Client presentations Every proposal is adapted by hand from the previous client’s.
Your own template as the source, with an agent bringing that client’s data and your previous proposals.
- Step no longer done by hand: You open the last client’s proposal The template fills with that client’s data
- Step no longer done by hand: You change names, figures and references by hand Your previous proposals arrive as reference
- You reread it in case something slipped through You reread it and decide what stays in
Work per proposal, in this example
3 h
45 min
What a person still does
Deciding what is offered and at what price.