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Improve Performance, Provoke Thought, Think Critically.

You are constantly striving to improve.  You are looking for practical tips you can apply to your daily work that will impact your performance.  You are looking for advice from professionals who do the work. You want to engage with professionals who have been in your shoes.

Be the Founder that can clearly articulate the problem your company solves.

Be the Sales Professional that your customers want to work with.

Be the Learning Professional who can deliver your solution in the context of the business.

The Find My Catalyst Podcast is published weekly.  We take listener questions at @catalystsale on twitter or via email.

Topics discussed - Revenue Operations, Customer Success, Goal Setting & Execution, Mindset, Performance, B2B Sales, Sales Training, Product Market Fit, Growth, Hiring, Recruitment, Sales Process, Business Acumen, Startups, Leadership.

Jul 4, 2017

Listener Question - Proposal Templates

This week on the Catalyst Sale podcast we review another listener question. Lynn asks about proposal templates, and if it is common to use templates that are more focused on the vendor's business than the customer.   In her organization, they use a template that focuses on their business and the market, and wonders if this is the right approach.   

Unfortunately, yes, this is far too common these days.  Proposals many times are re-used, each one building off the most recent successful version. 

Should you use a proposal template for your customers?

It depends, in a highly transactional business a proposal template might make sense.  This would include scenarios where someone is purchasing off-the-shelf materials like staples, paper clips, paper, etc.  

Can you formalize the approach to proposals without templates?  

Yes, the structure can be formalized, but not the content.  The content should be delivered in the context of what you know about your customer.  

On this week's episode, we discuss how we structure proposals within the Catalyst Sale process, how we apply this across our customer base, and why it works.

Share your proposal approach with us via we are interested in seeing what works for your organization, how your customers respond to your approach, and why you have taken this approach.  We will share examples on a future podcast episode, and may have you on as a guest.

Thank you for listening to this week's podcast. Please send listener questions and feedback to or contact us directly on twitter, facebook or LinkedIn.

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Catalyst Sale Service Offerings

Growth Acceleration - Plateau Breakthrough

Product Market Fit


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Catalyst Sale

In every business, in every opportunity, there is someone who can help you navigate the internal challenges and close the deal.  There is a Catalyst.  We integrate process (Catalyst Sale Process), technology and people, with the purpose of accelerating revenue. Our thoughtful approach minimizes false starts that are common in emerging markets and high growth environments. We continue to evolve our practice based on customer needs and emerging technology. We care about a thinking process that enables results versus a process that tells people what to do.  

Sales is a Thinking Process.