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What is the Client Background chapter used for?
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We include this Client Background chapter template in every Proposal Pack, along with thousands more. You assemble this chapter with others in various combinations to create custom-tailored business proposals, plans, reports, and other documents. Proposal Packs apply custom visual designs to the templates, giving the final documents a consistent professional finish.
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Overview of the Client Background Chapter
When creating a business proposal, one key part is showing your potential client that you thoroughly understand their business. The Client Background chapter is specifically designed for this purpose. This chapter allows you to demonstrate that you have done your homework, researching and understanding the specific details and needs of the client's company. It sets the stage for a tailored proposal that addresses the client's unique challenges and goals.
How is the Client Background Chapter Used?
In a business proposal, the Client Background chapter is used right after the introduction. Its primary function is to build a connection with the client by reflecting knowledge of their business operations, history, and market position. This chapter reassures the client that they are dealing with professionals who have taken the time to understand their specific situation, which can significantly boost the proposal's credibility.
What is Included in the Client Background Chapter?
Typically, the Client Background chapter includes several key elements:
- Company Overview: A brief description of the client's company, including size, location, and history.
- Business Operations: Insight into how the client's company functions on a daily basis and what their major business activities are.
- Market Position: Information about the client's market share, main competitors, and their position within the industry.
- Challenges and Goals: A summary of the challenges faced by the client's business and their short-term and long-term goals.
- Past Achievements: Notable successes or milestones achieved by the client which can be relevant to the proposal's objectives.
Use Case Examples for the Client Background Chapter
To better understand how the Client Background chapter can be utilized, here are some specific examples:
- In a proposal for a marketing firm, this chapter could detail the client's previous marketing campaigns and their outcomes.
- For IT solutions, it might discuss the client's current technology stack and past IT challenges.
- In a construction proposal, the background could include the types of buildings previously constructed by the client and any ongoing projects.
- For consultancy services, it might outline past strategies implemented by the client and the results of those strategies.
- In a proposal for financial services, this chapter could detail the client's financial history and future financial goals.
Key Takeaways
- The Client Background chapter helps in making a personalized connection with the potential client by demonstrating an understanding of their business.
- It typically includes information such as the company's history, operations, market position, challenges, goals, and achievements.
- Placed early in the proposal, it builds credibility and sets a foundation for proposing solutions that are closely aligned with the client's needs.
- This chapter is and can be adapted to a wide range of industries and proposal types.
- Effective use of the Client Background chapter can significantly increase the chances of a proposal's success by showing dedication and thorough preparation.
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What Our Clients SayAs a small business consultant, I am often called upon to assist in preparing contractual documents in many different areas. The Proposal Kit is an excellent time saver and has references to many key points that should be addressed for clarity and assigning responsibility. The ability to easily add unique logos, covers, and page formatting allows each contract to be distinctly different. Definitely add this to your toolbox."
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Samples Using the Client Background Chapter
Document Layouts Using the Client Background Chapter
The Client Background chapter and other chapters are integrated into a Word document as illustrated here in the Proposal Pack Infrastructure #2 design theme. There are hundreds of design themes available, and every design theme includes the Client Background chapter template.
A proper business proposal will include multiple chapters. This chapter is just one of many you can build into your proposal. We include the complete fill-in-the-blank template in our Proposal Pack template collections. We also include a library of sample proposals illustrating how companies in different industries, both large and small, have written proposals using our Proposal Packs. This template will show you how to write the Client Background.
We include a chapter library for you to build from based on your needs. All proposals are different and have different needs and goals. Pick the chapters from our collection and organize them as needed for your proposal.
Using the Proposal Pack template library, you can create any business proposal, report, study, plan, or document.
Ian Lauder has been helping businesses write their proposals and contracts for two decades. Ian is the owner and founder of Proposal Kit, one of the original sources of business proposal and contract software products started in 1997.By Ian Lauder
Published by Proposal Kit, Inc.
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