Writing Proposals That Win

Here’s the proposal template that helped me close over $100 million in enterprise sales: It’s also helped my clients close more than 50% of their deals when they use it. And until now, I’ve never shared it publicly. Most sellers are great at pitching features. But the ones who consistently win big deals? They know how to tell a great story. The truth is, executives don’t buy products - they buy confidence. They buy vision. They buy a story they want to be part of. If you want to sell like a top 1% seller, you need a proposal that doesn’t just inform… it moves people. Here’s how I do it 👇 The Story Mountain Framework for Sales Proposals: 1. Exposition – Introduce the characters and setting. Start with them: → “You’re trying to expand into new markets… to grow revenue… to unify your tech stack…” Set the vision. Make them the hero. 2. Rising Action – Lay out the challenges and obstacles. → “But growth stalled. Competitors moved faster. Customer churn increased.” Quote discovery calls. Surface real pain. Build emotional tension. 3. Climax – Introduce your solution. → “Then you found a better way…” Now show how your solution helps them overcome the exact obstacles you outlined. 4. Falling Action – Ease the tension. → “Here’s our implementation plan. Here’s the ROI. Here’s how others in your industry succeeded.” Give them confidence that this won’t just work—it will work for them. 5. Resolution – End with clarity. → “Here’s our mutual action plan. Let’s get started.” Lock in buy-in, next steps, and forward momentum. This structure has helped me close some of the biggest deals of my career—including an $8-figure enterprise deal at Salesforce where I used this exact approach. I broke it all down in this week’s training—and for the first time ever, I show you the actual proposal I used AND tell you how to access my Killer Proposal Template for free. 👀 Watch the full training here: https://lnkd.in/gPY_cvv5 No more boring product pitches. No more ghosting after the readout. Just proposals that close.

During my time at Qwilr, I’ve seen THOUSANDS of proposals. Here are 4 proposal plays that the best sellers use to close deals: #1 Lead With Problems Start your proposal by articulating your prospects' problems, ideally in their own words. Using quotes from relevant stakeholders within their organisation will grab your buyers’ attention and show you understand their problems. This immediately demonstrates that this isn’t just a generic pitch – you actually understand them and are focused on their specific issues. Doing this also puts decision-makers in somewhat of a tricky situation. They must either… 1. Disregard the opinions of their team as incorrect 2. Acknowledge they’re facing a problem, but decide not to look for a solution 3. Look for a solution (which you are providing in the rest of your proposal) Most (good) leaders will opt for the latter and will read on to better understand your offering. #2 It's Easy to Digest You MUST ensure your proposal is clear, straightforward and easy to understand. Remember, the folks who will be reviewing your proposal are incredibly busy and don’t have time to decipher endless information, searching for what is relevant for them. If your offer is easy to understand, it’s easier to say yes to. Avoid dense walls of text, and use images, graphics and interactive elements to simplify complex ideas. Always steer away from jargon. While it might showcase a level of expertise, you have to keep in mind that it’s likely a number of people will review your proposal. You need to make sure that EVERYONE will buy in. #3 Make It Relevant Buyers want to know that you’ve helped organisations that look like them, or the type of organisation that they aspire to be. Making sure that your proposal speaks to your buyers’ industry, needs, challenges and objectives will increase the likelihood of engagement Build your case by including concrete data and case studies that resonate with your client’s situation. CAUTION: It can be tempting to litter your proposal with logos and quotations from your “biggest” clients. You should not (always) do this! Instead, focus on featuring logos of similar companies or aspirational peers, not just massive brands. Remember, just because a company is “big” to you, that doesn’t mean your client will care. They want to know you can help THEM! #4 Keep Next Steps Simple It’s essential that you break down your proposal into clear, actionable steps – giving your client a roadmap on how to proceed and what will happen when they sign. You should also educate your champion on how to position the proposal to the buying committee, arming them to sell internally. Meet with them and go through your proposal, asking what needs to be removed and added (for other stakeholders) and how they plan to share it more widely. Want to send proposals that impress buyers and close deals? Try Qwilr for free at https://getqwilr.com

Crafting the perfect corporate training proposal. A Deep dive into proposal components Writing proposals is a chore. What to include? what not to include? Having written hundreds of them, here's what I include and why: 1. Executive Summary: ↳ Think movie trailer, not dry summary. Captivate with the vision, not just the facts. 2. What We Heard: ↳ Mirror their language, not yours. Show you've listened, by reflecting their words, not just their needs. 3. The Opportunity: ↳ This isn't just a gap to fill. It's a launching pad for their potential. Highlight the transformation, not just the transaction. 4. Consultation Service: ↳ Position this as a partnership, not a service. Emphasise collaboration, not just consultation. 5. Approach and Methodology: ↳ Innovate, don't regurgitate. Present methodologies that are as unique as their challenges. 6. Project Roadmap: ↳ This is the journey, not just the route. Make it visual, engaging, and clear. 7. Investment: ↳ Transparency builds trust. It's not just about costs; it's about value creation 8. Terms: ↳ Make this easy to say 'yes' to. Simplify legal jargon into clear commitments. 9. The Team: ↳ Sell the dream team. Highlight unique strengths and past successes as a cohesive unit, not just individual CVs. 10. Case Studies/Testimonials: ↳ Show, don't tell. Use stories of transformation and success that resonate with their specific context. Each section of your proposal should not just inform but also engage and inspire. Think beyond the conventional and inject each part with a strategy that shows you're not just a provider, but a partner in their success. What are your top tips for great proposals? #ProgrammeBuilder #OfferActivator #BusinessDevelopment #LearningAndDevelopment #TrainingAndDevelopment #Facilitation #Workshops

Building a business, especially one targeting enterprises, is as much about understanding objections as it is about delivering value. Recently, during a client call, I found myself revisiting a familiar scenario—a moment that mirrored countless conversations I’ve had while growing an agency. When we first started Intelekt AI my idea of selling was almost childlike in its simplicity - We build, they buy, and the journey begins. I couldn’t have been more mistaken. In B2B, the decision-making landscape is nuanced, and the stakeholders have evolved. It’s no longer just the CFO scrutinizing risk; every decision-maker is now focused on de-risking, questioning not just what they’re buying but why they should trust it. Midway through this discussion—caught between hypothetical projections and a detailed back-and-forth—I paused and asked, “What’s the one thing stopping you from signing this contract today?” The response was immediate, “We need to know that you’re as invested in this outcome as we are.” In that moment, I could’ve leaned on the strength of our track record, showcasing all the clients who thrive with our model. But I realized this wasn’t about proof. It was about empathy. Instead of defending our approach, I chose to address their concern directly. But here’s the key: the solution wasn’t to change the essence of our model. It shouldn’t be. Instead, I proposed an adjustment, adding a clause to our engagement that aligned our long-term success with theirs—a mechanism that ensured accountability for their goals without jeopardizing the principles that make our work sustainable. That moment of thinking on my feet, guided by empathy, not only preserved the conversation but likely secured a future client. Here’s what I’ve learned: objections aren’t barriers—they’re invitations. They’re a chance to step into the customer’s world, understand their hesitations, and create solutions that honor both their needs and your own. Empathy isn’t just a strategy. It’s the foundation of trust, and trust is what enterprises buy.

The biggest lie in sales is that every proposal needs to be completely custom Sales leaders are burning out their teams with this myth. I've analyzed hundreds of losing proposals, and sellers who try to customize everything end up customizing nothing well. Here's what actually works ⬇️ The best proposals aren't built from scratch, they're assembled from proven components. Think about it like LEGO blocks. You have a finite set of pieces (your solution capabilities), but you can build infinite combinations based on what the customer actually needs. Most sellers think customization means writing new content for every deal. Wrong. Real customization means strategic omission. When you focus only on the 2-3 challenges your prospect actually cares about, you create laser-focused proposals that feel tailor-made. Meanwhile, your competitors are drowning prospects in 47-slide decks covering every possible use case. The psychology is SO simple … when everything seems important, nothing feels important. Smart sellers build modular proposal systems: 👉 Component A: How we solve workflow automation 👉 Component B: How we solve data accuracy 👉 Component C: How we solve reporting delays For each deal, they select only the relevant components. That way proposals feel completely custom while taking 70% less time to create. Your buyers don't want to see everything you can do. They want to see exactly how you solve their specific priorities. I dive deeper into this modular approach and share my complete 5-step proposal framework in the latest Innovative Seller episode. Tune in to learn how to scale proposal creation without sacrificing impact.

Make writing a proposal for research funding easy. Here is how. There is a tendency to rapidly begin filling in the parts of the application form as soon as possible. With a deadline looming, I used to ask all the partners in a consortium project to state filling in their work packages right away after the first meeting. I had a sooner the better mentality. My plan would be that once we had work packages written I would piece them together. The result. Frankenstein projects. Work packages that did not align, and objectives that sounded like they were each describing different projects. It was a writing nightmare. I was trying sew different ideas together. Reviewers see stitches. Like a good scientific paper, a funding proposal has to have a good logical flow. I now realize that the panicked approach I took previously to funding proposal development is not how to do it. It is much better to be 100% certain of the concept. Then write. For some projects this happens very quickly. Other projects take much more time. Sometimes what you are aiming to do is just complicated and full of uncertainties. Take that time. For scientific papers an outline works. For funding proposals the first step is to get all those involved aligned on the concept. This is not to say you don't write anything at all. To the contrary writing is a way to think. But you need to build up the layers. 1️⃣ Describe the problem and what you will do on a high level. 2️⃣ Then the impacts, outcomes and outputs you intend to have 3️⃣ Then the methods. ➡️ Methods are where you often uncover subtleties and problems that were not apparent at first. You need to solve those problems and the accompanying doubts before you can really begin to write. 4️⃣ Then you can build a project plan. Not before. "Give me six hours to chop down a tree and I will spend the first four sharpening the axe." -Abraham Lincoln Take the time to get the concept right, then write. 

My first 5 grant applications were rejected. Every single one. Here's how I went from £10k to £10m in research grant funding: I remember opening that fifth rejection email and thinking maybe my research just wasn't good enough. Maybe I wasn't cut out for this. Then a panel reviewer told me something that changed everything. She said: "I stopped reading on page 2." Not because the science was weak. Because the way I presented it was. I had buried the real-world impact on page 3. I led with the literature gap instead of the problem. My methodology was sound but my narrative was invisible. I was writing for academics. I should have been writing for funders. So I rebuilt my entire proposal structure around three principles. I now call it the 3P Proposal Structure. P1: Problem Framing. Lead with the real-world problem and its cost. Not the gap in the literature. Funders don't fund gaps. They fund solutions. "This problem costs the NHS £2.3 billion annually" hits harder than "this area remains under-explored." P2: Path Innovation. Show what you will do differently. Not just what you will study. Every applicant studies something. Very few explain why their approach is the one that will actually work. P3: Projected Impact. Connect your outcomes to the stakeholders who fund research. If the funder can see themselves in your story, you win. Same research question. Completely different proposal structure. The next application secured half a million pounds. Then a million. Then over the course of my career, more than £10 million in research funding. Grant writing is storytelling. Your research is the plot. The funder needs to see themselves in the story. What's the most frustrating feedback you've received on a grant application? Save this framework. Repost for anyone applying for funding. #GrantWriting #AcademicFunding

I pitched a LOT of internal data infrastructure projects during my time leading data teams, and I was (almost) never turned down. Here is my playbook for getting executive buy-in for complex technology initiatives: 1. Research top-level initiatives: Find something an executive cares about that is impacted by the project you have in mind. Example: We need to increase sales by 20% from Q2-Q4 2. Identify the problem to be overcome: What are the roadblocks that can be torn down through better infrastructure? Example: We do not respond fast enough to shifting customer demand, causing us to miss out on significant selling opportunities. 3. Find examples of the problem: Show leadership this is not theoretical. Provide use cases where the problem has manifested, how it impacted teams, and quotes from ICs on how the solution would have greatly improved business outcomes. Example: In Q1 of 2023 multiple stores ran out of stock for Jebb Baker’s BBQ sauce. We knew the demand for the sauce spiked at the beginning of the week, and upon retroactive review could have backfilled enough of the sauce. We lost an expected $3M in opportunities. (The more of these you can provide the better) 4. Explain the problem: Demonstrate how a failure of infrastructure and data caused the issue. Clearly illustrate how existing gaps led to the use case in question. Example: We currently process n terabytes of data per day in batches from 50 different data sources. At these volumes, it is challenging to manually identify ‘needle in the haystack’ opportunities, such as one product line running low on inventory. 5. Illustrate a better world: What could the future world look like? How would this new world have prevented the problem? Example: In the ideal world, the data science team is alerted in real-time when inventory is unexpectedly low. This would allow them to rapidly scope the problem and respond to change. 6. Create requirements: Define what would need to be true both technologically and workflow-wise to solve the problem. Validate with other engineers that your solution is feasible. 7. Frame broadly and write the proposal: Condense steps 1-5 into a summarized 2-page document. While it is essential to focus on a few use cases, be sure not to downplay the magnitude of the impact when rolled out more broadly. 8. Get sign-off: Socialize your ideal world with potential evangelists (ideally the negatively impacted parties). Refine, refine, refine until everyone is satisfied and the outcomes are realistic and achievable in the desired period. 9. Build a roadmap: Lay out the timeline of your project, from initial required discovery sessions to a POC/MVP, to an initial use case, to a broader rollout. Ensure you add the target resourcing! 10. Present to leadership alongside stakeholders: Make sure your biggest supporters are in the room with you. Be a team player, not a hero. Good luck! #dataengineering

Gearing up to secure funding for your research project? OR Applying for your PhD and need a Proposal? Crafting a compelling research proposal is your ticket to making a strong impression. Here's my detailed guide to help you put your best foot forward: 1. Start with a Strong Introduction: Your introduction is your chance to grab attention. Clearly state the problem your research aims to solve and why it matters. Think of it as your elevator pitch – concise, engaging, and to the point. 2. Define Your Objectives: Outline your research goals and objectives. What do you hope to achieve? Make sure they’re SMART (Specific, Measurable, Achievable, Relevant, Time-bound). This helps funders understand the impact of your work. 3. Conduct a Literature Review: Show you’ve done your homework. Summarize the current state of research in your field and highlight gaps your project will fill. This demonstrates your knowledge and the necessity of your research. 4. Describe Your Methodology: Detail your research design and methods. Explain how you’ll collect and analyze data, and why you’ve chosen these methods. Be clear and thorough – funders need to see you have a solid plan. 5. Highlight Your Team : Introduce your research team and their expertise. Showcase previous work and successes to build credibility. Funders invest in people as much as they do in ideas. 6. Present a Realistic Budget: Break down your budget, explaining how funds will be allocated. Be transparent and realistic. Justify your expenses by linking them to your research activities and goals. 7. Outline the Impact: Discuss the potential impact of your research. Who will benefit and how? Highlight the broader implications and the value it will bring to the field, community, or society. 8. Include a Timeline: Provide a detailed timeline for your project. This shows you’ve planned your research carefully and can manage time effectively. Include key milestones and deliverables. 9. Proofread and Peer Review: Before submission, proofread your proposal meticulously. Consider having colleagues review it for clarity and coherence. Fresh eyes can catch errors you might miss. 10. Tailor to the Funder: Finally, customize your proposal to align with the specific interests and guidelines of the funding body. Show you’ve done your research on them too, and explain why your project is a perfect fit. Remember, a well-crafted proposal is not just about presenting your research. It's about telling a compelling story that convinces funders of its value and feasibility. Good luck, and happy writing! #ResearchFunding #GrantWriting #AcademicResearch #ResearchProposals #HigherEducation #FundingSuccess #ResearchTips #researchers #phd

In meetings, great communication starts top-down. In consulting, we’re trained to communicate top-down—not because it sounds good, but because it’s the only way to get decisions made in a busy room. Here’s what “top-down” means in a meeting: you start with the conclusion, not the backstory. You don’t walk people through every detail of how you got there—you tell them what they need to know first, and then fill in the gaps if necessary. Here’s why it works—and how to apply it: 1. Start with the answer or problem we are trying to solve for. Executives don’t want to sit through 20 minutes of context before you get to the point. Begin every meeting with your main message: “We’re recommending X because it will save $10 million.” Once you’ve anchored the conversation, you can go into the details, but only if they’re relevant. Pro tip: Prepare your opening line as if you only have 30 seconds to deliver your message. If you can nail that, the rest will flow. 2. If you need to educate the audience first, lead with structure, not chaos. Walking into a meeting and saying, “Let me explain how we got here” is a surefire way to lose people. Instead, set the stage: “Here’s the problem, here’s what we found, and here’s what we recommend.” Structure creates clarity, and clarity drives alignment. Pro tip: Use the rule of three: problem, insight, and recommendation. It’s simple, effective, and keeps everyone focused. 3. Keep the focus on decisions, not details. Your goal in a meeting isn’t to prove how much you’ve worked or how smart you are—it’s to drive decisions. Present only the information that helps the group move forward. If someone needs more detail, they’ll ask. Pro tip: End every section of the discussion with a direct ask: “Based on this, do we agree to move forward?” That way, you avoid long tangents and force alignment. Consultants practice this rigorously in meetings: • Every discussion starts with an answer or recommendation. • We structure conversations to guide decision-making, not to showcase analysis. • We stay focused on the big picture and save the deep dives for specific questions. Top-down communication isn’t just for presentations—it’s the key to running effective meetings. It saves time, keeps people engaged, and ensures you leave the room with decisions, not confusion.