3 Essentials When You Present Your Consulting Proposal to the Client

by | May 25, 2018 | Grow your Consultancy


Sweat trickled down Bernie’s neck.

He sat in the lobby with his briefcase balanced on his knees, panicking.

His meeting with the client was scheduled for 3pm. It was now 3.09 and no sign of the client. None of this waiting around was doing his nerves any good. The longer he waited, the more time he had to forget his practiced lines and get his thoughts jumbled.

Bernie was a top-notch consultant. His clients loved him. Whether it was improving processes, cutting costs, or finding efficiencies in already super-streamlined processes; Bernie worked magic on his clients’ businesses.

His firm held him out to their other employees as the bright light; the example that everyone else should follow. They proudly shared feedback they had received from customers about the projects Bernie had worked on. Not a year had passed where Bernie hadn’t been the recipient of a huge bonus.

People who had worked with Bernie knew he was good, but they also knew about his weakness.

Bernie was deathly scared of public speaking. When it came time to do presentations, Bernie went from hero to zero. And this was a big problem… Because, for Bernie to work his consulting magic, he first had to present the client with a proposal and convince them that he had some magic tricks to share.

That’s where Bernie found himself right now. Sweating up a storm in the lead up to a presentation to convince a client he was the confident, self-assured guy for the job. The thought of “being confident” brought the sweat in gushes.

At 3.14 the receptionist called his name. “Apologies for the wait, Mr. Jones. Mr. Grisham will see you now in room 3.”

Bernie’s heart rate shifted from “fast” to “gallop”. He picked up his things, dropped his briefcase, picked it up again, and then made his way to meeting room 3.

Unless he’s very lucky, Bernie’s presentation is going to be a tough one. Have you ever found yourself in Bernie’s position? Feeling as though if you could just get past the presentation part, everything else would be a breeze?

Next time you have a proposal presentation coming up, focus less on your anxiety about public speaking and your fear around making mistakes. Focus instead on the people you are speaking to and how you can help them. This will not only improve your presentation, it will also reduce your nerves.

If you want to get your next proposal accepted by the client, here are 3 essentials for your presentation:

1. Empathize with your listeners

When you have a presentation to do it can be tempting to just want to “get it done”. You rush through it as fast as possible because you know you’re going to feel more comfortable when you get to the end.

There’s a big problem with this approach. You’re focused on yourself, not your audience.

When you focus on yourself in a presentation– how you feel, who’s judging you, how embarrassing this is –the message of who you care about is transmitted loud and clear to your audience.

When the audience understands you don’t care about them, and that you’re just trying to “get it done”, they disengage from you and your message.

To keep the audience with you, to influence and persuade them, you need to empathize with them.

That means focus on them. Forget about how you feel and focus on how they feel.

In the lead up to, and during, your presentation, think about the audience. Put yourself in your audience’s shoes. When you do this your presentation will be better received.

2. Clearly outline the benefits of your proposal

If you don’t tell the client what’s in it for them you give them no reason to listen to you.

You start out with their undivided attention, so don’t squander it by not showing them explicitly how their lives will be better.

Talk about the benefits of your proposal rather than the features.

Let’s look at a TV remote as an example.

Imagine you’re selling TV remotes, back when they were first introduced.

Selling on features sounds like, “This button changes the channel. This button switches the TV on and off. The infra-red beam has a range of 10 feet.”

Selling on benefits sounds like, “Now when you want to change channels you can do it while you sit in your comfortable sofa, enjoying your beer.

Benefits beat features because you’re building an image in your customer’s mind about how their life is going to improve.

3. Contrast before and after

Another way to paint a clear picture for your client is to contrast before and after.

Outline for your client the problems that they are currently experiencing and then show them what they can expect once they have accepted your proposal.

In summary, when you empathize with your client, you show them how they can benefit from your proposal, and you contrast before and after you set the stage for a winning bid.

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I'm an affiliate marketer who also trains others to do the same. I design and facilitate workshops, seminars, and training programs that engage and equip participants with the skills they need to work in a global business environment.
I have 28 years of global business experience (spanning Australia, New Zealand, Singapore, Hong Kong, US, UK, China, and South Africa) I am now managing a multi-cultural team of trainers, facilitators, and administrative staff in Japan.

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