7 HOUR COURSE + RESOURCE BUNDLE

Persuasive Proposals

Learn the must-have systems and strategies you need to confidently showcase your unique offer through proposal writing

Course Overview

  • 7 hours of video lessons with guest instructors
  • 5 core course modules
  • Proposal Writing Toolkit: downloadable templates, guides, formulas, and worksheets make it easy to write your own proposal content
  • 27 Proposal Templates & worksheets
  • Proposal Word Bank: 350+ words to include in your proposals.
  • Instant & Lifetime Access

$1395

Your proposals aren’t working. It’s time to

SKIP YEARS OF TRIAL AND ERROR AND MASTER PROPOSAL WRITING TODAY

This course solves common proposal challenges

  • Struggling to create technical proposals that buyers can easily evaluate

  • Lack of clarity on how to explain why your solution is the best choice for the customer

  • Copying and pasting from past proposals because you don’t have the time or energy to write new content

  • Scoring lower on sections where you should earn top points

  • Relying on a template from years ago that’s resulting in today’s low win rate

What’s Included

  • 7 hours of video lessons and how-to training

  • 5 core course modules

  • Proposal Writing Toolkit: 27 Proposal Templates & worksheets

  • Proposal Word Bank: 350+ words to include in your proposals.

  • Instant & Lifetime Access

 Inside the course you’ll learn…

  • How to understand buyers and write directly to them

  • A templated approach to writing customized content

  • The proven process used by Fortune 200 companies to spend your time on the right opportunities

  • How to write your best content without second guessing yourself

  • How to create a collection of strong, customer-focused content that you can pull from every time you need to send a proposal

  • How to truly persuade customers and grow your win rate


This course is perfect for you if…
  • You’re ready to stop dreading writing and follow an easy-to-implement process for proposals.
  • You want templates to making writing easy and have been disappointed when you attend trainings without them.
  • You struggle to translate technical content into selling points and are ready for a proven approach to breaking it down into digestible chunks.
  • You’re sick of sending out proposals only to hear back that you lost.
  • You have goals for a good win rate and are ready to make that a reality.
  • You want to learn how to better understand your customers and showcase that in your proposal.
  • You’re in a competitive space, and you want your proposals to stand out.
  • You want to be able to train your sales, marketing, and/or proposal teams how to write proposals that persuade your customers.
  • You want your proposals to be aligned with your sales conversations and lead right into the customer buy in.
 

COURSE DETAILS

Five Core Modules

Module 1 - Defining Your Differentiators

The key to persuading buyers is to understand your unique value compared to their other options, whether that’s a competitor or internal. In this module, you’ll learn exactly how to define your value to speak to the buyer’s goals, plus:

  • Discover your customers biggest goals, current challenges, and their hopes and fears

  • Uncover your competition’s selling points and neutralize their advantage

  • The easy-to-follow win theme formula that helps you show the customer why your company is the best choice to solve their problems

Module 2 - Gathering Essential Resources

Nothing is harder than writing on a blank page, and that’s why there is an entire module dedicated to helping you find content to get started. Here you’ll learn:

  • Sources of content inspiration that you likely already have on hand 

  • The key pieces of information you should start documenting before you ever begin writing

  • What company metrics you should identify to logically persuade buyers

Module 3 - Persuasive Proposal Writing Tactics

Once you have a starting point of content and key metrics, how do you actually write your proposal content? Module 3 is all about different writing techniques and how to use them to showcase your value and make your proposals more persuasive and enjoyable for the reader. You’ll walk away from this module with a transformed way of writing with plenty of templates and worksheets to help you along the way. Expect to learn:

  • How to incorporate storytelling into your proposal and why this is an effective sales tactic 

  • The two persuasive writing techniques that tap into the buyer’s emotions and allow them to justify working with you

  • The technical writing formula that transforms dry technical content into customer-focused sales material 

  • How to choose the right words on the page and common writing mistakes to avoid

  • Step-by-step workbooks to get started

  • PLUS a Proposal Word Bank (more on that below!)

Module 4 - Writing Your Proposal Content

The most exciting section of the course, this is where you will learn how to write each key section of your proposal in detail, with real-world examples, formulas, and templates to make writing easy. See in action real proposal content and understand how the different persuasive writing techniques from Module 3 work together to create a strong proposal that sells for you even if you aren’t there to talk to the buyer.

Topics covered in this module include:

  • What is a content library and why do you need one (plus – how to create your own!)

  • How to make your boilerplate customizable for each proposal

  • Why the Proposal Cover Letter is the most underutilized section and how to make yours better

  • The secrets of Executive Summaries and how to write your own

  • What to include in the Team Overview section to showcase your experts

  • How to write informative and engaging product overviews

  • What you need to include in your Project Approach section

  • What is the “Qualifications” section, and why it should replace your company overview

  • How to establish trust and credibility with references, case studies, and testimonials

  • The dreaded “Anything Else” section and how to address it

  • PLUS templates for each section!

Module 5 - Creating a Repeatable Proposal Process

Creating a single winning proposal is great, but the secret to reliable revenue is having a repeatable process in place that allows you to identify and pursue the right opportunities at the right time. Module 5 covers an easy-to-implement proposal process that can scale with you as your business grows, making proposal writing easier and more streamlined. Key topics include:

  • The proposal workflow that is used at every major company and widely recognize as the industry standard

  • How to assess the competitive landscape for a specific opportunity to determine if you can win

  • Using the Go/No Go process to discover if you should NOT create the proposal 

  • How to create your proposal outline in a way that saves you time

  • What you can do to personalize your boilerplate content for a specific proposal so the customer loves it without having to write from scratch each time

  • The design elements to include in your proposal so it makes your proposal easy-to-read and stands out

  • What is the proposal debrief and how to conduct it

 
 

TEMPLATES, GUIDES, FORMULAS, AND WORKSHEETS

Complete Proposal Writing Toolkit 

This isn’t just a course where you learn everything and then have to figure out how to actually implement it.

These done-for-you resources are a turnkey solution that make it easy to create your own proposal content without having to spend hours deciding what to write.

 
 

Creating Your Win Themes Worksheet

Customer Pain Points Questionnaire

Competitive Research Worksheet

Persuasive Writing Worksheet

 

Proposal Storytelling Worksheet

Team Overviews Template

Proposal Word Bank (350+ words to include in your proposals!)

Executive Summary Template

 

Product Overviews Template

Project Approach Worksheet

Proposal Cover Letter Template

“Why Us” Template

 

Meet the Instructor

Demi Utley, Founder & CEO at Utley Strategies

MBA, APMP-Certified Proposal Expert

After years in the trenches winning RFPs totaling over $2 billion in revenue, I set out to help small- and mid-sized businesses yield the same results. I currently run Utley Strategies, a consultancy dedicated to refining the unique value of our clients so they can win more contracts.

I’ve helped clients:

  • Outcompete companies two and three times their size,

  • Rewin contracts despite aggressive (and venture-backed) competitors, and

  • Shift from winning less than a third of RFPs to maintaining a 50% win rate (with just an 8 week project).

FAQs

  • You will immediately be redirected to the course to start lessons! You will also receive a welcome email with instructions and links in case you accidentally close it before you save the link.

    All content is available as soon as you enroll, and you can start working through it at your own pace.

  • 24/7/365 lifetime access! This includes all videos, workbooks, checklists, templates, and any additional updates made to the course after you enroll.

  • There are seven hours of video lessons plus worksheets for nearly every video. You can either binge the videos all at once and then go back to complete the worksheets or complete the worksheets along with the videos.

    The best approach is to complete the worksheets immediately after the video. The length will vary, but allocate about 10-15 minutes for watching the video and an hour to completing the work. Longer sections, like writing your project approach, might take several hours depending on if you’ve completed the other worksheets already and how long you spend perfecting the content.

  • You will need a reliable internet connection to complete the video lessons and access the resources.

    All resources are available in Microsoft Word and PDF versions for you to download. You will need some sort of word processor for writing your content.

  • The content in this course will help you write stronger responses to RFPs AND provide you a framework to make sure you’re only responding to the best ones. It can be applied to any type of proposal, however, and RFPs are not required.

    Note: This is NOT a federal procurement course. The content is geared towards any type of proposal, and we do not cover any of the federal specific requirements. While some of the guest interviews do dive deeper into federal procurements, the overall course is for any industry.

  • You’re still covered! All of the techniques in this course apply to any type of sales proposal, and Module 4 shares a deep dive into writing the most common sections to include in your proposal, along with a structure for when you don’t have a formal RFP.

  • Unfortunately, this course is focused on sales (for profit) proposals. While the strategies can certainly apply to other types of proposals, all examples and explanations are from a for profit perspective. You likely won’t get as much benefit from this course as you would from one specific to grants or sponsorships.

  • Mistakes happen! If you sign up and find the content doesn’t align with your business, reach out with 7 days for a full refund.

Enroll Now

Use the link below to complete enrollment for the course.

We use the online course platform Thinkific for our online courses and workshop registration. You’ll be prompted to create an account to login and access the course following checkout. We’re here to help with any questions or issues, and we’ll respond to any inquiries within 1 business day.