New Business Pitch & Proposal
Streamline your agency's sales process from inbound lead qualification to crafting winning pitches and achieving seamless client onboarding.
This reusable ProcessKit template contains 7 steps and 41 blocks. Adapt it to your team’s policies, responsibilities, and tools.
Template categories
What’s included
1. Lead Qualification & Initial Outreach
- Overview
- Lead Source
- Qualification Score (1-10)
- Initial Contact Date
- Discovery Call Scheduled
- Initial Communication Notes
2. Client Discovery & Needs Assessment
- Overview
- Discovery Call Notes
- Client Goals & KPIs
- Estimated Budget Range
- Key Decision Makers Identified
- Required Services Discussed
3. Strategic Concept Development
- Overview
- Internal Brief Completed
- Brainstorm Session Date
- Core Strategy Outline
- Lead Strategist Assigned
- Proposed Channels & Tactics
4. Pitch Deck & Proposal Drafting
- Overview
- Pitch Deck Draft
- Proposal Document Draft
- Internal Review & Approval
- Pricing Model & Justification
- Estimated Project Timeline
5. Client Presentation & Feedback Loop
- Overview
- Presentation Date & Time
- Client Feedback Summary
- Revision Required?
- Follow-Up Actions Identified
6. Proposal Refinement & Negotiation
- Overview
- Revised Pitch Deck (if applicable)
- Final Proposal Document
- Negotiation Points & Outcomes
- Final Offer Sent Date
- Client Acceptance Status
7. Contracting & Handover
- Overview
- Contract Sent Date
- Signed Contract Received
- Account Manager Assigned
- Client Onboarding Brief
- Project Kick-off Meeting Scheduled