A Solid Preflight Proposal Checklist

Before a proposal is sent to a prospect, it should be reviewed by at least one person other than the one who wrote it. In this manner, most of the silly and sale-losing errors may be caught. Items for your checklist should include:

a) Are all the parts enclosed?

b) Are the buyers’ names spelled correctly?

c) Is the date correct on all company records?

d) Is the day of the week included with the date?

e) Has the menu been approved by the chef?

f) Has the price been figured correctly?

g) Is the buyer aware of what they are paying for menu, staff, rentals, etc.?

h) Is the buyer aware of all additional and potential additional costs?

i) Has the salesperson used words that will be understood and/or liked by the buyer?

j) Has the deposit been requested?

k) Has the buyer been told how to pay the deposit?

What other items should be on the checklist?

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