How to Build a Business Proposal with Criya

Modified on Thu, 18 Apr 2024 at 09:36 AM

Effortlessly Craft Compelling Proposals with Criya's Sales Leader Template


In our previous guide, we explored the power of Criya's Account Executive Profile subpage. Today, we delve into the "Business Proposal" asset, empowering you to create impactful and persuasive proposals that secure successful partnerships.





Step 1: Access The Business Proposal Template


  • Follow steps 1-4 outlined in the previous guide to access your Criya workspace and Sales Leader template.

  • Select the "Business Proposal" subpage from the available options.




Crafting a Winning Proposal with Criya:


Criya provides a pre-designed template with key sections to guide you in crafting a compelling business proposal that resonates with potential partners. 


Here's how to leverage each section:


Header: Make a strong first impression with a clear and informative header. Include your company name prominently, alongside the name of the company or individual you're proposing a partnership to.




Proposal Headline: Grab attention with a captivating headline. Briefly summarize the goal of the proposed partnership, enticing the reader to delve deeper. Consider including both your company logo and the logo of the company you're targeting for a more professional presentation.



Executive Summary: Clearly and concisely outline the essence of your proposal in the executive summary. Explain the opportunity you're presenting, the value proposition of the partnership, and the potential benefits for both parties.



Metrics & Value Proposition: Showcase the projected value of your products or services using compelling data and visuals. Highlight metrics like increased revenue, improved efficiency, or cost savings that your partnership will deliver for the target company.



Video Showcase: Let your product or service shine! Criya's "Video" section allows you to seamlessly embed demo videos. Visually demonstrate your offerings and highlight their benefits, captivating your audience and leaving a lasting impression.



Proposed Timeline & Milestones: Outline a clear and realistic timeline for the proposed partnership. Define key milestones and deliverables, demonstrating your commitment to a successful collaboration.





Pricing & Investment: Breakdown your pricing structure in a transparent and easy-to-understand format. This section allows potential partners to clearly grasp the investment required and the value they will receive.




Company Highlights: Showcase your credibility and expertise! In the "Company Highlight" section, you can showcase logos of notable companies you've partnered with in the past. This builds trust and demonstrates your track record of success.



Testimonials & Social Proof: Leverage the power of positive client feedback! Include compelling testimonials or references from satisfied clients who have benefited from your services. This social proof adds credibility and strengthens your proposal.



QR Code for Easy Access: Empower potential partners to access your proposal on the go! Generate a QR code that automatically directs them to your proposal on their mobile devices. This provides convenient access and ensures your proposal is readily available when they need it.




Customize Your Profile: Users can fully customize this page. Criya allows you to choose a variety of colors that align with your brand and add new sections that are tailored to your professional needs.

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