In this session, Jason will reveal the “8 Steps to Creating A Proposal that won me clients like AT&T, Legal Zoom and Hitachi. Learn the #1 tip to improving your closing percentage. Discover the secret order you need to follow that makes all the difference. See how I spent less than 15 minutes creating a proposal. Discover how to eliminate the prospect from going DARK after you send the proposal.

1. 8 Steps to Creating A Proposal
that won me clients like AT&T,
Legal Zoom and Hitachi.

3. Here’s what you’re going to
learn today…
1. Lear n the #1 tip to improving your closing percentage .
2. Discover the secret order you need to follow that makes all
the difference .
3. See how I spent less than 15 minutes creating a proposal.
4. Discover how to eliminate the prospect from going DARK
after you send the proposal

4. About me (Jason Swenk)
• Husband, Father
of 2 boys (Luke
& Chase)
• Agency Advisor
• Host of the Smart
Agency Master
Class smartagencymasterclass.com

6. Your proposal is a reflection of
the quality your
company will deliver.
JasonSwenk.com

7. If you submit a bad proposal,
you’ll have very little chance
of winning the business.
JasonSwenk.com

8. BIG MISTAKE…
Not knowing your closing
percentage of your proposals.
JasonSwenk.com

9. How long does it take you to
create a proposal?
JasonSwenk.com

10. I closed over 80% and
spent less than 15 minutes
creating proposals.
JasonSwenk.com

11. “Proposals is similar to a phone #. If you
don’t have the phone # in the right
order, you won’t reach anyone.”
Jason Swenk

12. Step 1 - Cover Letter
• Explain you understand their
problem.
• Briefly describe what kind of
company you are.
• Ask for feedback.
• Excited about partnership.

13. Step 2 - Cover Page
• Design matters.
• Client logo.
• Date and expiration of
proposal.
• List key partnerships if
applicable.

14. Step 3 - Executive Summary
The most IMPORTANT part of your proposal.
1. State two obvious facts that the client would know is true.
2. Restate what they want the most.
3. Describe why they want it. The big benefit.
4. Briefly define what they are going to get
5. Describe how it is going to work.
6. Explain to them that you have researched and you have the
experience they are looking for.
7. Address any concerns.
Don’t just summarize what’s in the proposal!
JasonSwenk.com

15. Step 4 - Your Services & Deliverables
1. Categorize services into sections.
2. Be very descriptive in each. Methodology & process
3. Add images.
4. List out all the deliverables. ie. How many versions or pages
they will get, etc.
5. List out up-sell services and products.
6. List out what is not included.
JasonSwenk.com

16. JasonSwenk.com

17. Step 5 - Project Summary
JasonSwenk.com

18. Step 6 - About yourself
• Tell them about your company.
• The people that will be involved on the
project.
• Experience.
• Why you exist.
• Awards.
JasonSwenk.com

19. Step 7 - Contract & Signature
JasonSwenk.com

20. Step 8 - Presentation
Never just lob the proposal
over the fence!

21. The KEY to Creating a Proposal in 15 minutes is
Building a Proposal Template
• To find and replace on variables
• Take out what is not needed for each
proposal.
• Add in any new sections, and make sure
you add them to the template.
JasonSwenk.com

22. ? JasonSwenk.com/resources