You win some, you lose some.
That rule of life is true of proposals, but you can improve
your chances significantly. Read these 15 tips to increase
your wins and master the rules of the proposal game.
1.
Focus on the prospective client’s needs.
In any proposal, it’s tempting to pull out your
“standard proposal” and make minor
changes for the new prospective client. But doing so leads
to proposals that sound canned and miss the mark. Such
proposals do not excite the prospect because they don’t
focus on their needs (also known as their pain). Yes,
refer to old successful proposals for ideas and some content,
but review that content through the eyes of the new client.
2.
Obey their rules.
If you are responding to an RFP (request for proposals)
with specific steps to follow, follow them exactly.
Their purchasing or procurement department has probably
spent a lot of time preparing the RFP. Ignoring its requirements
is an almost certain way to disqualify your proposal.
After all, if you won’t comply with their request
now, what will you do when they hire you?
3.
Use the prospect’s language.
Using the company’s language communicates that you
have been listening to them, that you understand
them, and that you and your process will fit in. If the
potential customer wants an “associate onboarding
process,” call your program that. Do not call it
an employee orientation program.
4.
Focus on them—not you.
Too many proposals are all about the company that is writing
them—pages of bios, history, and mission.
If the RFP requests that information, it belongs there,
of course. But find a way to focus on the prospect. Share
not only your mission, for example, but how your mission
relates to your proposal reader.
5.
Answer your readers' questions.
Think about what your readers would ask if you were facing
one another across a table. Then provide the
answers. A few likely questions are:
—Do
you understand my need, situation, or problem? (Show how
you do.)
—Have
you been successful with this approach? (Share examples
and testimonials.)
—Do you guarantee
your work? (Provide a guarantee or assurances.)
—How do you
justify your fee? (Focus on the fee as an investment that
will pay off for the customer.)
—What
is the next step? (Offer a clear next step.)
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6.
Have a good reason for everything you include—no
padding!
Long proposals are less likely to get read—at
least in their entirety. Be sure
the length of your proposals doesn’t
cause your reader to skip key points. When
members of one company’s marketing department
reviewed their proposals with a critical eye,
they were embarrassed to recognize how much
boilerplate (filler) padded their proposals.
When asked, “Why would your readers
want this information?” they responded,
“They wouldn’t—let’s
delete it.”
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7. Focus on benefits and outcomes rather than process.
Although you may be very proud of how you do what you
do, potential clients will be wondering “So what?”
How will your amazing process, program, or tool improve
their work lives? their effectiveness? their market share?
Similarly, don’t describe all the steps involved
in implementation. Offer that description after
the client accepts your proposal.
8.
Describe the client’s situation delicately.
It is persuasive to describe the client’s current
situation (followed by the desired situation you will
help them achieve). But making it sound too negative
may offend your reader. Wording such as “You can’t
keep programmers even when you are able to hire them”
would insult many readers. Instead write “When programmers
leave the company after a short time, you are losing a
significant investment.”
9.
Describe what is included and what isn’t. Details reassure your readers that you have thought through their situation and that there will not be unpleasant surprises later on. If the project may require follow-up work or revisions, indicate whether your proposal covers that work.
10.
Write for “pass it on” readers.
Few proposals have only one reader. Even when
your client has become your friend, he or she will be
required to pass on your proposal for approval.
To meet the needs of these
pass-it-on readers, provide essential details about your
credentials and experience, especially when you have experience
with their company. Take the time to prove yourself to
pass-it-on readers, and write more formally than you would
to a friend.
11.
Avoid jargon—or at least define it.
Pass-it-on readers will not approve your proposal if they
can’t understand it. Avoid jargon, acronyms,
abbreviations, and undefined technical terms unless you
are certain all readers will understand them.
12.
Include relevant testimonials.
People respect the opinion of their peers. So
use positive comments from your past and current clients
in your proposal. Many RFPs include a question like this
one: “What would your references tell us about your
quality of work?” Rather than write what your clients
would say, include what they did say, in relevant,
powerful comments.
13.
Follow the rules of good business writing:
—Be
concise. After you finish a draft, try to cut
the number of words by 10 percent.
—Make
your proposal skimmable with headings, white
space, and short chunks of text.
—Focus on the positive.
Describe the experience you have rather than noting what
you don’t have. Express sincere enthusiasm for the
project.
—Be
clear. When you finish a draft, let a day or
more pass; then reread the document in search of parts
that are not as clear as you had thought.
—Be
logical. Review each section to be sure it responds
logically to your reader’s questions. Ask yourself,
“Does that follow?” and “Is that true?”
as you read each paragraph or chunk of text.
14.
Strive for perfection.
After checking your grammar and spelling, proofread in
stages:
—Proofread
all the headers and footers.
—Check
for formatting consistency. Are the headings correct and
consistently rendered?
—Review the table of contents, checking
that each item in it matches an item in the proposal on
the specific page listed.
—Proofread the proper nouns, verifying
the spelling of client names by checking the RFP or the
Internet.
—Use
a calculator to verify any financial figures or other
numbers.
—Read
the document from beginning to end.
Although these proofreading
steps may seem like a lot of work, they make a big difference
when you—rather than the prospective client—find
and correct errors and inconsistencies.
15.
Learn from your losses, and move on.
When your proposal does not succeed, consider what you
might have done to communicate more effectively.
But remember: The goal is not to win every contract—it’s
to win those that will make both you and the client successful
and happy.
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