Develop a proposal process that fits your firm’s specific needs

Many firms lack a documented proposal process resulting in reinventing the wheel or going back to the last proposal – whether it contains the best content or not. This can be prevented with a detailed proposal process.

One thing that I have learned is that no two firms adhere to the same process. Like everything else in proposals, the process must be customized and fit within the structure of the firm. In order to win more bids, your approach and delivery must be as consistent as possible.

Proposal processes can be customized to coincide with your firm’s structure. Some of the key elements for proposal processes are:

  • Go/No Go process
  • Conflict search
  • Onboarding RFPs
  • Bid alert
  • Kick-off meeting
  • Team selection
  • Competitive analysis
  • Pricing strategy debriefs – client and internally
  • Tracking proposal results
  • And much more

Please contact me to find out more about how I can help you with developing proposal processes and how they benefit your proposal teams and lawyers.