From the course: Selling into Industries: Financial Services
Join today to access over 22,600 courses taught by industry experts or purchase this course individually.
Proposals and contracts
From the course: Selling into Industries: Financial Services
Proposals and contracts
- They asked for a proposal. The finish line is in sight, and you're probably already calculating your commission. But not so fast. A proposal is not a contract, so you need to keep your head in the game and proceed thoughtfully. The proposal or the offer is the document that will outline the conceptual agreement you've reached with your buyer. Proposals are not the time for surprises. So before you present one, make sure your buyer knows exactly what to expect. The first thing your proposal should include is a good overview. What product or service are you selling, and most importantly, what is the buyer going to accomplish with this transaction? Next, key deliverables and implementation. This goes for you and your buyer. If you need them to be involved in implementation, spell out exactly what is expected. You should also include an ROI and metrics to assess the progress. These are more relevant to things like software and system changes. But even if you sell a tangible product like…
Practice while you learn with exercise files
Download the files the instructor uses to teach the course. Follow along and learn by watching, listening and practicing.
Download courses and learn on the go
Watch courses on your mobile device without an internet connection. Download courses using your iOS or Android LinkedIn Learning app.