Layer 1

Sales Proposal

Prepared for [Client_Name]
​By [Rep_Name] at [Company] - XX/XX/XX

❖ Executive Summary

Sales teams today face inefficiencies from scattered tools, manual workflows, and limited visibility into deal progress. [Company] eliminates these roadblocks with an all-in-one solution that:

Automates workflows to accelerate deal cycles

Repetitive tasks—follow-ups, approvals, data entry—slow sales momentum. SalesCircle automates these steps, ensuring consistent execution and freeing reps to focus on strategic selling.

Provides real-time insights for smarter decisions

A single dashboard consolidates sales data, offering a clear view of pipeline health, deal velocity, and team performance. This enables proactive strategy adjustments and more accurate forecasting.

Empowers reps to focus on closing, not admin work

A single dashboard consolidates sales data, offering a clear view of pipeline health, deal velocity, and team performance. This enables proactive strategy adjustments and more accurate forecasting.

We’re excited to partner with you to achieve 20% faster deal cycles or 30% increase in rep productivity.

Sincerely,
​Jessie Martin, Enterprise AE

❖ your challenge, our solution

Based on our conversations with your team, here’s what we heard:

➔ {Challenge 1}

A description of the challenge.

➔ {Challenge 2}

A description of the challenge.

➔ {Challenge 3}

A description of the challenge.

How we help:

✔︎ {Solution 1 with outcome}

A description of the solution.

✔︎ {Solution 2 with outcome}

A description of the solution.

✔︎ {Integration / support / customization note}

A description of the solution.

This is built to solve your pain, not add to it.

Projected Impact of [Company] for [Client_Name]

By adopting [Company], your sales team will benefit from a productivity boost with the hours saved on creating compelling proposals and content.

We worked with Samantha to estimate those savings. Here’s our projection:

$100,962
Potential savings after one year

Phased Success Timeline

Phase

Timeframe

Focus

Outcomes

Launch & Setup

Week 1–2

Configuration, training, and go-live

Team trained, key workflows enabled

Early Wins

Month 1

Meeting

First 5–10 successful uses (e.g., proposals sent)

Expansion

Month 2–3

Broader rollout and optimization

Full team usage, integration with CRM or tools

Impact Review

Month 3–6

ROI measurement and alignment

Increased win rates, shorter sales cycles, team feedback

Strategic Growth

Ongoing

Iteration, expansion, and renewals

Quarterly reviews, new use cases unlocked

Core Success Metrics

We’ll align on the KPIs that matter most to your team. Here’s a common baseline:

Category

KPI

Target

Efficiency

[Metric example]

↓ 40% within 60 days

Performance

[Metric example]

↑ 15–25% within 90 days

Adoption

[Metric example]

> 80% in first 30 days

Engagement

[Metric example]

↑ 2x over static docs

Velocity

[Metric example]

↓ 20–30% after full adoption

Action Plan

Listed below is a breakdown of the timeline of this project. This overview includes the tasks for each phase, time spent for implementation, and maintenance.

Discovery

Date

Type

Next Steps

Kickoff Meeting

MM/DD

Meeting

Introduction + Outline Goals

Demo w/ CRO

MM/DD

Meeting

Showcase tailored platform overview

Business Case Review

MM/DD

Deliverable

Present case to CFO for approval

Legal

Date

Type

Next Steps

Share Order Form

MM/DD

Task

Provide Order Form, MSA, & DPA

First Comments

MM/DD

Deliverable

Return comments on legal documents

Final Comments

MM/DD

Deliverable

Address and finalize redlines

Security

Date

Type

Next Steps

Security Questionnaire

MM/DD

Task

Complete questionnaire, provide SOC II

Final Review

MM/DD

Meeting

Finalize security review with tea

❖ Implementation made simple

We’ve onboarded teams in {industry} with similar complexity. Here’s how it works:

❖ Discovery & Planning

Week 1

Success goals, system audit

❖ Configuration & Integrations

Week 2–3

CRM, SSO, custom fields

❖ Enablement & Launch

Week 4

Training, content import, go-live

You’ll get:

  • Prebuilt templates
  • Admin + team training
  • Go-live checklist

SalesCircle Overview

[Company] is designed for:

See [Company] in action

Watch the product demo video below to explore how [Company] can transform your sales process.

Pricing

[Company] offers flexible pricing plans tailored to the size and needs of your organization. Plans are structured around the number of users and additional feature sets, ensuring you only pay for what you need.


Basic

$6.00 / month
1
Users
  • Basic support
  • Up to 5GB per month
Recommended

Standard

$8.00 / month
1
Users
  • 24h support
  • Up to 10GB per month

Premium

$12.00 / month
1
Users
  • Priority 24h support
  • Unlimited storage
  • AI security monitoring

Add-ons

Subtotal
$750.00
Subtotal
$750.00
Description
Item
Quantity
Price

Onboarding

$500.00
$500.00

Setup fee

$250.00
$250.00
Total One Off$750.00
Total Recurring
$6.00 / month
Total Due Today$756.00
"[Company] helped us cut our deal cycles by 30% and boost rep productivity – it’s a game-changer for scaling sales."
two women in suits standing beside wall

Julia Barnes

CEO, Comet Tech Inc

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