Proposal Template
Deliver a customized and compelling sales proposal to convert opportunities into closed-won customers.
Click "Add to Cart" below. When you checkout, you will immediately receive an email with a link to download.
- Premium design
- Customizable files
Lifetime access from any device
Why use the template?
Every opportunity in our pipeline worth $5,000 or more, we will use this template to deliver a custom sales proposal.
It works. It converts opportunities into closed-won customers at a 40+% rate.
If we are doing a trial or pilot with them, they convert at a rate of 80+% from opportunity (SQL) to closed customer.
It's amazing. I will show you how to create compelling sales and business proposals using this Google Doc template.
You can convert it into a word doc template as well.
By sharing my sales proposal template with you, my hope is that you can convert more of your prospective pipeline into paying customers.
Click "Add to Cart" on the right. When you checkout, I will immediately send you an email with a link to access the Proposal Template in Google Docs.
What’s inside the template
Here's what's inside the template:
- Read Me: a brief overview about us and additional resources you can access.
- Proposal Example: an actual example of a sales proposal fully populated with the key building blocks of a great proposal
- Executive Summary
- Current State and Growth Objectives
- Proposed Solution
- Implementation Timeline
- Projected ROI & Impact
- Investment
- Why Us
- Next Steps
- Proposal Guide: a step by step guide on how to create a proposal using this template.
- AI Prompt: use my AI prompt to instantly generate a custom proposal by simply filling in a few details for the opportunity you are working on, then we populate a prompt that you can paste into your favorite AI tool.
How to use the template
Here is how to quickly write a sales proposal template:
- Do amazing discovery during introductory calls. I teach my sales team that deals are won or lost during discovery.
- Quantify their pain, so they know how much their current state is costing them.
- Align your solution to achieving their dream outcome. Quantify the future state.
- Make the investment they're making into your solution comparitively small, so that they will achieve massive ROI by agreeing to your proposal.
- Input this story into this Google Doc template. Voila! The business is yours.
I train our entire B2B SaaS team on using this template. It's branded for our business, which you can do with this one. Just delete all the pages except the cover and the example proposal. Then slap your brand colors and fonts on it.
When we implemented this proposal template, we started to see our prospects share the proposals more frequently amongst key stakeholders. Which accelerated deals and increased conversions.
You can immediately download the Proposal Template.
Click "Add to Cart" and checkout. I'll send you a link to the Google Doc that you can copy.
VP of Marketing Playbook
Everything you need to run marketing at a venture-backed SaaS company.
VP of Sales Playbook
Everything you need to run sales at a venture-backed SaaS company.
Click "Add to Cart" below. When you checkout, you will immediately receive an email with a link to download.
- Premium design
- Customizable files
- Lifetime access from any device
Top reviews from SaaS Executives
“These are GOLD! I was having to build all of this from scratch.”
“This is exactly what I was looking for. A repeatable playbook I could plug-n-play for our business.”
“I feel more confident hitting our revenue goals now than I ever have.”
“My job just became so much easier! I’m all about working smarter, not harder.”
“These are GOLD! I was having to build all of this from scratch.”
“This is exactly what I was looking for. A repeatable playbook I could plug-n-play for our business.”
“I feel more confident hitting our revenue goals now than I ever have.”
“My job just became so much easier! I’m all about working smarter, not harder.”
“These are GOLD! I was having to build all of this from scratch.”
“This is exactly what I was looking for. A repeatable playbook I could plug-n-play for our business.”
“I feel more confident hitting our revenue goals now than I ever have.”
“My job just became so much easier! I’m all about working smarter, not harder.”
Our Resources
Our templates give you complete flexibility to choose exactly what you need to unlock growth. Whether it’s defining your ICP, mapping the buyer journey, optimizing your sales process, or building forecasts—our templates make it easy to get started fast and execute with precision.
Our go-to-market playbooks are designed to guide executives from a place of uncertainty to hitting aggressive sales and marketing goals. Each playbook is a step-by-step roadmap built to help you confidently navigate the most critical growth stages and scale your business.
Work with us to develop a custom sales and marketing playbook tailored specifically to your company. We’ll collaborate with you to define a winning strategy and tactics, leaving you laser-focused on execution and results. No guesswork—just clear, actionable steps designed for growth.
