Add Your Company Logo Here
	Title of the Proposal Here Proposal

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

    

	Version X, DATE

 

1.       Executive Summary. 2

2.       Background. 2

3.       Current State. 2

4.       Approach. 2

5.       Benefits to . 2

6.       Implementation. 2

7.       Timeline. 2

8.       Deliverables. 2

9.       Fees. 2

APPENDIX.. 2

 

 

Include your executive summary here.  No more than one page.  This must include:

o        Statement of customer problem or need (pain point)

o        Summary of your product or proposed solution (stick to the points that specifically address the pain point)

o        Describe the benefits to the customer (be as quantitative as possible)

 

 

Describe the customer background and customer problem or need.

 

 

 

Describe the customer’s current environment:  what solution are they using now?  What is working well?  What is not working so well?

 

 

 

Briefly describe your proposed product deployment or service you are proposing.  Don’t reproduce your product data sheets here, just describe it in terms that the customer can relate to (directly addressing the need above), addressing the points from the previous section.

 

 

 

Explicitly and concisely describe the benefits of the proposed solution to the customer, in bulleted form:

·         Benefit #1,

·         Benefit #2,

·         Benefit #3.

 

 

 

Cover at a high level the process and timeline to implement the proposed solution.  Don’t go into more detail here than you need to to make the sale (save that for the project plan later).  Include any resource requirements that you will need from the customer.

 

 

 

 

Summarize the timeline for the proposed implementation (briefly).

 

 

 

List any explicit deliverables from the proposed engagement or implementation.  What are you the vendor responsible for, and what is the customer responsible for?   Are there any third party dependencies?

 

 

 

Include all relevant fees here:  license fees, service fees, consulting fees, etc.

 

 

 

 

 

In your appendix (if needed) you can include additional detail about your product, detail about service methodologies, customer case studies, or individual bios if relevant.

 

 

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