B L U E P R I N T BUILDING AN IMPACT PROPOSAL It’s good to think of a proposal as a conversation as opposed to something you create and something they read and either sign or don’t sign. Include sections such as Q&A. As you go through the conversation, client questions go in this section for them or for them to go back to or for others to not need to ask the same questions. TOP 3 MISTAKES IN PROPOSALS DON’T be generic. DO highly customize the proposal based on conversations with the customer and your diagnosis. DON’T be too wordy. DO make it easy to read, visually pleasing, and simple to navigate to the section they’re looking for. DON’T make it completely static. DO have the proposal be a conversation including a Q&A section.

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