Worksheet 8

Worksheet: Crafting Proposals That Speak Their Language

Section 1: Understanding the Client’s Perspective

1. Why is it important to tailor proposals to the client’s needs?  

   - ________________________________________________________  

   - ________________________________________________________  

2. What do you think makes a proposal appealing and easy to understand?  

   - ________________________________________________________  

   - ________________________________________________________  

Section 2: Structuring Your Proposal

1. Introduction  

   - Write a sample opening line to demonstrate understanding of the client’s needs:  

     - ________________________________________________________  

2. Benefits Over Features  

   - List one benefit of your service or solution that addresses a specific client pain point:  

     - ________________________________________________________  

3. Clear Language  

   - Rewrite this technical phrase into simple, client-friendly language:  

     - Original: “Our SaaS platform utilizes an AI-driven algorithm to optimize workflows.”  

     - Simplified: ________________________________________________________

4. Call to Action  

   - Write a concise call to action for the end of your proposal:  

     - ________________________________________________________  

Section 3: Enhancing Appeal

1. Visual Elements  

   - What visuals (e.g., charts, timelines) can you include to make the proposal clearer?  

     - ________________________________________________________  

2. Personalization  

   - What’s one detail you can add to make the proposal feel customized to this client?  

     - ________________________________________________________  

Section 4: Reflection and Next Steps

1. Reflection  

   - How will crafting clearer, more appealing proposals improve your success rate?  

     - ________________________________________________________  

     - ________________________________________________________  

2. Next Steps  

   - Write one action you’ll take to improve your next proposal:  

     - ________________________________________________________