SALES CUSTOM PROPOSAL RUBRIC

Section

Criteria

Score (1-5)

Executive Summary

Clarity: Concise and easily understandable.

3

Alignment with Client Needs: Clear understanding and alignment with the client's specific needs and goals.

Compelling Introduction: Engaging and persuasive, setting the tone for the proposal.

Scope & Approach

Clear Project Objectives: Explicitly stated, defining what the project aims to achieve.

Defined Scopes of Work: Detailed description of the tasks and deliverables involved in the project.

Innovative Approach: Unique or creative methods and strategies that will be used.

Pricing and Value

Competitive Pricing: Competitive and appropriate for the value offered.

Clear Value Prop: Articulate the benefits and advantages the client will gain.

ROI Explanation: Clear explanation of the Return on Investment (ROI) the client can expect.

Timeframe

Project Timeframe: Clear schedule or timeline for the project’s completion.

Milestone Clarity: Outline specific milestones and checkpoints throughout the project.

Flexibility for Deadlines: Adaptability in scheduling and meeting deadlines, accommodating potential changes or delays.

Team Expertise

Relevant Experience: Past experiences and successes in similar projects or fields.

Key Qualifications: Specific skills, certifications, and qualifications that make the team suitable for the project.

Client Testimonials: Positive feedback or endorsements from previous clients to establish credibility and trust.

Presentation

Visual Appeal: Aesthetically pleasing, with an engaging layout and design.

Language and Tone: Clear, professional language and an appropriate tone that resonates with the client.

Error-Free Document: Meticulously proofread to ensure it is free from grammatical errors and typos.

Overall Impression

Overall Attractiveness: the general appeal of the proposal, including its professionalism, persuasiveness, and ability to stand out positively in comparison to others.