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Elite Training Systems
Module 10 - Proposal Preparation and Presentation
Common Sales Challenges and Training Needs Addressed in this Workshop:

 

Here is a list that may apply to one individual, several staff or an entire sales team:

  • Those that are losing competitive sales opportunities where a need to document, prepare and present formal proposals is necessary.

  • Individuals who are not naturally gifted or formally trained at organizing thoughts and ideas on paper into a format that builds a strong case and are jeopardizing business or experiencing unacceptable closing ratios because of it.

  • Sales staff or departments that have relied heavily on simple, basic, less formal sales approaches and have consequently shut themselves out, or been ineffective competing in larger, complex and more financially lucrative sales opportunities.

  • Junior, inexperienced or less polished sales representatives working in a multiple call sales environment that need a standard, systematic proposal framework to follow that will guide them through sales presentations in a logical, methodical manner that sets them up for a higher degree of closing success.

Workshop Highlights:
  • Learn how to create proposals that hit home runs for you more often and increase your closing ratio.

  • We will introduce a proven proposal presentation strategy that significantly improves sales results.

  • Discover how to create proposals with the client concerns and issues in mind and present them in a manner that is tailored to the recipient's requirements.

  • Learn the science behind a proposal that impacts your message with a punch!

  • Discover the various elements contained in a business proposal and how to determine which elements are required for varying situations.

  • Gain insight into proper layout of information so that your message flows, is easily understood and gains immediate acceptance from your prospect.

  • Discover how to effectively communicate customer solutions enclosed in your proposal so that you can minimize resistance and gain a favourable decision from buyers.

Who Should Attend:
  • Anyone who is new to professional selling and looking for the tools, techniques and advantages that will get them off to a faster start in their sales career.

  • This workshop is geared towards those required to prepare and present professional proposals to their clients and prospects.

  • Anyone wanting to learn a systematic approach to building professional, structured proposal.

  • People who want to sell to a more sophisticated client base and realize the need to engage in a two stage selling process, phase one gathering the information and phase two presenting a proposal based on the needs uncovered on the first visit.

  • Individuals wanting to discover the various proposal types that can be used and how determine which (if any) is the most appropriate for each situation.

  • Those who want to learn new ways of building credibility, justifying their position and selling value added solutions to prospects and customers.

  • Sales people looking for a way to simplify the sales process and make a smooth transition to closing more business, more often.

Course Details:
Instructor: Marshall Northcott, Corporate Sales Trainer            (Click Here for PDF Download)
City Date
  Calgary    January 31, 2011
  Cambridge (CanAmera Corporate Centre)    February 4, 2011
  Ottawa    May 16, 2011
  London    May 16, 2011
  Mississauga    May 20, 2011
Duration: Half-Day
Start Time: 8:00a.m.     Finish Time: 12:15p.m.
Training Materials, and Refreshments Included.
Hotel Information: Click links (names of cities above)
Individual Course Fee: $197.00 per person, taxes extra
(for multiple course discounts Click Here for Workshop Fee Details)
(Discount 10% for 3 or more individuals in attendance at same course from same company-Please use Fax Form to take advantage of discount)
Testimonials:

I found it helpful going through the different potential content you can include in the proposal.  This will help me from templates to build from.  It makes me feel more confident that I will not forget to include anything important.

Cameron Miller, Product Specialist, Phoenix AirMid Biomedical

 

The most beneficial part of this workshop was learning how to structure the content of a proposal, while keeping in mind the way that it is presented will improve my current proposal process.

Angelo Florendo, Product Specialist, Phoenix AirMid Biomedical

 

I learned how important it is to ensure that the customer fully understands the proposal and the benefits by asking for acceptance throughout the presentation.

Martin Hampshire, Sales Representative, Brown Packaging

 

Keeping a proposal simple is best.  I will review my templates again for simplicity in layout and working.  I found this course to be very applicable to my business and had excellent and useable content.  Marshall makes the topics interesting and fun.

Arend VanEck, Principal, Merak Systems

 

The breakdown and structure of the proposal is something that I will use in place of quotes for some of my situations.

Dave Milne, Sales Representative, John Crane Canada

 

This module had a lot of content and it was excellent!  As always the workshop was very good.

Dale Seibold, Sales Representative, Reist Industries

 

Marshall, thank you for building on my current skills to take me to the next level.  Great examples and even better suggestions.

Brian Banks, Director of Sales, Bingemans

 

There are many misconceptions regarding what a proposal is really meant to achieve.  This training session opened my eyes!  I was able to identify the different types of proposals and under which circumstances to use (or not use) them.  This is extremely valuable and will no doubt, increase my sales and the utilization of my time.  Marshall detailed how to use a proposal as an extension of my sales arsenal and I feel extremely confident presenting my proposals to future customers.  Great job Marshall!

Austin Greavette, Accounts Executive, Execulink Telecom

 

Before this workshop, every time I heard the word proposal I was overwhelmed at the thought of attempting to put one together. I now feel prepared and am actually looking forward to it!  As always, Marshall kept the morning upbeat and enjoyable. This workshop was incredibly informative.  Thank you for your insight!

Marcia Herteis, Inside Sales and Service - Team Leader, Execulink Telecom

 

There was great group involvement that kept the motivation going.  I learned the most from the material covering the details of the proposal because it was new information to me.  Marshall is a good speaker who makes things interesting by relevant telling stories and using examples.

Julie Beingessner, Customer Service Manager, Execulink Telecom

 

This workshop was thorough and valuable.  The information on how to structure a proposal had great detail that we've never covered before at our company.  Marshall is always prepared and keeps me motivated.

Matt Winder, Corporate Sales Representative, Execulink Telecom

 

Today's workshop was interactive and informative.  I learned the most from the layout format of a proposal.  We have the information but we needed a way to organize it.  Marshall is well informed and has a lot of knowledge.

Cindy Whelan, Administrator, Armor Personnel

 

Good material.  It really makes you consider internal practices and reconsider strategy for use and/or application.  I learned a lot from the sections of the proposal and how to the executive proposal should be used more as a strategic sales tool versus a reactive information tool.

Stacey Duggan, Chief Leadership Officer, Prior Resource Group

 

It was great to learn how to go "beyond" a quote! In this workshop, I learned how to structure and what is involved in preparing an effective proposal.

Grant Wedzinga, Sales Representative, Rocket Lumber

 

Today's workshop met my expectations and delivered what I had hoped it would.
Darren Dayman, Sales Manager - Eastern Region, Tri-Lad.