Scope Out Your Project Details and Services

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Your executive summary is your opportunity to introduce yourself and your company to prospective clients and build trust. And what builds more trust than a personalized message?

Using the same boilerplate executive summary you use for everyone else is obvious and could waste everyone’s time. Instead, add some personalization, like why your experience is relevant, what high-level results you can deliver, or why you are a uniquely good fit. This will help you sell a better vision and make the rest of the proposal more interesting.

Action items:

Find your uniqueness: What makes you or your company uniquely fit? Use that in your executive summary.
Identify what’s in it for them: Make sure you’re clear on why your prospective client is interested, and appeal to that in your executive summary.
Kyle Porter, Founder and Lead Strategist of Guidepost Marketing, inserts personalization into client proposals to help his company build empathy and trust.

“We leave space in all of our proposals for a customized czech republic telegram data letter to their team explaining what we heard about the challenges they’re facing, why we’re uniquely qualified to help them solve those problems, and to give relevant examples of companies like them that we’ve helped before.

“Each of our proposals also includes a space for a custom video we record for each prospect walking them through the opportunities we found for them and how we’ll approach their strategy.”
5.
Now that you’ve sufficiently crafted a message and sold the vision in the executive summary and problem/solution statement, it’s time to get down to the details. Use the words you need to explain each deliverable, but don’t overwhelm them with details.