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  • 💼 REVENUE STACK - Phase 4: Proposals That Close

💼 REVENUE STACK - Phase 4: Proposals That Close

The Secret Weapon in Your Sales Stack

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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.

"Based on our recent conversation, here's the challenge you're facing — and here's what we'll do to solve it."

🚀 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

📌 Pro Tip: Use price framing. Show savings, benefits, or urgency next to higher packages.

🧪 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

Function

Tool Recommendation

Dynamic Proposals

Better Proposals, PandaDoc

Proposal Analytics

Better Proposals, Qwilr

e-Signature & CRM Sync

PandaDoc, Close.com

Video Embed & Personalization

Loom + Better Proposals

Testimonial Embed

VideoAsk, Trust.io

📈 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:

"Your proposal should sell harder than your sales call did."

It's your closing weapon — not just a formality.

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

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