Presenting and summarizing a proposal

Introduce yourself and emphasize from the start that this MoonBack is not generic. Speak to them by name and place their professional profile on LinkedIn or a clearly visible photo. The more you differentiate yourself from the typical mass communication messages the better.

As far as possible do not send a MoonBack with a proposal to a person you do not know or have not dealt with for a long time. Review the Study Cases of how to request or retake a contact if necessary.

Personally thank your customer for their time and dedication, without which it would not have been possible for you to get to this point. You will increase their recognition while making it clear that they are an important part of the project.

Briefly summarize the key points of the proposal with special emphasis on the rewards he will obtain if he decides to go for it. Do not generalize and adapt each point and reward to the situation and needs of your client. Don't make it generic or “personalized” ... Make it personal!

Refer to a link from which you can access your complete proposal if you need it.

Whenever possible simplify the conversion or acceptance of your proposal with a click. Remember that you can include links to Paypal or similar services with your MoonBack.

Da pie a que el destinatario o destinatarios te respondan con puntualizaciones, aclaraciones o dudas.