Stylish Presentations & Proposals

When I started my first business, well also when I started See Jane Work, I had little to no capital (sounds better than saying money). You may know the ending, I was fairly successful despite my humble beginnings, but what you don’t know is how. Well, it took a lot of hard work and creativity and many other things that I don’t have time to go into today. You know the saying “Fake it, till you make it.” Well I did. Whether it was client proposals for my first business or a press kit for my second I spent as much time on the contents as I did the overall package.

Back then it was hard to find portfolios and report jackets that accurately reflected my brand. A simple manila file folder was not going to send the right message, but custom printed folders were out of my budget. Fortunately, times have changed. You don’t have to spend hours at the craft store like I did, unless of course you are crafting. There are now off the shelf products that you can quickly customize to market your business or yourself.

First consider what should be included in your presentation, press kit or report.

• Does it make sense to include a computer file on a CD or thumb drive?
• Always include your business card.
• How long is the report? Are there multiple sections?
• Be as brief as possible, but provide enough information to close the deal.

Once you know what will be included you can select a folder designed for presentations or use a file folder, portfolio or string envelope.

• Select something that matches your logo and complements your branding.
• Select something that makes the contents easy to access and easy to review.

(If you shove a thick stack of papers into an envelope don’t expect the recipient to read past the first page.)

Of course I recommend these See Jane Work folders at Office Depot. Choose between single or tri-fold to separate out quotes, graphics or contracts.

I also like these folders from Thomas Paul or Semikolon.

Next you need to order the contents in a way that makes sense.

• What do you want to call attention to first? Make sure that page is prominent.
• Move things around to ensure nothing important is covered by a folder pocket.

Use add-ons as needed.

• Sticky notes or arrows are great for calling attention to important points.
• Add a Smead Document or CD Pocket.
• See Jane Work folders have cut-outs for business cards, but if your folder does not add a Smead Business Card Pocket.

Here are some add-on options.

Finally, attach a hand-written note with a fancy clip. That is my secret ingredient for a successful proposal. It sends the message that this isn’t a random proposal sent to 200 people from a purchased mailing list. You took the time to write a note to the recipient and now maybe they will take the time to read it. You wouldn’t believe how many responses I’ve received simply because of unique clip or hand-written note. You have to set yourself and your business apart and if you don’t have a lot of money, or maybe even if you do, winning can be in the details.

Here are some note cards to try.

1. Pink Die-Cut Notes 2. Black Die-Cut Notes 3. See Jane Work Thank-You Notes

Some fun clips.

1. Ornamental Clips 2. See Jane Work Clips 3. See Jane Work Big Clips

Last steps.

1. Attach documents 2. Attach business card 3. Attach personal note

The finished product.

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1 Comment

  1. Suzy

    Fantastic blog posting and perfect timing. I also started my own small business 6 years ago and have plodded along and defied the nay-sayers who said I was crazy. I have created a female friendly on-line store for women to shop for decorative car accessories, CarDecor.com. One of my 2013 goals is to reach out to the media with a CarDecor.com press kit. I have bookmarked your blog page and will use it as a reference as I create my stylish press kit. Thank you.

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