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Sales and Marketing Proposal Guide   389-page Word document

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Sales and Marketing Proposal Guide (Word DOC)

File Type: 389-page Word document
Secondary File: Word (DOC)


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Supplemental DOC document also included.
Trusted by over 10,000+ organizations.


  1. Provides a comprehensive sales and marketing guide
  2. Covers all aspects of best practices in sales and marketing from process to tools.
  3. Serves as a toolkit and checklist that can be customized to opportunities from $100K to $billions.


This product (Sales and Marketing Proposal Guide) is a 389-page Word document with a supplemental Word document, which you can download immediately upon purchase.

The guide is a complete process and documentation guide to the creation of winning and profitable proposals. The guide outlines all possible stages and steps – with supporting tools, techniques, deliverables, and guidelines. The process outline and Table of Contents is included below.



U WIN, Methodology

Opportunity Stage

Task 1 — Deploy U Business Strategy
Task 2 — Analyse Short-Range Opportunity
Task 3 — Implement Capture Plan
Task 4 — Analyse U, Client & Competitors
Task 5 — Plan Early Program
Task 6 — Complete Instructions to Coordinate Proposal Development
Task 7 — Develop Selling Points
Task 8 — Conduct Green Team Review

Bid Stage

Task 9 — Confirm Opportunity Analysis
Task 10 — Update Capture Plan
Task 11 — Analyse Proposal Request
Task 12 — Update U, Client & Competitors Analysis
Task 13 — Plan Final Program
Task 14 — Update Instructions to Coordinate Proposal Development
Task 15 — Create Expanded Proposal Outline
Task 16 — Develop Proposal
Task 17 — Conduct Red Team Review
Task 18 — Edit & Publish Proposal

Confirmation Stage

Task 19 — Market & Respond to Client
Task 20 — Perform Due Diligence
Task 21 — Complete Project

Cost Program

Price Program

Delegation of Financial Authority

U Business Strategy

U Win Guidelines, Samples & Techniques

Quality-Based Partnerships Guidelines (Task 3.1 and Task 10.4)
Benchmarking Guidelines (Task 4.10)
Storyboarding Guidelines (Task 6.2, 15.3, 15.4, 15.5, 15.6, 15.7, 15.8, and
U WIN, Case Study Sample (Tasks 4.13, 4.14, 7.3, 7.4, 7.5, and 7.6)
Production Standards Sample (Task 6.5 and 14.3)
Writing Standards Sample (Task 6.6 and 14.3)
Graphic Standards Sample (Task 6.7 and 14.3)
Brainstorming Technique (Tasks 3.1, 4.2, 4.13, 4.14, 5.11, 5.18, 5.22, 7.1,
7.2, 7.3, 10.4, 11.4, 11.9, 15.3, 15.4, 15.5, 15.6, 19.9, and 20.3

Glossary of Terms

U WIN, Deliverables

Local Business Strategy (Task 1.2)

Proposal Directive (Task 2.2)
Bid/No-Bid Analysis (Tasks 2.13 and 2.18)
Project Book (Task 2.18)

Capture Plan (Task 3.1)

Position Action Plan (Task 4.7)
Win Strategy (Task 4.13)
Proposal Major Themes (Task 4.14)

Technical Baseline (Task 5.11)
Management Baseline (Task 5.22)
Baseline Action Plan (Task 5.23)

Project Standards, Processes, & Procedures (Task 6.8)

Draft Executive Summary (Task 7.5)

Green Team Evaluation Grid (Task 8.5)
Green Team Follow-up Plan (Task 8.7)
Updated Proposal Directive (Task 8.10)

Bid/No-Bid Analysis (Tasks 9.14 and 9.16)

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Source: Best Practices in Proposal Writing & Development Word: Sales and Marketing Proposal Guide Word (DOC) Document, Ulis Transformation Solutions Inc.


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File Type: Word doc (DOC)
Secondary File: Word doc (DOC)
File Size: 3.5 MB
Number of Pages: 389


Additional documents from author: 2

David Ulis has a long and significant record of leading enterprise transformations, business process engineering teams, technology implementations, management consulting initiatives, and in program and portfolio management of large complex organizational initiatives. David has over 40 years of private and public sector experience at the local, national and international levels. [read more]

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