What This Framework Is—And Why It Wins
If you’re searching for the definitive answer to who delivers your offer to the seller framework, think beyond “who hits send.”
The messenger and the method change how your proposal is perceived, how quickly it’s considered, and how likely it is to be accepted.
This guide introduces a fresh, field-tested approach—the PRESENT framework—to help you choose the right person or channel, time the handoff, and present your offer in a way that earns a faster, stronger “yes.”
The PRESENT Framework
PRESENT is a seven-step, repeatable method for planning the messenger and execution of any offer, from homes to enterprise contracts.
- P — Prepare the outcome: Define success (acceptance, counter, or booked review call). Write one primary outcome and two acceptable alternates.
- R — Research stakeholders: Map the decision maker, influencers, blockers, legal/finance, and any trusted third parties.
- E — Elect the messenger: Choose the champion with the most trust and domain credibility. For complex deals, pair roles (e.g., account exec + executive sponsor).
- S — Shape the offer pack: Create a tight cover note, a one-page summary, and proof elements (funds, references, case study, scope).
- E — Establish timing & venue: Book high-attention windows. Deliver live for complex or high-value offers; confirm in writing the same day.
- N — Navigate live delivery: Use a 90-second talk track, pause early for questions, and agree the next step before ending.
- T — Track & tune: Log response speed, depth of questions, and the next milestone. Iterate your messenger and pack for the next offer.
Messenger Decision Tree
Use this quick selector to decide who should deliver:
- Is there agency representation?
- Residential real estate (standard): Buyer’s agent → Listing agent → Seller.
- FSBO / unrepresented: Buyer (ideally with attorney) → Seller.
- Is authority or relationship stronger?
- B2B new logo: AE + executive sponsor deliver together.
- Renewal/upsell: CSM + AE lead; loop leaders if scope is strategic.
- Is the offer complex or regulated?
- Include counsel or compliance to reduce risk and speed approvals.
- Will live delivery change the outcome?
- If yes, schedule a brief call/meeting; send a written summary immediately after.
Copy Kits & Delivery Scripts
Real Estate (Clean Terms, Proof Attached)
Subject: Offer for [Property Address] — Clean Terms + Proof
Hi [Listing Agent Name],
Attached is our signed offer for [Property Address].
Highlights:
• Clean contingencies and a [X]-day close
• Proof of funds + lender pre-approval
• Flexible possession date to suit the seller
We’re available today to discuss and can align on timing.
Warm regards,
[Your Name], [Brokerage] — [Phone]B2B Proposal (Outcome-First, Executive Signal)
Subject: Proposal to reduce [Metric] by [X%] in [Timeline]
Hi [Decision Maker],
Based on our discovery, this proposal achieves [Outcome] within [Timeline].
• Scope: [Modules/Services]
• Proof: [Short case: result + timeframe]
• Commitment: Executive sponsorship from [Name/Title]
Shall we review together on [Day, Time] for 20 minutes?
Best,
[Your Name] — [Title], [Company]Freelance/Consulting (Two Packages + Next Step)
Subject: Proposal for [Client Goal] — Two Options
Hi [Client Name],
I’ve attached a one-page summary and two options:
• Essential: [Deliverables], [Fee], [Timeline]
• Accelerate: [Plus items], [Fee], [Timeline]
If helpful, I can walk you through it on a 15-minute call this week.
Thanks,
[Your Name]Timing & Channel Matrix
| Scenario | Best Channel | Why It Works | Follow-Up |
|---|---|---|---|
| Standard home purchase | Agent-to-agent email + same-day call | Respects workflow; ensures acknowledgment | 24h nudge → 72h substance → 7-day recap |
| Enterprise proposal | Scheduled video call + PDF summary | Handles objections live; creates shared context | Same-day recap email with next milestone |
| Freelance project | Short call + proposal link | Human rapport; easy acceptance online | 48h check-in with FAQ answers |
Handling Objections (CLEAR Loop)
- Clarify: “So the concern is the delivery date, correct?”
- Legitimize: “That’s a fair consideration for your timeline.”
- Evidence: Share proof, precedent, or an adjusted term.
- Ask: “If we move the date to [X], does that unblock you?”
- Reconfirm: Summarize agreement and restate the next step.
Compliance, Conflicts & Good Practice
- Prompt presentation: Offers and counters should be submitted objectively and without delay.
- Dual agency clarity: Use written disclosures/consents per your jurisdiction.
- Audit trail: Keep timestamps for delivery, acknowledgments, and material terms.
- Disclaimer: Guidance here is general, not legal advice—consult a qualified professional.
Metrics: The ACCEPT Scorecard
Track these six signals to predict acceptance and improve your next delivery.
- Acknowledgment speed: Time to “got it.”
- Clarity questions: Number and quality within 72 hours.
- Counter intent: Indications of “yes, if…”
- Executive involvement: Senior-level replies or invites.
- Progress meeting: Review booked within three business days.
- Trail completeness: Offer pack quality (proof, summary, clean terms).
Mini Case Studies
1) First-time Buyer, Competitive Market
Agent pairs a clean offer with a personal note about flexibility on possession. Delivery is agent-to-agent plus a same-day call. Seller engages within hours; counter accepted next morning.
2) SaaS Expansion to New Department
AE and executive sponsor deliver in a 25-minute video call, anchoring on outcomes and proof. Summary PDF and security appendix sent immediately. Security sign-off arrives in two days; pilot starts week after.
3) Independent Consultant Retainer
15-minute intro call followed by a two-option proposal. Client hesitates on availability; consultant adjusts cadence and adds an asynchronous update ritual. Contract signed at original rate.
FAQs: who delivers your offer to the seller framework
Who typically delivers an offer in residential real estate?
The buyer’s agent usually sends it to the listing agent, who presents it to the seller.
Can I deliver my offer directly?
Yes—common with FSBO or when you’re unrepresented. Consider attorney support for clarity and compliance.
What’s the fastest way to get a response?
Live delivery (short call/meeting) plus a same-day written summary. Then follow a 24h → 72h → 7-day cadence.
How long should the cover note be?
Under 150 words. Lead with the outcome, include proof, and make the next step obvious.
What if I suspect a conflict of interest?
Request disclosures in writing and escalate to counsel or a broker/manager if needed.
