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Proposal Executive Summary

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@Emma Thompson
• 4 days ago
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Write an executive summary for a sales proposal to {{company_name}}.

Project Context

  • Client Industry: {{industry}}
  • Their Challenge: {{main_challenge}}
  • Our Solution: {{solution_overview}}
  • Investment: {{investment_range}}
  • Timeline: {{timeline}}

Executive Summary Structure

Opening Statement (2-3 sentences)

  • Acknowledge their situation
  • Reference conversations/research
  • Set the stage for the solution

The Opportunity

  • Reframe the problem as an opportunity
  • What's possible if they solve this?
  • Business impact of status quo vs. change

Recommended Solution

  • High-level approach (3-4 bullets)
  • Why this approach for their specific situation
  • Key differentiators

Expected Outcomes

Quantified results they can expect:

  • Primary metric improvement
  • Secondary benefits
  • Timeline to value

Investment Summary

  • Total investment range
  • What's included
  • Payment structure (if relevant)
  • ROI calculation

Why Us

  • 3 reasons to choose your company
  • Relevant experience/case studies
  • Risk mitigation

Next Steps

  • Clear action to move forward
  • Timeline expectations
  • Who to contact

Formatting

  • Under 1 page
  • Use bullet points
  • Bold key numbers/stats
  • Professional but confident tone

Variables 6

Company Name {{company_name}}
e.g., Acme Corporation
Industry {{industry}}
e.g., Manufacturing, Healthcare, Financial Services
Main Challenge {{main_challenge}}
e.g., Manual processes causing 20% error rate in order fulfillment
Solution Overview {{solution_overview}}
e.g., Automated order management system with real-time tracking
Investment Range {{investment_range}}
e.g., $50,000-75,000 for implementation + $2,000/month
Timeline {{timeline}}
e.g., 8-week implementation, 6-month contract