How to write your Business Development Proposal Template
With a Proposal Pack, you can create variations of this document of any length to suit your specific needs. This template is built using the Proposal Pack Wizard software included with any Proposal Pack or the Proposal Kit Professional bundle.
We typically include more chapters in the templates than most people will need to give everyone more variety in the chapters they may need. You can trim down a long template by removing pages you do not need or combining multiple chapter topics into one page.
( Design themes, color schemes, fonts, and images are all customizable )
You can also create countless variations of this document to suit your needs using the included library of 2200+ chapters.
I just love using Proposal Pack and have landed many large contracts with highly professional prepare proposals from the software. I would definitely recommend someone who writes a lot of proposals on a regular basis to buy this as it will make your job much easier."
Marketing and Franchising Consultant
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Popular Proposal Pack Design Themes
The Proposal Pack for Any Business is a plain text design theme that does not include a visual design theme with logos or background photos. These design themes are commonly used to create this template. Any Proposal Pack can be used to create this template. Select a design theme based on your personal preferences for the visual look of the templates.
Use Cases
- Presenting a new business expansion plan to potential investors.
- Proposing a joint venture to a prospective partner company.
- Outlining services and benefits to a new client.
- Seeking funding or financial backing from venture capitalists.
- Introducing innovative business solutions to existing clients.
- Opening discussions for strategic alliances with other businesses.
- Negotiating renewal of contracts with details of added services.
- Pitching internal business development initiatives to senior management.
- Submitting a structured plan for market expansion to the board of directors.
- Applying for business development grants or government funding.
Chapters Suggested For This Template
Cover Letter, Title Page, Table of Contents, Executive Summary, Goals and Objectives, Client Needs and Challenges, Services Provided, Benefits, Cost Summary, Project Management, Company History, Team Members, Partnerships and Alliances, Customer Testimonials, About Us, Back Page
Copy and paste this chapter list into the Proposal Pack Wizard's 'Select by AI' screen to build this template. The Wizard is included with any Proposal Pack or the Proposal Kit Professional.
While the chapter list for this layout has been AI-generated, the Word template that the Proposal Kit software will create is 100% human-written content.
Components of the Business Development Proposal Template
Creating this template involves assembling several chapters and filling them in with your details. While there's no one-size-fits-all template for every situation, Proposal Kit offers layouts that can be customized using its extensive chapter template library. The Wizard software builds this template for you, customized to your needs. The Wizard software is included in every Proposal Pack and the Proposal Kit Professional. You can customize this list of chapters as needed in the Wizard software, such as adding additional chapters, removing chapters, and changing the order of chapters.
Cover Letter
The cover letter serves as a personal introduction and sets the tone for the proposal. Here, you will briefly outline the purpose of the proposal, highlight the partnership or growth opportunity, and express enthusiasm for the potential collaboration. This letter should be tailored to address the recipient directly, making a compelling first impression.
Title Page
The title page acts as the proposal's front cover. It should include the proposal title, your company's name, the date, and the name of the potential partner or investor. This page should be clean and professional, providing a snapshot of what the document is about.
Table of Contents
This section organizes the proposal's contents in an easy-to-navigate format. It lists all the chapters included in the proposal, such as the Executive Summary, Services Provided, and Cost Summary, along with their corresponding page numbers. This helps recipients quickly find specific sections.
Executive Summary
The executive summary provides a concise overview of the proposal, summarizing the key points that will be detailed in the following pages. It should outline what you are proposing, why it is beneficial, and how it aligns with the recipient's goals or needs. This chapter is crucial as it often determines whether the reader will continue with the rest of the document.
Goals and Objectives
This chapter outlines specific goals and objectives of the proposed business development plan. It details what the company aims to achieve through this proposal, such as market expansion, partnership formation, or new client acquisition. Clear, measurable objectives help demonstrate the proposal's direction and purpose.
Client Needs and Challenges
Here, you identify and discuss the needs and challenges faced by the potential client or partner. Understanding their perspective not only shows empathy but also allows you to tailor your services to address these specific issues, enhancing the relevance and appeal of your proposal.
Services Provided
This section describes the services your company offers that are relevant to the proposal. It should clearly explain how these services can help achieve the goals and address the challenges outlined earlier. This chapter is vital for showcasing your company's capabilities and how they align with the recipient's needs.
Benefits
In the benefits section, you outline the advantages that the client or partner will gain from accepting the proposal. These benefits should be direct outcomes of the services provided, highlighting value addition, potential cost savings, efficiency improvements, or other gains.
Cost Summary
The cost summary provides a detailed breakdown of the estimated costs associated with your proposal. Proposal Kit software can automate this data through its line-item database, ensuring accurate and up-to-date financial information is presented. This chapter helps in setting clear expectations regarding the financial investment needed.
Project Management
This chapter details the project management approach, including timelines, milestones, and who will be involved in delivering the services. It reassures the recipient that your company has a robust plan in place to manage the project efficiently and effectively.
Company History
The company history section offers a brief overview of your company, including its founding, growth, and key successes. This background information helps to build credibility and trust with the proposal recipient.
Team Members
In this section, you introduce the main team members who will be involved in the project. Include brief bios that highlight their skills, experience, and roles within the company. This helps to establish confidence in your team's ability to deliver the services proposed.
Partnerships and Alliances
Discuss any existing partnerships and alliances that strengthen your proposal. This could include strategic relationships with other companies, industry associations, or technological collaborations. Highlighting these relationships can demonstrate your company's reach and expertise.
Customer Testimonials
Customer testimonials provide real-world examples of how your services have benefitted other clients. Including a few strong endorsements from previous or current clients can greatly enhance your proposal's persuasiveness by showcasing satisfaction and results.
About Us
This chapter allows you to share more detailed information about your company, its mission, vision, and values. It is an opportunity to connect more personally with the proposal recipient and further establish your company's identity and commitment to quality.
Back Page
The back page serves as the closing cover of your proposal. It should be neatly formatted and may include contact information, a call to action, or a simple thank you note. This is the final impression left with the reader, so it should be professional and polished.
This template is also referred to as
- Business growth proposal
- Company expansion template
- Strategic partnership proposal
- Investment pitch template
- Joint venture proposal sample
- Business opportunity template
- Corporate development proposal
- Business innovation proposal
- Financial backing proposal
- Market expansion plan template
How to create this template with Proposal Pack Wizard
You can create this document using any of the logo-designed Proposal Packs. Pick any Proposal Pack with a logo design theme you like best; they will all work equally well. The Proposal Pack for Any Business has no extra logos or colors added. It is designed to be used plainly or customized with your logos and graphics.
This is a recipe for a template you can build in the Proposal Pack Wizard software using any of the Proposal Pack design themes. This template uses a new feature in the Wizard software for creating templates based on lists of chapters selected by the Business Proposal Outline Creator for Proposal Kit OpenAI GPT. We've used the GPT to generate this template recipe that you can paste into the Wizard's 'Select by AI' screen when selecting the templates for your project document. This Wizard feature will auto-select all the chapters generated by the GPT and map any mismatches to Proposal Kit chapter templates as best possible. This is a new experimental feature of the Proposal Pack Wizard software.
See this article, How to Streamline Your Business with AI Proposal Writer Tools, for more details on using ChatGPT to create your proposal outlines that can then be made by the Proposal Kit software.
If you have a ChatGPT Plus subscription for custom GPTs, use the Business Proposal Outline Creator for Proposal Kit OpenAI GPT to generate custom proposal chapter lists.
The Proposal Pack design theme you purchase will determine the visual look of this template. The screenshot above only shows the plain generic design theme.
We include a library of chapters to be assembled based on your needs. All proposals are different and have different needs and goals. We designed the Proposal Packs so you can customize the documents to suit your needs.
You will best create this document using the Proposal Pack Wizard - Expert Edition software to select this template and build it in the Proposal Pack logo design theme of your choice along with any desired customizations (such as adding additional chapters, removing unneeded chapters, changing the order of chapters, and importing your company logo). This template outlines a proposal for the described situation. Each user is responsible for typing in the actual content of the provided pages with their information to complete the proposal.
You create this template using the Wizard software, which includes the entire Proposal Pack library and software. We include the Expert Edition of the software in the Proposal Kit Professional bundle. Microsoft Word for Windows is required to use the customizing software.
How to Build Proposal Template from an AI Outline
This video shows how to build a Word format proposal template using the Proposal Pack Wizard software from an AI-generated outline. This video is illustrated with pre-created AI outlines of chapters that are pasted into the Wizard software, which then generates a Word document from the outline.
Key Takeaways
- The Business Development Proposal Template is built using a Proposal Pack or the Professional bundle using the included Wizard software.
- You can create unlimited custom variations of this template.
- The Wizard software automates quotes and other financial pages with a line-item database.
- There are no ongoing subscription fees. You get lifetime unlimited use.
- Proposal Kit is made for freelancers, small businesses, and non-profits.
- Proposal Kit product content (templates, samples, software) is 100% written by humans.
By Ian Lauder