How To Edit, Prepare, and Send Custom Sales Proposal

Overview Proposal 

• • One page on:

    • Speaking

    • Workshops

    • Immersive

    • MAG

    • Teambuilding

Speaking Proposal

• •  One page on:

    • Keynotes

    • Immersive

    • Teambuilding

    • MAG

MAG Experiences

• • What 

  • Where

  • Runsheet

  • Base Camp

  • Adventure

  • Experience Enhancers

  • Gifts

  • Inclusions

Immersive proposals

• • Uncharted Ice

  • Uncharted Waters

• The generic proposal is used in 70% of cases when I prospect requests further information.

• A tailored proposal is sent to clients when:

  • it is a "materially significant" proposal

  • Often for MAG programs the client requests a proposed runsheet which may need to be updated

  • The cliebt has requested that specific learning outcomes are required to be addressed (having said this, often we can send a generic proposal and address these learning outcomes directly in an email)

• GoogleDrive/Shared drives/MyAdventure Group/Head Office/Sales/PROPOSALS - SALES/ XXXX/ CLIENT

• In each of the 4 sub folders above you will find:

  • (Generic folder -> these are the proposals that are ready to be sent (no edit))

  • Client -> this is where you save  tailored proposals***

    • Save both the working gslide file and exported PDF in this folder

    • If you  have exported multiple versions of the same file, please delete older versions and only keep in file most recent file.

    • Save file name as :

      • MAG_PROPOSAL (client name/ version/ date)

• It is  important that when you have finished tailoring the proposal that you export the file as a PDF before sending it to a prospect 

• ***DO NOT SEND gslide file to client***

• Steps on how to 

• File-> Download->PDF

• Move the PDF from downloads folder to Shared drives/MyAdventure Group/Head Office/Sales/PROPOSALS - SALES/ XXXX/ CLIENT

• Facebook reviews link: https://www.facebook.com/MyAdventureGroup/reviews/?ref=page_internal

• Google reviews link: https://www.google.com/search?q=my+adventure+group&oq=my+adventure+group&aqs=chrome.0.69i59j0i22i30l3j69i60l3j69i65.3154j0j15&sourceid=chrome&ie=UTF-8#lrd=0x6b126d7566ca0aaf:0x542c65693d34a7e1,1,,,

• The main pages that need to be tailored in a MAG - EXPERIENCES proposal:

• Cover Page -> insert client logo, name of offsite and proposed dates

• Draft Runsheet-> Update timings as per discussion with client

• Inclusions agreed by client

• Contact details (if needed)

Indesign to Powerpoint export

Page Size

1920 x 1358 (indd pixels)

50.8cm x 35.9304cm (pptx)

Workflow - Page by page

Step 1 - deselect “text layer” in indd

Step 2 - export page as jpeg in indd

Step 3 - Copy across jpeg image into pptx

Step 4 - pptx-> create text box

Step 5 - Copy text from indd to pptx

Note: check hyperlinks***

Here you will find a folder with  other great proposals:

GoogleDrive/Shared drives/MyAdventure Group/Head Office/Sales/PROPOSALS - SALES/Old Proposals/Standard quality

• Please keep the style and text boxes the same as in the template

• Ensure your edits remain consistent with  brand guidelines