The Top DOs and DON’Ts for Creating Standout Vendor Presentations.

The Top DOs and DON’Ts for Creating Standout Vendor Presentations.

How to make a proposal you can be proud of.

Putting vendor proposals together isn’t exactly the most exciting part of the job – but there’s a lot riding on it. They’re usually the very first interaction you have with a potential client, so making a great first impression can be time-consuming and stressful.

Well, it doesn’t have to be like that. Building proposals can be quick, painless and profitable if you follow a few simple steps. In case you missed our last post on creating the perfect proposal, you can have a read here. 

But for now, let’s have a look at what to do – and what not to do – when putting together that all-important introductory presentation.


  1. Personalise

Your proposal should really speak to the person reading it. Different vendors have different motivations for selling, so if you can show them that you understand their personal requirements and are well placed to help them achieve their goals, then you have a much better chance of getting a call back. A presentation tailored to a potential client’s needs is certain to resonate more with them and shine a better light on you as an agent.

  1. Present reliable and up-to-date data

Data and sales figures – when used sparingly – are a great way to quickly illustrate exactly why you’re the best agent for the job. But endless graphs and statistics will quickly lose their significance if they’re not somehow relevant to the property in question. Comparative sales, previous local results or emerging neighbourhood trends can all add weight to your proposal.

  1. Track activities in real-time

In a lot of ways, sending the proposal is the easy part. Following up with the client is where the real work starts. And this is where digital proposals come into their own. A platform like Campaigntrack’s Engage allows you to not only send documents online, but also track important metrics like when the proposal was opened – which essentially gives you the go-ahead to continue the conversation.

digital proposals for real estate


  1. Overlook the power of digital

Speaking of digital proposal tools… we’ve touched on how effective they are in gathering important insights, but they also make the proposal building process more efficient and more personalised for your clients. They allow you to customise layouts, themes and content with just a few clicks; you can create and send them on the go; and the technology is easily integrated with other key software like CRMs.

  1. Oversell yourself

This might sound obvious, but it’s definitely worth keeping in mind. Yes, you want to let the prospect know that you’re absolutely the right agent to sell their home, but it pays to be down to earth and humble. Also, it won’t take long at all for them to find out if you’ve exaggerated your capabilities, experience or achievements. Be honest and play to your strengths.

  1. Overdo it

In short, keep it simple. It can be tempting to try and impress a potential client with lists of sales results or case studies, but in the end, choosing an agent is often an emotional decision as well as a rational one. Your market knowledge and achievements will earn you trust, but how you present yourself could ultimately win you the listing. If you’re personable, professional and – above all – to the point, you’ll be on the way to winning more listings.

That’s it! Making proposals doesn’t have to be hard graft, especially with so many powerful purpose-built digital tools on offer. Keep these tips in mind for your next presentation, and if you’d like to find out more about our very own digital proposal platform, Engage, you can read about it here.

“Working with Campaigntrack has meant we have one source of the truth and complete visibility across all sales and leasing bookings. Distinguishing Campaigntrack is their commitment to innovation and constant investment in their platform, which means we as a brand know we can offer our clients a multitude of market leading initiatives.”
Kara Philips
Commercial Director, Knight Frank
“Campaigntrack provides a robust platform that seamlessly consolidates all our marketing requirements into a single system - ultimately delivering us greater levels of efficiency and productivity. This is backed by
5-star personalised customer service thanks to their team of responsive, friendly, accommodating problem-solvers.”
Kerrie Wade
GM Marketing, Marshall White
Our office highly recommends Campaigntrack’s digital marketing! Their Google and Facebook advertising solution sets us apart from the competition and is so easy for our sales team to use. We target potential buyers whoever and wherever they ...before they are even know they were looking! We all spend so much time online nowadays that it makes sense that we target buyers there too. Thank you Campaigntrack for helping us “be seen everywhere.”
Vanessa McKenzi
Agent Licensee - Director, Ray White
“We are delighted with Campaigntrack’s signboards, delivery and service. They provide a seamless process from ordering through to delivery, that is simple, quick and effective. Their online templates make it easy to complete orders and their response time to questions is exceptional. We are so happy that we moved to Campaigntrack.”
Laura Valentine
Marketing Manager, Savills
Link Text" title="">
“Campaigntrack has enabled us to consolidate our marketing into a single system while integrating with our other platforms. This level of integration has resulted in high levels of automation, efficiency and productivity within the Di Jones group of offices. It has been a seamless experience end-to-end, delivered equally by industry-leading technology and terrific people in support. I would recommend Campaigntrack to any Real Estate office principal.”
Rob Ward
CEO, Di Jones
“We have been working with Campaigntrack for several years now. It is the best way for us to manage our property marketing. It allows our teams to easily create professional artworks with on-brand templates all from the one system. The Campaigntrack team have always gone above and beyond with anything we needed, and we could not recommend them more.”
Elizabeth Driscoll
Marketing Manager, Raine & Horne Double Bay/Bondi Beach
"Campaign Track has been a long term partner of Kay & Burton. We find their software to be efficient and effective and it allows us to focus on servicing our clients. As a premium brand in the Melbourne real estate landscape we have many unique requirements and Campaign Track has been very supportive of our needs. They have collaborated with us on many and varied solutions to difficult problems."
Justin Hodgson
Partner, General Manager – Marketing, Kay & Burton