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Pre-send proposal checklist
Catch what loses deals before the buyer does. Run this on every big proposal, and keep a record of each one.
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Made with the free Pre-Send Proposal Checklist from Closewell Studio · closewellstudio.com/resources
How to use it
- 01Start a checklist for the proposal you're about to send.
- 02Have someone who wasn't on the calls run through it.
- 03Fix everything unchecked, or note why it doesn't apply.
- 04Keep it as a record for your win/loss review later.
Questions
Who should run the checklist?
Someone who wasn't in the deal. They'll read it the way the buyer's team will.
Is this only for big proposals?
It's built for them, but the accuracy and pricing sections help on any deal.
Can I add my own items?
Yes. Add custom items to any section, and they'll be saved with your checklist.
Related reading
- Sales proposal mistakes that quietly cost big deals
- Where case studies in a proposal do the most work
- When to follow up on a proposal, and what to say
Want the whole proposal written, designed and built for one deal? See how we work.