Presentation is everything, and when creating a proposal for prospective clients, having a clear and professional image is one of the keys to success. Take a look at your security proposal and make sure you have the following elements to ensure you’re at the top of the list for your next prospective client.

Cover Letter: Cover letters are the welcoming piece that explains who you are and what your company stands for. Create a cover letter that can start building a relationship between you and the potential client, as well as outlining a plan you will address in detail throughout the proposal.

Statement of Confidentiality and Non-Disclosure: A confidentiality and non-disclosure statement should be placed immediately after the cover letter to ensure the recipient of the packet is properly informed of company policy.

Expiration Date: This is often included at the end of confidentiality and non-disclosure statement or the proposal portion in order to give your prospective client adequate time to decide if your company best suites their needs and to let them know how long the proposal will be offered.

History of Company/Mission Statement: If you haven’t had the opportunity to share details about your company, take this opportunity to introduce the history of your business and the knowledge of your security team. Whether you’ve had a couple meetings with your prospective client or one quick chat, reminding the client of your history of excellence will further enforce why they should choose your team to provide security.

The Security Program: This section will be the centerpiece of your proposal, and will show the client what your team can offer that no one else can. Some highlights that should be included are company standards that security guards are required to meet and enforce while on duty; training programs and education seminars that guards participate in to stay up-to-date with industry and government standards; and the implementation processes you will take when preparing the security plan.

Proposal: The proposal is the crème de la crème, and is what the client will focus on in order to see if your services meet their needs. Necessary details in this section should include equipment that will or can be used, daily duties performed, hiring & training procedures and holidays that require additional pay.  

Licensure: A final component for your security proposal should include all current licenses that are necessary to provide the services your company offers. In addition to the required security license, it is common to include any current investigations licensures your company has. It is also important to include your current certificate of insurance, showing proof that your company is insured and prepared should incidents occur.

The Extras: It is always a good thing to give a few extra reasons as to why your company stands out above the rest, and including your competitive advantage could be a component that tips the scale in your favor. Additionally, if you offer other services such as background checks and investigative options, consider briefly mentioning these services as an additional offering of your varied knowledge and expertise.

What aspects of your security proposals allow you to stand out above the rest? Let us know below!


By: Sarah Masa-Myers