Proposals & Presentations that Sell for You: Key Elements to Excellence that Separate You from the Competition

  • Room: GS 12
Wednesday,May 18, 2022:2:15 PM -3:15 PM


Janet Fenner
Defined Marketing
John Nemerofsky
Chief Operating Officer
SAGE Integration
Samantha Perry
Director of Sales
Tracy Larson


A great proposal or presentation can sell for you while a mediocre or bad proposal can end your sales opportunity. We’ll explore how your proposal and presentations can be key differentiators for success, especially in a hybrid world where you may not always get to be in front of the customer or prospect. This session will cover key elements for excellent presentations including: the role of company branding, graphic design and marketing, presentation of solutions, pricing, options and other aspects of investment, writing solid "customer-centric" scopes of work and how top selling organizations use their proposals and presentations to differentiate themselves and their solutions. Join us for great tips from our pros!


Super Track(s)


5 min: Introduction of session and panel

10 min: Why your presentations and proposals are so important to your success.
- Audience participation in naming what works and what doesn’t
- Evidence of success & failure
- Customer First Mindset

25 min: Key Elements of Excellent Presentations and Proposals
- Graphics and Branding
- Content A-Z or less is more!
- Scopes of Work
- Solution Presentation
- Investment
- Other important items

10 min: Steps to Take in Presentation and Proposal Development
- Helpful resources
- Needs evaluation
- Leading with value
- Your Brand and Personality
- Getting it done!

15 Min: Questions and Answers

Learning Objectives

1. Relate the importance of sales proposals and presentations to winning new deals and keeping your company at the forefront
2. Identify key elements within your company's existing proposal document to change and improve in the next 60 days - and why
3. Differentiate you and your company while delivering a "customer first" presentation approach