Name _____________________________ 3885 Tech. Sales/Service & Training
Dr. Jim McCracken
Assignment Sheet
Sales Proposal
Description: As a team of two students, you will select one of the scenario options listed below and develop a Sales
Proposal for the Sales Company for the Sales Client. Notes with the Sales Client indicate the general type of product
that the Sales Client is intending to purchase. The Sales Proposal will include the major components listed below.
Learners are expected to use the class text as the principle reference for guiding the completion of all of the
assignments requirements.
Sales Company Sales Client
A. Pratt & Lambert Paints Kraus-Anderson Contractors (interior/exterior paints)
B. AutoDesk Software HGA Design (AutoCAD software)
C. Marvin Windows Opus Group (Integrity Windows)
D. Haas Machining Toro (CNC Milling Machine)
E. Donaldson PolyMet (mining vehicle air filers)
Part A. Sales Proposal Written Report
Criteria Possible Pts. Earned Pts.
1. Overview of Sales Company (2-3 pages) 25 _________
Target market, qualifications, market
strengths, capabilities/capacity
2. Qualifications Checklist (1-2 pages) 20 _________
Analysis of fit with client
3. Background of Sales Client (3-4 pages) 40 _________
Demographics (type of work, size, capacity,
market niche, company economics)
Needs Analysis, Discovery
4. Specific Product Recommendation (2-3 pages) 35 _________
Description (capabilities, capacity, etc.)
Specifications (performance, costs, size, etc.)
Cost (estimate)
5. Written proposal is word processed, organized 15 _________
and labeled with subcategories listed above,
correct spelling, grammar, paragraphs
organized by subject
6. Proposal is submitted by due date 15 _________
Total Points Written proposal 150 _________