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Six things we do with a proposal

All six start from material you already have. None of them involve writing your offer for you, inventing a figure, or promising what the deck will achieve once it is sent.

01/ 07

02/ 07

The work itself

An order can cover one of these or several of them together, and the quote says which. A first deck for a new service is the first two together; a proposal that keeps losing its reader is the third.

  1. 01

    Putting your content in order

    Material arrives as a document, an email chain, or a deck someone assembled in a hurry the night before a meeting. It goes back as a sequence: the problem, the offer, what is included, when it happens, what it costs, what to do next, or whatever order your particular offer needs.

  2. 02

    Designing a new proposal deck

    A presentation built from your content and your brand materials, for a proposal sent to a named client or presented across a table. Every fact on it comes from you; the layout, the hierarchy and the pacing are the part we add.

  3. 03

    Reworking a deck you already have

    The content stays yours and stays put. What changes is the order of the slides, the way each one is laid out, and the design. If a sentence has to be reworded to sit on a slide, it comes back to you before it goes in.

  4. 04

    Laying out scope, stages, dates and prices

    The four blocks a reader actually stops on. A scope that can be scanned, a timeline that shows what waits on what, and prices set out so that two options can be compared without reading a paragraph twice.

  5. 05

    Applying your logo, colours and fonts

    Your brand files, used as they were meant to be used, so the deck looks like it came from your company rather than from a template. If you have written guidelines, they are followed; if you have not, the decisions taken are listed for you.

  6. 06

    Preparing the files you receive

    The editable presentation in the format agreed for your order, and a PDF of the same deck. Text, prices and dates are left editable, because next quarter you will want to change them without asking anybody.

03/ 07

Two ways a job starts

Which one you are in changes the first conversation, not the price list.

Starting from your material

There is no deck yet

You have the offer written down somewhere: a scope document, a price list, an email you have sent four times this year. The structure is agreed first, in plain words, and only then is anything designed. That way a disagreement about the order of the slides costs a reply rather than a redraw.

Starting from a deck

There is one, and it is not working

Send the file as it is. The first thing that comes back is not a design but a note on what is on each slide and what could move, so you can see the change before it is made. Content is kept; slides are merged, split or reordered, and the design follows.

04/ 07

Working to your brand

A proposal that does not look like the company sending it makes the reader work harder than they should.

If you have guidelines

They are followed

Colours, fonts, logo clearances and any slide rules you already use. Where a guideline and a slide genuinely conflict, you are asked rather than overruled.

If you have files but no rules

Decisions are listed

A logo and a colour or two are enough to work from. The choices made on your behalf are written down with the deck, so nothing looks like a brand decision you never took.

If your font cannot travel

You are told which one is used

Some licensed fonts cannot be embedded in a presentation file. When that happens the deck is built with a close substitute and the substitution is named, not hidden.

05/ 07

Formats and files

One editable format is agreed for each order and the deck is built in it. A PDF of the same deck is supplied alongside.

PowerPoint
Native slides and editable text boxes. Suits teams who present from their own laptops and edit the deck between meetings.
Google Slides
Shared from a link, edited by several people at once. Suits teams already working in a shared workspace.
PDF
Comes with every order. The layout holds wherever it is opened, which no editable file can promise on a machine with different fonts installed.

Both editable formats in one order are not standard. If you need the deck in PowerPoint and in Google Slides, say so before work starts and it is quoted with the rest.

06/ 07

Where the line runs

Worth reading before the first email, because it decides what you have to supply and what you can leave alone.

Yours

  • The facts, the figures and the commercial terms in the deck
  • Confirming that what a slide says is what you meant to say
  • The claims made about your services, and any evidence behind them
  • Sending the material, so the agreed turnaround can start running

Ours

  • The structure: what belongs on which slide, and in what order
  • The visual design, and applying your brand materials to it
  • Asking, rather than guessing, when two slides disagree with each other
  • Delivering the agreed files, in the agreed format, by the agreed date

Nothing here promises an outcome. A well-built deck is easier to read, easier to present and easier to reuse; whether it wins the work depends on the offer inside it, which is yours.

07/ 07

Send what you have

A rough slide count and a sentence about the offer are enough for a written quote. If it is easier to attach the material than to describe it, write to contact@yes.it.com instead.