How to Make Your Proposal Stand Out in Consulting

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

I looked at over 100 proposals worth over $500K as a B2B buyer. I only remember a few. Here are 4 ways you can set yourself apart (and why most proposals never get looked at): 1. Built for the buying committee - not just the champion Most proposals assume one person makes the decision. That’s rarely true. The best ones were written with execs in mind. Mobile-friendly, easy to skim, and structured like a story, not a spec sheet. The kind of doc I could forward without rewriting a single thing. (like Qwilr!) 2. Helped me sell internally The proposals that stood out made me look good. They included visual slides I could screenshot into a board deck. Framed the problem. Showed the cost of inaction. Made the ROI feel obvious. They gave me language to use with my CFO, not just the vendor’s pitch. 3. AEs tracked engagement and followed up with a purpose Great sellers didn’t “check in.” They followed up based on what I actually did. They knew when I viewed the proposal, which sections got read, and what was skipped. Every email felt relevant—because it was. They weren’t guessing what mattered. They had data. 4. AEs pre-empted objections I hadn’t even voiced yet Before legal asked for terms, I had a friendly breakdown of the key clauses. Before procurement jumped in, I had a clear explanation of how pricing scaled. It felt like the AE knew my internal process better than I did - and helped me get ahead of it. TAKEAWAY: Most proposals are written to present. The best proposals are built to sell. Qwilr turns your proposal into a selling tool—one that’s interactive, trackable, mobile-ready, and designed for the whole buying committee. It helps your champion make the case. And it helps you win deals - even when you’re not in the room. If you want to stand out, build proposals that do more than inform. Build proposals that close.

I was Wrong about Influence. Early in my career, I believed influence in a decision-making meeting was the direct outcome of a strong artifact presented and the ensuing discussion. However, with more leadership experience, I have come to realize that while these are important, there is something far more important at play. Influence, for a given decision, largely happens outside of and before decision-making meetings. Here's my 3 step approach you can follow to maximize your influence: (#3 is often missed yet most important) 1. Obsess over Knowing your Audience Why: Understanding your audience in-depth allows you to tailor your communication, approach and positioning. How: ↳ Research their backgrounds, how they think, what their goals are etc. ↳ Attend other meetings where they are present to learn about their priorities, how they think and what questions they ask. Take note of the topics that energize them or cause concern. ↳ Engage with others who frequently interact with them to gain additional insights. Ask about their preferences, hot buttons, and any subtle cues that could be useful in understanding their perspective. 2. Tailor your Communication Why: This ensures that your message is not just heard but also understood and valued. How: ↳ Seek inspiration from existing artifacts and pickup queues on terminologies, context and background on the give topic. ↳ Reflect on their goals and priorities, and integrate these elements into your communication. For instance, if they prioritize efficiency, highlight how your proposal enhances productivity. ↳Ask yourself "So what?" or "Why should they care" as a litmus test for relatability of your proposal. 3. Pre-socialize for support Why: It allows you to refine your approach, address potential objections, and build a coalition of support (ahead of and during the meeting). How: ↳ Schedule informal discussions or small group meetings with key stakeholders or their team members to discuss your idea(s). A casual coffee or a brief virtual call can be effective. Lead with curiosity vs. an intent to respond. ↳ Ask targeted questions to gather feedback and gauge reactions to your ideas. Examples: What are your initial thoughts on this draft proposal? What challenges do you foresee with this approach? How does this align with our current priorities? ↳ Acknowledge, incorporate and highlight the insights from these pre-meetings into the main meeting, treating them as an integral part of the decision-making process. What would you add? PS: BONUS - Following these steps also expands your understanding of the business and your internal network - both of which make you more effective. --- Follow me, tap the (🔔) Omar Halabieh for daily Leadership and Career posts.

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

Here's the easiest way to get your proposals viewed on Upwork. Most freelancers don’t have a job problem — they have a proposal problem. They write long, generic messages. They copy-paste the same cover letter for every job. They still start their cover letters with: “I am excited to apply for the position of…” 😩 They forget this simple truth: You're talking to a human. Your proposal is your first impression. If it doesn't speak to the client’s exact pain point, it gets ignored especially on Upwork where the client only sees the first few lines of your cover letter as a preview but will have to click on "See More" to read the rest of your proposal. Now you have to make those first few lines captivating enough to make the client want to see more. How? 🔹 Start with a hook. Speak directly to their struggle — restate their exact problem. “You’re juggling too many priorities, missed deadlines, and a backlog of to-dos. It’s distracting you from growing your business. I can help you clear your plate.” 🔹 Show you read the job post. Mention something specific. Build instant trust. “You mentioned needing someone great with Trello and Zoom scheduling — I use both daily.” 🔹 Sell results, not skills. What outcomes have you delivered before? “In my last role, I saved the CEO 10+ hours weekly by restructuring their workflow.” 🔹 End with a CTA + a question. Make it easy to say yes. “Happy to hop on a quick chat if you’d like to explore further. What time are you available today?” 🔹 Insert clickable links to your work samples in the body of your proposal. Many clients won't download attachments, but they will click a link. Give them a fast route to see your value. 🔹 Use a P.S. — yes, seriously. Most people read P.S. sections first. Use it to reinforce your message. Show you’ve done extra research. “P.S. I visited your site @yourwebsite.com and noticed you’re planning an outreach campaign in November. I’d love to help make it a success. Reply with a few details, and I’ll bring a draft plan to our call.” Here's the final gem: Don’t just rush to be the first to apply. Be the one with the most compelling proposal. If your hook is strong and your message is clear, you’ll get noticed — even if you’re the 20th person to apply. 🔁 Found this helpful? Repost to help a brother or sister trying to crack Upwork. Which of these tips are you already using? Let me know in the comments. #Upwork #Freelancing #ProposalWriting #RemoteWork #VirtualAssistant

The Upwork proposal paradox: Everyone's trying to stand out, yet everyone looks the same. But here's a different perspective: The problem isn't the platform. It's not even the competition. It's how we think about standing out. Most freelancers focus on the wrong things: • Lowering their rates • Adding more skills • Writing longer proposals • Promising faster delivery But here's what actually works (from reviewing 1,000+ successful proposals): 1. Specificity beats generality: Don't say "I'm a great writer" Say "I've written 50+ SaaS landing pages that increased conversion by 25%" 2. Questions beat statements: Don't say "I can help with your project" Ask "What's the main conversion bottleneck you're trying to solve?" 3. Insights beat promises: Don't say "I'll deliver quality work" Say "Looking at your website, I noticed your CTAs aren't aligned with user intent" 4. Stories beat credentials: Don't say "I have 10 years of experience" Share a 2-line story about solving a similar problem The brutal truth? Most clients don't have time to read your entire proposal. They scan. They skim. They look for patterns that signal competence. Your job isn't to be the best among 50 proposals. Your job is to be the only obvious choice. Want to test this? Go look at your last proposal. Count how many generic statements you made. Then rewrite each one using the principles above. The platform hasn't changed. The competition hasn't changed. But your approach can.

Why Most Validation Proposals Miss the Mark — and How to Win Every Time 🥊 In pharma procurement, I’ve seen it time and again: validation proposals fall flat because they don’t speak the client’s language. As a validation lead, I made sure my proposals did more than just list services — they directly addressed the client’s biggest challenges. Here’s the secret: 1. Start with their pain points. Understand what keeps them up at night — compliance risks, tight timelines, costly delays. 2. Offer clear solutions. Show how your approach solves those problems efficiently and reliably. 3. Back it up with data, outcomes, and realistic timelines. Clients need proof they can trust you to deliver. This approach doesn’t just win projects — it builds lasting partnerships. If you want your proposals to stand out, stop selling services. Start solving problems.

Selling to leadership is tough. Learn to speak finance, and everything changes. (This works for both B2B sales and internal pitches.) Speak the language of financial metrics and business impact, and you’ll earn buy-in. Whether you’re pitching a product, service, or internal idea, this skill makes you a trusted partner to decision-makers. Want to dive deeper? Download my free guide “10 Levels of Profitability” here: https://bit.ly/40pY3CQ Here’s why: Executives don’t want fluff. They need to know *how* your solution or proposal will impact their business financially. Here’s how to make your pitch resonate: 1️⃣ Talk Margins, Not Just Savings ↳ Show how your solution improves gross, operating, or net profit margins. Make it clear how it improves topline or streamlines processes to ultimately add value to the bottom line. 2️⃣ Connect to Cash Flow ↳ Highlight how your solution will boost cash flow, not just the bottom-line. Smart executives prioritize cash flow over simple revenue increases or cost savings because it keeps the business stable and flexible. 3️⃣ Show ROI and Payback Period ↳ Present clear numbers on return on investment (ROI) and how quickly they’ll see a payback. Executives need to know when their investment will yield results. 4️⃣ Impact Key Financial Ratios ↳ Explain how your proposal enhances key metrics like ROE (Return on Equity), ROA (Return on Assets), or EBITDA. This demonstrates that you understand their financial framework and how your solution strengthens it. 5️⃣ Talk Risk Management ↳ Show that you’ve considered potential downsides. Demonstrate how your proposal mitigates financial risk and supports long-term stability—not just quick gains. Why this matters: 1️⃣ You Stand Out ↳ Most sales pitches and internal proposals focus on benefits. When you speak in terms of financial strategy and impact, you differentiate yourself. 2️⃣ You Build Trust ↳ Speaking their language shows you understand their challenges, priorities, and goals. 3️⃣ You Become Indispensable ↳ When you can prove your solution impacts key business metrics, you shift from being just another vendor or team member to a trusted advisor. If you want to learn finance strategy to elevate your pitch and proposals, join 3,000 learning with me here: https://bit.ly/famcol Remember: Learn to speak finance, and you’ll open doors that most can’t. ♻️ 𝐋𝐢𝐤𝐞, 𝐂𝐨𝐦𝐦𝐞𝐧𝐭, 𝐑𝐞𝐩𝐨𝐬𝐭 to help someone else. And follow Oana Labes, MBA, CPA for more  

I've reviewed hundreds of freelancer proposals and discovered why most get ignored... And it's not what most "experts" claim. It's not your experience. It's not your portfolio. It's not even your rates. The brutal truth? Your proposals sound exactly like everyone else's because you don't understand copywriting principles. Let me show you what I mean: PROPOSAL #1 (What Everyone Sends): "I'm a skilled web developer with 5 years of experience. I've worked with many clients and can deliver your project on time and within budget. I'm proficient in HTML, CSS, JavaScript, and WordPress. Please check my portfolio to see my previous work." PROPOSAL #2 (What Gets Responses): "I noticed your current site takes 7.2 seconds to load on mobile – which means you're losing about 32% of visitors before they even see your products. I've helped 3 other e-commerce stores cut their load times by 65%, resulting in conversion increases of 27-41%. Would you be open to me sharing a quick plan for how we could do the same for you?" See the difference? ✅ One is about the freelancer. The other is about the CLIENT'S PROBLEM. ✅ One lists generic qualifications. The other demonstrates specific understanding. ✅ One blends in with 50 other proposals. The other stands out immediately. This is copywriting in action – the art of using words to drive action. The unfortunate reality is that most Pakistani freelancers are learning technical skills but completely overlooking the ONE skill that gets clients to actually hire you – persuasive communication.  Here's how to apply copywriting principles to your proposals: 👉 Lead with their problem or a solution, not your skills 👉 Use specific numbers, not vague claims 👉 Create a mini "before and after" story 👉 Always add a unique 'hook' to your proposals 👉 Never forget to add an easy call to action Learning copywriting principles could be the difference between sending proposals that get ignored and ones that have clients fighting to work with you.

How I landed a new client with a killer proposal: When I first started freelancing, I had no idea that I had to send out proposals. Let alone what a proposal entailed. Now I’m landing clients thanks to loads of research and doing courses like Eman Ismail’s Like a Boss. A proposal is all about creating a document that sells you. If you’re winging it (like I was) or relying on your natural charm, let me save you some time (and potential lost clients). 𝟭. 𝗧𝗿𝗲𝗮𝘁 𝘆𝗼𝘂𝗿 𝗽𝗿𝗼𝗽𝗼𝘀𝗮𝗹 𝗹𝗶𝗸𝗲 𝗮 𝘀𝗮𝗹𝗲𝘀 𝗽𝗮𝗴𝗲 You’re not just listing services. You’re selling yourself and addressing every potential objection before it even comes up. Think of it as your highlight reel: 𝗦𝘁𝗮𝗿𝘁 𝘄𝗶𝘁𝗵 𝘁𝗵𝗲 𝗣𝗔𝗦𝗢 𝗙𝗼𝗿𝗺𝘂𝗹𝗮: • 𝗣𝗮𝗶𝗻: What’s the client struggling with? • 𝗔𝗴𝗶𝘁𝗮𝘁𝗶𝗼𝗻: Why does it matter? • 𝗦𝗼𝗹𝘂𝘁𝗶𝗼𝗻: How you’ll fix it. • 𝗢𝘂𝘁𝗰𝗼𝗺𝗲: What success looks like. 𝗪𝗵𝗮𝘁 𝘁𝗼 𝗜𝗻𝗰𝗹𝘂𝗱𝗲: • Introduction (brief but punchy: who are you and why should they care?) • Project scope (clear deliverables = no future headaches) • Your process (show them you’ve got a plan) • Client expectations (set boundaries kindly, but firmly) • Timeline (when you’ll deliver, and when they need to deliver their part) • Pricing and options (tiers and upsells. Make it hard for them to say no) • Guarantees (if you offer one, flaunt it) • Next steps (e.g., “Sign here, pay the invoice, and we’re off!”) 𝟮. 𝗔𝗹𝘄𝗮𝘆𝘀 𝘄𝗿𝗶𝘁𝗲 𝗹𝗶𝗸𝗲 𝗶𝘁’𝘀 𝘆𝗼𝘂𝗿 𝗳𝗶𝗿𝘀𝘁 𝗰𝗼𝗻𝘃𝗲𝗿𝘀𝗮𝘁𝗶𝗼𝗻 Even if you’ve already had a great chat with the client, write the proposal assuming they’ll forward it to someone who knows nothing about you. This keeps it simple, clear, and persuasive for any decision-maker. • Sprinkle in testimonials or a mini case study for credibility. • Offer 2-3 pricing tiers so their options are between you, you, and you. • Build a reusable template you can tweak for future proposals. Efficiency is your friend. 𝟯. 𝗠𝗮𝘀𝘁𝗲𝗿 𝘁𝗵𝗲 𝗽𝗿𝗼𝗽𝗼𝘀𝗮𝗹 𝗽𝗿𝗼𝗰𝗲𝘀𝘀 A good proposal doesn’t just sell, it also creates urgency. Keep the momentum going with these steps: • 𝗦𝗲𝘁 𝗲𝘅𝗽𝗲𝗰𝘁𝗮𝘁𝗶𝗼𝗻𝘀 𝗲𝗮𝗿𝗹𝘆: Tell your prospect when they’ll receive the proposal and stick to it. • 𝗔𝗱𝗱 𝗮𝗻 𝗲𝘅𝗽𝗶𝗿𝘆 𝗱𝗮𝘁𝗲: I recommend 7 days. Mention it in the proposal and your follow-ups. Urgency drives action. • 𝗙𝗼𝗹𝗹𝗼𝘄 𝘂𝗽 𝘀𝘁𝗿𝗮𝘁𝗲𝗴𝗶𝗰𝗮𝗹𝗹𝘆: As the expiry date nears, send polite but confident reminders, such as: “Hey, just a heads-up, this offer expires in two days!” • 𝗝𝘂𝗺𝗽 𝗼𝗻 𝗮 𝗰𝗮𝗹𝗹: Clarify any in-depth questions on a call to avoid playing email tag. A killer proposal is part strategy, part psychology, and part presentation. Once you nail all three, you’ll be landing the kind of clients you’re actually excited to work with.