This will take some work, but it's the one thing that will make the biggest difference in getting more people to say 'Yes'. A good book to read is 'Pitch Anything' by Oren Klaff. It teaches you how to show what makes your company special and different. Here’s a step-by-step breakdown of what to include in your proposal:
1. Your cover
The cover is the first thing people will see, so it needs to look good. Your logo and branding should be clear and professional. Don't make it look cheap or tacky. Getting this right is important and worth the time. With Wonit, you can change colors, fonts, and branding instantly with one-click customization.
2, The summary
If your proposal is longer than 3 pages, you need a summary. Keep it short and simple. Someone should be able to read it in 60 seconds and understand the main point. Use bullet points, bold text, and short sentences. Most people will only read this part and the price.
3. What you're going to do
This is the main part of your proposal. Tell them what you'll do and what results they'll get. Give enough details, but don't write too much. Focus on the benefits. They don't need to know HOW you do things. Just tell them what you'll do and why it helps them. Most people skim through these sections fast. With Wonit's advanced analytics, you can see exactly who viewed what sections and for how long with block-by-block tracking.
4. Why we're different and the about us page
Think about what makes your business different from others. What do your competitors do badly? For example, if they have bad customer service and you have great customer service, say that clearly. That's how you win.
A list of 6 things works best here. Too many things looks fake. Too few things doesn't look impressive. The About page should tell people things they don't already know about you - awards you've won, big clients you've worked with, good causes you support. This helps new people understand what you're about.
With Wonit, you can import your company documents and website link to build your knowledge base. Then AI automatically creates personalized proposals using that information.
5. Timescales
People think about 3 main things when buying:
Can you do what I need?
Can you do it for my budget?
Can you do it in the time I need?
You should already know these answers from talking to them earlier. But put them clearly in the proposal anyway. This makes the client feel comfortable and shows them exactly when they'll get what they're paying for. Wonit has pre-built timeline blocks that make it easy to show project phases and timelines.
6. Investment
You could call this page Quote, Price, or Costs. But I like calling it 'Investment' better. Things like coaching, training, software, websites, and marketing services are investments. They improve your situation. Calling it 'Costs' or 'Quote' makes it sound cheap.
Be very clear about your price. If you offer payment plans, show them. Tell them the payment terms. They should know exactly how much to pay, when to pay, how often, and how to pay.
Wonit has professional pricing table blocks. They work with any type of pricing - hourly rates, fixed prices, monthly payments, discounts, and product options. You can also add Stripe payment links right in your proposal. This makes it easy for clients to pay after they sign.
7. Guarantee
Every business should have a guarantee. What's yours? Make people think "I either get what I'm paying for, or I get my money back PLUS something extra". Giving something extra as a "sorry" makes a great guarantee. Don't just say you'll "redo it until it's right". That's not good enough because the client can't leave if things go wrong.
8. Examples
You must show examples of your past work. Too many businesses give no proof they can do what they promise. Here's a simple way to show examples:
What you did (short title)
Brief description (one paragraph)
Proof (photos, videos, before and after pictures, charts)
Customer testimonial
If you don't have these ready, start collecting them every time you finish a job. This keeps your proposals fresh and interesting. Wonit has drag and drop blocks that make it super easy to add testimonials, case studies, and pictures to your proposals. Everything looks perfect on phones, tablets, and computers automatically.
9. Next step
Tell them the next steps. Don't explain the whole process. Just the next few steps. Keep it simple and easy to understand. Add a final call to action in 2 or 3 sentences about why you're the best choice. An easy way to do this:
What you're going to do
The main benefit
Your guarantee
10. Lastly...
Make it look good. Make sure it's easy to read. Use nice fonts and keep your branding the same throughout. If you want all this done automatically, use Wonit. Just tell it what you need and you'll get a beautiful proposal right away. The AI handles all the design and layout while you focus on winning the deal. When your client opens the proposal, they get an AI chatbot that answers their questions any time, day or night. You also get notifications in real time and can track everything. You'll know exactly when to follow up.
Get early access at wonit.ai and turn your proposal writing from a multi-hour headache into a five-minute conversation.