With an executive summary written, or at least outlined, I’m more confident about delegating parts of the proposal creation process to different team members because they’ll understand the approach and what they need to do to contribute to a consistent, cohesive document.
Once the body of the proposal is finished, I then go back to tweak the executive summary as needed.
Here’s how to write an executive summary that seals the deal.
I have written, edited, or managed the creation of what feels like a gagillion business proposals in my career, and 90% of the time I had a feeling of dread throughout the whole process (this was obviously in the dark ages before Proposify existed).
They think that this is where you explain the entire proposal in 250 words.
That you literally ‘summarize’ the proposal by rehashing everything from page one forward.Its purpose is clear, its potential is huge, and putting it together can be straightforward if you change your approach and follow a few simple steps.I’ll share what I’ve learned about writing an effective executive summary for client proposals.But in fact, the purpose of the executive summary is to sell your solution to the client’s problem.It should be persuasive, outlining why the client should choose your company. The executive summary needs to be persuasive and highlight the benefits of your company/product/service, rather than being descriptive and focusing on the features.You should also talk about how the client will benefit from solving the problem - what will change, the positive outcomes, the results.Again, the focus here is on the client and their challenge, not on you and your company. This section is where you talk about the brilliant solution you’re proposing and why it will work. They can read all the delicious details in the proposal so keep it high level but still provide enough detail to convince them you have something specific and well thought out for them.Focus on the issue and the result, but be direct, concise, and evocative.This is the time to hook them in — get them excited about what they’re going to read next.But once I started writing a draft of the executive summary at the beginning, it was one less thing to worry about.I could edit the executive summary as needed and I knew there would be no huge surprises in what other team members had prepared. You need to get your client’s attention right away, and you do that by talking about THEM, not about you.