06 / BUSINESS DEVELOPMENT
From a business brief to a proposal and pitch
Illustrative demonstrationThe challenge
A consultant needs to turn an incomplete client brief into an organised proposal and a short presentation.
Sample starting material
Synthetic brief: improve a small team’s monthly reporting; systems, budget, dates, and decision-maker are not yet confirmed.
SI / SAMPLE WORKSPACE
03next stepsProposal outline
01ScopeMonthly reporting
02InputsConfirm systems
03CommercialsTo agree
Guided learning approach
We identify unknowns, frame an agreed outcome, and build the proposal structure before the presentation narrative.
Representative output
- Proposal · Context / Objectives / Scope / Deliverables / Responsibilities / Assumptions / Commercial terms
- Questions · Which reports? Who approves? What data is available?
- Pitch · Current challenge → proposed method → outputs → decisions required
- Commercial section · Leave pricing and dates unconfirmed until agreed
Checks needed
Verify every scope statement, dependency, claim, and commercial commitment. Never invent client facts or project results.
Reusable method
Brief → clarification → scope → proposal → presentation → commercial review.