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So you've spent hours on the thing, you triple-checked everything, and finally you hit send.And... nothing.We've all been there. Now with Wonit advanced analytics, you can at least tell if they've opened it and what they've looked at. It doesn't change the fact that they haven't replied to you, but now the ball is in your court.If someone opens and just looks at the price, you'll follow up differently than if they opened it, printed it, forwarded it to everyone, and read every page in detail. At least if you don't get that job, you've lost it on merit (or lack of), not because someone has judged you on price alone.They only checked the pricingSo, if you open your Wonit analytics and see they've just looked at your pricing table and not much else, here's what to do. Wait a day, then send them a case study about someone who has made money, saved money, gained leads, or whatever, and relate it back to your price being a good deal.This case study can be titled "How to increase profit with a simple money-saving trick" or some other attention-grabbing headline, but inside it is the story of one of your customers saving money with... yep, you guessed it, the exact thing in their proposal.They're actually interestedNow, if your potential client opens your proposal and gives it a good read, maybe forwards it and opens it on a couple of occasions, then you know they are way more interested. Wonit block-by-block analytics will show you exactly which sections they spent time on and for how long.You don't need to be as pushy, but you do want to put more effort into this person. Here are some ideas:Give results in advanceA term made popular by Frank Kern. This is the idea of giving someone the easiest to use 20% of your product or service to show that you know your stuff. The idea is to get them thinking "Damn, if this is the stuff they're giving away for free, how good must their paid stuff be?"In some cases this is not possible at all. You can't make someone 20% of a table. If you are going to do some Pay Per Click marketing for someone, then maybe setting up an ad for them, or setting up Google Analytics properly for them would be a great start.Do this free. Just explain you'd rather put more effort into companies like theirs than work with tons of clients. This logic isn't super tight, but it doesn't matter. As long as it seems logical, you're all good.Send more case studiesThese are great if they are written as tips or lessons. Don't overdo it and keep them super relevant, but they're perfect to drop in to keep the conversation moving along.You forgot to include the guaranteeIf you've put effort into your guarantee and come up with something incredible, then this will work really well for getting non-responses to reply. A basic money back guarantee won't work here, but something that fits into that "Even if lose, still win" category is what you're looking for.When we built custom Business Automation Systems for companies, we would design all the screens with just a 10% deposit which was paid into escrow. We'd then go and demo the proposed system in their offices. If they felt that we hadn't understood their business, then we would go, and as long as they emailed through that day, we would happily refund the money. We were so confident, we'd do nearly a month's work on the chance that they would continue. No one ever took us up on it in 5 years.Make introductionsThis is one of the coolest ways of keeping in touch with someone. Email them introducing them to someone. Now ideally if you have a lead for them, then that's the best scenario, but introducing them to someone like a media contact or anything that will help them is just as good. Use your network. When everything else is stripped away, it's the only thing you have.ConclusionTry to make your follow-up pure value. You really only want to be sending "We sent you a proposal, what's going on with it?" type emails weeks or even months down the line. There's plenty you can do before that. With Wonit engagement tracking and real-time notifications, you'll know the exact moment your prospect opens that proposal again. Want to stop guessing when to follow up? Get early access to Wonit and see exactly how your prospects engage with every section of your proposal.

A proposal letter is a professional document where you share your business ideas with someone who can make decisions. Your letter can introduce an idea to get them interested in reading more details, or it can be the complete proposal itself. When writing a proposal letter, make sure your ideas are clear, informative and convincing.In this article, you'll learn how to write a strong proposal letter and structure it the right way.How to write a proposal letter?What you put in your proposal letter depends on the project. Here are seven steps to follow when writing a proposal letter:1. Start with an introduction and backgroundYour goal in the introduction is to grab your reader's attention. This part should have basic information about your company and a quick overview of what you're proposing. If you're following up after a meeting, mention that meeting briefly so they remember the context. If you already work with this person or company, bring that up too.With Wonit AI, you can add details about your company by importing documents, your website link, or CRM data. This becomes your knowledge base and makes it simple to create personalized proposals with accurate company information.2. Explain why you're writing this proposalTell them what you want to achieve or what problem you're trying to solve. If you're proposing a business deal, give clear details and basic terms. If you're proposing to redesign their website, talk about the issues you've noticed with their current site.3. Set clear goals with specific numbersTalk about the long-term results you plan to achieve and the steps you'll take to get there. Be specific and use actual numbers when you can. Instead of saying "We'll boost productivity a lot with this loan," say something like "We'll increase productivity by 40% in the next year with this loan. We'll do this by buying two new machines and hiring four more people."4. Show what makes you differentIf your proposal solves a problem, show them why you're the right choice. Talk about your relevant skills and experience. This could be past work on similar projects or a unique approach that gets results. If you're proposing a business idea, point out what makes your idea stand out. You can use bullet points to make these features easy to read.5. Give them a budget overviewCost matters to decision-makers. Depending on why you're writing, you might need to explain how you'll use a loan or what your project will cost. You don't need to break down every expense, but give them a general idea so they understand the financial picture.Wonit AI makes it easy to add clean pricing tables to your proposals. You can show hourly rates, fixed prices, or recurring charges with discounts. You can also add Stripe payment links so clients can pay right after signing.6. End with a clear next stepAsk your reader to take action and create some urgency to move things forward. This increases the chance they'll respond. The action could be as simple as replying if they want to talk more. Let them know you'll follow up, and tell them the specific day you'll reach out again so they're expecting it.With Wonit’s analytics, you can see when people view your proposal, which parts they read, and how long they spend on each section. This helps you follow up at the perfect time based on real engagement.7. Close professionally and share contact infoThank them for considering your proposal and invite them to reach out with questions. End with a professional closing like "Sincerely" or "Regards" with a comma. Leave a few lines of space, then type your name and sign above it.Even after sending your proposal, Wonit AI includes an AI chatbot that works round the clock. When clients open your web proposal, they see a chat widget that can answer questions about your company or proposal instantly, so you don't have to be available all the time.Proposal letter templateUse this template as your starting point when writing your next proposal letter. It covers all the key sections you need to include:[Your Name][Company if applicable][Your Address][Date][Recipient's Name][Recipient's Company][Recipient's Mailing Address][Greeting]My name is [Your Name] and I represent [Your Company]. [Mention any previous meetings regarding the topic or any previous company history.] I'm writing to propose [give a brief overview of what your proposal is about].The purpose of this proposal is [state the purpose clearly with specific information to make it clear what you intend to accomplish or what problem you're solving].Our specific goals are [identify the goals you intend to reach and the objectives you have set up to accomplish those goals. Be as specific as possible with numbers and timelines].What makes our approach unique is [provide an overview of what makes your mission unique]. For example, [support your claims with specific examples of previous experiences and successes. Use numbers to quantify your success whenever possible].Regarding the budget, [briefly discuss how you will allocate your loan or grant, or give an overview of the project's cost to the investors. Include major cost categories].I would appreciate the opportunity to discuss this proposal further with you. [Give your recipient a call to action to urge them to act on your proposal.] I will follow up with you on [specific date] via [phone/email] to answer any questions you may have.Thank you for taking the time to review this proposal. Please feel free to contact me at [your phone] or [your email] if you have any questions. I look forward to the possibility of working together.[Sign Off][Signature][Your Typed Name]When do you use proposal letters?Proposal letters work for many situations, like small business projects, requesting a loan, or pitching a new marketing plan to your manager. They can also work as a short intro before sending a longer, more detailed business proposal, like applying for a government research grant.With Wonit AI, you can build complete web proposals in minutes using conversational AI. Just describe your project and get a professional proposal with pricing tables, project timelines, and modern design - no templates or complicated tools needed.

The synopsis of a business proposal is also known as the executive summary. It's the first thing your potential client reads and often the most important part of your entire proposal.When we looked at over $1,480,000,000 worth of closed deals, we discovered something interesting. People spend 38.2% of their time reading the introduction. Another 27% of the time goes to the pricing page. With clients spending this much time on your executive summary, it makes sense to put extra effort into getting it right. The good news? These tips will help you write a strong synopsis without needing outside help.Step 1: Complete your business plan firstYou can't write a good synopsis without having your business plan ready. Your business plan needs to describe what you're selling and give a clear picture of your industry. Include your sales goals and how you plan to market your product or service. Add a financial section showing where your business stands today and where you expect it to go. The key is focusing on two things: opportunity and execution.Understanding opportunityThe opportunity section answers important questions. What problem are you solving? Who are you selling to? What makes you different from competitors? Explain the specific problems your clients face, how much money these problems cost them, and how you'll fix things.Let's say you build webshops for businesses. Show examples of how your past clients benefited from the e-commerce sites you created. Understanding your potential client's real problems is critical to offering the right solution. Next, figure out your target market. Will you focus on B2B or B2C sales? Once you know this, identifying your target group becomes much easier.Target audience vs. actual customersHere's something many people miss: your target audience and your actual customers aren't always the same people. Think about children's toys. Kids play with them, but parents buy them. The same logic applies to B2B sales. Your software might be used by employees across a company, but the CEO or procurement manager makes the buying decision. They're purchasing something they might never personally use.The best way to identify your target audience is through market research. Run a SWOT analysis to understand your strengths, weaknesses, opportunities, and threats. Ask yourself: is there space in the market for another company like yours? What will make you stand out?Then dig deeper into your audience's demographics: age, location, interests, and lifestyle. When you map out these details, you create a clear buyer persona that guides all your future business decisions.Planning your executionThe execution part of your business plan explains how you'll make everything work. What's your marketing strategy? What specific actions will you take to reach your goals? Base your marketing plan on real numbers from your research. Understanding the current market helps you build a realistic, step-by-step approach. All this groundwork makes writing your executive summary much easier.Step 2: Work on your introductionIf you've had a good discovery call with your client, you're already ahead. You don't need to tell them your company's entire history or explain your business idea in detail. The most important thing? Show that you understand their problem. Describe their situation using their own words. Don't exaggerate or point fingers at anyone.Your client needs to feel that you truly get what they're dealing with and why it matters. The biggest mistake people make is turning the executive summary into a story about themselves. This isn't about you. Save your testimonials and success stories for later sections.Write with your client in mind. They're already considering working with you. Your job is to answer one question: how will you help them? If you want to share your mission statement, do it later in the proposal.Step 3: Present your solutionNow explain your goal and how you'll solve their problem. You don't need to lay out every single step at this stage. Just show them you have a solid plan and mention how long it will take. This is the first truly new information your client sees, and it should get them excited about the possibility of working together. End your executive summary with a clear call to action that encourages them to keep reading.Step 4: Polish and refine your synopsisOnce your synopsis is written, polish it to make it even better. If your approach is unique or custom-built for this client, highlight that. Anything that separates you from the competition is worth emphasizing. If you have a management team, ask them to review your executive summary before you send it. This helps you test your pitch and build confidence in your message. Getting feedback from fresh eyes often reveals things you missed.For more tips, check out our complete guide on how to write a winning sales proposal.

One of the basic principles of marketing is that if you're marketing to everyone, you're marketing to no one. There are seven billion people in the world, and there is no chance that every single one is interested in what you're selling.The same goes for your customers. Let's say you have thousands of customers who are happy with what you sell. They all have different needs and wants. Personalizing your approach to attract a specific customer is a sure way to get their attention and their money.But we can't adjust sales and marketing to every single customer. So, we do the next best thing - use customer segmentation. Let's find out how.What is customer segmentation?Customer segmentation is grouping your customers based on different things - age, location, activities, previous purchases, etc. It lets you break down your entire target audience into smaller, easier-to-manage groups that you can sell and market to.For example, you could segment your customers into those who bought before and those who are first-time buyers. You may also segment them into those who came from content marketing vs. paid ads. The options are endless, which is why you need to take customer segmentation seriously. It can give you massive returns if done right.1. Track your customer dataYou need data to segment your customers. Start by collecting information beyond just names. When someone buys from you, ask for more details like their age, interests, why they chose you, their industry, and company size. What you collect depends on what you sell and who your customers are.Store this data properly in a CRM system. This makes segmentation easier and helps you create personalized marketing later. With Wonit's CRM integration, you can pull client details directly from HubSpot, Salesforce, or Pipedrive and automatically create highly personalized proposals using all the relevant information from your CRM.2. Create buyer personasOnce you have data in your CRM, you need to organize it. That's where buyer personas come in. A buyer persona represents a specific type of customer with all their characteristics. For example, one persona might be a B2B marketing agency, aged 25-45, that needs to create multiple proposals each month with quick turnaround times.You don't need dozens of personas, but identify as many as makes sense. Include details like age, location, spending habits, industry, business size, and the main problem they need to solve. The more specific your personas, the better they work for your marketing and sales.3. Send targeted emailsEmail marketing consistently delivers one of the best ROIs available. Getting customer email addresses is key to securing more sales. Now that you have your data in a CRM and buyer personas created, you can segment your email list. Instead of one generic email to everyone, send targeted messages to specific segments.Here's an example: If freelancers are part of your audience, they're price-sensitive and may switch easily. At Christmas, send different emails based on their status. Offer former customers a discount to return. Send current customers on basic plans an upgrade offer with more features. The power of email marketing is sending the right offer to the right person at the right time.4. Use social media adsRemember those emails you collected? Once you have an email list (segmented by different criteria), you can upload it to Facebook to create highly targeted ads.Once you import your email list, you'll be able to target that exact audience on Facebook. You can show them video or image ads and capture their attention in many ways.What's more, you can get a bigger audience using the one you already have. Upload your emails to Facebook to create a lookalike audience based on the characteristics of the people on your list. It's much easier than setting up targeting on your own.5. Upsell and cross-sellGetting a new customer costs almost 5 times more than selling to an existing one. If segmentation works for new customers, it works even better for current ones. You already know what they bought and what they might want next, so you're perfectly positioned to offer more.The key is knowing what to offer and to whom. You can only do this with segmented customer lists. Base your upsell and cross-sell offers on the data you have. Wonit's engagement tracking shows you who viewed which sections and for how long, so you know exactly when to follow up.ConclusionCustomer segmentation may seem complicated and not worth your time. In reality, it can be one of the most useful things you can do for your marketing and sales. The earlier you start segmenting your customers, the better for your business. When you combine smart segmentation with tools that help you act on that data - like creating personalized proposals for each segment in minutes instead of hours - you'll see real results in your conversion rates and revenue. Get early access to Wonit and start turning your customer data into winning proposals.

Choosing the right web-based application for your business can feel overwhelming. With so many options out there and new tools popping up every day, it's hard to know where to start.Here are four important things to think about when picking web-based proposal applications.1. Time and effort to set these applications upSetting up new applications takes time, and that's a cost people often forget about. Traditional proposal applications need a lot of work upfront. You'll need to move your old quotes, create templates, configure workflows, and set everything up before you can even create your first proposal.This is where Wonit changes everything. Instead of spending hours on setup, you just have a conversation with AI. Tell it what you need and you get a complete, professional proposal in seconds. Wonit also lets you add your company documents, website links, or CRM data once to build your knowledge base, and the AI grabs all the information from your CRM automatically.2. Service and supportThe quality of support you get can make a huge difference. If your business is in the UK and your application provider is in San Francisco with "business hours" support, you might only get two hours when both of you are working. That's not great when you need help fast.Wonit puts support right inside your proposals. When your client visits your proposal, they get an AI chat widget that answers their questions 24/7, acting like an AI sales rep.3. Costs and pricingUnderstanding what applications really cost means looking at more than just the monthly price. Many proposal applications use pricing that gets expensive as you grow. Most platforms charge for each team member, which can get really expensive when your team grows. Some applications also charge transaction fees, monthly fees, or both.Wonit takes a different approach with transparent, straightforward pricing that doesn't punish you for growing your team. It's designed to be much cheaper than complicated alternatives while being easier and faster to use.4. Integrations and connecting your toolsYour application needs to work well with your other tools. When systems don't talk to each other, you end up doing extra work and making mistakes. Good integrations should automatically create proposals when you add a deal in your CRM, not force you to copy everything manually.Wonit offers smart integrations that do more than just copy data. You can pull client details from HubSpot to create personalized proposals automatically, or even create proposals from Slack with simple commands. The AI finds all the important information and interactions from your CRM so you don't have to manually transfer anything.Making the right choicePicking the right proposal application affects your team's productivity and budget. Wonit solves the problems of traditional tools (complicated editors, steep learning curves, and endless setup) by using conversational AI to create professional proposals in minutes. With deep CRM integrations, built-in AI chat, white-labeled deal rooms, advanced analytics, and transparent pricing, you can close deals faster without getting punished as you grow. If you're ready to stop fighting with complicated applications, it's time to try Wonit and see how conversation turns into won deals.