Free Sales Custom Proposal Rubric Template
SALES CUSTOM PROPOSAL RUBRIC
To use the Sales Custom Proposal Rubric, rate each criterion on a scale from 1 to 5, where 1 indicates "Poorly addressed or missing" and 5 signifies "Excellently addressed with clear, compelling evidence."
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. |
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Compelling Introduction: Engaging and persuasive, setting the tone for the proposal. |
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Scope & Approach |
Clear Project Objectives: Explicitly stated, defining what the project aims to achieve. |
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Defined Scopes of Work: Detailed description of the tasks and deliverables involved in the project. |
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Innovative Approach: Unique or creative methods and strategies that will be used. |
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Pricing and Value |
Competitive Pricing: Competitive and appropriate for the value offered. |
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Clear Value Prop: Articulate the benefits and advantages the client will gain. |
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ROI Explanation: Clear explanation of the Return on Investment (ROI) the client can expect. |
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Timeframe |
Project Timeframe: Clear schedule or timeline for the project’s completion. |
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Milestone Clarity: Outline specific milestones and checkpoints throughout the project. |
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Flexibility for Deadlines: Adaptability in scheduling and meeting deadlines, accommodating potential changes or delays. |
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Team Expertise |
Relevant Experience: Past experiences and successes in similar projects or fields. |
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Key Qualifications: Specific skills, certifications, and qualifications that make the team suitable for the project. |
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Client Testimonials: Positive feedback or endorsements from previous clients to establish credibility and trust. |
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Presentation |
Visual Appeal: Aesthetically pleasing, with an engaging layout and design. |
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Language and Tone: Clear, professional language and an appropriate tone that resonates with the client. |
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Error-Free Document: Meticulously proofread to ensure it is free from grammatical errors and typos. |
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Overall Impression |
Overall Attractiveness: the general appeal of the proposal, including its professionalism, persuasiveness, and ability to stand out positively in comparison to others. |
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