Make a proposal you can sell again

Write it once for one customer. Sell it to the next twenty without pasting anything.

In a pilot, we set this up with you. Send us what you already have and we build your foundation together. This guide is for when you want to add more yourself. Apply for the pilot

01Why it is worth doing

A proposal you have already won with is the most reusable thing your company owns, and it is usually pasted from the last one by whoever has the file. Held here, the shape is the team's and only the customer changes.

02How you get there
  1. Start from a proposal you have already sent and would send again. The one that won is the one worth keeping.
  2. Save it as text or markdown, then open Blueprints and extract the shape from it. Gyrium reads the arc, the audience and the occasion, and it deliberately keeps none of the words, so no prospect ever receives another prospect's sentences.
  3. Correct what it read wrong. You know why that proposal worked.
  4. Make a collection for the thing you are selling, and put what is true of every sale of it in it: what the weeks contain, what you need from the customer, how it is priced, what happens at the end.
  5. For each new prospect, create the customer and one project under them. Everything you read about that prospect goes there and stays there.
  6. Build the proposal from your blueprint, that customer, and that collection. The shape is the team's, the offer comes from the collection, and only the customer changes.
  7. When your offer changes, change the collection once. The next proposal argues from the new version, and nobody has to remember which file was current.
Gyrium, full screen with the menu on the left. The blueprint studio, with the Extract from an example panel picked out: paste text, a link or a file, then Read the shape. The callout reads: Take the shape of the proposal that won; none of its words travel.
Step 2Blueprints, Take a blueprint from an example · Extract the shape of your proposalDemo: a fictional cardiovascular research institute, with simulated figures.
Gyrium, full screen with the menu on the left. The Collections page, with the New collection button picked out. The callout reads: One collection for what you sell: weeks, needs, price, ending.
Step 4Collections · New collection for your offerDemo: a fictional cardiovascular research institute, with simulated figures.
Gyrium, full screen with the menu on the left. The Customers page, with the Add customer button picked out. The callout reads: Create the prospect as a customer, then one project under them.
Step 5Customers · Add customerDemo: a fictional cardiovascular research institute, with simulated figures.
Gyrium, full screen with the menu on the left. Create, on the first step of a new proposal. Two parts are picked out: the heading Brief, Proposal, with the callout Your proposal blueprint, and the Customer choice, with the callout and the customer it is for. The Create button in the menu is highlighted.
Step 6Create, the brief · Blueprint and customer togetherDemo: a fictional cardiovascular research institute, with simulated figures.
What this uses

See it hold your own work.

The pilot takes a small number of organizations at a time. Bring what you already have.