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Power Series
Sales Proposals
and Presentatiions
by Richard Mulvey
The Power Series 2020
Week 1 - Getting New Customers
Week 2 - Selling over the Telephone
Week 3 - Sales Proposals and Presentations that Win
Week 4 - Handling Objections/Closing the Sale
Week 5 - Sales Negotiation
Week 6 - Key Account Management
Week 7 - 7 Habits of Highly Successful Salespeople
Week 8 - Selling at your Higher Price
Week 9 - Selling Face to Face
Week 10 - Customer Service - Creating Raving Fans
What are we going to discuss today?
Deciding if the business is worth it
Choosing between Quotations and Proposals
Building the winning proposal
Should we send it or present it?
How to present
What platforms to use
When to present
How to close more sales with presentations
First Things First
Do we want the business?
Can we deliver? (Time, Resources, People)
Can we win the business?
Can we work with the client or company?
Do we want that brand on our portfolio?
Can we make a profit?
Building Winning Proposals
Research, Research, Research
First Meeting or Survey
What is keeping them awake at night?
Focus on the end result
Do they need your USPs
Why are you better for them than your competitors
If you don’t have a competitive advantage, don’t compete
Quotations and Proposals
Specifications
Price
Delivery
Terms and Conditions
Price is good for 30 Days
Quotations
Quotations and Proposals
The Customer’s Objectives
Your Recommendations
Summary of Additional Benefits
Financial Implications
Your Additional Information
Detailed Executive Summary (if required)
Proposals
Further to our recent meeting, I understand your
objectives are as follows:
Objective 1 - Objective 2 - Objective 3
Many of the companies we have been speaking to
recently have exactly the same sort of problems,that’s
why (your Company) have recently launched a new
programme that will …(Benefit 1) and also …(Benefit 2).
Draft Proposal
And the final result will be… (ultimate solution)
In addition to the above, we will also be able to improve
your ...(Benefit 3) and also maximise your ...(Benefit 4)
Your investment for the implementation of the above
proposals is as follows:...(Investment 1)...(Investment 2)
Draft Proposal
Once the implementation is complete however, the return
on your investment will be as follows:
Increased efficiency Rxxx
Reduced Costs Rxxx
Improved Profitability Rxxx
Maximised Safety protocols showing a saving of Rxxx
With a total positive impact on your bottom line of Rxxx
Proposals
Personalize the Proposal
Use the Power of the Font Size
Use Good Quality Paper / Card
Focus on the end result
Use “WE” to include the prospect
Proposals
Give them 3 Options
Inexpensive
Option
$
Preferred
Proposal
$$$
Expensive
Option
$$$$$$$$$
Proposals
Give them 3 Options
Proposals
Give them 3 Options
Proposals
Give them 3 Options
Proposals
Prepare in draft
Run the draft past your key supporter
Prepare a partially completed contract
Close with a “Call to Action”
Building Winning Proposals
We are proud to be on the list of…...
This is: Our Vision, Our Mission, Our Objectives
Never Lie!
Never say “Trust Me”
Never offer a personal guarantee
Avoid these mistakes
Building Winning Proposals
Think outside the box
Paradigm Shift
Push the Envelope
Low Hanging Fruit
At the end of the day
Value Added Proposition
Drop the Ball
Seamless Integration
Break down the silos
Throw them under the bus
It is what it is
etc…….
Avoid business clichés
When do we present?
Preparation
Keep it Short and Simple
K.I.S.S.
Keep it Short and Simple
"It has to be said at this moment in time
that I will, under no circumstances, be able
to make any meaningful contribution to the
ongoing discussion without due consideration
of the impact my disclosure may, or may not
have on the voting public"
No Comment!
Keep it Short and Simple
We shall not flag or fail
We shall go on till the end
We shall fight in France
We shall fight on the seas and on the oceans
We shall fight with growing confidence and growing strength in the air
We shall defend our island whatever the cost may be
We shall fight on the beaches
We shall fight on the landing grounds
We shall fight in the fields and in the streets
We shall fight in the hills
We shall never surrender Winston Churchill
Do we send the Proposal or Present?
Draw a financial line
Consider using e-signature software
Pandadoc.com
Why Present your Proposal?
If you want to Win, Take it in!
Which Platform to use?
Zoom, Google Meet, Microsoft
Teams, Skype, Go to meeting, High
Five.
What platform does your client like?
Who do we present to?
How will the decision be made?
The Decision Maker
Presentation
All good communication has…….
Beginning
Middle
End
Tell them what you are going to tell them
Tell them
Tell them what you told them
Presentation
Beginning Tell them what you are going to tell them
Introduction
During our meeting and subsequent survey
Today we will be discussing our proposal
that will ………. (End Result)
Presentation
Decline of attention during your presentation
1
3
2
1
4
Presentation
All good communication has…….
Beginning
Middle
End
Tell them what you are going to tell them
Tell them
Tell them what you told them
Summarise and Call to Action
Presenting Online
Have an assistant to help
Mute the sound when not speaking
Switch off video if internet is slow
Screen Share for slide presentation
Use Chat to communicate
Display Names
Breakout rooms for discussion
Record your meetings
Presentation
Build the PowerPoint around the proposal
Don’t ever start with “About Us”
Keep them simple
Make sure they are easy to read
A picture can say a thousand words
PowerPoint - Keynote - Prezi
Presentation
Presentation
“90% of the impression you
create when presenting is
made in the first 30 seconds
of your presentation”
Be careful how you look
Presentation
Reduce the need to fear
Control the symptoms
Use what's left
Stage Fright
Presentation
Don’t forget to Close
Give them time to decide
Close with the Influencers
Keep Control of the Sale
Close at the end
Presentation
Repeat the question back to them using your own
words.
Ask if anyone else in the audience has an opinion.
Ask what the questioner thinks.
If you are not sure, promise to get back to them.
Question Time
Summary
Is it worth it?
Choose between Quotations and Proposals
Building the proposal
Should we send it or present it?
How, When and What to present
What platforms to use
Presenting online
Include a Call to Action and Follow Up
Practice, Practice, Practice
Slide Download
https://bit.ly/2H8yPk0
Presentation
Any
Questions
Power Series
Sales Proposals
and Presentatiions
by Richard Mulvey
X
Junior
Management
Middle
Management
Directors
Finance Production Transport
KAM Sales Strategy
X
Junior
Management
Middle
Management
Directors
Finance Production Transport
KAM Sales Strategy
X
Junior
Management
Middle
Management
Directors
Finance Production Transport
X X
X
John Brian Pete
Jean
Pam
Jill
Fred
KAM Sales Strategy

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The Power Series Sales Proposals and Presentations

  • 1. Power Series Sales Proposals and Presentatiions by Richard Mulvey
  • 2. The Power Series 2020 Week 1 - Getting New Customers Week 2 - Selling over the Telephone Week 3 - Sales Proposals and Presentations that Win Week 4 - Handling Objections/Closing the Sale Week 5 - Sales Negotiation Week 6 - Key Account Management Week 7 - 7 Habits of Highly Successful Salespeople Week 8 - Selling at your Higher Price Week 9 - Selling Face to Face Week 10 - Customer Service - Creating Raving Fans
  • 3. What are we going to discuss today? Deciding if the business is worth it Choosing between Quotations and Proposals Building the winning proposal Should we send it or present it? How to present What platforms to use When to present How to close more sales with presentations
  • 4. First Things First Do we want the business? Can we deliver? (Time, Resources, People) Can we win the business? Can we work with the client or company? Do we want that brand on our portfolio? Can we make a profit?
  • 5. Building Winning Proposals Research, Research, Research First Meeting or Survey What is keeping them awake at night? Focus on the end result Do they need your USPs Why are you better for them than your competitors If you don’t have a competitive advantage, don’t compete
  • 6. Quotations and Proposals Specifications Price Delivery Terms and Conditions Price is good for 30 Days Quotations
  • 7. Quotations and Proposals The Customer’s Objectives Your Recommendations Summary of Additional Benefits Financial Implications Your Additional Information Detailed Executive Summary (if required) Proposals
  • 8. Further to our recent meeting, I understand your objectives are as follows: Objective 1 - Objective 2 - Objective 3 Many of the companies we have been speaking to recently have exactly the same sort of problems,that’s why (your Company) have recently launched a new programme that will …(Benefit 1) and also …(Benefit 2). Draft Proposal And the final result will be… (ultimate solution) In addition to the above, we will also be able to improve your ...(Benefit 3) and also maximise your ...(Benefit 4)
  • 9. Your investment for the implementation of the above proposals is as follows:...(Investment 1)...(Investment 2) Draft Proposal Once the implementation is complete however, the return on your investment will be as follows: Increased efficiency Rxxx Reduced Costs Rxxx Improved Profitability Rxxx Maximised Safety protocols showing a saving of Rxxx With a total positive impact on your bottom line of Rxxx
  • 10. Proposals Personalize the Proposal Use the Power of the Font Size Use Good Quality Paper / Card Focus on the end result Use “WE” to include the prospect
  • 11. Proposals Give them 3 Options Inexpensive Option $ Preferred Proposal $$$ Expensive Option $$$$$$$$$
  • 15. Proposals Prepare in draft Run the draft past your key supporter Prepare a partially completed contract Close with a “Call to Action”
  • 16. Building Winning Proposals We are proud to be on the list of…... This is: Our Vision, Our Mission, Our Objectives Never Lie! Never say “Trust Me” Never offer a personal guarantee Avoid these mistakes
  • 17. Building Winning Proposals Think outside the box Paradigm Shift Push the Envelope Low Hanging Fruit At the end of the day Value Added Proposition Drop the Ball Seamless Integration Break down the silos Throw them under the bus It is what it is etc……. Avoid business clichés
  • 18. When do we present?
  • 19. Preparation Keep it Short and Simple K.I.S.S.
  • 20. Keep it Short and Simple "It has to be said at this moment in time that I will, under no circumstances, be able to make any meaningful contribution to the ongoing discussion without due consideration of the impact my disclosure may, or may not have on the voting public" No Comment!
  • 21. Keep it Short and Simple We shall not flag or fail We shall go on till the end We shall fight in France We shall fight on the seas and on the oceans We shall fight with growing confidence and growing strength in the air We shall defend our island whatever the cost may be We shall fight on the beaches We shall fight on the landing grounds We shall fight in the fields and in the streets We shall fight in the hills We shall never surrender Winston Churchill
  • 22. Do we send the Proposal or Present? Draw a financial line Consider using e-signature software Pandadoc.com
  • 23. Why Present your Proposal? If you want to Win, Take it in! Which Platform to use? Zoom, Google Meet, Microsoft Teams, Skype, Go to meeting, High Five. What platform does your client like?
  • 24. Who do we present to? How will the decision be made? The Decision Maker
  • 25. Presentation All good communication has……. Beginning Middle End Tell them what you are going to tell them Tell them Tell them what you told them
  • 26. Presentation Beginning Tell them what you are going to tell them Introduction During our meeting and subsequent survey Today we will be discussing our proposal that will ………. (End Result)
  • 27. Presentation Decline of attention during your presentation 1 3 2 1 4
  • 28. Presentation All good communication has……. Beginning Middle End Tell them what you are going to tell them Tell them Tell them what you told them Summarise and Call to Action
  • 29. Presenting Online Have an assistant to help Mute the sound when not speaking Switch off video if internet is slow Screen Share for slide presentation Use Chat to communicate Display Names Breakout rooms for discussion Record your meetings
  • 30. Presentation Build the PowerPoint around the proposal Don’t ever start with “About Us” Keep them simple Make sure they are easy to read A picture can say a thousand words PowerPoint - Keynote - Prezi
  • 32. Presentation “90% of the impression you create when presenting is made in the first 30 seconds of your presentation” Be careful how you look
  • 33. Presentation Reduce the need to fear Control the symptoms Use what's left Stage Fright
  • 34. Presentation Don’t forget to Close Give them time to decide Close with the Influencers Keep Control of the Sale Close at the end
  • 35. Presentation Repeat the question back to them using your own words. Ask if anyone else in the audience has an opinion. Ask what the questioner thinks. If you are not sure, promise to get back to them. Question Time
  • 36. Summary Is it worth it? Choose between Quotations and Proposals Building the proposal Should we send it or present it? How, When and What to present What platforms to use Presenting online Include a Call to Action and Follow Up Practice, Practice, Practice
  • 39. Power Series Sales Proposals and Presentatiions by Richard Mulvey
  • 42. X Junior Management Middle Management Directors Finance Production Transport X X X John Brian Pete Jean Pam Jill Fred KAM Sales Strategy