💼 REVENUE STACK - Phase 4: Proposals That Close

In partnership with

Hiring IT becoming a headache?

IT hiring doesn’t have to be a hassle. Let Crossbridge take care of it all—from sourcing top talent to seamless onboarding and more. Get fully vetted resumes in just 24 hours, all handled by real people, not algorithms. Experience the Crossbridge difference.

Schedule a Demo

Let's get real—most proposals aren't closing tools. They're graveyards for good deals.

By the time you've nurtured the lead (Phase 2) and booked a call (Phase 3), the last thing you want is to fumble the close with a bloated, boring, or confusing proposal.

Phase 4 is where you separate tire-kickers from signed contracts.

🔍 WHY MOST PROPOSALS FAIL

Here's what kills deals after the call:

• 🚫 Generic copy with no connection to the buyer's goals

• 🚫 PDFs that are hard to digest, navigate, or interact with

• 🚫 No clear next step or urgency

• 🚫 Pricing presented like a menu—not a decision framework

But the biggest problem?
They don't re-sell the vision.

💥 YOUR PROPOSAL'S JOB

Your proposal should do 3 things:

1. Reframe the Problem — Remind the buyer what's at stake

2. Reinforce the Transformation — Show what success looks like

3. Reduce Friction — Make it ridiculously easy to say yes

If your proposal isn't helping close the deal, it's part of the problem.

📐 THE HIGH-CONVERTING PROPOSAL STRUCTURE

Here's a proven structure used in high-ticket B2B sales:

🧠 1. Executive Summary

Summarize what you discussed and what their business is trying to achieve.

🚀 2. The Opportunity

Frame the future — clearly, visually, and confidently.

• What happens if they implement this?

• What happens if they don't?

Show them the cost of inaction.

🛠️ 3. The Plan

Your step-by-step roadmap.

• Timeline

• Phases

• What you'll do (and what you'll need from them)

Keep it clear. Make it feel doable.

💡 4. Deliverables

Bullet it out.

• Make it tangible.

• Add value beyond the basics.

• Use simple language: "You'll get…"

💰 5. Pricing Tiers

Offer 2–3 options. This is key.

• Anchor with a high-tier "done for you" package

• Include a mid-tier "core system install"

• Optional lower-tier "DIY + support" to reduce drop-off

🧪 6. Social Proof

Add one or two case studies or testimonials.

• Focus on results, not fluff

• Bonus if it matches their industry or pain point

✅ 7. Call to Action

Make it simple:

• Click to sign

• Book a final Q&A

• Set a kickoff call

🚫 Don't assume they know what to do next.

🧰 PROPOSAL TOOLS THAT HELP YOU CLOSE

📈 PROPOSAL OPTIMIZATION CHECKLIST

✅ Use a dynamic proposal tool, not static PDFs
✅ Include pricing with tiers and context
✅ Reaffirm the pain, promise, and path
✅ Make the next step crystal clear
✅ Add 1–2 trust builders (testimonial, screenshot, client result)

💬 ED'S TAKE:

A great proposal doesn't just present your offer — it positions it as the only smart choice.

🔜 COMING NEXT: PHASE 5 – RETENTION & EXPANSION

Your best revenue isn't from new customers — it's from keeping, upselling, and expanding the ones you already have.

In the next issue, I'll show you how to create a post-sale experience that generates more revenue, more referrals, and more trust than any ad campaign ever could.

📬 Subscribe here so you don't miss it:
👉 stackingrevenues.com