But once I started writing a draft of the executive summary at the beginning, it was one less thing to worry about.
I could edit the executive summary as needed and I knew there would be no huge surprises in what other team members had prepared. You need to get your client’s attention right away, and you do that by talking about THEM, not about you.
Sometimes new ideas rose to the top as we worked through the proposal, or early ideas turned out to be impossible to execute due to the client budget or timeline.
I used to leave writing the executive summary to the end, and since inevitably we were always in a time crunch to deliver the proposal to the client, I would feel anxious and rushed to get it done.
Here’s how to write an executive summary that seals the deal.
I have written, edited, or managed the creation of what feels like a gagillion business proposals in my career, and 90% of the time I had a feeling of dread throughout the whole process (this was obviously in the dark ages before Proposify existed).
Some people feel you should write the executive summary first because it can help you outline your concept and organize your thoughts for the entire proposal.
That way it acts as a guide to members of your team who are tasked with preparing sections of the proposal, ensuring that everyone’s on the same page, that the big idea is consistent throughout, and that all necessary components are included.
Its purpose is clear, its potential is huge, and putting it together can be straightforward if you change your approach and follow a few simple steps.
I’ll share what I’ve learned about writing an effective executive summary for client proposals.