Free Sales Proposal Checklist Template
Sales Proposal Checklist
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Name: [Your Name] |
Date: October 12, 2053 |
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Department: Sales |
Document Number: D-9990 |
Instructions: Check each item's box as you complete the corresponding task or provide the required information. Ensure completeness, accuracy, and alignment with legal and sales standards.
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Include the company logo, proposal title, date, and contact information. |
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List all sections and their corresponding page numbers. |
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Clear and concise summary of the proposal. |
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Briefly introduce your company, including its history, mission, and values. |
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Showcase relevant certifications, awards, and industry recognition. |
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Include testimonials or case studies from satisfied clients. |
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Identify the client's specific challenges or needs. |
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Explain the potential consequences of not addressing the problem. |
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Describe your product or service in detail. |
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Explain how your solution addresses the client's problem. |
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Present a clear pricing structure. |
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Specify any discounts, promotions, or bundles. |
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Define payment terms, including upfront payments and installment options. |
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Outline the tasks and activities to be performed. |
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Define deliverables and milestones. |
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Include a project timeline or schedule. |
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Assign responsibilities to your team members. |
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Provide a projected return on investment (ROI) if applicable. |
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Define any warranties or guarantees. |
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Ensure that all legal requirements and regulations are met. |
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Include a section for the client to accept the proposal. |
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Include any additional documents. |
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Thoroughly review the proposal for spelling, grammar, and formatting errors. |
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Save a copy of the proposal for record-keeping. |
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Prepare for a follow-up meeting or presentation with the client. |
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Send the proposal to the client via the approved communication channel. |
