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Planning is the key to selling. But most sales managers and reps rely too much on gut feeling and too little on planning. Studies show that 65% of B2B marketers don't have lead nurturing campaigns, wasting valuable time and money.Most salespeople follow up once or twice with prospects before moving on. Sometimes they'll email twice per day, other times they'll forget for weeks. This inconsistency can ruin your campaign and lose potential customers.What is a sales cadence?A sales cadence is the rhythm of your sales process. It's a sequence of connections you'll make with potential customers to reach your sales goals like conversions, downloads, meetings, or demos.Your sales cadence is your action plan with specific dates, scripts, and channels your sales reps need to talk with prospects. It starts when a potential customer first contacts your brand and continues through planned interactions until they buy or exit the process.Why you need a sales cadenceA good sales cadence gives you structure with no guessing. All interactions with potential customers are consistent and more likely to work. Your reps can contact more potential customers in the same time, leading to more deals and increased sales. You can follow each prospect with better numbers to check your strategy and improve results. A clear sales cadence is easy to understand, so new sales agents will quickly get results and your business can grow easier.What does a good cadence look like?A good sales cadence should fit your goals and audience. Start from those two points before making any plan.For big purchases (2-2.5 months)When selling expensive equipment, enterprise software, or high-ticket items:Day 1: EmailDay 2: Email + call/voicemailDay 7: EmailDay 8: Email + call/voicemailRepeat every seven days until day 50For urgent/smaller purchases (10 days)When selling courses, discounts, or time-sensitive software:Day 1: Two emailsDay 2: One emailDay 3: First phone call + voicemailDay 4: Social media mention + emailDay 5: Social media post + email + callHow to reach out effectivelyFirst contact - Start with a personal email. Personal messages increase sales up to 6x. Show the prospect you understand their business and needs.Second contact (1-2 days later) - Show specific examples of how your product helped others. Include real stories and results.Third contact (5-7 days) - Offer something valuable that gets a yes/no reply, like a Zoom call to discuss their goals.Fourth contact (2-7 days later) - Call and leave a voicemail if they don't answer. Use social media messages for younger audiences.Fifth contact - Include a big discount, free resource, or special opportunity.Sixth contact - Share another success story or point out a specific problem they're facing and how your product solves it.Seventh contact - Final message repeating all benefits, stories, and offers.Pro tip: Research shows giving too much data can decrease sales by 18%. Giving specific recommendations increases sales by 86%.Mistakes to avoidNo clear goal - The biggest mistake is not having a clear goal for your whole strategy.Not focusing on prospect needs - Focus on why your product helps your audience.Wrong timing - Don't call prospects before 10 am when they're in meetings. This is the best time to send emails.Too many messages - Don't reach out more than three times per day. It feels too pushy.Not accepting "no" - If someone refuses, don't push back. Accept their decision and leave an opening for future contact.Mixed up steps - Sales reps contacting the same prospect with the same message or skipping steps cause serious damage.Numbers to trackTrack these numbers:Email open and click rate - High rates mean your content made people take action.Email open-to-reply ratio - Shows if your leads connect with your message.Message-to-meeting ratio - Shows you're targeting the right audience.Bounce rate - High bounce rate means you need better leads.With Wonit's analytics and CRM connection, you can track automatically with real-time alerts and detailed stats. See exactly when prospects check your proposals and which sections they viewed.How to build a winning sales cadenceA winning sales cadence needs the right planning and execution. Here are the steps to build one that converts:1. Group your leadsUnderstand your audience to figure out what they like, which channels they use, and their needs. Think about:Inbound vs. outbound prospectsBusinesses vs. single customersJob title, level, and business sizeBudgetPreferred timing and schedules2. Pick the right channelMillennials and Gen Z prefer texts and social media (81% get nervous before phone calls), while older people prefer phone calls and face-to-face meetings. Also think about what channels your team is good at.3. Improve your contact attempts80% of leads need at least five follow-ups. A good sales cadence has at least six to seven contacts.Set a clear end goal for the whole strategyCreate realistic goals for each stepFocus on one goal per contactSpace your messages properlyUse different channels to avoid being annoying4. Improve your contentMake messages catchy, short, and focused on the customer. Focus on your product's benefits. Include real content like reviews and pictures to create interest, show how products work, and remove fear.5. Track and changeTrack your campaign automatically. If a specific message, link, or time isn't working, change it. Wonit's tracking shows who viewed what sections and for how long, giving you real-time info to change your approach.6. Check resultsDon't skip checking your campaign. If you didn't reach your goal, see what went wrong. If you did reach it, make sure your success was because of the sales cadence and not other factors.ConclusionA sales cadence is important to reach your goals without wasting time. Start with clear goals and plan everything while staying flexible. With Wonit, you can create personal proposals in minutes using AI, pull client details directly from your CRM, and track results with detailed analytics. When prospects visit your proposal, they get a 24/7 AI chatbot that answers questions and helps close deals even when you're offline.Join waitlist today to get early access and turn your sales cadence into a winning machine.

One of the most common questions concerns the ideal length of a business proposal. How long should a proposal be to effectively capture a client's attention? A related question often follows: can a proposal be condensed to just a single page while remaining effective?While the reasoning behind brevity has merit, shorter proposals may maintain attention spans and require less reading time, but one-page business proposal templates are fundamentally flawed. Here's why.Stop focusing on the numberOne of the most significant mistakes in business proposal writing is fixating on a specific page count. Rather than forcing all proposals to conform to a predetermined number of pages, focus on the content. Each proposal requires an appropriate amount of information, which varies considerably from case to case.Industry research indicates that the optimal number of sections for a proposal is eight sections, while the ideal page count averages six pages. These figures represent average values that fluctuate based on industry, client familiarity, and situational context.When you leverage Wonit's conversational AI to create proposals, you simply describe your needs in natural language. The AI intelligently determines the appropriate structure, layout, and length for your specific situation. The system handles all design and structural decisions, allowing you to focus on winning the deal.The only situation where one-page proposals workWhile we shouldn't categorically dismiss one-page proposals, their appropriate use cases are extremely limited. They may be acceptable for existing clients when proposing minor, straightforward work, particularly when the client has received comprehensive proposals previously and you're aiming to respect their time with a brief update. Even in these scenarios, one-page proposals remain suboptimal.There's substantial information to conveyRegardless of your desire for brevity, an effective proposal must include numerous essential elements. A compelling introduction, clear articulation of how you'll address the client's pain points, detailed timescales, terms and conditions, pricing tables, project phases, and deliverables are all necessary components.Simply put, it's impossible to adequately incorporate all these elements into a single page. Even exceptional writing combined with minimal font sizes cannot compress the necessary information into such limited space. A proper proposal requires sufficient room for pricing tables, timelines, testimonials, and all the foundational blocks that make your offer compelling and professional.What you can eliminate if necessaryIf you must reduce your proposal's length, consider removing sections that provide the least critical value. If you must eliminate content, case studies would be the first section to remove. The second would be guarantees, if you've included them. The remaining sections should be preserved.Wonit's intuitive drag and drop editor with pre-built professional blocks makes it simple to add or remove sections as needed. The AI recommends optimal structure based on best practices, while you retain complete control to customize according to your requirements.ConclusionThe ideal length for your business proposal isn't a fixed number. Multiple variables influence whether four, eight, or more pages are necessary to effectively present your offer. However, one certainty remains: your proposal should definitively exceed a single page. Focus on substance over page count. Let AI handle the structural and design complexities while you concentrate on what matters, winning the deal and closing clients faster.Get early access at wonit.ai and turn your proposal writing from a multi-hour headache into a five-minute conversation.

Building and maintaining solid relationships with clients is essential for any business. Your success heavily relies on how well you communicate with others. A recent study found that poor communication is one of the leading causes of client projects failing. Being able to communicate effectively with clients can solidify your relationship with them and ultimately lead to more business.Here are the most common communication mistakes to avoid.1. Having an undefined scope of workWhen you first sign up to work with a client, clarify exactly what is expected from the partnership. Define the scope of work so there are no gaps between your understanding and the client's understanding. Set clear expectations as early as the business proposal stage. Your proposal should indicate your goals and give the client a good idea of what they can expect from the engagement.Always discuss time frames in your proposal. Be honest about what you can deliver and when. Offering compressed timelines could be detrimental to your reputation if you can't deliver quality output.2. Not addressing your doubtsThere is nothing wrong with asking questions. Clarifying something you are unsure about shows that you care about your relationship and want all parties to benefit. Never make assumptions about client expectations and demands. If in doubt, just ask. That will prevent you from wasting time completing a task that isn't right and stop your clients from receiving something that doesn't offer maximum benefits.3. Using unprofessional languageHow you communicate with clients significantly impacts how they view you. Always use professional language to make the right impression. Failing to remain professional may change the way your clients view you. Give yourself enough time to construct your emails properly. Start with a friendly opening and greeting, get down to the primary business, include a CTA offering your assistance, and wrap up with a closing line.4. Not reviewing your contract properlyFailing to review your contract properly can result in serious issues down the line. For every contract or proposal you sign, always check the terms and conditions. If there is anything you aren't sure about, clarify it. Don't be afraid that this will jeopardize the contract or project, as it simply shows your client that you know the importance of the finer details.5. Undervaluing your skillsUndervaluing your skills is a big communication mistake that could damage your client relationships and derail your career's progress. You need to have confidence in your own abilities and know your worth.New small companies and freelancers often undercut their costs to bag a new client. However, if you go in at a lower price from the start, you will find it increasingly difficult to ever get them to raise the price.If you're unsure how much you should be charging, do some research and reach out to others in your field.6. Not following upNot following up with clients is one of the biggest communication mistakes. Clients like to feel valued. Don't just reply to emails when clients contact you. Keep following up and updating them with regular notices and developments.Find the perfect balance between keeping your clients updated and getting in touch with them too much. Always inform clients of essential news or information when necessary and keep the lines of communication open.With Wonit's advanced analytics, you can see exactly when clients view your proposals, which sections they engage with, and for how long. This gives you perfect timing for follow-ups. You can set up real-time notifications to alert you the moment a buyer engages with your deal.7. Avoiding saying 'no'Saying no in the right way is unlikely to push clients away from your business. Research shows that 68% of customers leave because they believe you don't care about them. To build and maintain strong client relationships, you need to ensure that you are always upfront and honest about what you can achieve. If a client makes a request that you can't fulfil, express that to them clearly by saying no politely.Being ambiguous could seriously damage your working relationship. A clear no is always a better option if you want to protect your partnership and show a client how much you care about them.8. Withholding your expert opinionsTo build rapport and the foundations for a long and stable working relationship, you must give your professional advice. If you know that a client is going after a deliverable that won't work, it is your responsibility to share your expertise with them. Remember that you are the expert, so don't worry about correcting the client or coming across as a know-it-all. Never sit back and watch a client make a mistake because you are afraid to give your expert opinion.ConclusionWhether you are just starting out or want to scale up your business, avoiding these communication mistakes can help you stay on a path to long-term success. By remaining professional at all times and being honest about what you can provide, you can maintain strong client relationships that thrive and develop over the years. Tools like Wonit can help you streamline your proposal process, communicate more effectively with clients, and close more deals faster.Get early access at wonit.ai and turn your proposal writing from a multi-hour headache into a five-minute conversation.

Finding the right IT consultant can be really stressful. For many of us, IT software is complicated and confusing. That's why we need a consultant in the first place. So, how can you create a request for proposal (RFP) that helps you find the right IT consultant for your company?Here are 3 easy steps to help you choose your next IT consultant.1. Understand when an RFP is the right choiceBefore starting the RFP process, know when it makes sense to use one. Sometimes a full RFP isn’t needed and a simpler option can save time for everyone.When NOT to write an RFP:If you already want to hire a specific consulting firm, don't issue an RFP. Just ask that consultant to write a proposal and if it looks good, hire them directly. Don't ask other consultants to spend time writing proposals when they don't have a real chance of winning.When to skip the formal RFP:If you're choosing between a few known consultants, just call them or meet with them, discuss the project, and ask them to send a proposal. Writing an RFP takes time and you don't need to do it if you're just picking between a few consultants you already know. Instead, just call and tell them what you're looking for and ask them to put together a proposal. They will ask you questions to create a good proposal that fits your needs. If they don't ask questions, they probably aren't who you want to hire anyway. Then, either pick the best proposal or interview the top candidates.The bottom line:Don't create extra work just for the sake of it. If you're just looking at a couple of options, a full RFP probably isn't needed. A quick phone call or a few simple questions will work better.2. Make it easy for consultants to respond to your RFPIf you decide an RFP is the way to go, think about how easy it is for consultants to respond.Below is an example of how a badly made RFP process looks from the vendor's side.The broken RFP scenario:A company decides it needs a new consultant, so several employees sit down and think of everything they want and don't want and then create a bunch of complicated requirements for vendors to meet.They send the RFP to every IT consultant they can find.Consultants try really hard to meet all the RFP requirements and rush to meet the deadline.The company looks at all the proposals that were submitted and compares them. In the end, they decide that some proposals are basically offering the same services, so they choose the cheapest one.And it can get even worse. Sometimes finalists have to compete in a bidding war to see who will go the lowest on price. It's a race to the bottom.The winner ends up doing a lot of work for very little money.Why this matters:Bad RFP experiences like these can make consultants think you're not worth their time, leaving you with only the worst options. Make sure your RFP uses simple language, fits the project, and is easy to respond to.3. Focus on the desired results, not the methodIf you write an RFP, in the scope of work description, focus on the result you want, not the small steps you think it will take.What good RFPs do:The best RFPs don't outline the exact scope of work and focus instead on the result or impact you want. For example, don't try to write the survey questions you want asked or specify the exact number of meetings or step-by-step schedule you need. Instead, explain the decisions that need to be made as a result of the work and what you don't know that you would like to find out or learn.Why this approach works:Good consultants are experts in different tools and approaches and you want them to recommend the best approach in their proposal. Simply put, it's easy to get stuck on the tool or method you prefer, but one of the big benefits of hiring a consultant is their fresh perspective. Make sure you stay open to suggestions during the RFP process.How Wonit can helpOnce you've created your RFP, Wonit makes it super easy for consultants to respond with professional, personalized proposals in minutes instead of days. With Wonit's conversational AI, IT consultants can create beautiful, customized responses to your RFP by simply having a natural conversation with AI. Just describe the project and get a complete professional proposal in seconds with pricing tables, project timelines, and all the sections needed.This means you get better quality responses faster, and consultants can focus on showing their skills instead of fighting with proposal software. It's a win-win for everyone involved in the RFP process.Get early access at wonit.ai and turn RFP responses from a multi-day struggle into a five-minute conversation.

If you've sent out business proposals, you've most likely used Microsoft Word. This text processing app is a household name and many sales professionals use it to write and design their business proposals and other sales documents.However, Word business proposals are a horrible idea and we're here to explain why. Here's why you should never send your proposals as Word docs and what to do instead.Limited design optionsImage SourceMicrosoft Word is just a text processor. You can add some visual elements like backgrounds, headers and footers, different fonts, but it does not have the capability of an advanced design tool. For the average Word user, creating anything but a basic document is difficult. You can try downloading a template and editing it, but as you've probably seen yourself, editing a design in Word can be a real nightmare.Wonit lets you create stunning proposals in minutes using conversational AI. Simply tell the AI what you need like "create a marketing proposal for a SaaS company, $50K budget, 3-month timeline" and get a beautiful, professionally designed proposal instantly. No templates to fight with, no design decisions to make.The formats are limitedWhen creating a proposal in Word, you have two choices:A4 sizeLetter sizeIf you look at the finished proposal on your PC or Mac, you probably like how it looks. Problem is, your client will likely open it on anything but these devices. When a client opens your Word proposal on their phone, they'll get a stretched out document they cannot read properly. They'll have to zoom in and out to capture all the data and spend more time fighting with the format than understanding your offer. Wonit makes sure all your proposals are mobile responsive automatically. Proposals look perfect on any device without any extra effort.At the end of the day it's just a Word documentBesides having a great offer, another thing that convinces clients to sign is treating them properly and giving them special attention. By creating a Word doc, you will not give the impression that you care much. Anyone can create a document in Word, so what makes your proposal special?By sending a personalized web based proposal through Wonit, you're showing the client that you care for them and that you have high professional standards. You can even import data from your CRM and let AI create a fully personalized proposal for a specific lead in seconds.You're stuck with plain text and imagesSometimes words are not enough. If you want to impress clients by adding videos to your proposals, it's not easy in Word. At best, you can insert a link which takes the client to a video page in their browser, taking their attention away from where you want it - the proposal and your offer.With Wonit, you can use professional blocks like:Pricing tablesTimelinesTestimonialsCase studiesNo option of trackingEven the most beautiful Word documents are just that - documents. Once you send out a proposal created in Word, all you can do is wonder what happened with it. At most, you can see whether the client opened the email.Wonit gives you advanced analytics that show exactly what happens after you hit send. Track who viewed what sections and for how long, get block by block analytics about when the client viewed the proposal and what sections they spent the most time on. You'll receive real time notifications the moment buyers engage with your deal.Word proposals are not easy to signSuppose all went well and the client loved your Word proposal. They liked your offer and they're ready to sign. Now you have a problem. They cannot sign directly in Word, so your options are:Send them to an external website to sign, which adds frictionUse external software like DocuSignHave the client print a page, sign it, scan it, and email it backEither way adds unnecessary steps and pushes them further from signing. Wonit has built in e-signature capabilities so clients can sign directly within the proposal in seconds. No redirects, no extra tools, no friction.ConclusionIf you want to impress your clients and show them you care, stop using Microsoft Word for business proposals. It's slow, not effective, not practical, and poorly optimized. Switch to Wonit and create stunning, trackable, web based proposals that close deals faster - in minutes, not hours.Get early access at wonit.ai and turn your proposal writing from a multi-hour headache into a five-minute conversation.