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Proposal Systems


Jump to:
Proposal Document Systems
Proposal Processes & Guidelines
Individual Proposal Development

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How important are proposals to winning new business? Very.

Great proposals (even when not required by a prospect) can be of significant strategic advantage. Conversely, poorly presented proposals can undermine an otherwise excellent opportunity.

Each firm possesses a unique combination of industries served, products offered, and supporting experiences and skills. The proposals most firms use fail to clearly illustrate the true capabilities of the firm, especially those which are relevant to the prospective client.

An easy-to-navigate proposal with well-articulated content, delivered at the right time, can most assuredly help you land the deal.

We help firms create more effective proposals than their competition. And we help them to accomplish this in far less time.


How We Help

Proposal Document Systems
Our process details for creating unique firm proposal document systems are proprietary. Using software that your businesses probably already has, we create proposal template documents which:

• Are exceptionally easy to customize

• Include all relevant content in one place so preparation primarily involves deleting, not adding

• Indicate clearly where customization is required and where it is just recommended

• Offer examples, if appropriate, where we prompt you to customize

• Match your firm’s “look and feel” to carry out its brand

• Provide the firm with elegant, one-of-a-kind documents that stand out from the rest

• Include content not found in “every other firm’s proposals”

• Are associated with higher client win rates

We train firm personnel on how to use the template and we provide support as needed.

Proposal Processes & Guidelines
To manage proposals efficiently and get optimal results, firms establish processes to guide proposal development from learning of a prospect through on-going follow-up scheduling for non-wins identifying all steps in-between.

Our tested documents make it much easier to plan and execute all stages of proposal preparation including pre-proposal meetings, proposals that are parallel to their RFPs, and useful proposal/lead tracking.

Individual Proposal Development
Do you have a beauty contest you really want to win? We can make it easy for you to deliver a dynamic and unique proposal that will get you noticed…for the RIGHT reasons!