Create a winning RFP response template for your business

Key quotes:

• "When there is already trust established, projects tend to go much more smoothly and I am typically not wasting my time when putting together a proposal for these clients."
• "This sounds simple, but think about it, most proposals are full of how the vendor, agency, or freelancer has done great things, knows what they’re doing, and produces happy clients."
• "Ask them: Many times a client will describe a project as “Build us X”, when really they are looking to solve a business problem, and building “X” might not actually be the best solution."
• "The first section of a proposal should include the needs or problems of the client."
• "Don’t rush through the scope of work, it is the section most likely to win you the project."
• "Just like the time-table, I try to get a feel for the budget of the client before submitting a proposal."

Key quotes:

• "As part of the selling process, we know you have spent hours researching a business, contacting various key players to understand the business needs, and discussing options so you can write a response to the RFP that delivers the most impact."
• "Of course, the response should demonstrate why your solution is the best available option."
• "Nonetheless, bids or responses to proposals should be treated as a selling tool."
• "Although the proposal is where you will summarize how you will meet the requirements stipulated in the RFP, you still need to motivate the key decision players to select your solution over the competition."
• "So you should present a clear proposal that sells the benefit, eliminates any perceived risks, and reassures them that they are making the best decision."
• "During the vendor selection process, the evaluators along with the key decision player analyze each proposal and are looking for the most credible offer."

Key quotes:

• "High Level: RFP includes information about the entire company, but no bios on who is actually going to work on the project."
• "Improved: RFP includes detailed information about the team that will be working on the project, just like the RFP responses from vendor agencies will."
• "Facebook, Influencer Marketing, Instagram, PPC (google, bing), Display, Referrals / Affiliates A quick note referencing the goals listed above in ‘current state’ Metrics for the past year that include: If the design is for an app or saas company, also include the following metrics: Without being overly prescriptive, you need to lay out what our new project will be able to do and how it will work within your existing system."
• "It takes a high-level of skill to execute on your upcoming project so, while this may seem like the most important factor going into an RFP submission process, working with a mad genius with high technical skills often just results in madness."

Key quotes:

• "Therefore, learning how to write a business proposal that’s effective is core to your business’s survival if you need to dependably secure new clients."
• "A business proposal speaks directly to a potential client — his needs and how your company is competitively positioned to help, while a business plan specs out your company’s overall growth goals and is more targeted towards investors or senior management within the organization."
• "THE MUST HAVE SLIDES IN WINNING YOUR BUSINESS PROPOSAL PRESENTATION The introduction to your business proposal should convey a brief overview of your company’s core capabilities, your uniqueness from the competition, your understanding of the job’s requirements, and why you are suited to complete the project."
• "Agenda (Optional) Use agenda slide to provide a structure to your business proposal presentation, and aid your client to understand it in a structured manner."
• "View Template Here is a sample business proposal deck for your reference http://bit.ly/2N0ZG48 Conclude your proposal by summarizing the entire thing in a very brief manner, and reiterate what you intend to do, your strengths, your competitive advantage, your proposed costs and a gentle request for the client’s business."

Key quotes:

• "To effectively sell at that level, your client needs to see a written proposal that outlines everything about your collaboration."
• "A proposal is a document that you send to clients in B2B selling so they know what you do and also know what you’re going to provide for them, specifically."
• "Proposals should be customized and they should outline the client’s problems and then what sort of solutions you can provide."
• "If you don’t do a very good job of presenting your offer on your website, or if you’re running an agency and your offers are super customized you’re almost always going to need a proposal."
• "A good sales sequence to have is: A proposal has 7 main sections: This section is important because it shows the client that you understand exactly where they are in business and what some of their issues are."
• "Example: Invoices will be issued at the start of the project, 50% due on signing, the remainder to be due upon delivery of final email sequences."

Transcript: I have a we do a lot of HOA or homeowner association condominium work where we're from okay and the management company sends out a standard contract standard contract says we got a plow we got a shovel we got a salt you know what I mean we got to do all the driveways we're going to do all the sidewalks this is what all the contractual language is in the contract true story all we're supposed to be plowing is a street and to cul-de-sacs and to common parking areas of about three cars of peace no driveways no sidewalks no ice melter application no nothing because it's a private street and this particular homeowner association wants to shovel all their own sidewalks and driveways but they need to have somebody plow the street to the city doesn't do it right okay well I get this contract it comes to me and it says we're supposed to be shoveling all the sidewalk supply and ice melter you know what I mean clearing all the driveways applying ice melter on all that I had a heyday with that contract by the way all I did was cross out and cross... See more →