How to Write a Proposal that Lands Copy Clients

15 replies
At the request of some of the copywriters who have PM'd me for help on getting clients, I've decided to put together a "how to write a winning proposal" report for them.

After all, doing this for over 13 years and having landed well over 1,000 clients in that time, you tend to learn what works and what doesn't.

I've been told by clients, after being hired by them, that they choose me over 10 to 20 other copywriters simply because of my proposal.

So while I finish up that report and fine tune it, I wanted to include a rough idea of the method I use... just in case it will help out any new copywriters here.

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How to write a winning proposal
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I'll start with the assumption that the lead/call/email has already come in
for a quote or some kind of inquiry about your services.

I know as marketers, we're trained to make our writing "all about the other person" but when writing a proposal, you do need to mention your results and proof that you can help the client.

After all, they're after results, particularly an increase in business, sales, conversions, opt ins, etc....

So, after I've had my initial chat/talk with a prospect, I'll either send over
an email or a printed letter, if it's from my ad agency, with the following....

Step 1: Feed back what the client wants.

At the very start of your proposal, make it clear to the prospect that you understand what he/she is looking for.

Heck, you can even say ...

"This is what I understand you're looking for and why it's
important to you"

Or "If I understood your goals correctly."

"I understand your strongest desires for this
project are... I understand you're looking for help to... "

And then you simply feed back what the client shared
with you in regards to what they want.

DON'T go off on some tangent about things that are unrelated, stick with what the client wants, and give that right back to them.

Remember, selling is nothing more than GIVING the prospect what they're motivated to get.

If they say they want _____, then prove you can give them that.

Talk about their wants, needs, goals, problems.... just make it known that you understand their end goals. This ensures that they feel comfortable that you're both on the same page.

Now, my experience has shown that it helps to really talk about and highlight their big problems they're facing... so you can then position yourself as THE solution, and of course, you prove it.

After you feed back what you understand they're looking for... it's time to PROVE you can deliver the goods. Often times, past results are a good indicator of future results.

Not always, but it's something the prospect can look at and think "well, if he got those results on that similar project, maybe he/she can get us those results too"

So after you've fed back the clients' wishes/goals/dreams... immediately position yourself as someone who is uniquely qualified to do this for them.

Here's where you want to flood them with proof , testimonials, case studies, samples, and conversion results/sheer numbers.

Prove that you're the one for the job.

You can say something like...

"I've been a copywriter and marketing consultant
for over ___ years now.

My sales letters have sold over ____ dollars
worth of products and services for my clients in many
different markets.

I have many top selling sales letters.

A letter I wrote is currently #1 on Clickbank.

Another letter I wrote has gotten a 2% conversion
rate to cold traffic. Another letter just produced over $250,000 in sales
for the client in just 4 days.

And of course, you show them the samples, or parts of it.

That's why I'm confident I can help you..."

Then, mention your process and how you work.

"Here's how we'll work together"

Get the prospect literally FEELING that you're the one for the job, that you both will be successful working together.

Here's what I see as a result from us working together...

Paint a picture for your client, showing the success you'll both enjoy. Show them how much money they can make, based on what you've done in the past.

After you've identified the prospect's major objectives, goals, problems, etc...
really try to offer up enough proof where they have no doubt you're the person for the job.

Then, it's time to talk fees... and I always like to position it as an investment.

My 13 years of "in the trenches" experience will give you a higher chance at succeeding with this project. Based on my past results alone, I'm sure I can help you increase your conversions, sales, and profits.

If I help you raise your conversion rate from 1% to 2%... that's a 100% increase in sales! That increase comes without having to pay a dime in additional marketing costs.

A 100% increase in sales could mean tens or hundreds of thousands of extra dollars in profits. Plus, that's a 100% increase in sales month after month after month.

That means every $1 you invest with me could return $2, $5, $8, or more in actual orders and cash generated.

Imagine making just one or two tweaks that raised your conversion rate and sold an extra $10,000 or $20,000 a month in products?

So, set up the mention of your fee so that it seems tiny in comparison to what they can earn.

You want to show that what you offer is valuable, and an investment, and not just an expense. Believe me, most all business owners look at copy as an expense, not an investment.

Then, you tell them how to move forward and proceed.

Literally tell them what they need to do in order to move forward.

So, to recap, find out what they want, and feed that right back to them.

Then, prove that you can do that. And tell them how to move forward.

This same process has helped me land over 1,000 clients in the last 13 years... I hope it helps you land more as well.
#clients #copy #lands #proposal #write
  • Profile picture of the author DavidG
    I thought this lesson was one of the best lessons from Bencivenga when I used to have trouble getting clients...

    I like your mix to it though.
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  • Profile picture of the author ReferralCandy
    Good read. Thanks for sharing!
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    Measure, manage and incentivize customer referrals with ReferralCandy.

    PS: Looking to get more repeat customers for a physical store? Check out CandyBar's digital loyalty cards!

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  • Profile picture of the author creditsource
    Outstanding! Thank you for sharing.
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  • Profile picture of the author mrgoe
    I really thought it`s going to be a question, not a detailed post like that. I clicked the thanks button, you deserve my thanks
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    Worked as a senior editor on ThePricer.org, experienced in financial topics
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  • Profile picture of the author chrismarlow
    Excellent post Shawn... especially the part about saying back to them what they want. There's a lot of psychology in that.
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  • Profile picture of the author shawnlebrun
    @ChrisMarlow

    Chris, coming from you... wow, what a compliment.

    Anyone in the game knows you... so i'm flattered.

    For what it's worth, your Freelance Copywriter Fee & Compensation Survey
    was one of the first things I read when I hung out my freelance sign... and it's been one of the most useful.

    Let me be the first to say "welcome" and thank you again!
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  • Profile picture of the author Mark Pescetti
    I'm curious Shawn...

    How do you respond when you know the company or person reaching out to you is going in the entirely wrong direction?

    Nice post.

    Mark
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    Do you want a 9 figure copywriter and biz owner to Write With You? I'll work with you, on zoom, to help write your copy or client copy... while you learn from one of the few copywriters to legit hit 9 figures in gross sales! Discover More

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  • Profile picture of the author Benjamin Farthing
    Hey Shawn,

    Yesterday I had just finished reading your post, and went to submit a proposal.

    To be honest, I didn't put as much effort into the proposal as I should have. But since I had your post open, I went through the motions of the steps you outlined.

    Here's the client's response:

    "Hi Benjamin,
    Your bid almost doubled those from the other free-lancers, but your text got all my attention. You perfectly understood what I was looking for, and your writing was very convincing. I am very enthousiastic to work with you. "

    (English isn't her first language.)

    So thanks, Shawn. I'll be making about $75 an hour on this job - pretty much my highest rate yet.

    You ever want a quote from me saying that your advice helped me win a bid even though my proposal doubled everyone else's, I'm happy to provide it.

    - Ben
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    • Profile picture of the author shawnlebrun
      Originally Posted by Benjamin Farthing View Post

      Hey Shawn,

      Yesterday I had just finished reading your post, and went to submit a proposal.

      To be honest, I didn't put as much effort into the proposal as I should have. But since I had your post open, I went through the motions of the steps you outlined.

      Here's the client's response:

      "Hi Benjamin,
      Your bid almost doubled those from the other free-lancers, but your text got all my attention. You perfectly understood what I was looking for, and your writing was very convincing. I am very enthousiastic to work with you. "

      (English isn't her first language.)

      So thanks, Shawn. I'll be making about $75 an hour on this job - pretty much my highest rate yet.

      You ever want a quote from me saying that your advice helped me win a bid even though my proposal doubled everyone else's, I'm happy to provide it.

      - Ben

      Ben,

      Kick ass!

      So happy for you! As you've seen... showing clients that you UNDERSTAND them and what they're looking for is more important than being the lowest
      bid.

      As you know, most marketers are happy to spend more, to get better quality... as long as you can communicate that value.

      So well done, my friend... your post made my day!

      Shawn
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  • Profile picture of the author Lokahi
    An excellent tutorial which can be applied to almost any niche or business if done right. Also, as you said, proof helps. So sending along physical samples (such as copies of previous work done if in a letter) or links to samples in an email is a good idea.
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  • Profile picture of the author shawnlebrun
    Another thing, Ben, is if this client came back and said your bid was too high... it's most likely an attempt to get you to lower your bid, nothing else.

    Quite honestly, you NEVER want to be in a position where you have to educate a prospective client on using good copy.

    in other words, if someone you're talking with doesn't understand the value of having good copy... don't try to educate them on it, I'd cut ties and leave.

    I remember writing something a few years ago to a prospective client... saying they have basically 2 options.

    They could spend $200 on Elance and make zero sales.

    so, they'd lose $200.

    Or, they can invest $3,000 and make $300,000. total gain $297,000

    Which ends up being more expensive? Yep, the $200.

    So never try to educate a prospect on needing good copy, it's never a winning
    battle.
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    • Profile picture of the author CovertCopywriting
      I use this, too. There are plenty of links around to support it if you're emailing them. But the basic gist is that cheap copy can be the most expensive investment they ever make.

      If it costs sales, the savings are instantly wiped out and then some in 99.9% of cases.

      Sometimes, though, you have to let them take that voyage of discovery for themselves. Don't be bitter about it, be gracious and leave the door open for them to come back.

      It won't always happen, but sometimes it does. I have parted on good terms with a prospect that was determined to pay peanuts. Six months later, on the next project or just when they need to start from scratch, they've contacted me.

      Originally Posted by shawnlebrun View Post


      I remember writing something a few years ago to a prospective client... saying they have basically 2 options.

      They could spend $200 on Elance and make zero sales.

      so, they'd lose $200.

      Or, they can invest $3,000 and make $300,000. total gain $297,000

      Which ends up being more expensive? Yep, the $200.

      So never try to educate a prospect on needing good copy, it's never a winning
      battle.
      Signature

      Nick Hall
      Covert Copywriting - Your Secret Sales Weapon

      Nick@covert-copywriting
      www.covert-copywriting.com

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  • Profile picture of the author Sean DeSilva
    Another tactic I found effective is to relate their assignment to another one you've had in the past. This allows you to show your relevant experience and make perfectly clear that not only can you help them, you've already done it before.
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    • Profile picture of the author enger
      Two other things I like to include with my proposals:

      1. Testimonial letters from previous clients
      2. Articles I have had published in marketing magazines for positioning purposes

      If the client is a whale (ie. big client with massive amounts of repeat work), I have also offered to do the first job with no money down and a money back guarantee if they are not happy. The goal of course is to get that first 'trial purchase' of your services...
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  • Great ideas, thanks heaps!
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