Sending a commercial proposal

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A commercial proposal should be written correctly, contain all the necessary information in a concise and easy-to-read form. This will allow a potential client to get acquainted with your services without spending a lot of time on it, and he will appreciate it. The document should:

inform the client about your company's products or services;

arouse his interest;

to form a desire to contact you for dental email list cooperation.

Structure of the commercial proposal:

title (usually using your company logo);

subtitle (indicates goods/services);

advertising of services provided or goods sold;

listing the benefits of cooperation;

Sender's contacts.

The proposal should be written in such a way as not to raise questions from the recipient. Everything should be extremely clear.


Useful materials:

Commercial proposal template.doc


Filling out a client meeting report
During the meeting, you can write down all the important information, creating something like a report. This data will help you later both in working with the client and in structuring information for colleagues and management.

Very often, a manager who does not bother to record the course of negotiations on paper or in a laptop, then experiences difficulties trying to remember the details of the meeting, the words of the potential customer, his main wishes, motives and difficulties. Important details that could be used to one's advantage are simply forgotten.

Reports are of great importance for management, thanks to them it can evaluate the work of its employee. Usually managers talk about the meetings held the next day after negotiations during a meeting, the boss draws conclusions and makes a decision on how to build further work.

When compiling a report, you can use a specific template that allows you to record the information you receive in a convenient form.

Filling out a client meeting report

It may include the following items:

date and time of the meeting;

manager's last name and first name;

the name of the company with whose employee the negotiations were conducted;

the name of this employee, his telephone number and position;

manager's notes - information that you write down exclusively for yourself and can later decipher in detail;

result of the meeting—what was achieved during the negotiations (the client’s interest, his willingness to cooperate, etc.);

fulfillment of the purpose of the visit - in this column, a mark is made about its achievement or failure, detailed data should be entered in the previous field (the purpose is always some specific action, for example, an agreement on cooperation, on sending a commercial proposal or a contract template, etc.);

further actions - the manager's plans are recorded in this column (sending a commercial proposal, meeting with management);

The client’s further actions—a description of what he plans to do within the framework of the proposed cooperation (discussing the meeting and its results with management, reviewing the commercial offer, sending his details, etc.).