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