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Instructor-led training -

Writing Sales ProposalsWriting Sales Proposals

Face to face / Online public schedule & onsite training. Restaurant lunch included at STL venues.

From £495 List price £650

Who is this course for?

This course is aimed at people who contribute to proposal development, manage the pitch process or create proposals themselves. The course provides processes and techniques that can be used to craft clear, concise and compelling proposals.

Benefits

You will understand and apply tools and techniques that help you to develop proposals that address prospect needs and deliver a competitive edge. The course gives delegates an opportunity to understand how to: gain key information from prospects; manage the pitch process; develop key messages; and plan and draft proposal content.

Course Syllabus

Understanding Needs: A Consultative Approach

Analysing the brief
Planning for the first meeting
Filling in the gaps: Careful questioning
Offering relevant insights
Establishing trust
Conducting research
Understanding the competition

Managing the Proposal Development Process

Forming your team: roles, skills and responsibilities
Developing a plan, process and timetable

Drafting Your Proposal

Selecting relevant information
Structuring the proposal
Setting a strategy
Developing key messages
Designing slides for impact and clarity
Deciding on tactics
Activities for implementation
Deciding what to say
Going beyond the brief
Anticipating questions and objections

Post Pitch

Winning: tips for starting the relationship strong
Losing: learning valuable lessons
Personal assessment - What will you implement from this learning?
Action planning

"What do I get on the day?"

Arguably, the most experienced and highest motivated trainers.

Face-to-face training

lunch

Training is held in our modern, comfortable, air-conditioned suites.

Lunch, breaks and timing

A hot lunch is provided at local restaurants near our venues:

  • Bloomsbury
  • Limehouse

Courses start at 9:30am.

Please aim to be with us for 9:15am.

Browse the sample menus and view joining information (how to get to our venues).

Refreshments

Available throughout the day:

  • Hot beverages
  • Clean, filtered water
  • Biscuits

Online training

online training (virtual)

Regular breaks throughout the day.

Learning tools

in-course handbook

In-course handbook

Contains unit objectives, exercises and space to write notes

24 months access to trainers

Your questions answered on our support forum.

What to expect when training

Training Formats & Services

  • On a public schedule at one of our
    London training venues.
  • On-site at your company office UK wide
  • Near-site, at a location close to you
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  • Rollout
  • TNA
  • Upgrade
  • Case studies

Public schedule dates

Next date Location Price
Tue 6 JanBloomsbury £495
Wed 7 JanOnline£495
Thu 5 FebLimehouse £495
Fri 6 FebOnline£495
Mon 9 MarBloomsbury £495
Tue 10 MarOnline£495

And 24 more dates...

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Training manual sample

Below are some extracts from our Writing Sales Proposals manual.

Structuring a Sales Proposal

By following this proven structure, you’ll create a comprehensive and persuasive sales proposal that addresses your client’s needs and highlights the value of your solution effectively.

1. Cover Page

  • Company Logo and Name: Clearly display your company's branding.
  • Proposal Title: Something like 'Sales Proposal for [Client's Company Name].'
  • Date: The date when the proposal is submitted.
  • Client's Information: Name, position, and contact details of the primary recipient.

2. Executive Summary

  • Purpose: Briefly summarise what the proposal is about.
  • Value Proposition: Highlight the main benefits and value your solution offers.
  • Key Points: Mention key aspects like proposed solutions, benefits, and any unique selling points.

3. Introduction

  • Company Overview: Provide a brief introduction to your company, including its mission, values, and relevant experience.
  • Understanding of Client’s Needs: Show that you understand the client’s business and specific challenges or needs.

4. Problem Statement

  • Identify the Problem: Clearly define the problem or challenge the client is facing.
  • Impact of the Problem: Explain how this problem affects their business, using data or anecdotes if possible.

5. Proposed Solution

  • Solution Overview: Describe the solution you are proposing in detail.
  • Features and Benefits: Outline the key features of your solution and how each feature will benefit the client.
  • Customisation: Highlight any aspects of the solution that are tailored to the client’s specific needs.

6. Implementation Plan

  • Timeline: Provide a detailed timeline for the implementation of your solution, including key milestones.
  • Responsibilities: Outline who will be responsible for what, both from your side and the client’s side.
  • Resources Needed: Specify any resources or information required from the client to ensure a smooth implementation.

7. Pricing

  • Breakdown: Offer a clear and detailed breakdown of costs associated with the solution.
  • Payment Terms: State the payment terms, including any deposit required, payment schedule, and accepted methods of payment.
  • Value Justification: Explain why the cost is justified, referencing the benefits and ROI your solution provides.

8. Case Studies/Testimonials

  • Relevant Examples: Include case studies or testimonials from previous clients, particularly those with similar needs or industries.
  • Results: Showcase the results achieved through your solution, demonstrating its effectiveness and reliability.

9. Terms and Conditions

  • Contract Terms: Outline the key terms and conditions of the agreement.
  • Service Level Agreements (SLAs): Specify any SLAs or guarantees related to performance and support.

10. Call to Action

  • Next Steps: Clearly state what you want the client to do next, whether it's scheduling a meeting, signing the proposal, or any other action.
  • Contact Information: Provide your contact details for follow-up questions or discussions.

11. Appendices (Optional)

  • Additional Information: Include any supplementary material, such as technical specifications, detailed charts, or additional terms.
 

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