
Alan Weiss, Ph.D.
A practical guide to crafting concise, value-based consulting proposals that build trust, avoid gatekeepers, and maximize acceptance and fees.
Alan Weiss wrote this book as a modern iteration of his 2002 classic, updating it with 75% new content.
Section 1
8 Sections
Imagine stepping into a meeting where the groundwork has already been laid. The client and you have discussed the project, aligned on objectives, and agreed on the value to be created. Now comes the proposal—not as a sales pitch or a negotiation battlefield, but as a clear, concise summation of what you and the economic buyer have agreed upon.
Consider the common mistake many make by turning proposals into voluminous documents, packed with legal jargon and unnecessary detail. These documents often find their way into the hands of legal departments, where the language is dissected and the process stalls.
For example, a consultant once submitted a neat 2.5-page proposal to a major financial institution. The legal team returned it with 32 pages of dense language, none of which altered the fees or terms but added layers of complexity that confused the buyer and delayed acceptance. This illustrates the power of simplicity and clarity in proposals.
Understanding that proposals are not intended for gatekeepers or intermediaries is also critical. These individuals may lack authority, perspective, or passion for the project, and proposals in their hands risk being misused or ignored. The proposal is a tool for the economic buyer—the person who can say yes and write the check.
In essence, a proposal is your promise, your contract, and your roadmap, all distilled into a succinct document that reflects mutual understanding and shared goals. It is the final step in a process of trust-building and conceptual agreement, not the starting point.
As we move forward, we will explore how to identify these buyers, build trusting relationships, and craft proposals that resonate deeply with the true decision-makers, setting the stage for success.
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