Tips To Write a Business Proposal — Examples & Templates

Tips To Write a Business Proposal — Examples & Templates

Create winning business proposals with key steps. Understand client needs, offer solutions, outline plans, provide budgets, and include a call to action.

Brief outline of this article

A well-written business proposal is one of your most powerful weapons when you're trying to offer a product or service to a potential customer. A business proposal is a document that discusses the advantages of your good or service, how it will satisfy the client's demands, and how you will go about delivering it. We'll go over the key steps to making a successful business proposal in this article, along with hints, templates, and samples.

Things To Keep In Mind

Recognise the needs of your clients

It's crucial to know your client's wants and goals before you begin crafting your proposal. Spend some time investigating their company, market, and industry. What are their problems, and how can my solution or service address them?

Create an executive summary first

The most important section of your business proposal is the executive summary. The executive summary should summarise the main ideas of your proposal, including the issue you're attempting to address, your proposed course of action, and the advantages of your good or service. Use plain language and avoid using technical or jargon in your executive summary.

Describe the issue

The problem your client is experiencing should be described in the next section of your proposal. Describe the problems they are having and how they are harming their business. This section's objective is to demonstrate to your client that you are aware of their demands and are able to provide a solution.

Offer a solution

After identifying the issue, provide a fix that takes your client's requirements into account. Describe the problem your product or service solves and why your client should use it. Emphasise the advantages of your solution, such as how it will help them do business better and earn more money.

Layout your plan

After you've put forth a solution, it's time to lay out your strategy for implementing it. A thorough analysis of the actions you will take to put your solution into practice should be included in this part. Make it simple for your client to understand by using bullet points or numbered lists.

Setup a budget

A budget must be provided because your client will want to know how much your solution will cost. Include a thorough accounting of the expenses incurred, taking into account any supplies, labour, or software needed.

Put a call to action

Your plan should have a call to action in the last paragraph. Here, you should ask your client to take the next action, such as setting up a meeting or signing a contract. Give them specific directions on what you want them to achieve as well as the desired outcome.

How to Write a Successful Business Proposal?

Now that you are aware of what makes up a business proposal successful, let's look at some writing advice.

Simple is Best

Your proposal ought to be simple to read and comprehend. Technical jargon or complicated wording that can confuse your client should be avoided. Instead, write in plain, understandable language, and divide up big passages of text with bullet points or numbered lists.

Emphasise Your Differentiating Quality

The feature that distinguishes your product or service from the competition should be highlighted in your presentation as your unique selling proposition (USP). Put your USP's advantages and how it will help your client's problem front and centre.

Make Your Proposal Client-Specific

Since every client is unique, it's crucial to customise your proposal to meet their particular requirements. Spend some time learning about their company and sector before tailoring your pitch.

Keep It Professional

Your proposal needs to be polished and professional. Maintain a formal tone and refrain from employing colloquialisms or slang. Ensure that your formatting is consistent, and use excellent pictures and photos to improve your proposal.

Review and Edit

Check your proposal very carefully for mistakes and typos before submitting it. To ensure that you haven't overlooked any errors, you might also want to have it read by a second person. Make sure your proposal is clear, simple to understand, and free of mistakes.

Business Proposal Template And Example

Here are three examples of business proposals you can use to save time and effort:

Business Proposal Template for a Marketing Agency:

Dear [Client Name],

We at [Marketing Agency Name] are excited to propose our marketing services to help elevate your brand and grow your business. Our team of experienced marketers has a deep understanding of your target audience and industry, and we are confident in our ability to deliver results.

Our proposed strategy includes a comprehensive marketing campaign that leverages data-driven insights and innovative tactics to reach and engage your ideal customers. We will execute a multi-channel approach that includes social media, email marketing, content marketing, and search engine optimization (SEO).

Our team will work closely with you to ensure that our strategy aligns with your business goals and objectives. We will provide regular reporting and analysis to measure the success of our campaign and make any necessary adjustments to optimize performance.

Thank you for considering our proposal. We look forward to the opportunity to work with you.


[Marketing Agency Name]

Business Proposal Template for a Web Development Company:

Dear [Client Name],

We are pleased to present our proposal for the development of a new website for your business. Our experienced web developers and designers deliver high-quality, intuitive websites that increase user experience and search engine visibility.

Our proposed solution includes a custom design that aligns with your brand identity and messaging. We will build the website using the latest web development technologies and best practices, ensuring that it is fast, secure, and reliable. Our team will also provide comprehensive testing and quality assurance to ensure that the website is bug-free and fully functional.

In addition to the website development, we will also provide ongoing support and maintenance to ensure that the website is always up-to-date and performing at its best.

Thank you for considering our proposal. We look forward to the opportunity to work with you.


[Web Development Company Name]

Business Proposal Template for a Consulting Firm:

Dear [Client Name],

We are excited to propose our consulting services to help your business achieve its strategic objectives. Our team of experienced consultants has a deep understanding of your industry and a proven track record of delivering results for our clients.

Our proposed approach includes a comprehensive analysis of your business operations and market environment to identify opportunities for growth and improvement. We will work closely with your team to develop a customized strategy that aligns with your business goals and objectives.

Our consulting services include project management, change management, and implementation support to ensure that the strategy is effectively executed and produces the desired outcomes. We will provide regular reporting and analysis to measure progress and make any necessary adjustments to optimize performance.

Thank you for considering our proposal. We look forward to the opportunity to work with you.


[Consulting Firm Name]


A strong sales tool for promoting your good or service to potential customers is a well-written business proposal. You may make a strong proposal that highlights your USP and satisfies your client's particular requirements by using a template and the advice above. By following these tips and using an AI business proposal template, you can create a winning proposal that highlights your unique selling proposition and meets your client's specific needs. Remember to keep your proposal professional, easy to read, and tailored to your client's needs, and you'll be on your way to closing more deals and growing your business.