Personalizing proposals & follow-ups
1. Personalizing proposals & follow-ups
In this lesson, we’ll explore how AI helps you tailor proposals and follow-ups that resonate with each stakeholder. We’ll learn to transform decks and notes into personalized one-pagers that accelerate decisions and build trust.2. Cutting through the noise
In a noisy inbox world, clarity wins. A great proposal is a one-pager that makes your value instantly clear. Instead of overwhelming buyers with slides and jargon, use AI to help you distill the story into something they can say yes to quickly.3. Feeding AI the right inputs
AI isn't magic: it's pattern-based. When you attach decks, case studies, and notes, you give it your authentic voice. Then, by naming who's in the room and what matters to them, AI can speak in your language, not generic corporate-speak.4. Adapting for different personas
As you probably know, one proposal rarely fits all. Keep the 80% that works for everyone, but customize the headline, proof, and CTA to reflect each role's top priority. A CFO wants measurable return, a VP Sales wants velocity, and a CTO wants stability. One product, three stories.5. Matching content to deal stage
Even more importantly, timing shapes the message. Early in the cycle, spark curiosity and fit. In mid-stage, bring proof and show your roadmap. Late-stage? Focus on risk and decision clarity. AI helps you match tone and structure so your ask fits the deal's moment.6. Building credibility with evidence
Remember, AI can only build from truth. Load it with measurable proof: real metrics, recognizable customers, or pilot data. Skip the superlatives, because when you anchor proposals in facts, buyers trust your message and remember your credibility.7. The honesty advantage
Finally, strong sellers don't hide imperfections. When you flag assumptions or missing data early, you position yourself as a trusted advisor. Buyers move faster with partners who are transparent about both strengths and risks.8. Let's practice
Now it’s your turn to create a personalized proposal. Attach your deck and case study, identify the key persona, and use Copilot to tailor your summary.Create Your Free Account
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