Using the call-to-action to your advantage

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Therefore, it is interesting to take advantage of the visibility of the commercial proposal to present the prospect with other solutions for your business.

But in these cases, the seller has to be sensitive enough to know if these services really fit what the client is looking for at the moment.

Offering solutions that have nothing to do with the prospect's objectives can damage the company's image, so you need to be careful.


The call-to-action (CTA) is a widely used tool in the marketing area and aims to encourage the loan data consumer to take action.

Within a commercial proposal, this strategy can be interesting.

At the end of the document, the seller should add phrases such as "find out about the new promotions for this month" or "call us now and make the proposal to our salespeople."

Review the commercial offer before sending it to the client
Just as important as preparing the proposal is reviewing all the content before sending it to the prospect.

Reading all topics carefully, reviewing charts and tables, correcting grammar and spelling is a great way to prevent incorrect data from being shared with the client.

This way, you also ensure that nothing ends up compromising the quality of your proposal.