Free template

The Proposal Outline

A proposal structure that restates the buyer's problem in their words before you price anything, so the person reading it can say yes, and explain why to everyone else.

Free template

Example

The Proposal Outline

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Why it matters

The short version.

Buyers skim proposals looking for one thing: proof you understood them. Most proposals open with the seller's company history and bury the buyer's problem on page four.

Your proposal also gets forwarded to people who weren't on the call. This outline puts their problem, the outcome and the options first, so the document can do the selling when you're not in the room.

Who it's for

  • Founders and consultants who write their own proposals
  • Sales teams who want a consistent structure
  • Anyone whose proposals get “we'll review internally” and then silence

What you get

A one-page PDF template: 5 sections, 11 steps.

Inside the download

A look inside the template.

01 · Their situation

  • In their words.

    Restate the problem using the exact phrases they used on the call.

  • Why now.

    What changes if they act this quarter, and what it costs to wait.

Sections 02–05 are locked

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02 · The outcome

  • Success, defined.

    Locked
  • How you'll know.

    Locked

03 · The approach

  • How it works.

    Locked
  • What's not included.

    Locked

04 · Options and next step

  • Two or three options.

    Locked
  • Investment.

    Locked
  • Next step.

    Locked

05 · Before you send

  • Check the details.

    Locked
  • Book the walkthrough.

    Locked

Unlock all 11 steps in the free template.

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How to use it

Three steps to put it to work.

01

Step 1

Copy the headings into a new document.
02

Step 2

Fill each section using your call notes, in the buyer's words where you can.
03

Step 3

Run the final checklist before you send it.

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Rather have us run it for you?

Book a free strategy call. We'll look at your goals, your current sales process, and the biggest opportunity to create more conversations and follow through on them. No pressure, no pitch slaps.