Skip to main content

Sales Scripts & Proposals

1. The Proposal Structure (PandaDoc Template)​

We do not write custom proposals from scratch. We use a modular template.

Section 1: The "Situation" (The 'Why')​

  • Content: Restate their pain points from the Discovery Call. Use their exact words.
  • Example: "You stated that your current lack of a CRM is causing you to lose ~5 leads per week, estimated at $10k/mo in lost revenue."

Section 2: The "Solution" (The 'What')​

  • Content: Clear list of deliverables. Link to System 05 standard definitions.
  • Example:
    • Setup HubSpot Sales Pipeline.
    • Migrate last 12 months of data.
    • Train 3 Sales Reps (Live Zoom).

Section 3: The "Investment" (The 'How Much')​

  • Content: Clear pricing table. No hidden fees.
  • Options: Provide 2 options (e.g., "Standard" vs. "Accelerated").

Section 4: Timeline & Next Steps​

  • Content: "If signed by Friday, we start Monday."
  • Call to Action: E-Signature block.

2. Objection Handling Scripts​

"It's too expensive."​

  • Response: "I understand. Let's look at the cost of inaction. You mentioned you're losing $10k/mo right now. This system costs $5k one-time. If it saves just one deal, it pays for itself. Is the cash flow the issue, or the ROI?"

"We're too busy right now."​

  • Response: "That's exactly why we need to do this. You're busy because you don't have systems. We can do the heavy lifting. If we wait 3 months, will you be less busy, or just more burnt out?"

"I need to think about it."​

  • Response: "Completely fair. What specifically do you need to clarity on? Usually, when people say that, it's either the price or they don't trust the process. Which is it for you?"

3. Email Templates (Snippets)​

Post-Discovery Follow-Up​

Subject: Game Plan for [Company Name]

Hi [Name],

Great chatting today. Based on what you shared about [Problem], I'm confident we can fix that by [Solution].

I've attached the proposal we discussed.

Let's review it on [Date].

Best, [Name]

Related Documents: