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Episode 112: Sales Proposal Do’s and Don’ts

Welcome to episode 112 of the Transformational Selling Podcast! 

In this episode, we’re going to talk about the Transformational Sales Proposal, which is one of the most challenging parts of the sales process. 

There are many ways that we can approach the sales proposal, but the Transformational Sales Proposal is the one that’s going to be most beneficial, as it creates a deep impact on clients, making them feel seen, heard, and understood. By adopting this approach, you can increase your chances of receiving positive responses, allowing you to approach proposals with confidence and ease.

Specifically, here’s what you will learn:

  • Why the transformational sales proposal is crucial for creating a connection with clients and increasing the likelihood of getting a positive response.
  • How to mitigate the fear, stress, and tension often associated with sales proposals.
  • The importance of approaching sales proposals with confidence and ease, despite feelings of nervousness or anxiety.
  • The challenges that arise when persuading clients to choose your solution and how to overcome these obstacles.
  • A template with a series of questions to guide you in creating a compelling sales proposal that aligns with your clients’ needs.
  • Techniques to enhance the impact of your proposals, making them more memorable and resonant with clients.

To access the downloadable transformational sales proposal template, visit

My new book Transformational Selling: A Playbook for Financial Professionals is now available on Amazon! Click here to buy.

If you have a specific question or topic, you’d like me to talk about on the podcast I want to hear from you. Email me at to share it with me. 

And if you enjoyed this episode, please rate and review us on iTunes and pass it along to a friend or colleague that would also benefit from learning about Transformational Selling.

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