When submitting a proposal for a Salesforce project, there are a number of important sections to include.
1. A situational appraisal
This section, usually the first in the proposal, explains the situation back to the client. It shows you’ve paid attention to their needs and the circumstances. Be sure to mention the project outline and why they are seeking help.
2. Three options
By offering three solutions instead of one, the nature of the conversation changes. Instead of the client asking themselves, “Should I work with you?”, they will ask, “How should I work with you?”.
3. Your guarantee / value add
One great way to distinguish yourself from your competition is to offer a guarantee. Make sure it’s something you actually have control over, and not just wishful thinking. If you don’t feel comfortable including one, then this section can explain why you’re the best choice for this project.
4. An expiration date
All proposals should have an expiration date. It doesn’t really matter whether it’s two weeks or two months. This can create a sense of buying urgency, but it’s also for your sake. You don’t want to have too many open proposals without a response. Also, it provides an opportunity to follow up with the client without sounding too desperate.
5. The team
If you’re in an agency, include a brief bio of the team members assigned to the project. This will help humanize your offering. If you’re a freelancer, add your bio.
The takeaway
A project proposal doesn’t need to be lengthy. Short and sweet is easier for the client to digest.
This means the contractual parts can be in a Master Service Agreement (MSA), submitted after the client agrees to the proposal.