for non-experts to follow and understand your proposal.

Value Demonstration : A well-crafted proposal template effectively communicates the value of your agency’s services to non-experts. Use it to showcase your expertise, highlight past successes, and outline the specific benefits of your solutions. By presenting a comprehensive yet concise proposal, you quickly articulate the value you bring and demonstrate your understanding of the client's needs.

Professional Presentation : Templates provide a professional foundation for client proposals, ensuring a visually appealing and polished presentation. They offer standardized formatting, font styles, and headings, making your proposal aesthetically pleasing and easy to read. A professional-looking proposal creates a positive first impression and reflects your agency's professionalism and attention to detail.

In short, proposal templates:

Streamline your proposal creation process

Communicate your agency's value effectively, and 

Create reader-friendly business proposals that resonate with every prospective client.

Key Elements of a Client Proposal Template

Although templates will vary based on agency, client, and other differentiating factors, some common elements should be considered no matter what kind of client proposal template you are creating. 

1. Introduction and Executive Summary

The executive summary or introduction to a client proposal serve as a strategic roadmap, providing a succinct overview of your agency's offering and the potential benefits for the client while also setting the stage for detailed information and solutions to follow. It is meant to spark interest and establish a solid foundation for the rest of the service proposal.

Crafting an engaging introduction for your client proposal entails personalization to resonate with the client's unique needs, highlighting your agency's expertise to establish credibility, and addressing specific client pain points identified during your research phase, which demonstrates your thorough understanding of their business challenges and positions your proposal as a targeted solution.

2. Identify the Problem or Pain Points

Identifying the problem or pain points in a client proposal is crucial as it demonstrates your deep understanding of the client's challenges, helps establish a context for your proposed solutions, and highlights the value your agency can bring by directly addressing these issues and driving tangible business outcomes.

There’s typically only one reason a business leader reads a client proposal—they’re not making as much money as they’d like. Your priority is to figure out why this is, or more likely, one or more of the many reasons behind this shortfall. 

Your proposal should be framed in terms of a concrete goal or problem statement that frames up the reasons behind revenue shortfalls.  

If you work in a technical business, chances are your proposals will tend to be a little bit boring to non-specialists. This isn’t your fault. Generally, no one is as interested in a field as the people who actually work in it. This is only natural.

Focusing on business goals right from the beginning helps to hook your reader. If you communicate how you will solve their problems, they’ll continue reading.

For example, leveraging the findings of an SEO site audit , use the problem or pain point of a low audit score in this section of your proposal to highlight specific areas that need improvement. The client doesn’t need to understand all of the ins and outs of core vitals to see that 57% is not a great score. 

Listen to the prospect's needs, wants, and goals. Identify their problem. Listen, listen, listen, and THEN show them your solution. Jyles Sosa, Fu Dog Media

By illustrating how these issues are impacting the client's online visibility and traffic, you reinforce your agency's expertise in SEO and how you will help the client reach their business goals.

But if their audit score comes in at 99%, are they a good prospect for your SEO agency? 

Our mission, as agency owners, is to first determine if what we're offering really lines up with the prospect's goals. If we're actually the right next step for them, great. And if not, we should be the ones killing the sale...not them. Jens Rhoades, CEO, Floodlight SEO

3. Solution Description

Once you’ve established the problem you’d like to solve in the Introduction section of your proposal, it’s time to fill in the details on how you’ll go about this. This is called a project specification. In some ways, this is the most challenging part of your proposal, especially in niches where there might be more than one potential solution.

Depending on the type of client proposal you are creating, this can be attached to each of the individual pain points–such as providing an overview of your team’s ability to address technical SEO errors right below the SEO audit findings, or your team’s link-building expertise along with a current overview of the client’s inbound link profile. 

Make sure the presentation has a clear focus and contains only the most important information. It should have a well-structured narrative that flows logically from one point to the next and strikes an emotional chord with the client. The visuals should be engaging and easy to understand, while any data should be used to back up key points. Ryan Stack, Co-Founder, The Stack Group

Your task here is to convince the reader that your proposed solution is the right one.

In the example above, the solutions section connects the dots between what the agency provides and how it helps drive results for the client, in this case, increased keyword rankings. 

Alternatively, use the summary section and next steps to take a combined approach to how your agency will tackle all of its current problems by tapping into your agency’s expertise. 

The balancing act here is to give a detailed overview of what you’ll do, without burying the reader in details. 

4. Case Studies or Client Testimonials

As you craft your client proposal, remember that it serves not just as a roadmap of your suggested strategy, but also as a testament to your agency's skills, knowledge, and track record.

Clients are so inundated with calls and emails from our industry it's hard for our clients to know who they can trust. We are working hard on building authority through video testimonials, case studies, content, and guest appearances on podcasts. Lane Rizzardini, Co-Owner, Marion Relationship Marketing  

Your agency's expertise should permeate every section of the proposal, from the executive summary, where you succinctly communicate your understanding of the client's needs and how your services align with those needs, to the detailed solutions, where you highlight their problems and your agency’s strategies and tactics to solve them. 

Here, you have the opportunity to showcase your agency's specialized skills and establish authority, whether it's SEO, PPC, social media management, or another area of digital marketing.

Our clear understanding of the industry we work in is one of our greatest strengths, allowing us to consistently outperform the competition and achieve success in everything we do. Ruben Roel, President & Founder, Investigator Marketing

Past successes should also be woven in through compelling case studies, achievements, agency awards , and client testimonials. These narratives of triumph act as concrete evidence of what your agency can achieve. 

If you’re an SEO agency, I HIGHLY recommend AgencyAnalytics. It contains the best reporting tool out there... by a mile.

Incorporating case studies or testimonials in a client proposal underscores the credibility of your agency and its methods, providing concrete evidence of past successes and the value you brought to similar clients. This helps to instill trust and confidence in your prospective client about your ability to deliver the desired results.

When selecting case studies or testimonials to include in your client proposal, choose the ones that are most relevant to the client's industry or problem at hand, showcasing your agency's specific successes and results in similar scenarios.

For example, a testimonial about what an amazing job your agency did at running an email marketing campaign for a client won’t mean as much inside an SEO client proposal. 

Find the ones that resonate deeply with the client to reinforce their confidence in your agency's ability to handle their particular needs and challenges.

5. Next Steps & Call to Action

The Next Steps and Call to Action (CTA) sections of a client proposal aren't just the closing remarks–they're your agency's powerful one-two punch, designed to create a clear path forward. 

Another easy way to project value without getting into technical details is to offer detailed timescales. This is often overlooked, but it offers a number of benefits.

When we lay out the tasks that we'll be completing, the timeline, contingent elements, and the details we'll depend on the client to provide, they leave with the assurance that we have a plan. William Wilkinson, Founder, Interactive ID

Timescales educate your leads about what you’ll need from them and when, including a detailed project timeline or project phases. In turn, this creates credibility and offers them project details that they actually care about. 

By clearly outlining what comes next and offering a persuasive CTA, you're not just suggesting the next move; you're choreographing the dance of conversion, turning prospects into clients and proposals into exciting projects.

Create Professional Client Proposals In Minutes

Client proposal tips for engaging non-experts.

We touched on this earlier, but the ability to craft an effective business proposal that resonates with a prospective client, regardless of their expertise, is an invaluable skill. Remember that the entire proposal serves as a platform to communicate your agency’s unique value proposition in a clear and compelling manner. 

From the executive summary to the detailed services, every component should be thoughtfully curated to guide the reader through your proposed strategy and its benefits. Weave in client success stories throughout the document, as these serve as practical examples of how your agency will achieve their business goals, should they choose you as their marketing agency. 

The following are a few best practices to help you communicate your expertise, highlight their potential for future success, and make a strong case for why they should choose your agency over others.

Use FOMO in Your Business Proposals

The fear of missing out (FOMO) is one of the most powerful sales tools at your disposal. This comes down to showing off how you’ve provided value to other people, just like your reader. This is vital, as non-experts are often skeptical of your proposed solution. And rightly so.

The biggest challenge is differentiating from more affordable but poor-quality services being offered by so many freelancers or small firms who don't have a very high skillset. It is very hard for clients to be able to tell who is legitimate until they've experienced that difference. So ‘trust me, we're different’ doesn't really work. They've heard it before. Lane Anderson, Founder & CEO, London Road Marketing

But they can’t argue with results, can they?

To address this, we just share our successes as much as we can---not only in terms of growth and expansion, which is a good indication of quality, but also in telling the stories of client retention. We proudly tell everyone about how long our clients stay with us. Lane Anderson, Founder & CEO, London Road Marketing

Competitive analysis is also an essential ingredient in a client proposal. The more a potential client understands what their competitors are doing–that they’re not doing–the better. 

Research the customer's needs, requirements, and expectations. Show them the competition and what they are up against. Andrew Thomas, Technical Director, HookedOnMedia

Nobody likes falling behind the competition.

When you do this, it’s still best to focus on outcomes rather than processes. For instance, if you run an SEO agency, focus on increased traffic numbers from your analytics, and only include your strategy's essentials.

Include a Clear Pricing Structure (Maybe) 

When drafting a client proposal, one crucial aspect to consider is whether (or not) to include a clear pricing structure. This can be a strategic decision based on several factors, including the nature of your services, the client's expectations, and your agency's policy.

Including a clear pricing structure can provide transparency and clarity, which many clients appreciate. It gives them a straightforward understanding of the cost of your services, which can be crucial in their decision-making process. It also demonstrates your agency's confidence in its value proposition, reinforcing the perceived worth of your services.

However, there can also be a strategic advantage to leaving pricing discussions for a later stage. This approach allows room for negotiation and discussion, which can lead to a more tailored understanding of the client's budget and needs. It also provides an opportunity to further elaborate on the value your agency offers before discussing cost, which can be beneficial in situations where your services' value might be challenging to quantify.

While there is no one-size-fits-all approach, understanding the pros and cons can help you make an informed decision. Here are some points to consider:

Demonstrate ROI

How do you convince the company you are pitching that you are the right company for the job?

The easiest way is to focus on ROI. This means leading with the value your service will provide and then presenting the investment required. 

We focus on values and ROI projections, so the client can see before hand how we can benefit their business. Anatoly Zadorozhnyy, CEO of Marketing 1on1

This takes advantage of a piece of psychology called an anchoring bias . Basically, this means that we naturally pay more attention to the information that we hear first.

In other words, position your marketing agency's fees as an “investment” rather than a “budget” or “cost.” Investment evokes the thought that money will be positively returned and be beneficial for your client’s business.

This also highlights the long-term value and return on investment that the client will see down the road. This also promotes the perception of strategic partnership rather than mere transactional exchange.

If your reader sees a large number representing the money they’ll gain, followed by a smaller number representing what they’ll have to pay, they’re hard-wired to think this is a great deal. Humans are amazing, right?

It’s also a good practice here to offer some kind of guarantee. That is, if you don’t meet a certain project threshold, then your client doesn’t pay. Of course, this takes a certain amount of confidence on your part. However, it also communicates massive extra soft value to your prospects.

Propose Evaluation Metrics & Reporting Processes

When presenting a client proposal, outlining clear evaluation metrics and reporting processes is a critical element that should not be overlooked. These components give potential clients insight into how your agency measures success and maintains transparency throughout the project.

One element of our sales pitch deck includes a preview of the AgencyAnalytics dashboard.  Based on the data we can obtain for the client, we showcase an example of their site audit, google tools, and top 10 ranking keywords uploaded into the rank tracker, and we include a link to access the report. Ryan Stack, Co-Founder, The Stack Group

Evaluation metrics are the defined parameters that you will use to assess the effectiveness of your proposed services. These might include things like website traffic, conversion rates, social media engagement, or any other metric relevant to the client's goals. 

By detailing these metrics in your proposal, you are setting clear expectations of what success looks like and providing a tangible way to measure the value your agency provides.

Use examples of your client reporting, like the digital marketing report template shown above, to show off your agency’s reporting capabilities. Try this template yourself with a 14-day free trial ! 

Previewing your agency’s reporting processes lays out how and when you will update the client on the project's progress. 

Business owners want a way to measure their progress with our services–showing them upfront that we have a professional mechanism of tracking metrics and that they can log into 24/7/365 puts their minds at ease, and then they can focus on the benefits we can provide their company. William Smith Founder, Local Search Technologies LLC

A well-defined reporting process reassures clients that they will be kept in the loop, reinforcing your agency's commitment to transparency and collaboration. This might include things like monthly reports, a regular check-in phone call, or access to a live reporting dashboard where they can see real-time updates.

Make Project Sign-Off Easier

This is another way to project soft value. Gone are the days of sending off a paper proposal and then scheduling an appointment to go and sign off on a project in person. Instead, you need to start assuming everyone is at home working in their pajamas.

Even if your prospects are in their office, it still helps to make the client onboarding process as smooth and painless as possible. Using proposal management software , you achieve this by providing electronic signatures or even integrating directly with a payment platform.

Tools like Better Proposals also allow you to track the status of your proposal—you’ll know exactly when your proposal has been opened, signed, or paid online, and how much time has your potential client spent on each section of your proposal.

Win More Clients Using Professional Proposal Templates

Best formats to use when sending client proposals.

Now that we’ve covered a lot about what to put into a client proposal, it’s time to cover some of the aspects of how to send the proposal electronically. Choosing the right file format for your business proposals can significantly influence the way your prospective clients receive and perceive the information. 

The choice largely depends on the nature of the proposal, the stage of the proposal process, and the preferences of your clients.

Some of the most common formats for client proposals include: 

PDF Client Proposals : This is the most commonly used format for sending business proposals, especially for final versions. It preserves your formatting, is compatible with almost all devices and software, and prevents editing, which is helpful for maintaining the integrity of your proposal.

PowerPoint or Google Slides : These formats are often used for presentation-style business proposals. They can be useful if you plan to present the proposal in a meeting, or if you want to use a more visual and less text-heavy format. Presentation mode in the AgencyAnalytics platform offers similar functionality. 

Microsoft Word or Google Docs : These are useful for draft versions of the proposal, especially if you're collaborating with team members or expect the client to make edits or add comments.

Online Proposal Software : Create and send business proposals in a web-based format using the AgencyAnalytics proposal template or other proposal software, and then share a live link with the potential client. Include video embeds and dynamic widgets. Use the analytics data to track how the client interacts with the proposal.

Whichever format you choose, ensure it effectively communicates your message, aligns with your branding, caters to the technical capabilities and preferences of your prospective clients, and includes all of the insights you have gleaned during the research and client discovery processes .

“We take all of that information, do a huge deep dive, and that’s when top-of-mind solutions come up,” adds Christina Cypher from Click Control Marketing

An example of the Digital Marketing Proposal template used by Click Control Marketing. Read their AgencyAnalytics case study.   

Sample Email for Sending the Proposal to a Client

Now that you have everything you need to create a flawless client proposal, the last step is to get it into the hands of your future client. To aid in this endeavor, we have crafted a sample business proposal template email that introduces your proposal to the client.  

Feel free to edit it to your heart’s content.

Subject: [Your Agency Name] Proposal for [Client's Business Name] - Unlocking Your Digital Potential

Dear [Client's First Name],

We trust you've been navigating these dynamic market conditions with the resilience we've come to associate with [Client's Business Name]. As we've recently discussed, these times present not just challenges but opportunities for growth and innovation.

At [Your Agency Name], we have been closely studying your current digital landscape and identifying areas where we believe our expertise can make a significant impact. It's with this understanding and a vision for future growth that we present our proposal for your consideration.

Attached to this email, you will find a comprehensive proposal outlining how our services can align with your business goals. It details our suggested strategies for SEO, content marketing, social media engagement, and more - all tailored to [Client's Business Name]'s unique needs.

We've also included case studies that demonstrate our proven track record in driving success for businesses similar to yours. Additionally, you'll find clear steps on how we can move forward together.

We invite you to review this proposal at your earliest convenience. Should you have any questions, need clarification, or wish to discuss any aspect of the proposal, please don't hesitate to reach out. We are committed to making this a collaborative and insightful process.

We look forward to the possibility of partnering with you to unlock the digital potential of [Client's Business Name] and setting new benchmarks of success.

[Your Name]

[Your Position, Company's Name]

[Your Contact Information]

Sample Follow-Up Email to a Client After Sending a Proposal 

Just in case the client doesn’t respond immediately and start throwing money at your agency, here’s a drafted follow up email to remind them why your agency is their best choice. 

I trust your week is progressing smoothly and that you've been able to review the proposal we shared recently. At [Your Agency Name], we understand that you have a busy schedule and that this decision requires careful consideration.

Our proposal, as you may have noted, is crafted with a focus on [Client's Business Name]'s unique digital needs and goals. We are confident that our strategic approach will help pave the way for amplified visibility, increased website traffic, heightened customer engagement, and–ultimately–more revenue.

If there are any aspects of the proposal you would like to discuss in more detail, or if you have any questions, please feel free to let us know. We are more than happy to schedule a call or a meeting at a time that suits you best. Our priority is to ensure that you have all the information needed to make the most informed decision.

We're excited about the possibility of this partnership and eager to start making strides toward achieving your digital growth objectives.

Looking forward to hearing from you soon.

Whether or not you decide to throw in some emojis, gifs, or other images into the mix will depend on your agency’s brand and the client you are sending the proposal to. 

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Summary and key takeaways.

In this article, we've delved into the intricacies of creating compelling client proposals that:

Effectively communicate your agency's value proposition in a way your prospective clients will understand, 

Secure the client's commitment with a clear call-to-action, and 

Outline the next steps to maintain momentum in the sales process.

Discussing the various formats for sending your business proposals, we've emphasized that choosing the most suitable format plays a pivotal role in creating a favorable first impression and facilitating the client's review process. And finally, we've provided examples of professional yet approachable emails for sending your proposals and following up with potential clients.

The best advice would be to ask a lot of questions. I cannot emphasize enough how critical it is to know all you can about your client, their competition, and their target market. All of these will help greatly in your success. JR Griggs, President, Red Wall Marketing

An effective client proposal is a delicate balance of demonstrating expertise, understanding the client's needs, and articulating the unique value that your agency brings to their business. It's an opportunity to not just sell your services, but to build a partnership founded on trust, expertise, and a shared vision for the client's success.

Start with a standardized proposal template to:

Streamline your proposal creation process,

Create reader-friendly proposals that resonate with every prospective client.

Ready to Take Your Client Proposals to the Next Level?

Streamline your process and close more deals with the AgencyAnalytics proposal template. Our template is designed to help you craft compelling, reader-friendly business proposals that resonate with potential clients. 

Don't miss out on the opportunity to enhance your proposal development process and win more high-value contracts. Get started with the AgencyAnalytics proposal template today !

Paul Stainton is a digital marketing leader with extensive experience creating brand value through digital transformation, eCommerce strategies, brand strategy, and go-to-market execution.

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Craft captivating digital marketing proposals that win clients with our five-part format. Discover what to include and storytelling best practices.

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How to Present a Proposal

Last Updated: February 22, 2024 Approved

This article was co-authored by Michael McCutcheon, PhD . Dr. Michael McCutcheon is a career coach, psychologist, and award-winning public speaker who specializes in procrastination elimination, goal achievement, and increasing life satisfaction. With a background as a counseling psychologist, he guides clients toward becoming more aware of their desires and anxieties to break old patterns, create new habits, and achieve life-changing results. He also helps clients improve organization skills, embark on a new career, get promoted, get admitted into graduate schools, and transition from school to the working world. He is a published author and lecturer in graduate psychology courses at New York University (NYU), a position he has twice won the Teaching Award (2014 & 2019). His work has appeared in the press as a lifestyle and career expert for The Washington Post/The Associated Press, The New York Post, Scholastic, Lifehacker, and The Coca-Cola Company. He has served as a contributing writer for Out Magazine and featured panelist on National Public Radio (NPR). There are 7 references cited in this article, which can be found at the bottom of the page. wikiHow marks an article as reader-approved once it receives enough positive feedback. In this case, 100% of readers who voted found the article helpful, earning it our reader-approved status. This article has been viewed 55,806 times.

Presenting a business proposal requires more than simply reading a transcript of the proposal text. Gaining the confidence of your audience requires tact, research, and a whole lot of preparation. If done correctly, your presentation can inspire your listeners to adopt your proposal.

Preparing the Proposal

• If possible, talk to someone who has already seen the proposal, and gauge their interest.
• Check recent news stories which indicate the current financial state of the company or individual you're targeting.
• Think about the audience's values, goals, and ideals. Your proposal should address not just their economic needs but their corporate mission, too.

• Your written proposal should not be identical to your oral presentation. Simply reading the proposal word for word will bore your audience. Your oral presentation should use the proposal text as a foundation but should also expand on your main points without lingering on every detail.

• An improper or incomplete proposal submission may jeopardize your chances of not only having your proposal approved but also receiving future RFPs. Use care when crafting your submission.

Making the Pitch

• This is especially important when conducting an RFP presentation.

• Slide shows can help listeners retain information and better understand the main points of your proposal.
• You can use the slide show to supplement or replace your own notes. They can keep you on track and keep your audience engaged.

• Before you begin, try breathing in and out slowly for a while.
• Assume your audience is receptive, not hostile, to your proposal.

• Avoid interjecting filler words like "uh" or "um" into your presentation.

Sealing the Deal

• If you get an off-topic or difficult question, address it honestly, but artfully try to redirect the question back to why your proposal is a good one. [11] X Trustworthy Source Harvard Business Review Online and print journal covering topics related to business management practices Go to source

Expert Q&A

• Don't feel defeated if your proposal is not accepted. Think of it as a learning experience, and try to identify points which could be stronger next time. Thanks Helpful 0 Not Helpful 0
• Pay attention to the details. This applies to both the written proposal and your oral presentation. Thanks Helpful 0 Not Helpful 0
• Dress professionally for your presentation. First impressions are important. A sloppy appearance could hurt your proposal's chances of success no matter how good your presentation is. Thanks Helpful 0 Not Helpful 0

• Do not take beta-blocker drugs in an attempt to relax before your presentation. You run the risk of becoming a little too relaxed and doing or saying something you'll later regret. Thanks Helpful 1 Not Helpful 0

You Might Also Like

• ↑ Michael McCutcheon, PhD. Career Coach & Psychologist. Expert Interview. 14 October 2020.
• ↑ https://www.entrepreneur.com/starting-a-business/7-steps-to-a-winning-business-proposal/299681
• ↑ http://www.fripp.com/selling-your-way-to-success-how-to-present-your-proposal-at-an-executive-meeting/
• ↑ Paul R. Timm, How to Make Winning Presentations, https://books.google.com/books?id=qqScv8LU9noC&lpg=PP1&dq=winning%20presentations&pg=PT60#v=onepage&q=winning%20presentations&f=false
• ↑ Thomas Leech, How to Prepare, Stage, and Deliver Winning Presentations, https://books.google.com/books?id=GEJn-UPf1cEC&lpg=PP1&dq=winning%20presentations&pg=PA80#v=onepage&q=proposal&f=false
• ↑ https://hbr.org/2010/11/how-to-get-their-approval.html
• ↑ https://hbr.org/2010/11/defend-your-research-people-often-trust-eloquence-more-than-honesty/ar/1

About This Article

To present a business proposal, make sure to speak in a clear, audible voice to command your audience’s attention, and avoid using distracting filler words like “uh” and “um.” Additionally, emphasize the main points rather than reading your proposal word for word, since your audience will have the text before them. You should also use visuals, like PowerPoint slide shows, to help the audience have a better understanding of your main points. Then, end your proposal by reiterating your main points in a simple, straightforward way. For more advice, like how to write your proposal with inspiring, optimistic language, keep reading! Did this summary help you? Yes No

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Consulting Proposal Presentation Template

Consultants are experts in a given field, they specialize in anything from Information Technology to Human Resources. Consulting proposal presentations are used by consultants and consulting firms to showcase success, set expectations, and onboard new clients. Consulting proposals are part of effective customer lifecycle management. To craft a consulting proposal presentation you’ll need a project summary, key deliverables, a timeline, and a way to gauge project success.  Our Consulting proposal template makes it easy for you to adjust quickly to different situations and specific clients. This can lead to a larger customer base, better organization, and agreeable client expectations.

Our consulting proposal presentation template can help you:

• Increase your customer base
• Outline pricing and expectations
• Build a practical timeline

Quickly adjust your consulting presentations by using this template

Consulting presentations should be adjusted for each client but not all of your slides need to change. Make a master consulting presentation that uses these helpful slides:

Consulting Proposal Presentation tips that develop and maintain healthy client relationships

Achieve more by taking advantage of these tips and tricks when building out your consulting proposal:

Reassure potential clients that you are an expert in your given field and that your methods are effective. Refer to or summarize case studies if possible.

Your presentation will be more effective if you are able to directly address client concerns from the start. Make sure you understand each client’s problems and explain how you’ll tackle them.

Mitigate potential client apprehension by showing how you will measure the success of each project.

Don’t leave room for unwanted surprises, specify your key deliverables, pricing, deadline, etc.

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Tap into our project status report template to create weekly presentations and keep your entire team up-to-speed about your highest-priority projects.

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Influencer Media Kit Template

Learn how Beautiful.ai’s influencer media kit template can help influencers and content creators land the brand partnership and get more collaborations.

Proposal Presentation: How to Present a Proposal By Video (Tutorial)

Learn how to create a proposal presentation video with Proposeful and Soapbox (Free)

Sending online business proposals doesn’t have to mean you miss the chance to talk to your customer face to face and do a proper proposal presentation.

Here’s an example of how you could send a proposal presentation for your clients using Proposeful and Soapbox:

In this tutorial you’re going to learn how to present a proposal remotely, creating a personalized video on Soapbox (free) that will link to your proposal on Proposeful , our proposal management software .

You’ll also learn how to insert video proposal presentations on your proposals so you can guide clients on each part of your business proposal.

Why Proposal Presentation Videos Can Be a Great Sales Technique

One of the biggest difficulties inside sales teams and remote sales team face is communicating with clients. Creating proposal presentations by video is a great way to create a memorable experience for your client and communicate better with them.

A proposal presentation video will let you go through each part of your proposal and present it to your client in a more friendly manner. It can replicate a lot of the benefits of face-to-face meetings without having to invest time meeting clients or booking meetings.

On top of that, creating a proposal presentation video will show your client you’ve invested time on them, helping you build trust and create a buying experience few competitors will be able to match.

What is Proposeful and Why Send Online Proposals

Proposeful is a online business proposal software that lets you write, send and track online proposals.

Proposals on Proposeful are sent as links by Email, Messenger and any other app you’d like. All visits to your proposals are tracked and clients can accept proposals in seconds using only an email address.

This makes Proposeful the perfect tool for creating proposal presentation videos, as you can either include these videos in your proposal or link to your proposal at the end of the video.

If you’re not using Proposeful yet, you can sign up here .

What is Soapbox and How To Use It For Proposal Presentations

Soapbox is a free Chrome extension you can plug into your browser. It will allow you to record videos of yourself and your screen at the same time, making it perfect for creating video proposal presentations with Proposeful.

How to Create a Proposal Presentation on Soapbox

First, install Soapbox on your browser . You’ll notice a new icon shows up next to the address bar.

When clicking it, a timer will begin and the extension will being recording using your webcam and your browser screen. You can now present your proposal to your client by scrolling through it and speaking to the camera.

When you’re done, you can review your video and create a customized thumbnail for it by selecting a frame or taking a picture with the camera.

You can insert a link at the end of your videos on Soapbox , which lets you link the video to your Proposeful proposal. To do that, click the “Call To Action” option in the “Customize” tab.

If you’re happy with your proposal presentation, you can go ahead and send the video link to your client.

How to Insert Proposal Presentation Videos in Proposals on Proposeful

You can create shorter proposal presentations and insert them on different parts of your proposal. This will let you present each part of your business proposal and guide your client as if you were right next to them.

First, record your video with Soapbox. When you’re happy with it, click the “Share” tab and click “Copy URL and Thumbnail Image”.

Now go to your Proposeful account and click to edit your proposal where you want to insert the video.

Scroll to the block where you want to insert your proposal presentation and click on the content. This will open the editor toolbar. Now, click the “Source Code” button.

This will show you the source HTML code for the block. Press CTRL + V to paste the link you copied from Soapbox at the end of the source code and click “Ok”.

You’ll see a image that links to your video now is displayed in the block. You can remove the text link below the image, resize the image and drag and drop it to reposition it where you want it in your content.

That’s it! Your client will now be able to watch your proposal presentation from your proposal on Proposeful.

You can create shorter presentations like this for each part of your proposal.

Ready to Start Creating Proposal Presentations?

You’re now ready to take advantage of this incredible integration to present your business proposals to clients. This will allow you to communicate better with them and create more memorable experiences.

This way of presenting business proposals is specially effective for remote teams and inside sales teams as they allow you to replicate the experience of a personal proposal presentation without needing invest time visiting clients or scheduling meetings.

If you’re interested in creating better proposals and amazing proposal presentations, Proposeful and Soapbox are the tools you need.

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© THE INTERCEPT

ALL RIGHTS RESERVED

Microsoft Pitched OpenAI’s DALL-E as Battlefield Tool for U.S. Military

Any battlefield use of the software would be a dramatic turnaround for OpenAI, which describes its mission as developing AI that can benefit all of humanity.

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Microsoft last year proposed using OpenAI’s mega-popular image generation tool, DALL-E, to help the Department of Defense build software to execute military operations, according to internal presentation materials reviewed by The Intercept. The revelation comes just months after OpenAI silently ended its prohibition against military work.

The Microsoft presentation deck, titled “ Generative AI with DoD Data ,” provides a general breakdown of how the Pentagon can make use of OpenAI’s machine learning tools, including the immensely popular ChatGPT text generator and DALL-E image creator, for tasks ranging from document analysis to machine maintenance. (Microsoft invested $10 billion in the ascendant machine learning startup last year, and the two businesses have become tightly intertwined. In February, The Intercept and other digital news outlets  sued Microsoft and OpenAI  for using their journalism without permission or credit.)

The Microsoft document is drawn from a large cache of materials presented at an October 2023 Department of Defense “AI literacy” training seminar hosted by the U.S. Space Force in Los Angeles. The event included a variety of presentation from machine learning firms, including Microsoft and OpenAI, about what they have to offer the Pentagon.

The publicly accessible files were found on the website of Alethia Labs, a nonprofit consultancy that helps the federal government with technology acquisition, and discovered by journalist Jack Poulson . On Wednesday, Poulson published a broader investigation into the presentation materials. Alethia Labs has worked closely with the Pentagon to help it quickly integrate artificial intelligence tools into its arsenal, and since last year has contracted with the Pentagon’s main AI office. The firm did not respond to a request for comment.

One page of the Microsoft presentation highlights a variety of “common” federal uses for OpenAI, including for defense. One bullet point under “Advanced Computer Vision Training” reads: “Battle Management Systems: Using the DALL-E models to create images to train battle management systems.” Just as it sounds, a battle management system is a command-and-control software suite that provides military leaders with a situational overview of a combat scenario, allowing them to coordinate things like artillery fire, airstrike target identification, and troop movements. The reference to computer vision training suggests artificial images conjured by DALL-E could help Pentagon computers better “see” conditions on the battlefield, a particular boon for finding — and annihilating — targets.

In an emailed statement, Microsoft told The Intercept that while it had pitched the Pentagon on using DALL-E to train its battlefield software, it had not begun doing so. “This is an example of potential use cases that was informed by conversations with customers on the art of the possible with generative AI.” Microsoft, which declined to attribute the remark to anyone at the company, did not explain why a “potential” use case was labeled as a “common” use in its presentation.

OpenAI spokesperson Liz Bourgeous said OpenAI was not involved in the Microsoft pitch and that it had not sold any tools to the Department of Defense. “OpenAI’s policies prohibit the use of our tools to develop or use weapons, injure others or destroy property,” she wrote. “We were not involved in this presentation and have not had conversations with U.S. defense agencies regarding the hypothetical use cases it describes.”

Bourgeous added, “We have no evidence that OpenAI models have been used in this capacity. OpenAI has no partnerships with defense agencies to make use of our API or ChatGPT for such purposes.”

At the time of the presentation, OpenAI’s policies seemingly would have prohibited a military use of DALL-E. Microsoft told The Intercept that if the Pentagon used DALL-E or any other OpenAI tool through a contract with Microsoft, it would be subject to the usage policies of the latter company. Still, any use of OpenAI technology to help the Pentagon more effectively kill and destroy would be a dramatic turnaround for the company, which describes its mission as developing safety-focused artificial intelligence that can benefit all of humanity.

“It’s not possible to build a battle management system in a way that doesn’t, at least indirectly, contribute to civilian harm.”

“It’s not possible to build a battle management system in a way that doesn’t, at least indirectly, contribute to civilian harm,” Brianna Rosen, a visiting fellow at Oxford University’s Blavatnik School of Government who focuses on technology ethics.

Rosen, who worked on the National Security Council during the Obama administration, explained that OpenAI’s technologies could just as easily be used to help people as to harm them, and their use for the latter by any government is a political choice. “Unless firms such as OpenAI have written guarantees from governments they will not use the technology to harm civilians — which still probably would not be legally-binding — I fail to see any way in which companies can state with confidence that the technology will not be used (or misused) in ways that have kinetic effects.”

The presentation document provides no further detail about how exactly battlefield management systems could use DALL-E. The reference to training these systems, however, suggests that DALL-E could be to used to furnish the Pentagon with so-called synthetic training data: artificially created scenes that closely resemble germane, real-world imagery. Military software designed to detect enemy targets on the ground, for instance, could be shown a massive quantity of fake aerial images of landing strips or tank columns generated by DALL-E in order to better recognize such targets in the real world.

Even putting aside ethical objections, the efficacy of such an approach is debatable. “It’s known that a model’s accuracy and ability to process data accurately deteriorates every time it is further trained on AI-generated content,” said Heidy Khlaaf, a machine learning safety engineer who previously contracted with OpenAI. “Dall-E images are far from accurate and do not generate images reflective even close to our physical reality, even if they were to be fine-tuned on inputs of Battlefield management system. These generative image models cannot even accurately generate a correct number of limbs or fingers, how can we rely on them to be accurate with respect to a realistic field presence?”

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In an interview last month with the Center for Strategic and International Studies, Capt. M. Xavier Lugo of the U.S. Navy envisioned a military application of synthetic data exactly like the kind DALL-E can crank out, suggesting that faked images could be used to train drones to better see and recognize the world beneath them.

Lugo, mission commander of the Pentagon’s generative AI task force and member of the Department of Defense Chief Digital and Artificial Intelligence Office, is listed as a contact at the end of the Microsoft presentation document. The presentation was made by Microsoft employee Nehemiah Kuhns, a “technology specialist” working on the Space Force and Air Force.

The Air Force is currently building the Advanced Battle Management System, its portion of a broader multibillion-dollar Pentagon project called the Joint All-Domain Command and Control, which aims to network together the entire U.S. military for expanded communication across branches, AI-powered data analysis, and, ultimately, an improved capacity to kill. Through JADC2, as the project is known, the Pentagon envisions a near-future in which Air Force drone cameras, Navy warship radar, Army tanks, and Marines on the ground all seamlessly exchange data about the enemy in order to better destroy them.

On April 3, U.S. Central Command revealed it had already begun using elements of JADC2 in the Middle East.

The Department of Defense didn’t answer specific questions about the Microsoft presentation, but spokesperson Tim Gorman told The Intercept that “the [Chief Digital and Artificial Intelligence Office’s] mission is to accelerate the adoption of data, analytics, and AI across DoD. As part of that mission, we lead activities to educate the workforce on data and AI literacy, and how to apply existing and emerging commercial technologies to DoD mission areas.”

While Microsoft has long reaped billions from defense contracts, OpenAI only recently acknowledged it would begin working with the Department of Defense. In response to The Intercept’s January report on OpenAI’s military-industrial about face, the company’s spokesperson Niko Felix said that even under the loosened language, “Our policy does not allow our tools to be used to harm people, develop weapons, for communications surveillance, or to injure others or destroy property.”

“The point is you’re contributing to preparation for warfighting.”

Whether the Pentagon’s use of OpenAI software would entail harm or not might depend on a literal view of how these technologies work, akin to arguments that the company that helps build the gun or trains the shooter is not responsible for where it’s aimed or pulling the trigger. “They may be threading a needle between the use of [generative AI] to create synthetic training data and its use in actual warfighting,” said Lucy Suchman, professor emerita of anthropology of science and technology at Lancaster University. “But that would be a spurious distinction in my view, because the point is you’re contributing to preparation for warfighting.”

Unlike OpenAI, Microsoft has little pretense about forgoing harm in its “responsible AI” document and openly promotes the military use of its machine learning tools .

OpenAI Quietly Deletes Ban on Using ChatGPT for “Military and Warfare”

Following its policy reversal, OpenAI was also quick to emphasize to the public and business press that its collaboration with the military was of a defensive, peaceful nature. In a January interview at Davos responding to The Intercept’s reporting, OpenAI vice president of global affairs Anna Makanju assured panel attendees that the company’s military work was focused on applications like cybersecurity initiatives and veteran suicide prevention, and that the company’s groundbreaking machine learning tools were still forbidden from causing harm or destruction.

Contributing to the development of a battle management system, however, would place OpenAI’s military work far closer to warfare itself. While OpenAI’s claim of avoiding direct harm could be technically true if its software does not directly operate weapons systems, Khlaaf, the machine learning safety engineer, said, its “use in other systems, such as military operation planning or battlefield assessments” would ultimately impact “where weapons are deployed or missions are carried out.”

Indeed, it’s difficult to imagine a battle whose primary purpose isn’t causing bodily harm and property damage. An Air Force press release from March, for example, describes a recent battle management system exercise as delivering “lethality at the speed of data.”

Other materials from the AI literacy seminar series make clear that “harm” is, ultimately, the point. A slide from a welcome presentation given the day before Microsoft’s asks the question, “Why should we care?” The answer: “We have to kill bad guys.” In a nod to the “literacy” aspect of the seminar, the slide adds, “We need to know what we’re talking about… and we don’t yet.”

Update: April 11, 2024 This article was updated to clarify Microsoft’s promotion of its work with the Department of Defense.

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Final Rule to Strengthen Standards for Synthetic Organic Chemical Plants and Polymers and Resins Plants

April 9, 2024, the U.S. Environmental Protection Agency (EPA) announced a set of final rules that will significantly reduce emissions of toxic air pollution from chemical plants, including the potent air toxics ethylene oxide (EtO) and chloroprene. The reductions dramatically reduce the number of people with elevated air toxics-related cancer risks in communities surrounding the plants that use those two chemicals, especially communities historically overburdened by air toxics pollution.

Regulatory Documents

• Final Rule (prepublication version) (pdf) (5 MB)
• Regulatory Impact Analysis for the Final Rule (pdf) (1.3 MB)

Fact Sheets, Infographic and Presentation

• Fact Sheet: Overview of the Final Rule (pdf) (287.6 KB)
• Fact Sheet: Key Things to Know About the Final Rule (pdf) (192.9 KB)
• Infographic: EPA’s Air Toxics Rules for the Synthetic Organic Chemical Manufacturing and Polymers & Resins Industries (pdf) (54.7 MB)
• Overview Presentation: EPA's Final Rules for the Synthetic Organic Chemical Manufacturing Industry and Group I & II Polymers and Resins Industry (pdf) (711.3 KB)

Additional Documents

• List of facilities covered by National Emissions Standards for Hazardous Air Pollutants for Synthetic Organic Chemical Plants and Group I and Group II Polymers and Resins Plants

Documents from Proposal

• Proposed Rule  
• Regulatory Impact Analysis for the Proposal
• Fact Sheet on  EPA's Community Risk Assessment and Risk Based Demographic Assessment

Web Pages for Individual Air Toxics Rules Included in the Final Action 

Synthetic Organic Chemical Manufacturing Industry: Organic National Emission Standards for Hazardous Air Pollutants (NESHAP) - 40 CFR 63 Subparts F,G,H,I

Group I Polymers and Resins: National Emission Standards for Hazardous Air Pollutants (NESHAP)

Group 2 Polymers and Resins: Epoxy Resins Production and Non-Nylon Polyamides: National Emission Standards for Hazardous Air Pollutants (NESHAP)

• Ethylene Oxide (EtO) Home
• EPA Actions To Reduce Risk
• Our Current Understanding
• EtO Risk and Your Health
• Addressing and Learning About EtO
• EtO Community Engagement
• Federal Partnerships on EtO
• EtO Additional Questions

Wyoming Department of Education

Wyoming Department of Education 122 W. 25th St, Ste E200 Cheyenne, WY 82002 307-777-7675

04-22-2024 Call for Presentation Proposals: Wyoming Innovations in Learning Conference

The eighth annual Wyoming Innovations in Learning Conference will be held October 21–22, in Casper. Advancements in teaching, like personalized and student-centered learning, gamification, virtual learning, and AI, have had dramatic effects on the educational process. The conference committee is seeking proposals from K-12 and postsecondary educators to share their expertise and innovative teaching and learning practices with other educators in areas such as:. 

• The use of technology to encourage student curiosity.
• Strategies to boost student engagement by utilizing digital tools. 
• Strategies to engage struggling learners.
• Tools to empower students and deepen learning in the classroom or online. 

Submit a session proposal by May 20. Selected presenters will be notified by June 30. 

The conference is hosted by the Wyoming Department of Education, Wyoming Distance Education Consortium, Wyoming State Library, University of Wyoming, Wyoming Community Colleges, and school libraries.

For more information, contact Jennifer Davis, Project & Performance Manager, at 307-777-5315 or [email protected] .