CRAFT A WINNING EXECUTIVE-LEVEL PROPOSAL 

Sales conversations can be challenging, and you need well-thought-out responses to cover all your bases. Every Monday, we share an AI prompt to help you improve your sales process and drive conversions. 

The scenario:

Do your executive-level proposals demonstrate a deep understanding of business strategy and position IT as a competitive enabler? Use today’s prompt to create proposals that address business outcomes and highlight your strategic value. 

The prompt:

You are the sales director for an MSP, writing an executive-level proposal for a [industry] company. [Insert the prospect’s challenges]. Create an executive-level proposal framework that addresses each stakeholder’s prioritiesand build a compelling business case: 

  1. An executive summary for the CEO who focuses on [insert priorities].

  2. A financial analysis for the CFO who focuses on [insert priorities].

  3. An operational excellence strategy for the operations director who focuses on [insert priorities].

  4. Your MSP’s strategic differentiation, including [insert relevant USP].

  5. An implementation plan and success metrics.

Write a structured proposal outline with key messaging for each section and specific value propositions for each decision-maker. Use compelling business language and avoid IT jargon while demonstrating technical competence.