Writing Clear and Effective Proposals

I was Wrong about Influence. Early in my career, I believed influence in a decision-making meeting was the direct outcome of a strong artifact presented and the ensuing discussion. However, with more leadership experience, I have come to realize that while these are important, there is something far more important at play. Influence, for a given decision, largely happens outside of and before decision-making meetings. Here's my 3 step approach you can follow to maximize your influence: (#3 is often missed yet most important) 1. Obsess over Knowing your Audience Why: Understanding your audience in-depth allows you to tailor your communication, approach and positioning. How: ↳ Research their backgrounds, how they think, what their goals are etc. ↳ Attend other meetings where they are present to learn about their priorities, how they think and what questions they ask. Take note of the topics that energize them or cause concern. ↳ Engage with others who frequently interact with them to gain additional insights. Ask about their preferences, hot buttons, and any subtle cues that could be useful in understanding their perspective. 2. Tailor your Communication Why: This ensures that your message is not just heard but also understood and valued. How: ↳ Seek inspiration from existing artifacts and pickup queues on terminologies, context and background on the give topic. ↳ Reflect on their goals and priorities, and integrate these elements into your communication. For instance, if they prioritize efficiency, highlight how your proposal enhances productivity. ↳Ask yourself "So what?" or "Why should they care" as a litmus test for relatability of your proposal. 3. Pre-socialize for support Why: It allows you to refine your approach, address potential objections, and build a coalition of support (ahead of and during the meeting). How: ↳ Schedule informal discussions or small group meetings with key stakeholders or their team members to discuss your idea(s). A casual coffee or a brief virtual call can be effective. Lead with curiosity vs. an intent to respond. ↳ Ask targeted questions to gather feedback and gauge reactions to your ideas. Examples: What are your initial thoughts on this draft proposal? What challenges do you foresee with this approach? How does this align with our current priorities? ↳ Acknowledge, incorporate and highlight the insights from these pre-meetings into the main meeting, treating them as an integral part of the decision-making process. What would you add? PS: BONUS - Following these steps also expands your understanding of the business and your internal network - both of which make you more effective. --- Follow me, tap the (🔔) Omar Halabieh for daily Leadership and Career posts.

After creating hundreds of thousands of presentations, Nancy Duarte discovered a framework in 2010 that changed her life. She mapped it over Martin Luther King's "I Have a Dream" speech and Steve Jobs introducing the iPhone. Both aligned perfectly. She cried in her office - the pattern she'd been desperate to find was real. See, most founder pitches fail the same way. You stack all the customer pain points at the start, then demo your product at the end. By the time you reach your solution, people have already decided if they're interested. They tuned out at slide 8. Duarte's Sparkline does the opposite. You alternate between “what is” and “what could be” throughout the entire pitch. Pain, solution. Pain, solution. The pattern works because contrast commands attention and open loops create psychological discomfort. The brain needs recurring tension to stay engaged: - MLK toggled between injustice now and "I have a dream" repeatedly. - Jobs contrasted clunky smartphone limitations with iPhone capabilities throughout the 80-minute presentation. - JFK alternated between the US’s space limitations and “we choose to go to the Moon in this decade.” Each toggle made staying in the current state unbearable. The execution: 1. Make your customer the hero by using their exact words Interview five target customers or investors before you build slides. When they describe frustrations, use their language verbatim. This proves you understand their reality before pitching your solution. 2. Paint “what could be” with sensory detail Not better accommodations. Instead: a family arrives in Paris, their Airbnb host left fresh croissants and a handwritten neighborhood guide on the kitchen table. They feel like locals, not tourists. Concrete outcomes stick. Abstract benefits are forgotten. 3. Alternative problem/solution throughout - never batch Pain 1, solution 1, pain 2, solution 2, pain 3, solution 3. Never group all problems then all features. Batching lets investors and customers mentally check out before you finish. 4. End with an immediate next step (24-48 hours) For investors: “By Friday, confirm the partner meeting date and three references you want to call.” For customers: “By tomorrow, send three use cases and I'll record a custom demo by Wednesday.” Make the decision immediate and concrete. Watch for these signals mid-pitch: You're losing them when investors lean back, check phones, or pivot to questions about your burn rate and competition. You're winning when customers interrupt to describe their specific use case, ask about implementation timeline, or want to loop in their team immediately. When every startup in your category has similar features, the pitch that creates unbearable tension wins the round, the sale, and the talent.

During my time at Qwilr, I’ve seen THOUSANDS of proposals. Here are 4 proposal plays that the best sellers use to close deals: #1 Lead With Problems Start your proposal by articulating your prospects' problems, ideally in their own words. Using quotes from relevant stakeholders within their organisation will grab your buyers’ attention and show you understand their problems. This immediately demonstrates that this isn’t just a generic pitch – you actually understand them and are focused on their specific issues. Doing this also puts decision-makers in somewhat of a tricky situation. They must either… 1. Disregard the opinions of their team as incorrect 2. Acknowledge they’re facing a problem, but decide not to look for a solution 3. Look for a solution (which you are providing in the rest of your proposal) Most (good) leaders will opt for the latter and will read on to better understand your offering. #2 It's Easy to Digest You MUST ensure your proposal is clear, straightforward and easy to understand. Remember, the folks who will be reviewing your proposal are incredibly busy and don’t have time to decipher endless information, searching for what is relevant for them. If your offer is easy to understand, it’s easier to say yes to. Avoid dense walls of text, and use images, graphics and interactive elements to simplify complex ideas. Always steer away from jargon. While it might showcase a level of expertise, you have to keep in mind that it’s likely a number of people will review your proposal. You need to make sure that EVERYONE will buy in. #3 Make It Relevant Buyers want to know that you’ve helped organisations that look like them, or the type of organisation that they aspire to be. Making sure that your proposal speaks to your buyers’ industry, needs, challenges and objectives will increase the likelihood of engagement Build your case by including concrete data and case studies that resonate with your client’s situation. CAUTION: It can be tempting to litter your proposal with logos and quotations from your “biggest” clients. You should not (always) do this! Instead, focus on featuring logos of similar companies or aspirational peers, not just massive brands. Remember, just because a company is “big” to you, that doesn’t mean your client will care. They want to know you can help THEM! #4 Keep Next Steps Simple It’s essential that you break down your proposal into clear, actionable steps – giving your client a roadmap on how to proceed and what will happen when they sign. You should also educate your champion on how to position the proposal to the buying committee, arming them to sell internally. Meet with them and go through your proposal, asking what needs to be removed and added (for other stakeholders) and how they plan to share it more widely. Want to send proposals that impress buyers and close deals? Try Qwilr for free at https://getqwilr.com

Crafting the perfect corporate training proposal. A Deep dive into proposal components Writing proposals is a chore. What to include? what not to include? Having written hundreds of them, here's what I include and why: 1. Executive Summary: ↳ Think movie trailer, not dry summary. Captivate with the vision, not just the facts. 2. What We Heard: ↳ Mirror their language, not yours. Show you've listened, by reflecting their words, not just their needs. 3. The Opportunity: ↳ This isn't just a gap to fill. It's a launching pad for their potential. Highlight the transformation, not just the transaction. 4. Consultation Service: ↳ Position this as a partnership, not a service. Emphasise collaboration, not just consultation. 5. Approach and Methodology: ↳ Innovate, don't regurgitate. Present methodologies that are as unique as their challenges. 6. Project Roadmap: ↳ This is the journey, not just the route. Make it visual, engaging, and clear. 7. Investment: ↳ Transparency builds trust. It's not just about costs; it's about value creation 8. Terms: ↳ Make this easy to say 'yes' to. Simplify legal jargon into clear commitments. 9. The Team: ↳ Sell the dream team. Highlight unique strengths and past successes as a cohesive unit, not just individual CVs. 10. Case Studies/Testimonials: ↳ Show, don't tell. Use stories of transformation and success that resonate with their specific context. Each section of your proposal should not just inform but also engage and inspire. Think beyond the conventional and inject each part with a strategy that shows you're not just a provider, but a partner in their success. What are your top tips for great proposals? #ProgrammeBuilder #OfferActivator #BusinessDevelopment #LearningAndDevelopment #TrainingAndDevelopment #Facilitation #Workshops

#100RulesofThumb — Rule 2 Actively market objections. Conventional sales and career advice often tells you to showcase your strengths tirelessly. Yet, I firmly believe in the sheer persuasive power of actively marketing objections. Here's why: Imagine you're gearing up to pitch your start-up to a group of seasoned investors. Traditionally, you'd start with all the fancy features your product offers, the gap it fills in the market, perhaps accompanied by some dazzling statistics. That's all well and fine, but what if you flip the script? Think about leading with the primary objection any investor might have. For instance, you could start your pitch like this, "You might be thinking that the market is already saturated with similar products, making it difficult for ours to carve out a significant share. And I would agree with you. However. However, let me draw your attention to our unique approach that targets an existing pain no one has solved for. And there are a multitude of reasons why solving this problem has been a tough nut to crack for most players operating in this space: 1. First hurdle 2. Second hurdle 3. Third hurdle But here's our <core insight into the problem> and <here's why we are the best team to solve it.>" By addressing the elephant in the room straight away, you dictate the narrative, demonstrating a deep, first-principles understanding of the market dynamics and potential hurdles, which can instill a higher level of trust and engagement from your investors. Or picture this: you're a product manager proposing a new product feature to your team. Instead of merely accentuating the pros of your proposal, you candidly bring up potential objections and lay down your plans to mitigate them. Essentially, you conduct a "pre-mortem." By doing so, you start on an honest footing — grounded in transparency and deeply aware of potential issues. This rule is about controlling the narrative from a position of strength, making it clear that you're not only prepared but ahead of the curve. By actively leading with the core objection, you show that you've done your homework, understood the core issues, and are prepared to navigate them with honesty and aplomb.

Whether you’re promoting yourself in an interview, pitching a product, or asking for a raise, here’s how to persuade the person without being manipulative: At our Science of People lab, I’ve found that the most persuasive communicators master what I call the Two C’s: 1. Clarity Confusion kills persuasion. People can’t say yes to what they don’t understand. So before anything else, get crystal clear about what you do, who you help, and why it matters. 2. Curiosity Humans are drawn to questions, not monologues. If you can make someone genuinely curious, you’ve already earned their attention. Now let’s put those into practice. Step 1: Forget the elevator pitch Instead, think in terms of value propositions, statements that clearly show what you do and spark curiosity about how you do it. For example: “Meeting planners and association executives hire me to make them look like superstars.” That’s from Don Levine Jr. Every time he says it, people respond with: “Really? How do you do that?” And that “how” is the golden question, the one that opens real conversations instead of shutting them down. Step 2: Invite dialogue Your goal isn’t to “pitch.” It’s to start a discussion. When you state your value clearly, people naturally ask follow-up questions, and that’s when your expertise shines. Compare these two: • “I’m an engineer for a software company. We specialize in cybersecurity” • “I’m an engineer trying to solve the three biggest challenges in cybersecurity today” The second version invites curiosity and sets you up as an authority. Step 3: Be ready for “how” and “why” A great value proposition always leads to deeper questions: “How do you do that?” or “Why do you do that?” That’s your chance to explain your mission. Those “how” and “why” conversations create trust and credibility faster than any sales script ever could. Step 4: Add the third C (Courage) Yes, I’m sneaking in one more C. Because clarity and curiosity alone aren’t enough. You also need courage. • Courage to sound different • Courage to be memorable It takes confidence to say something like: • “I’m a human behavior hacker” • Or Jim McConnell’s favorite: “I keep my clients off the front page, keep executives alive and out of jail, and make suppliers accountable” • Or even a wedding planner who says: “Brides hire me so they can sleep better at night.” Each of those lines makes people lean in. Step 5: Create your own Here’s a simple fill-in-the-blank template to build your value proposition: I help [target audience] in [category] by [benefit/outcome] so they can [result]. Examples: • “For store owners in retail, our micro camera system provides fail-safe, worry-free security 24/7” • “I help startup entrepreneurs in tech hire the right people so they can focus on growth.” Now, I’m curious: what’s your value proposition? Fill in the blanks and share it below. I’d love to see what you come up with.

You know that sinking feeling… Someone interrupts your carefully prepared presentation with “But what about...?” and raises a point you never considered. Everyone is looking at you, and you feel the weight of the world on your shoulders. In that moment, the idea or solution you’ve been presenting weighs in the balance. Address the resistance well, and your idea will likely be adopted with even more optimism than before. Address it poorly, and your idea is as good as gone. Here’s a quick overview of my “RAP” formula that you can use in these moments to turn blindside objections into “aha” moments. 1. R: Recognize the type of resistance you’re facing: - Logical resistance (conflicting data or reasoning) - Emotional resistance (values or identity challenges) - Practical resistance (implementation concerns) 2. A: Address it proactively in your presentation: - For logical resistance: Acknowledge competing viewpoints before they’re raised. "Some might point to last quarter’s numbers as evidence against this approach. Here’s why that perspective is incomplete..." - For emotional resistance: Connect your idea to their existing values. "This initiative actually strengthens our commitment to customer-first thinking by..." - For practical resistance: Demonstrate you’ve considered the real-world constraints. "I know this requires significant change. Here’s our phased implementation plan that accounts for..." 3. P: Provide a path forward that transforms resistance into alignment: - Give them space to voice concerns (but in a structured way) - Incorporate their perspective into the solution - Show how addressing their resistance actually strengthens the outcome The most powerful thing you can say in a presentation isn’t "trust me", it’s "I understand your concerns." When you genuinely see resistance as valuable feedback rather than an obstacle, you’ll find your ideas gaining traction where they previously stalled. #CommunicationSkills #BusinessCommunication #PresentationSkills

Ever wondered why some pitch decks stick with you long after you’ve seen them? After reviewing 1000s, I’ve realized the secret: it’s not just the numbers or the product.... it’s the storytelling. Pixar has perfected the art of emotional storytelling. It’s time to bring that same magic to your pitch deck and make your startup unforgettable. Here’s how you can inject Pixar-inspired storytelling into your pitch: ✅ Start with a Hook that Grabs Attention: - Think Pixar’s opening scene that immediately draws you in. - Your pitch needs a similar hook—whether it’s: 🔹 A bold problem your business solves. 🔹 A shocking statistic that shakes up the norm. 🔹 A provocative question that challenges assumptions. ✅ Create an Emotional Connection: - Pixar doesn't just tell a story—they make us feel. - Weave in real, emotional stories from your customers' experiences. - Show how your startup has impacted lives, and connect with your audience on an emotional level. ✅ Introduce Compelling Characters: - Pixar’s characters are unforgettable—and so should yours be. - Introduce your team, your customers, and the key players behind your startup. - Showcase their passion, vision, and why they’re driven to make a difference. ✅ Leverage Visuals to Tell the Story: - Pixar’s visuals are integral to their storytelling. - Your pitch deck should do the same by using eye-catching graphics and product demos that support your narrative. - Make complex ideas easier to grasp and leave a lasting visual impression. ✅ Structure Your Pitch Like a Story: - Pixar films follow a clear beginning, middle, and end. - Your pitch deck should mirror that. 🔹 Present the problem. 🔹 Introduce your solution as the turning point. 🔹 End with the positive outcomes and potential of your business. ✅ End with a Memorable Call to Action: - Pixar leaves us with unforgettable endings. - Your pitch should leave a strong impression with a clear call to action: What’s next? - Make it easy for your audience to take the next step and get involved. By infusing your pitch deck with storytelling techniques borrowed from Pixar, you’ll transform it from a bland presentation to an unforgettable journey that engages and excites your audience. What other storytelling tips would you add to make your pitch deck stand out? Post cr.. The Startup Pitch #startups #pitchdeck #storytelling

I Stopped Pitching. My Revenue Went Up..... The day I stopped pitching was the day my numbers started growing. Sounds backwards. Let me explain. For years I was a pitch-first seller. Deck loaded. Value prop rehearsed. First meeting = product demo. That’s the American way. It worked in the U.S. It bombed in Asia. So I tried something different. I walked into my next client meeting in Jakarta with no deck. No product slides. Just questions. “Walk me through your biggest challenge this quarter.” “What have you tried that hasn’t worked?” “If you could fix one thing in your customer experience, what would it be?” Forty-five minutes of listening. That’s it. At the end, the client said: “This is the first meeting I’ve had with a vendor where I didn’t feel sold to.” That deal closed 3 weeks later. Zero slides. The framework I use now: first meeting is for them. Second meeting is for us. Never the other way around. Here's my prep: • For your next first meeting, leave the deck in your bag. Prepare 5 questions that demonstrate you’ve done research on their business. Open with: “I’ve done some homework but I’d rather hear it from you. What’s keeping you up at night?” The shift from presenting to listening changes the power dynamic entirely. • Time your talking vs. listening. Use your phone’s timer. In the first meeting, aim for 80% listening. If you’re talking more than 20%, you’re pitching. You’re not there to impress them with your product. You’re there to understand their world so deeply that when you DO present, everything you say maps to something they told you. • Take notes by hand, not on a laptop. It signals attention and respect. And write down their exact phrases — not your interpretation. Use their language back to them in the proposal. When a client sees their own words in your solution, they feel understood. That’s trust you can’t fake. • After the meeting, send a summary: “Here’s what I heard. Did I get it right?” Two things happen: you demonstrate you actually listened, and you give them a chance to correct your understanding before you invest time building the wrong proposal. What’s the biggest deal you’ve closed without a traditional pitch? What did you do instead? #SalesLeadership #APAC #saleslife

Presenting with Confidence: My 3-Step Prep for Collaborative Sessions As someone who has delivered countless keynotes, webinars, and workshops, I’ve learned that great presentations don’t happen by accident—they’re built on purposeful preparation. Over the years, I’ve developed a three-step method that makes collaborative presentations feel seamless, well-paced, and engaging:   1. Align on the Outline: In a first meeting, we define our key messages, agree on what the title and abstract have promised, allocate time equitably, and choose a slide template to ensure a cohesive visual experience.   2. Share Drafts and Storylines: Next, we meet to present and review one another’s slides and talking points. This allows us to refine flow, avoid duplication, and align our messages to amplify each other’s contributions.   3. Rehearse Together: A dress rehearsal brings everything together. We practice as if it’s live, offering feedback, making final adjustments, and ensuring the overall presentation feels polished and connected. A tech check or second rehearsal may follow if needed. This week at NACCHO #PrepSummit25, I had the pleasure of co-presenting with Dr. Danielle Eiseman from Cornell University. She graciously accepted my presentation prep approach and I found her to be smart, proactive, communicative, and a total professional—making this collaboration a true joy. What are your favorite tips for delivering a great presentation? Let’s share ideas in the comments and keep learning from each other! #PresentationTips #Collaboration #PublicSpeaking #HealthGIS #Teamwork #PublicHealthPreparedness #LocationIntelligence #ClimateResilience #HealthEquity #PresentationSkills #ConferencePrep