Writing Proposals That Win

Here’s the proposal template that helped me close over $100 million in enterprise sales: It’s also helped my clients close more than 50% of their deals when they use it. And until now, I’ve never shared it publicly. Most sellers are great at pitching features. But the ones who consistently win big deals? They know how to tell a great story. The truth is, executives don’t buy products - they buy confidence. They buy vision. They buy a story they want to be part of. If you want to sell like a top 1% seller, you need a proposal that doesn’t just inform… it moves people. Here’s how I do it 👇 The Story Mountain Framework for Sales Proposals: 1. Exposition – Introduce the characters and setting. Start with them: → “You’re trying to expand into new markets… to grow revenue… to unify your tech stack…” Set the vision. Make them the hero. 2. Rising Action – Lay out the challenges and obstacles. → “But growth stalled. Competitors moved faster. Customer churn increased.” Quote discovery calls. Surface real pain. Build emotional tension. 3. Climax – Introduce your solution. → “Then you found a better way…” Now show how your solution helps them overcome the exact obstacles you outlined. 4. Falling Action – Ease the tension. → “Here’s our implementation plan. Here’s the ROI. Here’s how others in your industry succeeded.” Give them confidence that this won’t just work—it will work for them. 5. Resolution – End with clarity. → “Here’s our mutual action plan. Let’s get started.” Lock in buy-in, next steps, and forward momentum. This structure has helped me close some of the biggest deals of my career—including an $8-figure enterprise deal at Salesforce where I used this exact approach. I broke it all down in this week’s training—and for the first time ever, I show you the actual proposal I used AND tell you how to access my Killer Proposal Template for free. 👀 Watch the full training here: https://lnkd.in/gPY_cvv5 No more boring product pitches. No more ghosting after the readout. Just proposals that close.

During my time at Qwilr, I’ve seen THOUSANDS of proposals. Here are 4 proposal plays that the best sellers use to close deals: #1 Lead With Problems Start your proposal by articulating your prospects' problems, ideally in their own words. Using quotes from relevant stakeholders within their organisation will grab your buyers’ attention and show you understand their problems. This immediately demonstrates that this isn’t just a generic pitch – you actually understand them and are focused on their specific issues. Doing this also puts decision-makers in somewhat of a tricky situation. They must either… 1. Disregard the opinions of their team as incorrect 2. Acknowledge they’re facing a problem, but decide not to look for a solution 3. Look for a solution (which you are providing in the rest of your proposal) Most (good) leaders will opt for the latter and will read on to better understand your offering. #2 It's Easy to Digest You MUST ensure your proposal is clear, straightforward and easy to understand. Remember, the folks who will be reviewing your proposal are incredibly busy and don’t have time to decipher endless information, searching for what is relevant for them. If your offer is easy to understand, it’s easier to say yes to. Avoid dense walls of text, and use images, graphics and interactive elements to simplify complex ideas. Always steer away from jargon. While it might showcase a level of expertise, you have to keep in mind that it’s likely a number of people will review your proposal. You need to make sure that EVERYONE will buy in. #3 Make It Relevant Buyers want to know that you’ve helped organisations that look like them, or the type of organisation that they aspire to be. Making sure that your proposal speaks to your buyers’ industry, needs, challenges and objectives will increase the likelihood of engagement Build your case by including concrete data and case studies that resonate with your client’s situation. CAUTION: It can be tempting to litter your proposal with logos and quotations from your “biggest” clients. You should not (always) do this! Instead, focus on featuring logos of similar companies or aspirational peers, not just massive brands. Remember, just because a company is “big” to you, that doesn’t mean your client will care. They want to know you can help THEM! #4 Keep Next Steps Simple It’s essential that you break down your proposal into clear, actionable steps – giving your client a roadmap on how to proceed and what will happen when they sign. You should also educate your champion on how to position the proposal to the buying committee, arming them to sell internally. Meet with them and go through your proposal, asking what needs to be removed and added (for other stakeholders) and how they plan to share it more widely. Want to send proposals that impress buyers and close deals? Try Qwilr for free at https://getqwilr.com

Want to pitch someone on LinkedIn? Read this before you hit “send.” Every week, I get messages that go something like this: “Hi, I’m [Name]. I’ve built this incredible thing. It’s doing amazing work. Here’s why it matters. Can you help me/share it/connect me?” It’s not that I don’t care. I do. But these messages usually miss the mark and here’s why: They center the sender. Not the receiver. Here’s the truth: When you approach someone for the first time, you (and your project, product, or platform) are not the hero of the story. THEY are. If you want someone to care, start by showing that you care about what they do, what they stand for, what they’re building. Read their posts. Watch their interviews. Figure out what they’re trying to solve. Then ask yourself: how does what I’m doing help them win? Make your message less “I need,” and more “Here’s what I see in your work and how I can add value.” Additional tips: 💬 Keep it short. Long-winded intros are overwhelming. You’re not writing your bio, you’re opening a door! Three concise paragraphs is plenty (even less if you can). 🎯 Be specific. Instead of saying, “Let’s collaborate,” say: “I’d love to explore how we could align my youth platform with your mission to build stronger leadership pipelines.” People respond better when they know exactly what you’re asking. What’s your call to action? 🧠 Show you’ve done your homework. A thoughtful compliment goes a long way. “Your post on LinkedIn really made me think.” “I noticed you’ve been working on Y and I’m building something that could support that.” It shows you care enough to listen first. 🤝 Give before you ask. Share a helpful resource. Offer a useful intro. Tell them about an opportunity they might benefit from. Relationships are built on generosity. 📆 Respect their time. Instead of jumping into a call request, consider asking: “Would it be okay if I shared a 1-pager for you to skim in your own time?” People are more open when they don’t feel pressured. Please don’t immediately ask for a call. 💡 Think of it as planting, not picking. Your goal isn’t to “get” something, it’s to begin something. Not all outreach will lead to a project right away, but if done well, it can spark long-term relationships, ideas, and even unexpected opportunities. ✨ Bonus hack: I often ask my clients to count how many times they say “I” vs. “you” when they write to, present to or speak to their stakeholders. If the “I”s win, revise. It’s not listener-centric enough. Connection starts with empathy, not ego. Lead with curiosity. Offer service. That’s how collaborations are born. If these tips are helpful, check out Storytelling and Leadership for more. #Storytelling #AuthenticConnections #LinkedInTips #Leadership #PurposefulWork

Crafting the perfect corporate training proposal. A Deep dive into proposal components Writing proposals is a chore. What to include? what not to include? Having written hundreds of them, here's what I include and why: 1. Executive Summary: ↳ Think movie trailer, not dry summary. Captivate with the vision, not just the facts. 2. What We Heard: ↳ Mirror their language, not yours. Show you've listened, by reflecting their words, not just their needs. 3. The Opportunity: ↳ This isn't just a gap to fill. It's a launching pad for their potential. Highlight the transformation, not just the transaction. 4. Consultation Service: ↳ Position this as a partnership, not a service. Emphasise collaboration, not just consultation. 5. Approach and Methodology: ↳ Innovate, don't regurgitate. Present methodologies that are as unique as their challenges. 6. Project Roadmap: ↳ This is the journey, not just the route. Make it visual, engaging, and clear. 7. Investment: ↳ Transparency builds trust. It's not just about costs; it's about value creation 8. Terms: ↳ Make this easy to say 'yes' to. Simplify legal jargon into clear commitments. 9. The Team: ↳ Sell the dream team. Highlight unique strengths and past successes as a cohesive unit, not just individual CVs. 10. Case Studies/Testimonials: ↳ Show, don't tell. Use stories of transformation and success that resonate with their specific context. Each section of your proposal should not just inform but also engage and inspire. Think beyond the conventional and inject each part with a strategy that shows you're not just a provider, but a partner in their success. What are your top tips for great proposals? #ProgrammeBuilder #OfferActivator #BusinessDevelopment #LearningAndDevelopment #TrainingAndDevelopment #Facilitation #Workshops

Most consultants jump into solutions too fast. Here’s the 3-part framework I use to build trust before the demo. 👇 ----- As a FinTech and RegTech consultant and dealing with clients in 26 countries, I've learned that providing effective solutions requires more than just technical skills. It requires a strong understanding of client needs and a strategic approach to building trust. Here are my top three tools and strategies that consistently drive success in consulting: ---  🔰 Value-Based Discovery Framework Before proposing solutions, I run a structured discovery process using: ↳ Client Interview Templates – to uncover real pain points ↳ Stakeholder Maps – to identify key influencers and their priorities ↳ Value Alignment Matrix – to ensure solutions meet both business and technical goals ✅ Why it works: Clients feel heard, and solutions are tailored to their needs. --- 🔰 Problem–Solution Fit Modelling (Visual + Verbal) I use visual tools like: ↳ Lucidchart, Miro, and PowerPoint – to build clear diagrams and journey flows ↳ Impact Mapping – to link problems directly to solutions ↳A clear narrative: “Here’s what you said, here’s how it affects you, and here’s how we solve it.” ✅ Why it works: Visual storytelling reduces friction and accelerates stakeholder buy-in. ---  🔰 Proof & Reconfirm Strategy (Demo + ROI Story) ↳ Custom Demo Scripts – tailored to the client’s context ↳ ROI Calculators and Case Studies – to show tangible impact ↳ Final check-in: “Does this align with your definition of success?” ✅Why it works: It builds confidence and addresses late-stage concerns. ----- These strategies have helped me deliver solutions that not only work—but truly resonate with clients. PS: What are your go-to tools and strategies in solution consulting? Let’s connect and share ideas. Shivendra Bhatia 🌏 Enjoy your weekend.

Make writing a proposal for research funding easy. Here is how. There is a tendency to rapidly begin filling in the parts of the application form as soon as possible. With a deadline looming, I used to ask all the partners in a consortium project to state filling in their work packages right away after the first meeting. I had a sooner the better mentality. My plan would be that once we had work packages written I would piece them together. The result. Frankenstein projects. Work packages that did not align, and objectives that sounded like they were each describing different projects. It was a writing nightmare. I was trying sew different ideas together. Reviewers see stitches. Like a good scientific paper, a funding proposal has to have a good logical flow. I now realize that the panicked approach I took previously to funding proposal development is not how to do it. It is much better to be 100% certain of the concept. Then write. For some projects this happens very quickly. Other projects take much more time. Sometimes what you are aiming to do is just complicated and full of uncertainties. Take that time. For scientific papers an outline works. For funding proposals the first step is to get all those involved aligned on the concept. This is not to say you don't write anything at all. To the contrary writing is a way to think. But you need to build up the layers. 1️⃣ Describe the problem and what you will do on a high level. 2️⃣ Then the impacts, outcomes and outputs you intend to have 3️⃣ Then the methods. ➡️ Methods are where you often uncover subtleties and problems that were not apparent at first. You need to solve those problems and the accompanying doubts before you can really begin to write. 4️⃣ Then you can build a project plan. Not before. "Give me six hours to chop down a tree and I will spend the first four sharpening the axe." -Abraham Lincoln Take the time to get the concept right, then write. 

The biggest lie in sales is that every proposal needs to be completely custom Sales leaders are burning out their teams with this myth. I've analyzed hundreds of losing proposals, and sellers who try to customize everything end up customizing nothing well. Here's what actually works ⬇️ The best proposals aren't built from scratch, they're assembled from proven components. Think about it like LEGO blocks. You have a finite set of pieces (your solution capabilities), but you can build infinite combinations based on what the customer actually needs. Most sellers think customization means writing new content for every deal. Wrong. Real customization means strategic omission. When you focus only on the 2-3 challenges your prospect actually cares about, you create laser-focused proposals that feel tailor-made. Meanwhile, your competitors are drowning prospects in 47-slide decks covering every possible use case. The psychology is SO simple … when everything seems important, nothing feels important. Smart sellers build modular proposal systems: 👉 Component A: How we solve workflow automation 👉 Component B: How we solve data accuracy 👉 Component C: How we solve reporting delays For each deal, they select only the relevant components. That way proposals feel completely custom while taking 70% less time to create. Your buyers don't want to see everything you can do. They want to see exactly how you solve their specific priorities. I dive deeper into this modular approach and share my complete 5-step proposal framework in the latest Innovative Seller episode. Tune in to learn how to scale proposal creation without sacrificing impact.

Here's why your proposal got ghosted. You nailed the pitch. Your contact loved it. But weeks pass. Silence. Then comes the rejection: “We’ve decided to go another way.” What happened? You wrote the proposal for one person. But decisions aren’t made by one. They’re made by a room full of stakeholders: → The CFO worried about ROI. → The CTO thinking about integration. → The Support Manager concerned about adoption. You didn’t address their concerns. And that’s why you lost. The fix? ↳ Write proposals that speak to every decision-maker. Here’s how: 1/ Identify all key stakeholders. 2/ Anticipate their priorities and objections. 3/ Create proposal sections tailored to each role. It’s called the Stakeholder-Centric Proposal Approach. And it turns “Let me check with my team” into “Proposal accepted.” Because the secret to winning? Make everyone feel like the proposal was written for them. Found this valuable? ♻️ Repost to your network 🔔 Follow Surabhi Shenoy for more CEO insights -- Want to become the CEO your growing business deserves? 𝗝𝗼𝗶𝗻 𝗖𝗘𝗢 𝗠𝗮𝘀𝘁𝗲𝗿𝘆 —my Free Weekly Newsletter trusted by 1200+ Founders and CEOs. Every Thursday, I share 1 actionable tip to grow your business, increase its valuation, and have fun doing it. 🎁 𝗕𝗢𝗡𝗨𝗦: Get instant access to my 'Rapid Growth Playbook' (27 exclusive growth cheatsheets) Click "𝗦𝘂𝗯𝘀𝗰𝗿𝗶𝗯𝗲 𝘁𝗼 𝗻𝗲𝘄𝘀𝗹𝗲𝘁𝘁𝗲𝗿" link at the top of this post👆

I pitched a LOT of internal data infrastructure projects during my time leading data teams, and I was (almost) never turned down. Here is my playbook for getting executive buy-in for complex technology initiatives: 1. Research top-level initiatives: Find something an executive cares about that is impacted by the project you have in mind. Example: We need to increase sales by 20% from Q2-Q4 2. Identify the problem to be overcome: What are the roadblocks that can be torn down through better infrastructure? Example: We do not respond fast enough to shifting customer demand, causing us to miss out on significant selling opportunities. 3. Find examples of the problem: Show leadership this is not theoretical. Provide use cases where the problem has manifested, how it impacted teams, and quotes from ICs on how the solution would have greatly improved business outcomes. Example: In Q1 of 2023 multiple stores ran out of stock for Jebb Baker’s BBQ sauce. We knew the demand for the sauce spiked at the beginning of the week, and upon retroactive review could have backfilled enough of the sauce. We lost an expected $3M in opportunities. (The more of these you can provide the better) 4. Explain the problem: Demonstrate how a failure of infrastructure and data caused the issue. Clearly illustrate how existing gaps led to the use case in question. Example: We currently process n terabytes of data per day in batches from 50 different data sources. At these volumes, it is challenging to manually identify ‘needle in the haystack’ opportunities, such as one product line running low on inventory. 5. Illustrate a better world: What could the future world look like? How would this new world have prevented the problem? Example: In the ideal world, the data science team is alerted in real-time when inventory is unexpectedly low. This would allow them to rapidly scope the problem and respond to change. 6. Create requirements: Define what would need to be true both technologically and workflow-wise to solve the problem. Validate with other engineers that your solution is feasible. 7. Frame broadly and write the proposal: Condense steps 1-5 into a summarized 2-page document. While it is essential to focus on a few use cases, be sure not to downplay the magnitude of the impact when rolled out more broadly. 8. Get sign-off: Socialize your ideal world with potential evangelists (ideally the negatively impacted parties). Refine, refine, refine until everyone is satisfied and the outcomes are realistic and achievable in the desired period. 9. Build a roadmap: Lay out the timeline of your project, from initial required discovery sessions to a POC/MVP, to an initial use case, to a broader rollout. Ensure you add the target resourcing! 10. Present to leadership alongside stakeholders: Make sure your biggest supporters are in the room with you. Be a team player, not a hero. Good luck! #dataengineering

My first 5 grant applications were rejected. Every single one. Here's how I went from £10k to £10m in research grant funding: I remember opening that fifth rejection email and thinking maybe my research just wasn't good enough. Maybe I wasn't cut out for this. Then a panel reviewer told me something that changed everything. She said: "I stopped reading on page 2." Not because the science was weak. Because the way I presented it was. I had buried the real-world impact on page 3. I led with the literature gap instead of the problem. My methodology was sound but my narrative was invisible. I was writing for academics. I should have been writing for funders. So I rebuilt my entire proposal structure around three principles. I now call it the 3P Proposal Structure. P1: Problem Framing. Lead with the real-world problem and its cost. Not the gap in the literature. Funders don't fund gaps. They fund solutions. "This problem costs the NHS £2.3 billion annually" hits harder than "this area remains under-explored." P2: Path Innovation. Show what you will do differently. Not just what you will study. Every applicant studies something. Very few explain why their approach is the one that will actually work. P3: Projected Impact. Connect your outcomes to the stakeholders who fund research. If the funder can see themselves in your story, you win. Same research question. Completely different proposal structure. The next application secured half a million pounds. Then a million. Then over the course of my career, more than £10 million in research funding. Grant writing is storytelling. Your research is the plot. The funder needs to see themselves in the story. What's the most frustrating feedback you've received on a grant application? Save this framework. Repost for anyone applying for funding. #GrantWriting #AcademicFunding