Hey There,

Pitch Decks and Proposals. Oh My. I have seen some DOOZIES in my career. The bad ones all go the same way. “Hi! It’s me! Let me tell you all about myself and my company and here’s our company timeline and here’s our founder and their story and I know you don’t care and I’ve already lost you and lots and lots of filler and too much information and then last page is pricing which I know you’re going straight to anyways but this is the way I’ve always done it and this is what our template says to do…” Toss it in the pile with the rest. 

You want to know the secret to a winning proposal? Stop talking about yourself. I’ve said it before and I’ll say it again. “They don’t care about what you know until they know that you care.” 

If your sales process starts by asking a lot of questions and doing excellent discovery, you should know as much about your clients company and project as they do. If you didn’t ask enough questions to really understand what problem you are solving for them, then start over or go back and ask some. What they want to know, and what will impress them, is you STARTING your proposal by proving to them that you listened. Talk about them.

I like to start my proposals with an agenda. It’s not long, but it lets them know what is included and where to look for what they want. Here’s my agenda.

1. What I heard from you about your company and project
2. One page about our methodology 
3. Suggested services
4. Timeline to complete such services
5. Cost of these services
6. Success Stories relevant to the services I’m suggesting
7. Next steps

I then send this over to my prospective client with a video of me going over the pitch deck with lots of additional context. If you can’t get a meeting to go over it with them in person, then this is the next best thing. I use Loom to make these videos. 

If they want to know more about you, they will ask. You should know that they already know. They have done their research. They’ve looked at your website, your LinkedIn Profile, and asked around. 

It’s not about you. And if it is, you’re not doing it right. :-) 

-

Lisa Proeber | Owner, The Middle Six® 

FEATURED PREDICTIVE INDEX PROFILE

Smooth Operator… smoooooooth, operator. We LOVE our Operator! Operators are cooperative team players, known for being relaxed, informal, and responsive. They thrive in and contribute to a culture of stability. It’s no surprise that she effortlessly runs an online gift store, a web design company, and a podcast without blinking an eye. We absolutely love the work she’s done on our website, our experiences on her podcast, and we always order our holiday gifts through her. Check it out!

Do you want to know what The Predictive Index says about you?

FEATURED CLIENT

I didn’t know self-care could be so FUN! It was our HONOR to use The Predictive Index to take the Sweet Tox team on a half day Sales Boot Camp Adventure! They showed up enthusiastic, and ON BRAND. Pink….. Everything. 

We learned SO MUCH about injectables, lippies, chemical peels, weight loss meds, and more. This group is so passionate and knowledgeable about what they do. They truly love helping people look and feel their best, and make the entire experience fun, friendly and comfortable. 

FEATURED SERVICE

Process Mapping

Process Mapping is a technique used to visually represent and understand the flow of activities, tasks, and information within a specific process or workflow. In this workshop, we use process mapping techniques to help your team develop a sales process that evolves with you.

Why Process Mapping?

🤔 Some small businesses have a sales process that exists solely in their heads.

🔄 Some have every person on their team doing something different.

📝 Some small businesses have yet to think about the process behind what they are doing to increase sales.

We create or facilitate sales process maps so it’s easy to:

Onboard New Talent

Hold Each Other Accountable

Ensure Consistency 

UPCOMING EVENTS

Join us for a transformative day of learning and networking with two impactful sessions. Enhance your sales skills in our Sales Boot Camp and master social media strategies to attract your ideal clients in our Social Media Sales Workshop.

📅 Friday, September 27

📍  Ward4 | Milwaukee, WI 

Closing the Deal - The Ultimate Sales Training with Lisa Proeber

8:30 am - 2:30 pm

Social Media Sales Workshop with Ashton Henry, Small Studio

2:30 - 4:30 pm