Well, now that you have this basic knowledge about the "process of persuasion", you can start to tune your proposal-creation process to match up with it. Which means you can start to put proposals together that are not only more persuasive and likely to close a deal -- but are also quicker and easier to create.

Now, you'll probably want to have a short proposal template for small projects, and a longer one for large projects. A small project like a 3-page website doesn't need pages and pages of proposal -- that would be overkill. You do need more than *just* pricing information (there has to be some element of persuasion) -- but you want to keep it very simple.

So your small proposal template structure might look like this:


  1. Client Needs (where you summarize your client's problems and goals, in their own language
  2. Recommended Solution (where you explain how you will solve their problems and meet their goals
  3. Fee Summary (where you list how much each step costs)
  4. Next Steps (where you give your customer an easy way to accept the proposal)


And your large proposal template isn't really muuuuch bigger. It just includes extra timeframe information -- to help your client envision how the process is going to work. The more you can help your customer "see" what they're buying, the more persuasive you are. So you might have something like this:


  1. Goals and Objectives
  2. Recommended Solution
  3. Fee Summary
  4. Fee Schedule
  5. Estimated Project Schedule
  6. Next Steps
  7. Terms and Conditions


Now, you can use a Word template or whatever you like to do this. But in my humble but accurate opinion, the best option is a proposal creation system which is actually structured around this persuasive thought sequence.