How to delegate · Sales and lead generation
How to delegate proposal preparation
To delegate proposals, build a template with your standard sections and pricing blocks, then give your hire the call notes and scope for each deal. They draft the proposal, fill in the client's details and goals, check numbers against your price list, and send it to you for a final review before it goes out.
How to delegate proposal preparation, step by step
1. The SOP outline
- Collect call notes, scope, and pricing choices from the deal owner.
- Start from the proposal template and fill client details and goals.
- Add the right case studies and pricing blocks.
- Proofread and check every number against the price list.
- Send for review, then deliver and set a follow-up reminder.
2. Access and tools to set up
- Your proposal tool (PandaDoc, Proposify, Google Docs, or Qwilr).
- Templates, pricing blocks, and case studies.
- CRM deal notes and call recordings.
- Brand assets for design consistency.
3. What good looks like
- Proposals go out within a day of the call.
- Numbers and names are always correct.
- You spend minutes reviewing instead of hours writing.
4. Weekly metrics to review
- Hours from call to proposal sent.
- Proposals needing major edits.
- Proposal-to-win rate.
Mini SOP checklist
- Collect notes, scope, and pricing
- Start from the template
- Add client goals and details
- Insert case studies and pricing
- Proofread and check numbers
- Send for review, then deliver
Who to hire for proposal preparation
Sales Development Representative. A full-time Sales Development Representative from the Philippines is $1,800 a month through Rekruuto. Every hire works your hours, starts within 14 days, and begins with a 1-week trial backed by a replacement or a refund.
Free tool for this handoff
VA ROI calculator: Put a number on the hours this task takes you and compare it with a full-time hire.
Related tasks to delegate
- How to delegate sales follow-up
Delegate sales follow-up by giving your hire a cadence for each stage, such as after a demo, after a proposal, and after going quiet, with message templates for each.
- How to delegate presentation design
Delegate presentations by giving your designer an outline or rough slides, your brand template, and the audience and goal.
- How to delegate prospect research
To delegate prospect research, give your hire a one-page brief for each meeting or account: what you need to know and where to look.
Questions about delegating proposal preparation
Can an assistant write proposals without being on the sales call?
Yes, with call notes or a recording and a good template. The deal owner reviews the draft before it goes out.
What should every proposal include?
The client's goals in their words, the scope, timeline, price, proof such as a case study, and a clear next step to accept.
Who should I hire to handle proposal preparation?
A full-time Sales Development Representative. A full-time Sales Development Representative from the Philippines is $1,800 a month through Rekruuto. Every hire is a full-time professional based in the Philippines who works your hours, starts within 14 days, and begins with a 1-week trial backed by a replacement or a refund.
Hand proposal preparation to a full-time hire
Rekruuto places full-time professionals from the Philippines who work your hours. Most roles are $1,800 a month; software developers and AI Implementation Specialists start from $2,500 a month. Candidates pass top 2% vetting, every hire starts within 14 days, and the first week is a trial with a replacement or refund.