Do I need to write a proposal to promote its financial services business to a potential client? It need not be an intimidating process. The goals for any business proposal are presented, highlighting their services and / or products, describe the costs, and convince the customer that you are the right choice for the job or you are worthy of trust with their finances. To speed the process of proposal writing, you can use pre-designed templates and get ideas proposed sample.
Whether you are describing an accounting, payroll, or broker, opening a franchise or even asking for funding to start or expand your business, the proposed structure will be similar. Here's the basic structure to follow: Arise, then a summary of the potential customer needs, describe their services and costs, and finally, provide information about your organization, your credentials, and capabilities.
For a financial services company, will also have to include detailed information about their services or products that are relevant to the specific client. For example, an accounting firm have to include a range of solutions based on the size of the client's business (a business services of one person service options are a company of 10 people is also different if doing things like services payroll). An insurance broker have to explain the different types of policies to a wide variety of situations.
Always keep in mind that the purpose of the proposal is to persuade your prospects to give you their business or manage your hard earned money. You must show it can deliver the goods or services they need. A simple price list can never replace a real proposal.
Proposals should be directed to a specific customer. This means that you need to gather information about your customer to submit a proposal tailored to the needs of the individual customer. It is never a good idea to send to all potential customers in the same sales letter. Customers are much more likely to accept a proposal tailored to them.
So, back to the order described above. Start your proposal with a cover letter and a title page. The letter should provide a brief personal introduction and contain the contact information of the company. The title page is just what it sounds like: The name of your specific proposal (for example, "Accounting and Payroll Services", "Preparing for Financial Freedom," "insurance policy Options for Westbridge, LLC" or. "Refinancing your mortgage").
After the introductory section, add topics describing the needs of your customer. If you are submitting a proposal for a detailed set of services, you may have to write a summary to precede the detail pages. In a proposal for a corporate client, this is usually called an Executive Summary. Proposal for a less formal but still complex, is typically called a summary of the client. In this summary and the following pages of details, you must demonstrate their understanding of customer needs, goals and desires as well as discuss the resignations or risks to be disclosed. This section should be all about the customer.
Next is your chance to advertise yourself. Follow your introduction section and the customer section with pages that describe what you are offering. These pages may have general titles as provided services, policies, benefits, services and Cost Summary summary of product costs, as well as more specific pages detailing the products and / or services you can offer and explain the associated costs.
Your specific business will determine the specialized topics and pages you need to include in your proposal.
Accounting and payroll services have to include pages with titles like The specialization (to highlight a specific niche to excel in), services provided, Accounting, Reporting, Tax, Project Management, Administration, Audit Options summary costs, billing policies and conditions of contract and pages.
An insurance broker may include issues such as needs analysis, Client Fund, Insurance, coverage, policies, risk analysis, recommendations comparison chart and options, together with items of standard amenities. From proposals in some areas may be binding to the contract, make sure that all limitations, exclusions of coverage and timeliness are covered in their resignations, and consult your local lawyer to make sure their proposals and contracts comply with the laws local.
A finance company can include topics such as financing, payment plan options, Consolidation, Warranties and Guarantees, payment, payment schedule and so on.
A company selling investment or brokerage services should include information not only about their products and services, but in these times, a company will also provide impeccable credentials. Consider adding information about their services, products, policies, disclaimers, risk analysis, risk management, industry trends, tips, return on investment, commissions, assets, clients served, references, experience, qualifications, Reputation , Customer Service, Company History, and so on. If you are asking
Financing to start a business in financial services (anything from a small business accounting franchise insurance), you'll want to add pages, as a competitive analysis, industry trends, market and Hearing , Marketing Plan, Insurance, Liability, Timeline, funding request, the services, products, company operations, balance sheet, income projection, sources of funds, use of funds, personnel, legal structure and other topics required by the lender. In its latest proposal
Section, provide company data, including pages such as company history or on us, qualifications, certifications, memberships, testimonials, our customers or referrals. Your goal in this section is to convince potential that can be trusted to deliver the goods and / or services they need and want and to manage your money to the customer.
Those are the basic steps for organizing and drafting the proposal. But you're not quite finished yet. After you have all the information on the pages, focus on ensuring that the proposal is visually appealing. Incorporate your company logo, use colored page borders, and / or select interesting fonts and custom bullets to add color and style. Just make sure to match your company's style to make these selections.
To finalize its proposal, which is essential for correct and spell check every page. It's always a good idea to get someone other than the writer proposed to make a final test, because it is so widely seen to overlook mistakes in your own work.
When the finishing touches are completed, print it or save it as a PDF file, and then deliver it to the customer. The delivery method you should use depends on your relationship with your potential customer. While it is widely seen to email PDF files to clients, a nicely printed, personally signed and hand-delivered proposal may make more of an impression and show that you are willing to go the extra mile for the customer.
So, in short, a proposal for financial services can vary widely depending on the content and size of the business and customer needs. Content of the proposal of each company will have to be a little different. But all these proposals will have a similar format and follow a similar structure.
If you want to get a jump start using pre-designed with simple instructions and extensive suggestions for content templates, you can use package proposal, which includes all the above material. Also it includes samples of complete financial services proposals that will give you great ideas and help you easily create your own successful bid.