Cool Solutions

Selling to a Small Business Part 4: Building a plan and a proposal


December 17, 2008 7:03 am





The great thing about working with small businesses is the lack of formality that is so prevalent with larger enterprises. After all, you’re not expected to turn up to the customer site in a three-piece suit, and the last time you had to wear a tie was to your nephew’s wedding. Business casual is a way of life, and you can build relationships with your customers that can quite happily bridge the gap between customer and friend.

It’s important to keep in mind that despite the casual environment, you still need to have a couple of business-savvy tricks up your sleeve. Your customer saw you write a whole bunch of notes, and knows that you’re going to build a detailed plan. However, do not expect to show the customer your handwritten notes and have him sign off on his IT spend. It’s time to go back to your office, type up your notes and build out a proposal.

You can save yourself some time by creating some templates which can be re-purposed for each proposal (using of course). You’re always going to be asking a standard set of questions, and you’re always going to have a standard set of considerations. And then you’ll have the exceptions that are specific to each customer. Take a look at the numbers: hardware, software, and your time of course. Break them down so the customer knows what he is paying for. Add details where applicable about additional benefits covered in costs, like software maintenance for updates, support, new releases etc.

If you’re having a hard time coming up with your template, take a look online at small business information websites as many will have templates that you can use as a starting point. Remember to use terms within the proposal that the small business owner will understand. If it’s too technical, you might lose the deal.

Phew. It’s done. You’ve built a plan and you’ve created a proposal. You’re happy with the solution because you feel it definitely meets the business needs of your customer. Not only that, you have stated within the proposal exactly what business needs will be met and how you are delivering a solution that delivers on their primary goals for IT implementation.

Although much of the hard work is done, you’ve still got one more hurdle: presenting to the customer and closing the deal.

0 votes, average: 0.00 out of 50 votes, average: 0.00 out of 50 votes, average: 0.00 out of 50 votes, average: 0.00 out of 50 votes, average: 0.00 out of 5 (0 votes, average: 0.00 out of 5)
You need to be a registered member to rate this post.

Categories: Uncategorized


Disclaimer: This content is not supported by Micro Focus. It was contributed by a community member and is published "as is." It seems to have worked for at least one person, and might work for you. But please be sure to test it thoroughly before using it in a production environment.


  1. By:worldnet

    Been following along here, some very good stuff, looking forward to the part 5 – closing the deal. One point I just picked up last week was to show them the ROI, that is if your solution is saving them money, which if it does cost more, you are saving them money in time and use that in the equation b/c our time is very valuable!

    Van from Worldnet Solutions

  2. By:lyndas9254

    I too have been reading all your article posts. Great information and easy reading and understanding. Thanks for the tips.

    Lynda from Prior Lake

  3. By:mickrony

    Great article as always.