We’ve all heard the common statistic that is often cited about the huge number of small businesses that fail in their first year. For many, this serves to put them off embarking in the amazing, inspiring and often crazy path to becoming an entrepreneur. But it really shouldn’t be that way.

With the amazing technology available at our fingertips, the laptop lifestyle is fast becoming the norm for many, and it lends itself well to coaches who are looking to spread their word to others around the world. But it’s also very easy to fall into some common traps which will prevent your entrepreneurial dreams from becoming a reality. So I’m shining a light on the 3 most common reasons why start-ups fail, and the simple strategies you can put in place to ensure this doesn’t happen to you too.

  1. Lack of focus

This is really common with new entrepreneurs, and one I’ve been partial too as well. When you’re just starting out, it’s such a new and exciting time, and it’s very easy to get swept along by the tide of ideas, and not actually get anything DONE.

The solution

Concentrate on one project at a time, and make sure you finish it before you move onto the next big thing. Keep a notepad with you so that you can jot down new ideas as they come up, but try not to fall into the trap of having to instigate everything straight away. Give your ideas the time they need to develop before you make a start – you’ll find that over time some will start to lose their shiny lustre, whilst others will shine even brighter – these are the ones you should follow, they are the ideas which have real value, and most importantly the ones you’ll be able to see through to the end.

  1. Not asking for help when you need it

Think you can do it all on your own, right? Wrong, my friend. Whilst I fully understand that as bootstrapping start-ups we take on many roles in our businesses, from CEO to accountant to graphic designer, the average entrepreneur has tried their hand at them all. But there comes a point in your business when it’s really important to ask for help, whether that be from a VA, an accountant or a marketing coach, in order to see your business grow.

The solution

Start small by outsourcing a one-off task, so that you get used to employing people to work in your business. Then you can make sure you have all the systems and processes in place to ensure a smooth transition when you bring in regular help.

  1. Not devoting enough time to marketing

This is a real biggie for small business owners. The dreaded ‘m’ word! You’ve got a fantastic idea and you’ve put together some awesome packages that you KNOW will be transformational for your clients, and yet you don’t put the time and effort into getting them out there and in front of your ideal client.

Growing your presence takes time. I know social media, blogs, newsletters and the like can seem like a massive time suck when you’ve got the important work of your ACTUAL business to get on with.

And as for PR? So many entrepreneurs I work with think they’re not ready to get featured in the press, and they wouldn’t know where to start even if they wanted to. This couldn’t be further from the truth – when you’re in the start-up phase, you don’t need to invest thousands on a PR agency to get featured, so long as you follow the right process. And you don’t need to be one of the big guns to get featured – your unique story is far more important than the size of your business, and it’s one that readers will find fascinating.

The solution

Spend some time each week & month planning out your marketing so that it doesn’t become overwhelming. Start with a year planner and plot out all the important dates as they come up during the year, then work backwards. Each month, jot down the key dates for the month, then on a weekly basis you can think about the inspired action you will take that week. Focus on one key topic and activity each week, so that you save yourself time and keep ahead of the game. And if you want to get featured in magazines and blog sites, take the bull by the horns and draft a pitch email to their editor, you may just be surprised by the outcome!

Bio

RM1Rebecca Miller works with inspiring entrepreneurs to help them grow their business through soulful marketing and creative PR. She founded her business, Write & Reach, in 2013, and has created The Publicity Programme ™ where she shows entrepreneurs step-by-step how to make their business famous and get featured in top magazines and blogs. Becs is passionate about creativity and believes entrepreneurs can build it into everything they do, whatever their business.

Website: http://writeandreach.com/

The Publicity Program: http://www.thepublicityprogram.com/

Facebook: https://www.facebook.com/WriteAndReach/

 

 

Today everyone is selling something on line. But there are so many choices out there that it leaves one wondering what the best method is for me?

Today we are going to be covering many of the common carts and the pluses and minuses of each.

WooCommerce– This is a free shopping cart and has been relied on for years. The issue is if you want to accept payments from someone other than PayPal, you will need to buy add on packages. Most of the common ones will cost $49 upward to $199 each. As you can see, these extensions can add up quickly. Also there is a NEW policy by PayPal that if you are a NEW PayPal customer, you will have to have all of your WooCommerce purchases confirmed by the customer before payment will be processed.  As you can imagine this could be a headache for you, and the client.

Ithemes Exchange– This is a great little plugin that is similar to WooCommerce. The plug in is free however, like WooCommerce, the add-on pack is an additional $197.00 per year. This does give you over 20 add-ons including

  • Membership Add On
  • Shipping Charts
  • Canadian Tax and US Tax Charts
  • Hook ups to your Autoresponder
  • Product Variations
  • And lots more.

This plug in is very easy to install and configure and is recommended as a great starter cart.  It also does not have the PayPal restriction as WooCommerce has.

Ecwid Shopping Cart– This cart had both a free plan with 0% transaction fees as well as paid plans up to $69 a month. Their plans are based on the number of products. You would take payments via Paypal or it supports over 40 other payment providers. It also includes a complete shipping chart so that you can ship via multiple carries.

1Shopping Cart- This is a great cart with some great features. It includes a autoresponder and a basic CRM feature in the monthly fee.  They also have no limits on the number of contacts.  They allow you to hook up your favorite merchant account to the cart. If you do not have one, you can sign up through them and get a small discount. They also will lover the percentage that they take on the sale.  In many cases this is lower than the fee PayPal takes.  The starter package runs $34 per month and the ultimate package will cost you $249 per month.  Note the starter package DOES NOT include Affiliate management, but for $34 a month, this could be a cheaper option than paying for an autoresponder program and the additional PayPal fees.

Ontraport– This cart is a nice alternative to Infusionsoft. The cost of this cart starts at $79 a month and limits your contacts to 1000. The next package will cost you $279 a month and allows you to have 25,000.  This price also include the ability to add memberships and affiliate management. Like 1shopping cart, is also includes an advanced CRM and autoresponder programs.  There is also a “If-Then” feature that will help you expand and build your sales funnels via your shopping cart.

Infusionsoft This is considered one of the best carts out there. It can be expensive and is recommend for the coach who is making at least $75K or more. The prices start at $199 a month and can cost up to $599 a month for the complete system. It is also based on the number of contacts. The starter package only allows up to 2500 contacts. For coaches that have a large email base, they would have to buy the complete package that allows 10,000 contacts. This cart allows for a full build out of sales funnels, a complete CRM and a complete Sales mismanagement feature. It is important to note here that most coaches that choose this will also have to find a VA or an Infusionsoft certified professional to manage the program and build your funnels. Support is there to help but at times this could be limited and wait times could be a little long, however if you are earning the money and making the sales, this is a great option for the higher end coach.

It is also important to note that there are other ways to accept money. Today Mailchimp, Aweber and Active Campaign allow you the option now to add PayPal buttons to their emails and allow you to accept payment via this system. Also naturally, you can use the PayPal button codes as well to accept payments. In fact, ActiveCampaign also allows you to build funnels and many of the common features of Infusionsoft for a starting price of $9 per month up to $300 a month.  Again, this is based on the number of contacts that you have on your list.

There are also other free carts such as ZenCart, OpenCart and many others that you can also choose to use. Most of these also are hooked to using the PayPal or Stripe payments.

The key to find the right cart for you is to determine what do you really need from your shopping cart. Do you want a CRM? Multiple Shipping Platforms? Affiliate Management? Sales Funnels? Multiple Payment Methods? Autoresponders? Once you know what you really want, the next step is to compare pricing and also ask for a free trial and take the time to really test them to make sure they meet your needs.

If you are needing more assistance in picking or setting up your shopping cart, we are here to help. Click here to set up your free consultation call today.

 

Okay, so let start by saying my Christmas ended up being pretty great. My grandfather was home to spend it with me, and just between you and me my parents rocked the holidays, but let’s keep that our secret.

It was kind of a sad week in our house this week as we lost my oldest sister, she got sick and had to go see our Vet, who we all love so much. And he could not make her better so we had to say a sad good bye to her. This got me thinking did she know how much I loved her but more than that, did she know how grateful I was to her for all the great things she showed me and shared with me every day. How about all the things she did for me without my asking her? Did I show her or did I just take it for granted and forget to express my gratitude?

Do you have somebody you count on to help you in your life or business and you know without question they will never let you down?  if so, have you said thank you to them lately? Have you told them how grateful you are that you can count on them without fail and they are always on your side and got your back?

I know we all get busy and forget, trust me I get busy with bones and chasing stuff in yard and am guilty of not letting my parents and other sister that I am grateful to them for their help, support and love, just to mention a few things.

Remember we all like to know that what we do is appreciated.  I am not saying you have to do it every minute of the day, but do try to take 5 minutes a week and let those who help and support you whether in  business or in life,  that you are grateful for them and their efforts. You would be surprised how easy it is too do and how much it can mean to those people that are important to you.

Speaking of being grateful I see my mom heading to the kitchen, and since that is where my treats are, I am sure you can guess the rest.

And until next week. Let me say thank you for taking the time to read my blog this week, I am grateful!

Emmy

It is me Emmy, for those of you who do not know me yet!

One of the many way coaches can increase their income is via membership sites. This can be very profitable and can used as your signature program or just as an add-on.

Here are a few items to consider before you create your next membership site.

  • Platform: There are many plug-ins that allow you to create a membership site. One of the most common one is Wishlist. This has been trusted for years by many coaches and is one of the first ones that was created. Another great plug in is WP e-Member. If you are already an Infusionsoft user, you may want to consider using their add-on iMember360.
  • Levels: Make sure you pre-plan how many membership levels you want as well as what each level will have access to. This will making the set up a lot quicker.
  • Free vs Paid: A good way to entice people to your membership site is to either offer a limited time discount. Another idea is to offer a few pages to “free” members. This will allow them to savor what you have to offer and want to upgrade.
  • Content type: It will be important to know what content you will be sharing. Are you allowing them to view the content or download the content? Are you adding videos or PDFs? If so, make sure that they are the right size and formats. Also consider if you want to “host” the items on your website server or if you are going to use outside hosting options (You Tube, AWS, Vimeo)
  • Payment: Next you need to decide on how you are going to accept payment for your membership if you are charging. Also you will need to decide if this will be an on-going monthly price or a X-time payment.
  • Timing: Another item you will need to consider is if you want all of the access available at one time or if you want to “drip” the content. Another variation is that it is you want to move the members from one page to another. This is common for “classroom” formats. Many will have the next class “open” once the member has completed all of the steps from the previous class.
  • Branding: Most coaches will have new colors, new logos and banners for their membership site. If you are thinking about this, make sure you ask your website designer what dimensions you need to give to your graphic designer
  • Domain: Here you have the option to make a sub-domain to your main domain. This is a free option and would look like (members.yourdomainname.com). You may also want to consider purchasing a separate domain for your membership site. If you plan on buying a domain, make sure you send all the log in info to your web designer.
  • Security: This will be important now days with all of the hackers. Make sure that you have one of the many free security plug in installed or consider purchasing our favorite- iThemes Security.
  • Expiration: Lastly, you will need to consider is whether or not the content or access to the site will have an expiration date. Many programs are 3, 6 or 12 month programs allowing people to log in only during these times. Others will create a lifetime site. If do a lifetime site, you need to also decide if you are going to continually add new stuff or will it be a one-time set up and members can access the material forever.

With the proper plan and guide, you can have a membership site up and running in a few hours. The key is to have all you need in advance before you send off to your web designer. Also we would suggest talking over all of the above with them beforehand and make sure that they are needing anything else before you begin to start your site.  If you are thinking about doing a membership site, we would love to assist you. Schedule your call today and let’s talk.

Okay, so another year has come and is almost gone. As I sit here on the floor in one of my mom’s offices and listen to my sisters snore and my parents little keys things on their desk I am taking time to reflect on the year.

I am sure you know all things as you are Santa but in case you were busy and missed something here are the highlights:

We moved to a new house after Christmas, which you know is always fun, new smells new sights new stuff to chase in my yard. As most animals do not ask if the can visit they just show up.

One set of my parents went away to help a friend, and it seems like they were gone forever but they are back now. Just between us I really missed them. And my sisters are both happy again, which makes me happy but I would never tell them that, then they might think I like them or something.

I had to go to the puppy doctor, which did not make me happy, but my ears hurt, he made them better and I found out I like him. Not that I am looking to go back anytime soon.

Then it was quiet until my parents all went for a short trip over Thanksgiving holidays. We did not get a vote if they went but it was okay we had a pretty cool lady stay with us, so not all bad. But maybe if you get a chance you could talk to them about asking us about this leaving us behind thing.

My dad and both moms all put up our Christmas decorations after Thanksgiving, and I supervised to ensure it was done to the highest of standards.

And that is all the major highlights for the year, just in case you missed one or two.

I cannot say my sisters and I have been great but we have not been horrible either, so maybe you could stop by and leave a bone or two for Christmas that would be great.

Oh and by the way please do not forget my other sisters and brothers, they are loud but my mom says I have to love them, something about family and all. They all might like a new perch for the cage or a treat stick. And for the two I watch float and swim in the tank maybe a new toy or something cool.

By the way… We know that we are lucky to have been adopted by a loving family, we would like to ask that many other families do the same. If not we hope that will help out another friend in need. Click here!

I guess that about does it for this year.

Thanks Santa,

Much Love,

Emmy, Tuesday, Chiquita, All the birdies, and the fish

(Also not OUR idea for this picture but makes our parents smile and we all love them.)

 

 

We work with many Coaches that are launching events, programs or webinars.  This post is designed to give tips to those wanting to carry out a winning event launch.

Plan Ahead: There is nothing more important that a clear plan. It is important that you have on a calendar all of the stage activities for your pre-launch, launch and post launch.  Make sure you give adequate time to have all of the tasks complete and most importantly have time to test everything BEFORE the launch. Make sure you have a circle of friends or sub-contractors that you test everything for you and make sure all of the browsers are working as well as the mobile devices.

Task Assignment: Now that you have a plan, it is time to assign out the tasks. Have a team meeting and go over the plan with everyone. Make sure everyone is on the same page and they clearly know who is doing what part of the launch. Also make sure you have a BACK UP person in place. This is often forgotten and can cause great stress during a launch. Avoid the headache and have each team member know who their back up will be.

Task Tracking: All the tasks are now assigned, but how are you going to know if the work is done? A project manager or even a simple shared excel spreadsheet is perfect for this. If you are using a project manager, have someone enter all of the tasks and assign them to the appropriate people. These people will mark the tasks complete as they finish them. Reminders as well as late notices will be emailed on a daily basis. This allow you to quickly view what is done and what is pending. Also notes can be made if a team member is waiting on material or another team member to finish. Team Meetings can also be helpful when the team is behind or not progressing the way you were hoping. If you are using an Excel sheet- make sure there is a place to add notes for the team members should the require something or are having an issue.  If may also be helpful to have 1 person assigned to check the progress and report to you what is happening on the work.

Testing: Make sure you have a circle of friends or sub-contractors that can test everything for you and make sure all of the browsers are working as well as the mobile devices.  Set up discount codes so that purchases can be made to test the cart. Make sure you bump delay email times to 1 day or 1 hour so that the series can run in its entirety before it goes live. Proofread everything 1 more time. All are the colors right? Themes right? Cart theme right? Tags Applied? Emails Sent? Website seen on Firefox? Chrome? Safari? Explorer? IPad? IPhone? Android? If there is an error- fix and restart the test on the failed item. We suggest giving yourself at least 1 week to test everything.

Promotion: Testing complete and working? Great! Now you are ready to being the hard part- promotion. Now is the time you want to look at the different ways you want to promote. Make sure you give at least 2 weeks’ notice for your social media promotion and 1 Week minimum for Facebook ads. You should try to send to your list at least 2 times. If you are setting up affiliates, make sure you have given them adequate time to promote your event as well.  Also remember to make sure you have all of the materials available for them to promote your event (solo email copy, Facebook posts, hashtags, Tweets, banners, price, and anything else they will need)

Analyzing and Tweaking- Make sure you spend time analyzing your Facebook Ad numbers, Google Analytics numbers and Sales numbers.  Make sure that you leave time to be able to make tweaks and reanalyze your results.  This will give you a much more successful event.

Follow up– Sending out reminders, replay links and sales information after the event is vital. Make sure that you plan on at least 3 touch follow up emails after any launch or event. Make sure you add some personal messages as well. It is important that people are buying YOU! Make sure they know why.

Final Review– now that everything is done- go over the numbers one more time. Hold a team meeting. Did you meet your goal? If yes, do you know why? If not, why not? What worked and what did not? Who on your team made a difference? What changes can be made to make the next event better? Spend time with the team and find out their thoughts and opinions.

Ask for the Testimonial- This is the most important thing. Make sure you have scheduled in the future to ask all buyers (or even attendees) for their testimonial. Try to ask for a photo or better yet, try to get them on video. Video is a great way of proving the testimonial is the real thing.

We hope these tips will help you in the future with your next event launch. If you are looking for more ideas, help, or just have a few questions, we are here to help. Have a great weekend!

Today with so much emphasis with automation and making a business run at its maximum efficiency, many people are fearing the technological changes needed for their coaching practice.

Today there are several programs that are NOT complicated but can be extremely useful in your coaching practice.

Today we are going to cover some of the technologies you can start to use that are for the person who has the only the basic understanding of computers and programs.

CRM– one of the best ways to keep track of your clients, vendors, and even birthdays is through a CRM. These programs can sound a lot scarier than they are. The fact is that many coaches are not using this fantastic tool. Many either have no idea how much time it can save or many are just not sure what a CRM does.

Most CRM shas a group calendar as well as syncing capability to Google and many other calendars. This allows everyone to be able to see what is on the calendar and what is coming up next. This is great for recording launch calendars and other events.

The Customer panel of the CRM is easy to view and understand. Here is where you can enter all of the customer’s information as well as notes, tasks, emails sent and also what products they purchased.

Most CRMs also allow you to set up email campaigns, web forms and also includes a space for document sharing.

A few suggestions for the beginner would be:
• FreeCrm.com is one example. Best of all- it is Free like the name implies, for up to 1 year. After that there is a fee of 24.95 to 35.95.
• Zoho CRM is another good option. This one costs $12-35 a month. Most coaches    would be fine with the $20 a month option.

Online Calendar– this is one of the best tools that a coach can have. The ability for your clients to schedule a time to speak with you via the web can make your job much easier. Many of these will also send out reminders to both you and the client as well as thank you reminder emails.

A few that we suggest for ease of use and pricing are:
• Vcita.com- there is a free version as well as a paid version (pricing starts at 12.45 a month) We currently use the free version and have for years and it has been perfect for our needs.
• simplifythis.com is another option. For $18 a month they offer a calendar software that not only allows booking bit also allows invoicing, reminders, reoccurring billing, and class/group scheduling.

Project Manager– the software can place all of your to dos as well as everyone else’s in 1 place. This is perfect also for tracking and assigning tasks to your Virtual Assistants and other support staff you have.

Some of the easier ones to use that are affordable are:
• Asana- This is a great and powerful project manager. There are also a lot of free “templates” as well that you can use. There is a free version if you are only planning you own to dos. Pricing is based on the number of team members and starts at $21 a month. The interface is simple to use and team members are sent reminders of their tasks daily when projects are assigned to them.
• Zoho also has a project manager. There is a free version if you only have 1 project, otherwise pricing starts at $20 a month. This is also a very easy to use PM and also, like Asana, has good reporting features as well. If you are using the Zoho CRM, Zoho will give you a discount for the multiple purchase.
• trello.com is perfect for the “visual” person. This allows you to visually create boards as projects. There is a free version to try this one out and see how it feels. The paid version starts at $8.33 per month per user.

These are just some of the basic tools we would recommend to start to automate your business. We will be continuing this discussion in the following post. Here we will look at more advance tools that can help automate your business.

Today, social media is prevalent. It’s the preferred communication among the younger set and studies have shown that a considerable amount of hours are spent on social media sites such as Facebook, Twitter and Instagram during work hours. Most companies would respond by banning social media site access in offices as it is believed to take away from the productivity of workers. But this strategy simply boomerangs negatively, with employees instead opting to resign and move where rules are not as strict or resort to checking their sites on their own devices with data plans anyway.

In a nutshell, this is the best way for companies to deal with it: lose in the battle but win the war. Accept that social media is not entirely good or bad in itself, it is just a matter of having the right perspective and providing the right controls – the kind that respects the employee and at the same time, benefits the organization. Here are some ways to accomplish this in the long term:

1. Have a social media policy.

Most strict rules come from a place of fear. For companies, they are usually afraid of what the employee will share and the amount of hours they will spend online. First of all, owners should work with HR in accomplishing a holistic rule list when it comes to content. What’s deemed as confidential? What can help the marketing team? Be specific and if needed, list down the documents which can harm the company if shared. The last thing the company wants is to have an open ended memo which can be interpreted in many ways. Having so also protects the employees from other colleagues who may want to malign them online.

Instead of coming from a place of fear, come from a place of opportunity. Word the policies in such a way that they benefit the employee instead of seeming to stifle them. The goal is not to censor them but to ensure their safety and privacy as well.

2. Set smart limits.

The amount of bandwidth that is used for watching movies on YouTube for example can be detrimental for the company. So instead of banning the sites altogether, opt to have a social media hour for example so that these sites are not on round the clock. Rules such as not allowing downloading of movies or music are understandable. If the company security is compromised, invest in tablets which anyone can use for socials instead of individual PCs logging in.

This way, employees shift their mindset from something negative to positive. They are seen as the responsible adults that they are who plays a big role in maintaining the professional integrity of their workplace.

3. Provide the content.

When it comes to marketing, employees are the best brand ambassadors. It’s literally a gold mine usually untapped by most organizations. Since people are inclined to use social media, why not make them talk about the efforts of the company as well?

Nothing beats a company’s employee when it comes to announcing all its messages. And with the right guidance, it just might be the secret sauce to the company’s sustainable success, one post at a time.

It’s true: people work for money. Even people who love what they do and are willing to work for free won’t do it without a salary. The corporate world has always been perceived as a ladder with people climbing looking at the “carrot” or more money as incentive. However, there is a new generation of employees now filling up the workforce called the millenials. According to a growing body of studies, this generation is not just in cubicles for their paycheck. They are indeed looking for something more.
But with an equally growing evidence of more mature working generation’s working motivations, there is a higher demand for work and life balance, something that goes against the very nature of providing more money as it equates to more responsibilities.
What is an employer to do? Here are some ways to make a winning team that’s on the ball even without the pay increase:

1. Instead of a ladder, create a jungle.
Sheryl Sandberg, Facebook’s famous COO and author of Lean In said it best: think of one’s career and the rise to the top as a jungle, not a ladder. In it she explains that going sideways or learning laterally is the way to go, with different departments and different managers contributing to one’s capabilities.
One sure way to achieve this is by having a great mentorship program wherein managers are transformed into leaders, providing key insights to mentees when it comes to the industry. It’s true, not all employees will stay even after being mentored, but the act itself shows the employees how invested the company is in their growth.

2. Make them do personal projects—on company time.
Google is famous for their innovative nature, but innovation rarely happens during the throes of work, which is why employees there always have personal projects that they work on during company time.
For employees who have kids or who commute, money is not the problem—time is, so providing at least three hours from their 40-hour work week to work on personal projects is giving them ample time to rest and yet be productive at the same time, something that the company in the end will benefit from anyway.

3. Offer telecommuting as an option if possible.
Family first is a message every company espouses or at least they think they do. But like most mantras, this is easier said than done with a ton of deliverables on a person’s head. Telecommuting is a way to bridge the gap. This can be offered to employees who are parents to kids at least 10 years old and below for starters.
The great thing about telecommuting is that employees feel that their company values their families and at the same time trusts them to get the job done.

4. Have a cause.
Most employees spend most of their lives on the job, no doubt about it. And it is truly something that no salary can pay for. Having a solid CSR program then gives the employees the chance to work for something greater than themselves and makes all the hours worth it.
No matter what, a company’s vision to make a difference counts to attract and maintain employees who are determined to make it happen without the need for adding zeroes to their salaries.

 

When it comes to creating more business for a company, nothing beats the good old traditional business proposal. It contains the correct information as the basis of the decision to be made by the potetntial client. As a document, it provides a clear and concise opportunity for any company to present their products and services in a portable manner. It extends the opportunity to make a sale, even without a meeting.
Here are some tips to create one that not just gets kept, but more so, acted upon.

1. It comes in many forms.
Usually, the business proposals come in printed format all placed in one folder. But think of it this way: if every person in the world does it, imagine how many of those folders are found in one’s desk? Rise above the clutter by being creative. Choose other formats such as video. Not only is it environmentally friendly, it’s also more engaging and impressive.
Using other formats that are more digitally driven also gives the chance for the business development person to simply send a link to the decision makers in the company without hassle. This makes the proposal portable in different gadgets, increasing its chances of being seen in the first place.

2. Address the company’s goals.
Sue Clayton of Entrepreneur says writing a winning proposal should start with clearly understanding the client’s requirements. If the client has released a document called Request for Proposal or RFP, study it and the company’s goals, then dig deeper. Analyze what the company needs from an objective and unbiased outsider’s point of view.
What can you do to help the company achieve their goals? Do you have the experience, manpower, and other resources to meet the needs, or even better, exceed the expectations of the client if you get the project?

3. Copyedit the whole thing.
Proper grammar can make or break a business proposal. Coherence in text can make a big difference. Remember, it is this document that makes the meeting possible. The content must be therefore polished to perfection.
No matter how beautifully printed or creatively designed a document is, it’s still nothing without accurate and on point copy. Work with a corporate communication specialist who can help you better articulate your ideas for the proposal.
In general, great copy is one that gets the message across without the need for more words. Entrepreneur recommends the following format presented by Shervin Freed, co-author of Writing Winning Business Proposals:
a. Current Situation. – outlines the needs of the company.
b. Goals – explains what you want to achieve.
c. Proposed Methodology- presents the steps you will take to achieve your goals.
d. Time and Cost – shows a detailed list of the requirements needed to complete the project, including the timeframe and the resources.
e. Qualifications – lists your experience, expertise, and strengths
f. Benefits – explains the many ways your proposal will benefit the client.

4. The success relies on the follow through.
Even if you get out reams upon reams of business proposals, it would still be for nothing if there is no strong plan for follow through. To maximize this, consider hiring virtual assistants who can do the follow up and monitoring of responses. They can also update the leads list, which the sales team can refer to for selling communications. The virtual assistant also provides a human touch to the business proposal and the fact that there is consistent communications give the potential client the impression the company is really adamant in winning their business.

With these steps, a formidable list of business leads is not far behind.