How To Present a Proposal To a Client: 15 Best Ways

In today’s article you’re going to learn everything you need to know about how to present a proposal to a client.

Presenting a business proposal requires more than just reading aloud the contents of the proposal. It takes subtlety, research, and a lot of planning to gain the audience’s trust. If you do it right, your presentation can convince your audience to accept your proposal.

How To Present a Proposal To a Client:

1. Do research on the audience.

To whom are you offering this solution? Who are their rivals—consumers or customers? Will you have to convince them to adopt your suggestion, or do they already have a favorable view?

Try to gauge interest by talking to someone who has encountered the idea before.

Look for recent news articles that describe the current financial situation of the target person or company.

Consider your audience’s values, goals, and ideals. Your proposal should take into account both their company’s goals and their financial requirements.

2. Be knowledgeable.

Make sure your proposal is supported by reliable statistics and facts. Making mistakes will just make you seem foolish and make it less likely that your proposal will be accepted. Ask your proofreader to help you confirm everything.

3. Carefully describe your proposal.

Print enough copies so that each participant gets one. Use premium paper, and write your name or company name on the header. Have each copy bound by a professional.

4. Use upbeat, motivational language in your proposal.

Don’t let the audience speculate about what you are trying to say. When presenting, be direct, precise, and brief. When talking about expenses or difficulties, phrase them in such a way as to emphasize that failure to implement your suggestion will lead to even greater costs.

Your oral presentation should not be the same as your written proposal. Listeners will be bored if you read the proposal word for word. The content of the proposal should serve as a framework for your oral presentation, which should also elaborate on your main ideas without going into minor details.

5. Use the checklist.

Pay close attention to each condition listed on the RFP checklist as you develop your proposal. Strive to submit your proposal before the deadlines by paying close attention to them.

Your chances not only of getting your proposal accepted but also of receiving future RFPs may be jeopardized by submitting your proposal inadvertently or incompletely. When writing your proposal, be careful.

SEE ALSO: How To Increase Your Business Efficiency: 13 Smart Strategies

6. Put as much practice into your presentation as possible.

The best way to increase your confidence is through repetition. Go through the entire proposal at least several times, and if necessary, take notes for your oral presentation. Recall the main topics carefully and think about how you will present them.

You can gain a lot of experience by practicing your presentation in front of friends or family and even getting some comments to help you improve it.

Your confidence will increase during the actual presentation if you are completely familiar with your presentation and proposal.

7. Briefly summarize the key ideas.

Do not read the proposal line by line. The text will be available for your audience to read. It is your responsibility to highlight the key aspects and reasons why your proposal should be selected.

This is crucial when giving a presentation for an RFP.

8. Use images.

You can maintain the emphasis and flow of your presentation by using a tool such as PowerPoint, Canva (1), or something similar. You can demonstrate why your proposal is a winner with graphics, keywords, and statistical charts.

Slide presentations can help you retain information and improve your understanding of the important points of your proposal.

Slide presentations can be used in addition to or instead of your notes. They can help you stay on track and keep your audience interested.

9. Relax

If you are anxious, you may speak poorly and even skip key points in your presentation. If you seem anxious, your listeners will notice this and may conclude that you lack confidence in your own arguments.

Try breathing gently for a while before you begin.

Assume that your listeners will accept your proposal and be sympathetic to it.

10. Speak loudly and clearly.

Don’t shout, but raise your voice so that everyone can hear you. Listeners will pay attention to you and respect you if you speak confidently and authoritatively.

Let your presentation be devoid of filler words such as “um” and “uh.”

SEE ALSO: How To Manage Up At Work Effectively: (13 Crucial Strategies)

11. Smile when appropriate.

Smiling will encourage your audience to connect with your message, especially during introductory comments. Don’t overdo your sincerity; otherwise, your audience may perceive that you lack depth.

12. Finish your presentation strongly.

Restate your main arguments in an easy-to-understand way. Explain why your suggestion is the best solution. Use a story, example, or illustration to motivate your audience to act on your suggestion (2).

13. Invite questions and concerns.

You should try to address any concerns that someone may have. Be prepared to address any possible sources of uncertainty and address any concerns.

If a question is difficult or off-topic, answer it honestly while skillfully trying to redirect the discussion to the merits of your idea.

14. Thank your audience.

They are worth your time. Closing your presentation with a sincere expression of gratitude for their time and attention is key.

15. Follow up with people who are interested.

Give your audience a day or two to think about what you’ve suggested before contacting each person to see if they’ve had time to review your pitch. While you shouldn’t expect a quick response to your presentation, you also shouldn’t let them forget about your proposal.

If your suggestion is rejected, don’t let it make you feel defeated. Take it as a lesson and think about what you can improve in the future.

Pay attention to the little things. This applies to both the oral presentation and the written proposal.

Wear business attire for your presentation. First impressions matter. No matter how strong your presentation is, a sloppy appearance can reduce the chances of your proposal being accepted.

I want to thank you for taking the time to read my article about how to present a proposal to a client. I sincerely hope its contents have been a good help to you.

Przemkas Mosky
Przemkas Mosky started Perfect 24 Hours in 2017. He is a Personal Productivity Specialist, blogger and entrepreneur. He also works as a coach assisting people to increase their motivation, social skills or leadership abilities. Read more here