How to Win More Clients with QorusDocs’ Proposal Template for Professional Services

Jennifer Tomlinson
Written by Jennifer Tomlinson / Jun 07, 2022

As Executive VP of Marketing, I work to identify business needs and help QorusDocs’ clients generate revenue more effectively and efficiently. I spearhead efforts to increase brand awareness through digital marketing and client engagement.

As a professional services organization, your primary objective is to provide services that solve your clients' problem(s). At QorusDocs, we’re laser-focused on helping you create personalized, on-brand proposals that showcase your services and clearly demonstrate how you can alleviate your prospects’ pain points to help them achieve their goals.

To consistently acquire new clients, your proposals should combine key company information (with an emphasis on team members and their relevant expertise), your unique value proposition, and other details (e.g., deliverables, milestones, client references) that will set the stage for further negotiations and, ultimately, help you close the deal. 

A helping hand

We want to make it as easy as possible for you to create winning proposals. To this end, we’ve put together a handy free Proposal Template for Professional Services. Use this template as a guide to creating professional proposals that stand out from the crowd, while clearly highlighting how your services solve your prospect’s problem.

Our professional services proposal template is based on the following framework: 

  1. Cover Letter

    Include a personalized cover letter thanking the client for considering the services of your organization. 
  2. Executive Summary

    Provide a brief overview of the project and how your team and services will address the client’s challenges.

  3. Client Challenge

    Demonstrate a clear understanding of the prospect’s industry, business, and specific pain points.

  4. The Team

    Your people—and their skills and experience—are essential for winning client business. Shine a spotlight on the project services and delivery team, including a team chart and a short description of each team member.

  5. Project Overview

    Paint a picture of how your services/solution will solve the client’s challenges, using real-world data and statistics to support your strategy.

    • Solution
    • Deliverables
    • Expected ROI
    • Timeline
    • Case studies and/or client testimonials
  6. About Your Organization

    Share details about your firm’s culture to give prospects an idea of what it would be like to work with your team. Highlight any awards, partnerships, and customer support that set your organization apart from competitors. 

  7. Professional Fees + Terms and Conditions

  8. Approval signature page

  9. Appendix (e.g., detailed team bios)

At QorusDocs, we’re committed to helping your professional services organization increase new and existing client work, maximize billable hours, and maintain cash flow with proposals that consistently close deals. We invite you to grab your complimentary proposal template for professional services, including pro tips and notes, to create proposals that engage clients and boost revenue—and free up your valuable time to spend where it will drive the greatest return. 

Plus, check out our three-part RFP Response Kit (including decision matrix to help you prioritize responses!) and our free Statement of Work (SOW) template to accelerate and streamline your response process.  

If you’re looking to dive even deeper into the amazing and transformational world of templates, download our guide to using AI-powered QorusDocs Smart Templates to create and instantly personalize new presentations and documents from your existing Office 365 content in minutes!  

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