In this guide
07 · Sales and proposals
Establish a trackable and honest sales process rather than one-off efforts.
Put it into practice
- Define who the offer is for
- Write a proposal with scope and acceptance criteria
- Track follow-ups and why opportunities are won or lost
Further reading: Shopify · İş planında satış ve pazarlama ↗
Build a proposal with clear acceptance
A fictional service proposal specifies the problem, deliverables, required customer inputs, fee, preparation time and exclusions. The next step asks the customer to confirm scope rather than treating a friendly reply as agreement.
Your worksheet
Lead; need; fit; scope; decision maker; next action; follow-up date; outcome.
Check your work
Record why proposals are declined. Check that promises match your actual delivery capacity.
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