Top 3 Mistakes in Sending Proposal Template for Projects

by Ruben 2 Minutes

Writing a proposal from scratch each and every time you want to be considered for a project can be time-consuming and ineffective. By having a good proposal template for projects, you can customize the document quickly, find compelling proposal title examples, and send them off just as fast. These are a lot of templates available on the internet today. Consider the particulars of your industry and pick one that suits you best.

The problem with using proposal template for projects goes beyond writing though. It is equally important to submit proposals at the right time, to the right people, and at the right situation. There are instances when it is simply improper to customize a proposal template for projects to send it to prospective clients. So here are the situations you want to avoid to save yourself the effort and increase your “win” rate:

Sending it too soon

Now, you met someone who seems genuinely interested in what you have to offer. Do you send him a proposal after finding out about the challenges he face in business? It might not be such a good idea. First of all, you might not really know enough about the specific challenges in his organization. Sending a proposal that don’t accurately pinpoint the issues would just tell him you’re not qualified or not interested enough to dig deeper. It would do more harm than good.

There’s a bigger chance of winning the job when you set up a second conversation before personalizing the proposal template for projects. Don’t speculate or assume. Instead, you should ask the client himself to find the facts and figures. This approach will help you look like a professional because it shows you’re willing to invest time and effort to get the job done right.

Wasting your time

You’ve found a Request for Proposal (RFP) on your mailbox from a Fortune 500 company. You’ve never worked with the company before and are hesitant due to the scope of work. Nevertheless, excitement is overwhelming your better judgment. You look for the best proposal template for projects on your hard disk and then type out a 25-page proposal to suit their needs. But wait, is this really a good idea?

In cases like this, you need to do some research first. How many people did the company send the RFP to? Are you competing with hundreds of providers? In addition, a number of large companies already have an approved list of vendors. They will usually go with a provider they’ve worked with before.

Overlooking smaller clients

You want to keep yourself busy with big projects so you overlook small projects that are right under your nose. Chasing after larger contracts may seem like a good long-term strategy. But is it really as good as it sounds? Do you have the capacity to meet the complex requirements demanded by large organizations?

If you are a one-man team, chances are, you won’t be able to compete with the big players. Focus instead on clients you can provide personalized attention to. So bring out the most suitable proposal template for projects and customize it today.

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by Ruben
Ruben originally founded proposal software, Bidsketch as a one-person company while working as a software developer for a billion dollar payroll company. Since its early days as a “company of one,” Bidsketch has grown to help over 2,000 paying customers win billions of dollars in new business and save thousands of hours in the process.