How To Present a Proposal Over the Phone (Part 2) Blog Feature
Molly D Protosow

By: Molly D Protosow on June 4th, 2013

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How To Present a Proposal Over the Phone (Part 2)

present | selling | sellers | Sales Tips | Sales Training | sales strategy | Pipeline Management

3. How are you going to open up the meeting? sales_meeting_present_business Now, there’s no one right way to open every meeting.  But you should think about it.  You need to make a decision.  But I’ll tell you what works for me.  In the friendliest way possible, early on in every proposal meeting, I say something along the lines of,You know, thank you Mr. Prospect or Ms. Prospect for meeting with me today.  I’m hoping that we’ll be able to put together a deal.  And if we do, do you think my services would be implemented right away?”  That question will give you an answer to something that you’re eager to know, and it will be extremely helpful. You might be hesitant in asking this question or asking it in this manner. No worries! Translate it into a way that you can ask it.  Or if that’s not the right question for you, find the right question for yourself.  But keep asking yourself, “Is this always the best way to go?” and adjust the opening with each meeting. Customize the solution for your prospect.

fotolia_612132024. Defend why your proposal is right.  Many times, I listen to salespeople on the phone, and I can hear them explain the pricing. But they don’t say what I really want them to say from the prospect’s perspective, which is a very reassuring message. 

Hello Prospect, you know, after we spoke, I went back and looked at my notes.  I talked to my staff.  I went to our service team.  I did a little research and a little brainstorming.  And as a team, we came up with a plan that I think you’re really going to like.  It really addresses the issues that you’ve pointed out and that you’ve told me about. I know these were important to you.  Anyway, that’s how we created this proposal.”  Now maybe that’s not exactly the way you would say it.  But something along those lines would be reassuring.  After all, people react and reciprocate.  If you act with enthusiasm, the prospect is more likely going to be enthusiastic also.  If you act like you don’t care, then why should your prospect?

Let’s always remind ourselves of these four things we should do when we’re presenting a proposal over the phone: 


1. We’re verifying information. 

Involve the customer in developing your solution. Show someone your sale in writing before the proposal meeting whenever possible. Showing an outline of the proposal in advance gives you a chance to react and adjust.


2. We’re strategizing how far in advance to send the proposal. 

There is no one magical time in which all proposals that are sent over are magically approved.  Decide whether or not the proposal is powerful enough to speak for itself or make sure that you set aside the time to go through it with the prospect.


3. We’re deciding how we will open. 

Tailor a friendly opening and be prepared to ask what you need to ask to find out what you must.


4. And we’re preparing ourselves to defend why our proposal is right.

Are you giving your prospect reassurance? Have you completed thorough research, and are you prepared to give evidence to your claim?



About the Author:


Steve Bookbinder is Co-founder and CEO of Digital Media Training, a training partner to some of the most successful sales organizations around the world.  DMT delivers training which treats sales as a competitive sport and changes behavior needed to help sellers consistently win.  DMT is a leader in M-learning training reinforcement with a proven track record of improving sales through training. Steve has delivered more than 500 keynote speeches at national sales meetings, conducted more than 3,000 training workshops and trained, coached and managed more than 35,000 sellers and managers from leading companies around the world for more than 20 years.


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About Molly D Protosow

Molly Protosow is the COO and Training Strategist for DMTraining. She manages the day-to-day business and training operations while helping research and develop new training programs as well as refreshing signature programs to reflect the newest sales trends, technology, and best practices. Molly utilizes her wide-range of skills to create sales and marketing assets focused on delivering value to DMT’s clients. Molly has a passion for learning and leveraging new knowledge and experiences. Outside of DMTraining, Molly is a hard core Pittsburgh sports fan, enjoys staying active by running and golfing, and unwinds by reading and playing the piano.

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