Proposal Writing

Overview

A proposal is not a quote. A quote is a price list. A proposal is a persuasion document that makes the client feel confident, understood, and excited about working with you — and then makes paying feel like the obvious next step. This playbook builds proposals that win, structured around how buyers actually make decisions.

Step 1: Before You Write Anything — The Discovery Checklist

A great proposal is 80% listening and 20% writing. Before drafting, confirm you have answers to every one of these from your discovery conversation: