Phase 2 · Strategy & Planning · From Idea to Executable Plan
Proposal & Pitch Design
The meeting went well. They loved the conversation. And then they read your proposal — and chose someone else. The document is part of the sale.
Proposal and pitch design is the craft of creating the commercial documents — written proposals, presentation decks, tender responses — that make the case for your business after the meeting is over. We design the structure, the narrative, the proof architecture, and the visual language that makes your proposals win rather than merely arrive.
The Pain We Solve
You may recognise yourself in one of these.
Three audience scenarios · because the same service produces a different transformation depending on where you are in the business journey.
Scenario 1
The sales team that wins meetings but loses at proposal stage
The initial conversations are strong but the proposal does not capture what made the meeting compelling. It is too long, too generic, too focused on what you do rather than what they need. The competition wins because their document was better.
Scenario 2
The business responding to formal tenders and RFPs without a winning formula
You have the capability to win the contract but your tender responses are inconsistent in quality. The presentation of your capability does not match the strength of your actual delivery.
Scenario 3
The founder pitching for investment or partnership with a weak supporting document
The verbal pitch is compelling but the document left behind is forgettable. The partner or investor looks at it after the meeting and cannot reconstruct the conviction the conversation created.
The Impact It Creates
The Moment You Will Feel the Difference.
Higher win rate from proposals that make the commercial case as compellingly as the conversation did
Consistent proposal quality across the team regardless of who writes them
Faster proposal production from templates that require customisation not creation
Post-meeting documents that keep the conviction alive between conversations
What You Receive
The Specific Deliverables.
Tangible outputs · documented, dated, and yours to keep.
- Proposal structure and narrative framework by deal type
- Proposal template library — visually branded, modular, and editable
- Proof section design — case studies, testimonials, and results
- Executive summary template for senior stakeholder distribution
- Tender response framework for formal procurement submissions
- Proposal review checklist and quality assurance process
The Outcome
Where You Will Be on the Other Side.
Your proposals become as strong as your conversations. The document that lands in the prospect's inbox after the meeting reinforces the conviction rather than diluting it — and the win rate reflects the quality of both.
Primary Focus
Designing proposal and pitch documents that win commercial decisions by making the case as compellingly on paper as the team does in person.
KPI Measurement
- Proposal win rate
- Time to proposal delivery
- Proposal quality score from peer review
- Decision reversal rate from proposal stage
- Average deal value on won proposals
Investment & ROI
Pricing Engineered Around the Value You Create.
Every engagement is sized against the value we believe we can create with you · the fee is always a fraction of the outcome. Four tiers · so the investment matches your stage of business.
Tier 1
Foundations
£5,000 – £15,000
Right for
Pre-startup, startup, and micro-business founders ready to build on evidence rather than instinct.
Typical Value Created
£100K+ in sharper resource allocation and avoided strategic missteps
Engagement
4 – 8 weeks
Target Return
5 – 10× ROI
within 12 – 18 months
Tier 2
Acceleration
£15,000 – £50,000
Right for
Growing SMEs and established small businesses ready to scale a working model into the next revenue band.
Typical Value Created
£500K – £3M in faster execution and pipeline acceleration
Engagement
8 – 16 weeks
Target Return
5 – 10× ROI
within 12 – 18 months
Tier 3
Transformation
£50,000 – £250,000
Right for
Medium enterprises and scale-stage businesses ready to commit to a multi-quarter, organisation-wide shift.
Typical Value Created
£2M – £20M in strategic value through repositioning, model redesign, and growth-system installation
Engagement
3 – 9 months
Target Return
5 – 10× ROI
within 12 – 18 months
Tier 4
Enterprise
£250,000 – £2M+
Right for
Large enterprises, global operators, and complex organisations ready for a multi-year strategic partnership.
Typical Value Created
£10M+ in major strategic initiatives, capital deployment efficiency, and competitive repositioning
Engagement
12 months and onward
Target Return
5 – 10× ROI
within 12 – 18 months
Why We Price This Way
Every engagement is sized around the value we believe we can create with you. The fee is always a fraction of the outcome · typically 10 – 20% of the expected first-year return.
This is how we make sure pricing aligns with results. The conversation is never “what does this cost?” · it is always “what is this worth to your business?” We answer that together in the first call, transparently, and decide the right tier from there.
If we cannot articulate a credible 5–10× return for your specific situation, we will tell you in the first call. That honesty is part of why our clients trust us with the work that matters most.
Why This Conversation Matters
“The proposal is not an administrative follow-up. It is the last impression you make before the buying decision. We make sure it is as good as your best conversation.”
A 90-minute structured strategy session · produces a usable roadmap whether you engage further or not.
More in Phase 2