Sales Proposal
Client situation and desired outcome
[Client priorities, current state, urgency, and success measures]
Recommended solution and value case
[Approach, differentiators, and expected business impact]
Scope, deliverables, and responsibilities
[Included work, exclusions, dependencies, and accountable owner]
Timeline and milestones
[Milestone, date, client input, and completion evidence]
Investment, assumptions, and commercial terms
[Fee, billing cadence, assumptions, and validity date]
Acceptance and next steps
[Approver, decision date, signature path, and kickoff action]
Measurement and Ownership
| Measure or deliverable | Baseline or input | Target or acceptance condition | Source | Owner | Review date |
|---|---|---|---|---|---|
| [qualified opportunity] | [Current state] | [Target or acceptance condition] | [System or evidence source] | [Accountable role] | [Date] |
| [business case] | [Current state] | [Target or acceptance condition] | [System or evidence source] | [Accountable role] | [Date] |
| [value hypothesis] | [Current state] | [Target or acceptance condition] | [System or evidence source] | [Accountable role] | [Date] |