7) Include terms and conditions
If your proposal also serves as a contract, include necessary terms and conditions. This might cover aspects like confidentiality, cancellation policies, and any other legal stipulations relevant to the project.
8) Add a personal touch
While it's important to maintain professionalism, adding a personal touch can make your proposal stand out. Tailor each proposal to the specific client, reflecting your understanding of their unique challenges and how you can address them.
Using an interactive proposal creator, you can connect it to your CRM to extract basic information about your prospect, such as their name or company name.
You can also embed live data in a ROI calculator or select the most relevant slide from a dropdown menu. This way, your proposal will feel tailor-made for your reader in just a few clicks.
9) Conclude with a clear next step
End your proposal with a clear call to action. Whether it’s to schedule a meeting, sign a contract, or simply get in touch for more details, make it clear what the next step is and how the client can take it.
For a modern and efficient approach, consider embedding your calendar directly into the deck. This allows clients to easily schedule a follow-up meeting or consultation, streamlining the process and demonstrating your commitment to accessibility and efficiency.
With interactive proposal creators, you can also add a button that will allow your clients to sign the proposal right after viewing it.
Here's an example of a next step slide: