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Prepared by: ​[Sender.FirstName]​[Sender.LastName] [Sender.Company][Sender.Email]​

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Business proposal presentation

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Table of Contents

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1. Cover Letter 2. Executive Summary 3. About Us 4. Services 5. Scope of Work 6. Challenges and Solutions 7. Objectives 8. Deliverables 9. Timeline 11. Why Us 12. Testimonials 13. Case Study 14. Contacts 15. Thank You

How to start your business proposal?

Starting your business proposal with a personalized cover letter is a great way to make a personal connection with your potential client. Keep it short and sweet while giving some background on your company, what you specialize in, and why you think you’d be a great fit for this project.

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I am writing on behalf of [Sender.Company]. We are a company known for (describe services)…

We have been in this business for XX years and have worked with (client examples and reviews)…

It would be a pleasure to work with you on (describe project). Please do not hesitate to reach out anytime if you have any questions.

Thank you for your time and consideration!

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DEAR MR/MS. [Client.LastName]​,

​

Best,

​[Sender.FirstName]​[Sender.LastName] ​[Sender.Title] ​[Sender.Company]​

Cover Letter

How to write an executive summary?

Write an executive summary by highlighting the most important parts of your proposal. Your audience should get a clear idea of your entire business proposal from your executive summary. In other words, they should know precisely what this proposal is for just by reading your executive summary.

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Executive Summary

State the main purpose of this proposal e.g. to explain how your company's services are the right solution for the prospective client's objective.

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How to present your company and services?

People want to do business with other people, so you’ll want to paint a picture for your audience of who you are and what you stand for. It’s important to clearly demonstrate your proficiency with information like the age, scale, and perception of the company.

About Us

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about us

Tell your prospective client about your company summed up in a short elevator pitch.

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Founded in XXXX

XXX employees

Located in CITY, STATE

Award

Award

Award

Awarded

(list awards received)

X star average customer reviews

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services

Outline the key services your company provides, especially as they relate to the proposed project, e.g. content writing, paid advertising, email marketing, etc.

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SERVICE #1

SERVICE #2

SERVICE #3

Decription

Decription

Decription

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Scope of Work

Explain the actions to be performed in the scope of work, including a brief description and the hours involved.

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INITIATIVE

Description

Hours

Description

Description

Hours

Hours

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1

2

3

INITIATIVE

INITIATIVE

How to address a client’s business challenges?

If you want to address a client’s business challenges accurately, you need to start by asking questions to fully understand what their problems are. Once you have a good understanding of their challenges, make sure the services you propose fully solve them.

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Challenges and Solution

Outline the key services your company provides, especially as they relate to the proposed project, e.g. content writing, paid advertising, email marketing, etc.

CHALLENGE

Poorly structured website for SEO purposes.

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SOLUTION

​

Perform on-page SEO restructuring

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Poorly structured website for SEO purposes.

Poorly structured website for SEO purposes.

Poorly structured website for SEO purposes.

Perform on-page SEO restructuring

Perform on-page SEO restructuring

Perform on-page SEO restructuring

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Objectives

State the key objectives that the client hopes to accomplish through this process e.g. generate leads, increase sales, improve search engine rankings, etc.

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GENERATE LEADS

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INCREASE SALES

IMPROVE SEARCH ENGINE RANKINGS

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1

2

3

How to state business proposal deliverables?

When you’re presenting deliverables, it’s important to put accuracy above sales. The last thing you want is to promise something you can’t deliver, so strive to be realistic and accurate about what you’ll be delivering to the client so that their expectations are properly framed.

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Deliverables

Summarize what you'll be delivering to the client through the process e.g. # of content pieces, a marketing campaign, graphics, etc

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Nubmer of content pieces

Marketing campaign

Graphics

Description

Description

Description

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Timeline

Lay out an overall timeline for the project's completion and identify certain milestones along the way e.g. delivery of raw video footage for review, finished product, etc.

STAGE 1

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Briefly describe all the actions on this stage

STAGE 2

STAGE 3

STAGE 4

Briefly describe all the actions on this stage

Briefly describe all the actions on this stage

Briefly describe all the actions on this stage

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Q1

Q2

Q3

Q4

How to present pricing options?

Present your pricing as transparently as you can. If pricing varies significantly on a project-by-project basis, explain what goes into your quotes and what could affect the final price.

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Pricing

Share available pricing options or explain how projects are priced e.g. custom per individual project.

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PACKAGE 1 $X,XXX

PACKAGE 2 $X,XXX

PACKAGE 3 $X,XXX

Includes…

Includes…

Includes…

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How to write a persuasive business proposal presentation?

Put your best foot forward as you write your business proposal presentation. Think of reasons customers typically choose you or what some of the most positive reviews you’ve received often say and share those points with your prospective client.

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why us

Sell your company in as few words as possible while highlighting some of the major reasons clients typically choose you.

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Best reviewed provider in AREA

XX% cheaper on average than our competitors

Awards and certifications

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Testimonials

Share some of the best testimonials you've received from other clients.

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"I wouldn't go anywhere else to find a solution for my financial needs. (Company) was professional, a great value, and took the time to understand my situation."

"I wouldn't go anywhere else to find a solution for my financial needs. (Company) was professional, a great value, and took the time to understand my situation."

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Name, Company

Name, Company

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Rank a website for a group of targeted keywords

Increased rankings for XX keywords by an average of XX.

PROJECT

RESULTS

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Case Study

Give an example of a real project that was similar to your prospective client's and how you were able to get a successful outcome.

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Contacts

List some of the key contacts your client can follow up with about this proposal including their title and contact information.

Phone number

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Email address

Post address

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Thank You

Explain the actions to be performed in the scope of work, including a brief description and the hours involved.

“Don’t sit down and wait for the opportunities to come. Get up and make them.”

Madam C.J. Walker, the first female self-made millionaire

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Useful resources

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FAQ

  • To write a business proposal, start with a business proposal presentation template like this one to get a head-start on the process. Then, simply fill in your company’s information and the details of the specific project being proposed.

  • When you’re creating a business proposal presentation, you should make sure to include relevant information about your company, the services you provide, testimonials from customers, and then key details on the project being proposed.

  • A business proposal presentation looks like a deck of slides with information about your company, the client’s objectives, and how you plan to fulfil their needs with your services.

  • You can use a business proposal slide template like this one to ensure your presentation checks all of the relevant boxes, and then make sure each slide feels like a snapshot of the necessary information your audience will need.

  • It can vary significantly for each project, but it’s standard to have 10-25 slides for a business proposal.

Business Proposal Presentation PandaDoc

Use this free business proposal presentation template to create a strong deck that impresses your potential clients.

Disclaimer

Materials (e.g. templates, educational articles, blog posts and informational content), made available through PandaDoc, including via any integrations, connectors, extensions, plugins, or third-party AI platforms (e.g. ChatGPT, Claude, or similar tools) are for general information purposes only and are provided "as is." These materials do not constitute legal, regulatory, or compliance advice and should not be construed as such. It is your responsibility to ensure materials meet your specific legal requirements. Consult a qualified attorney licensed in your jurisdiction before relying on these materials. PandaDoc disclaims all warranties, express or implied, including fitness for a particular purpose or non-infringement.

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Business Proposal Presentation

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Use this free business proposal presentation template to create a strong deck that impresses your potential clients.

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