CCH Learning SEA

Proposals That Sell - How to do a Proposal that Gracefully Closes a Client (On Demand)


How to craft a proposal that gracefully closes a client.

Proposals can take some time to write up, and once you’ve sent it off, you generally have no idea whether the client has read it, let alone agreed with it.

There’s also an opportunity cost that comes with writing proposals. You could be doing other paid work, further developing relationships with your client network, or even working on that marketing activity you mean to get to.

This practical webinar will walk you through how to:

  • Set up the environment for a successful proposal
  • The key elements of a proposal that sells
  • How to structure the content of a proposal so that it flows elegantly
  • How to follow up in a natural manner

The goal is to have more of your proposals close in a graceful manner.

What you will learn

Attendees will leave this webinar with:

  • Simple scripts to use during the client meeting
  • Sample template with headings (that each attendee will need to adapt to their own circumstances)
  • Simple scripts to follow up with clients that build your credibility and professionalism

Target Audience

This is a practical webinar suited to accountants, financial, legal professionals and other advisers who want practical strategies ensure more of their proposals get accepted.

Expert Speaker

Dr Abbie Widin runs a successful boutique consultancy (GTM Co) and designs go-to-market strategies. She coaches sole practitioners and professional firms, and helps them identify their highest potential clients, package their services and set their fees. She also helps them stay focused on their most effective business development opportunities.

She is also a director of both public and private Australian companies.

The webinar was recorded on 10 May 2022.

  • Elearning
    • $87.20 incl. GST
    • PD hours: 1
    Complete online at your own pace (Self-paced)
    • $87.20 incl. GST

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