Three Super Easy Steps to Close a Proposal

Often times the proposal phase strikes fear into sales people because they want to ensure that this phase is done precisely correct and that for all of the effort invested up to this point, that the deal isn’t lost on a technicality. This represents concern for managers as well who have targets to meet that are directly related to the accomplishments of their sales teams.

The good news is that you don’t have to miss sleep over the process that closing a proposal involves. You can follow these three super easy steps and close your proposal the right way every time:

1. Determine your customer’s qualifications – Before the pen hit the paper, go over scope, price range and any other details the customer needs to see and confirm them, whereby validating that they are ready for the next step.
2. Develop a standardized proposal template – Don’t bother re-investing the wheel every time you draft a proposal. Instead use a standard template that can be customized with just a few changes.
3. Skip the technology for delivering the proposal – Yes, email or fax may be quicker but delivering the proposal in person will enable you to deal with any objections or last minute clarifications on the spot and possibly close right then!

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