如何编写业务建议[Examples + Template]

确切知道您需要什么吗？跳到以下各节之一：

• 业务建议类型
• 如何编写业务建议
• 业务建议的想法
• Business Proposal Examples

What Is a Business Proposal?

业务建议是由公司创建的正式文件，并提供给潜在客户，目的是确保商业协议。bob全站app

It's a common misconception that business proposals and业务计划是相同的。该提案的目的是出售您的产品或服务，而不是您的业务本身。一项建议没有协助您寻找投资者来资助您的业务，而是可以帮助您寻求新客户。

业务建议类型

业务建议有两种类型：未经请求和征求意见。

• 未经请求的业务建议- With unsolicited business proposals, you approach a potential customer with a proposal, even if they don't request one, to gain their business.
• 征求商业建议- Solicited business proposals are requested by a prospective client.

在一项征求的业务建议中，另一个组织要求提出一项提案RFP(request for proposal)。When a company needs a problem solved, they invite other businesses to submit a proposal which details how they'd solve it.

建议是否征求或主动,the steps to create your proposal are similar. Ensure it includes three main points: a statement of the problem the organization is facing, proposed solution, and pricing information.

在撰写业务建议之前，您了解您正在编写建议的业务至关重要。如果他们给您发送了RFP，请确保您仔细阅读它，以便您确切知道他们想要的内容。与新客户进行初始电话或会面，以确保您完全了解他们试图解决的问题及其目标也是有帮助的。

一旦完成研究，就该开始编写您的业务建议了。没有一定大小的方法来编写业务建议，但让我们看一些通常包括的提案。（我设计了此示例业务建议帆布。)

Follow Along With HubSpot's Business Proposal Template

免费下载模板

1。Begin with a title page.

You have to convey some basic information here. Introduce yourself and your business. Be sure to include your name, your company's name, the date you submitted the proposal, and the name of the client or individual you're submitting the proposal to.

您的标题页应与专业人士调和。这是一个音调设置器，因此您需要确保您的时尚，美学上的吸引力，并且不要太“外面”。

Here's an example of what it looks like when done right:

2。创建一个目录。

坚实的UX几乎在任何情况下都是有价值的，而且业务建议也不例外。您需要使提案另一端的人们尽可能简单和访问。从目录开始。

A table of contents will let your potential client know exactly what will be covered in the business proposal. If you're sending your proposal electronically, it helps to include a clickable table of contents that will jump to the different sections of your proposal for easy reading and navigation.

3。Explain your "why" with an executive summary.

执行摘要详细介绍了您为何发送建议以及为什么您的解决方案最适合潜在客户的解决方案。特异性是这里的关键 - 为什么您是他们的最佳选择。

与价值主张类似，您的执行摘要概述了公司产品或服务的好处，以及如何解决您的潜在客户的问题。bob全站app在阅读了您的执行摘要之后，即使他们没有阅读完整的建议，潜在客户也应该清楚地了解如何帮助他们。这是一个应该的样子：

That example thoughtfully and effectively conveys both what the business does as a whole and how it can specifically serve the reader's needs. Here's what yours shouldn't look like:

This particular example is extremely vague. It doesn't allude to what the reader specifically stands to gain as a result of doing business with Outbound Telecom and fails to actually speak to why it should be considered"the best in its industry."

4。State the problem or need.

这是您提供影响潜在客户的问题的摘要。它为您提供了向他们展示您对他们的需求以及他们需要帮助解决的问题的机会。

研究，批判性思维和额外的思想在这里至关重要。您必须做功课。全面了解您的客户面临的特定问题，您可以帮助您解决。然后，以使您为下一步设置的方式构架它们。

5.提出解决方案。

这是您提供解决问题的策略的地方。像最后一步一样，您需要在这一方面依靠特异性和个性化。确保您提出的解决方案是针对客户需求定制的，以便他们知道您已专门为他们创建了此建议。

让他们知道您将提供的可交付成果，您将使用的方法以及何时应该期望它们的时间表。

6. Share your qualifications.

Are you qualified to solve this prospect's problem? Why should they trust you? Use this section to communicate why you're best for the job. Include case studies of client success stories, mention any relevant awards or accreditations to boost your authority.

7. Include pricing options.

Pricing is where things can get a bit tricky, as you don't want to under or over-price your product. If you'd like to provide the prospect a few pricing options for their budget, includean optional fee table。一些提案软件提供响应式定价表bob电竞官方下载，使客户可以检查他们感兴趣的产品或服务，并且价格将自动调整。

8.澄清您的条款和条件。

这是您详细介绍项目时间表，定价和付款时间表的地方。从本质上讲，这是您和客户同意如果他们接受您的建议的摘要。在向客户发送建议之前，请确保您与自己的法律团队清除条款和条件。

9.包括签名的空间记录协议。

Include a signature box for the client to sign and let them know exactly what they're agreeing to when they sign. This is also a chance to include a prompt for the prospect to reach out to you if they have any unanswered questions you can address.

编写业务建议时要牢记很多。这里有一些可以帮助您的技巧：

1。从大纲开始。

If you want to produce a thoughtful, effective business proposal, you need to have some idea of what you're hoping to achieve with it. So before you dive into writing, outline the major sections of your business proposal and the pertinent information you want to include. This will ensure you stay focused and your message stays intact as you write.

2.包括数据和视觉效果。

您希望您的业务建议吸引潜在客户的注意力，并帮助您与他们可能收到的任何其他人区分开。做到这一点的最佳方法之一是包含有助于强调业务价值的硬量化数据。

如果您能找到一些相关的，引人入胜的数字来突出您提供的内容，则可以建立权威并使自己更具说服力 - 它还有助于包括图表和图形等视觉效果，以增强您的建议。

3。添加社会证明。

像上一分钟一样，添加社会证明为您的建议提供了另一种信誉。只有当您亲自谈论您的业务有多棒时，您才能如此令人信服。

Prospects are skeptical. In many — if not most — cases, they probably won't take you at your word. They'll likely trust peers and fellow customers than someone trying to win their business. That's why including elements like customer quotes and testimonials can go a long way.

4。Incorporate video into your proposal.

If you're doing an online proposal over a document or PDF, you can include multimedia elements to enhance the proposal experience. They can make your document richer and more engaging.

Whether you add video at the beginning as an intro to your proposal or in the project breakdown to verbally discuss some of the more confusing parts, extras like this can make an impression — especially on prospects who are visual or auditory communicators.

5. Use a call-to-action.

前景需要方向。如果您不明确定义下一步，世界上最好的建议只能带您走这么远。这就是为什么您必须确保读者在阅读您的建议后接下来要做什么。

明确的呼吁行动是到达那里的最佳方法。定义并突出他们应采取的措施以您的建议产生的利益。没有这些指导，您可能会使读者陷入困境。

6.包括上涨和附加机会。

They say you won't receive unless you ask — readers won't explore the upper tiers of your solutions if you don't give them an opportunity to. If you want to use your business proposal as a chance to get the most out of a reader's interest, you need to include some additional information about your business for them to act on. They need to know what else you have to offer.

7. Create a sense of urgency.

There's no definitive blueprint for how long a business proposal has to be. Yours should be however long it takes to convey the information you want to get across.

也就是说，最好专注于质量而不是数量。使您的句子简单简单，并避免包含过多的业务术语。您希望您的提议足够简单，对于任何挑选它的人都可以理解。因此，不要因为太花哨而被带走。

8.保持简单。

There's no definitive blueprint for how long a business proposal has to be. Yours should be however long it takes to convey the information you want to get across.

也就是说，最好专注于质量而不是数量。使您的句子简单简单，并避免包含过多的业务术语。您希望您的提议足够简单，对于任何挑选它的人都可以理解。因此，不要因为太花哨而被带走。

9.为他们做出决定。

Craft your copy in a way that seems like saying "no" to the proposal would be stepping over dollars to pick up pennies. Your offer should go above and beyond their expectations, and you should do everything in your power to eliminate frictions and objections along the way.

10.保持品牌。

Don't be afraid to let your company's personality shine through in your proposal. Stay true to your brand and show the client what sets you apart from your competitors.

11. Quality control.

您的建议需要干净整洁。您不想因为草率且不专业而破坏消息传递。在发送提案之前，请确保阅读并重新阅读任何错别字或语法错误。

Business Proposal Examples

In need of some inspiration before you begin writing? Here are example business proposal templates from popularbusiness proposal software companies您可以用来帮助创建建议。

1。网页设计建议

图像来源：PandaDoc

此示例表明了对客户需求的清晰了解。它包括对他们当前网站的简要分析，以及可以添加或改进哪些特定功能。

2。SEO Proposal

图像来源：Bidsketch

该提案清楚地概述了需要采取的步骤来帮助潜在客户增加其可见性和搜索引擎的流量。他们为项目时间表的每个阶段创建了一个表格，并在每个可交付的情况下以及到期时都包含信息。

3。销售建议

图像来源：PandaDoc

尽管此模板很简单，但它为潜在客户提供了您提供的产品和服务的概述，以及如何使用它们来创建自定义解决方案来解决客户的问题或目标。

4。营销项目建议

Some business agreements need a lot of information and detail to satisfy the audience. However, if your audience prefers a short and to-the-point summary of the project, this one-page proposal is right for you. Break down the issue, solution, strategy, goals, and costs on this attractive and easy-to-read template.

图像来源：Lucidpress

5.业务咨询建议

This proposal goes a lot deeper with several different page layouts to meet your needs. You can pitch your offerings, break down the price, and show off your team with this sleek but bold consulting template.

图像来源：提议

6.社交媒体营销建议

图像来源：Pandadoc

This template pairs engaging visuals with professional copy and solid structure. It's an excellent option for any business looking for a proposal template that lends itself to thoughtful organization and effectively conveying any necessary information.

7.Content Marketing Proposal

图像来源：努西尔

This interactive template includes interesting copy that can serve as inspiration for any business looking to make a bold impression. If you're looking for an engaging option for digital proposals, take a look at this template.

根据您从事的业务类型，您的业务建议元素会根据潜在客户的需求而有所不同。有了专业的定制业务建议，您一定会让您的客户感到满意并有可能获得业务。

Editor's note: This post was originally published in February 2020 and has been updated for comprehensiveness.