Sales “The Proposal Is the Pitch: Designing Proposals That Close”

Presented by: Matt Bernath

Offered Once Wednesday, February 18, 2026 11:00am-12:00pm – 60 Minute Session – $40 (Fee Increases to $60 December 1st and $80 January 1st)

Level: Any Level

For: Finance, Operations, Ownership, Sales

Your proposal isn’t just a summary — it’s a sales weapon. A clean, intentional, and persuasive proposal builds trust, removes confusion, and makes the buyer say “yes.” Yet too many proposals look like quotes, not buying decisions. In this session, we’ll show you how small changes to layout, language, and logic can dramatically improve your close rates.

In-Session Work:

• Deconstruct the anatomy of a high-converting proposal: intro, scope, value, price, close.
• Audit your current proposal design for friction points and weak links.
• Rewrite one section (e.g., intro or scope summary) for clarity and persuasion.
• Identify and implement one visual or structural improvement using templates and examples.

Outcome: Leave with a proposal design checklist and a refreshed sample proposal that sells, not just informs — ready to use on your next deal.