Accounting proposal techniques are practices that help make these documents much more persuasive, attractive and aligned with the needs of the clients you intend to win over.
These are the most important ones:
personalization and clarity;
presentation of value;
structure and organization;
inclusion of an action plan;
use of call to action.
Understand the reasons and how to apply them.
1. Personalization and clarity
Making personalized business proposals is not just about putting marketing list of senior homes the name of the future client in the header of the document. In fact, this concept includes getting to know them in depth, understanding their needs, problems, shortcomings and expectations .
If your approach is outbound — that is, you are the one looking for the customer — using LinkedIn's Sales Navigator is a good way to reach them and get to know them better.
Now, if the strategy is inbound — when the customer is attracted to your company in search of solutions — the traditional conversation, with the right sales techniques, tends to generate results.
With all the information at hand, you have what you need to ensure the customization of accounting services in your proposal. After all, you will know exactly which solution to recommend to that potential client.
And don't forget to use clear, objective language with easy-to-understand terms to avoid misinterpretations that could alienate the target from you.
Tip! Improve the execution of accounting proposal techniques with the guidance in this article “ LinkedIn Sales Navigator: what is it and how does it work? Check it out! ” and the infographic below:
techniques for accounting proposals
2. Value presentation
There is a significant difference between price and value , and to create an irresistible accounting proposal, the highlight must be the second concept.
So, let's go! Price is a monetary measure assigned to a product or service. Value includes the future customer's perception of these items and the potential to benefit from purchasing them.
Obviously, your offer needs to list prices, and in a transparent way. In fact, you can (and should) use this information to get the customer’s attention.
In this context, one of the most interesting techniques for accounting proposals is to offer different packages with different costs , proportional to each group of solutions. Diversified forms and means of payment also help to attract attention.