
Demystifying the gap between ideas and execution.

You can now listen to the Gap Dēmĭstəfīed and download it as a mobile app!
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📣 The Gap Dēmĭstəfīed is now available as a mobile app. While devouring this content on your mobile device, click the drop-down menu and select “Add the App to Home Screen.”

MIND THE GAP
Want to make an offer they can’t refuse but don’t know how to craft a winning proposal?
Responding to a Request for Proposal (RFP) is a significant opportunity for a business to showcase its value to potential clients. For many, it’s the gateway to securing large contracts and new partnerships. That said, writing a proposal can be daunting and time-consuming.
CLOSE THE GAP
The proposal is an opportunity to nurture the relationship, demonstrate an understanding of your client’s challenges, and telegraph your expertise.
Responding to an RFP requires understanding the client’s needs, careful planning, and clear communication. Crafting a compelling response that stands out is essential to winning the bid.
By the end of this edition, you will be able to craft a proposal that aligns with the client’s needs and telegraphs your value.
Thoughtfully assess the RFP in the context of the dynamics your prospect is navigating.
Before drafting your proposal, fully digest the RFP and understand its context. What external or internal challenges or dynamics are leading to this project? Many rush to start writing without taking the time to understand the client. The RFP reflects the client’s priorities, expectations, and problems they want to solve.
Read the RFP thoroughly. This might seem obvious, but it’s crucial. Don’t just skim through it. Ensure you fully understand the scope of the project, the client’s pain points, and the selection criteria.
Identify the evaluation criteria. Most RFPs outline the specific criteria for evaluating proposals. These criteria could include cost, experience, technical expertise, or alignment with the project’s goals. Highlighting these in your proposal ensures you speak directly to the client's values.
Clarify any ambiguities. If anything in the RFP is unclear, ask the client for clarification. Most clients allow a question period before the proposal submission deadline.
Understand the timeline and requirements. Pay close attention to deadlines, formatting requirements, and submission instructions. Even the most compelling proposal can be disqualified if it’s not submitted correctly or on time.
Carefully consider your response before you put pen to paper.
Once you understand the RFP, it’s time to plan your approach. Adequate planning will streamline the writing process and ensure you present a cohesive and persuasive argument.
Create a proposal outline. A well-structured outline is essential for organizing your thoughts and ensuring you don’t miss any key points. Typically, a response to an RFP includes the following sections:
Executive Summary: An overview of your proposal outlining how you plan to meet the client’s needs and why your solution is the best choice.
Understanding of the Problem/Project: Demonstrate that you fully grasp the problem or project the client is trying to address. This shows that you’ve done your homework. Nothing is more infuriating than investing time with people that don’t get you.
Proposed Solution: Detail your approach to solving the client’s problem. Be specific and clearly outline the steps your team will take. Offer them a taste of the answer, but not the full meal.
Implementation Plan: Explain how you’ll implement your solution, including timelines, milestones, and needed resources. Keep it high-level; there is no need to provide a detailed project plan yet.
Pricing and Financial Information: Provide a breakdown of costs. Transparency is key here, as the client will want to know exactly where their money is going. That said, be mindful of how you present the breakdown. Use high-level groupings like labor, research, fees, travel, etc. Hint: refer to the price as an investment.
Qualifications: Highlight your relevant experience, expertise, and previous projects. If possible, include case studies or testimonials. Do not go overboard. The proposal is about them, not you.
Terms and Conditions: Ensure all legal and contractual terms are clearly outlined. The Statement of Work (SOW) or Master Service Agreement (MSA) will include all the fine print.
Tailor your response to the client’s needs. Personalize the proposal to reflect the client’s needs, objectives, and challenges. If the RFP indicates particular pain points, emphasize how your solution addresses these directly. Use the same words and terms they do in the RFP.
Collaborate with your team. A proposal often requires input from multiple departments – finance, legal, marketing, operations, etc. Ensure that the right stakeholders are involved early on to avoid any last-minute rush for information.
Follow the outline to tell a compelling story.
The key is to focus on clarity, persuasion, and precision. Your proposal should be clear and straightforward yet persuasive enough to convince the client to choose your solution.
Start with a compelling executive summary. The executive summary is your first chance to make an impression and sets the tone for the rest of the proposal. Keep it concise but powerful, highlighting the key benefits of your solution and why you’re the right partner for the project. Remember, this is the section decision-makers may read first, so make sure it grabs attention.
Write with the client’s perspective in mind. Your proposal should always be framed from the client’s point of view and how you create value for them. Instead of simply listing your services, emphasize how those services will benefit the client. For example, instead of saying, “We offer data analysis services,” say, “Our data analysis services will enable you to make informed decisions quickly, reducing costs and increasing efficiency.”
Provide specific details. Clients want to know exactly how you plan to address their challenges. Be detailed and precise in your proposed solution, timeline, and methodology. Vague or generic responses can lead the client to doubt whether you understand their needs or if you can execute the project effectively.
Highlight your differentiators. What sets you apart from your competitors? Is it your experience, unique approach, or innovative technology? Communicate what makes you different and how that benefits the client. For example, if you have proprietary tools that expedite implementation, highlight this as a competitive advantage.
Be concise and avoid jargon. Clients reading proposals are often short on time and may not be familiar with industry-specific jargon. Use clear, simple language to convey your ideas. If you must use technical terms, provide explanations to ensure the client fully understands your message.
Focus on outcomes, not just process. Clients care about the results they’ll achieve by choosing your solution. While explaining your process is essential, focus on the outcomes and benefits. For example, instead of outlining the steps you’ll take, emphasize how those steps will lead to improved efficiency, cost savings, or other tangible benefits.
Be brief. Don’t show up and throw up. No one wants to read through 30 slides plus an appendix.
It’s not a price. It’s the investment required to achieve the desired outcome.
Pricing is one of the most critical aspects of your proposal. It can often be the deciding factor in whether or not you win the contract. However, pricing is not just about being the cheapest; it’s about offering value.
Be transparent. Clients appreciate honesty and transparency in pricing. Provide a general breakdown of costs by group, explaining what each component covers. Avoid hidden fees or ambiguous pricing structures, as this can erode trust.
Demonstrate your value. If there is a question about the price, don’t get defensive or explain it. The client’s job is to get the lowest price for the greatest value. Explain the value and benefits that come with your investment. Perhaps you offer superior customer service, faster turnaround times, or more reliable results.
Offer flexible pricing options. Some clients may have budget constraints. Offering multiple pricing tiers or options can make your proposal more attractive. For example, you might propose a basic package, a mid-tier option, and a premium offering, allowing the client to choose the level of service that fits their budget.
Consider the total cost of ownership (TCO). Many clients look beyond the initial price and consider the total cost of ownership. If your solution provides long-term cost savings or reduces future expenses, highlight this in your proposal. Clients are often willing to pay more upfront if it means saving money down the road.
🔥 Pricing Hot Tips 🔥
One of the questions I get the most is, “How do I price my product or service?” I’ve even taught a class called Business, Not Hobbies, for people starting business ventures. I’m sharing this content with you! Okay, some of it. 😂
Despite the pricing structure, remember to build in non-business-related costs that your business income covers, like health insurance and other living expenses. Here are some basic pricing models to consider.
Hourly pricing is good for short-term contracts or variable-term projects. For example, if you perform work on an as-needed basis that you bill at the end of the month, one way to determine your hourly rate is to take the base compensation of your last employed role and break it down to its hourly rate as a starting point.
Project-based is an estimate of the total cost of a project. Behind the scenes, estimate how long it will take to complete the project and the margin (profit) you want to earn on the work. Be sure to call out fees and expenses like travel or research reports as reimbursable or paid directly by the client.
Value-based pricing involves sharing the risk of the project’s success with the client. For example, you might charge a base fee of $10,000 plus 20% of the increased revenue resulting from the project. This is only a good option if the results are easily quantifiable.
Cost-plus is typically used for tangible products. With this method, you would mark up the cost to make the product by the profit margin you want to achieve. For example, if it costs you $10 to make the product and you want to earn $40 profit on each item, the price would be $50.
Competitor-driven pricing is used in saturated markets. Gas prices are an example of competitor-driven pricing, which is based on the prices in the market.
Best practices include:
Request a deposit to start the work
Do not start work until the SOW is signed
Significant changes to the SOW may result in an addendum to the original, along with additional fees
Out-of-pocket expenses must be approved in writing by the client and will be invoiced to the client
Release final work files after the final invoice is paid
Treat your proposal as an extension of your brand and marketing strategy.
Even the most compelling proposal can be overlooked if it’s poorly formatted or contains errors. Before submitting, ensure your proposal is polished and professional. Treat it as an extension of your brand and marketing strategy.
Proofread multiple times. Typos, grammatical, and formatting mistakes can make your proposal look unprofessional.
Use consistent formatting. Your proposal should have a clean, professional layout. Use consistent fonts, headings, and spacing throughout. Adhere to specific formatting guidelines in the RFP.
Include visuals where appropriate. Charts, graphs, and diagrams can help convey complex information more clearly and break up long text sections. For example, a timeline graphic can visually represent your implementation plan, while a cost breakdown table can make your pricing section easier to digest.
Ensure compliance with the RFP’s submission requirements. Double-check that you’ve followed all of the client’s instructions regarding how the proposal should be submitted. This could include specific file formats, submission portals, or deadlines.
Add information about yourself and your company. This makes it easy for them to share information about you or refer you to others.
Amplify your brand’s look, feel, and voice. The tone of the response should mirror that of all of your content. It should match your website's (or other online presence) style, color, and feel. Creating a custom cover provides a sense of exclusivity and distinction.

If you do executive coaching with me, this is the cover you will see when you receive the program overview and contract. Each coaching program has its own cover.
Use an appendix sparingly. Don’t use the appendix to shove in additional slides. It likely won’t be read. Instead, use it to provide more detailed information on the proposal. For example, include a full-length bio or a list of resources.
Convey your excitement, but don’t be thirsty when you follow up.
The process isn't over after you submit your proposal. Regardless of the outcome, following up and learning from the experience is crucial.
Confirm receipt of the proposal. If you submit the proposal via an online portal, hopefully, it provides proof of receipt. If you’re sending via email, ask for confirmation by simply replying to your email.
Follow up professionally. Following up with the client is appropriate if you haven’t heard back by the expected decision date.
If you are unsuccessful, request feedback. If your proposal isn’t selected, ask for feedback. Understanding why you didn’t win can provide invaluable insights for improving future proposals.
Reflect on the process. Reflect on what went well and what could have been improved during the proposal-writing process. Did you meet the deadline comfortably?
🔥 Productivity Hot Tips 🔥
Use technology to automate your proposal process. Honeybook is a robust tool that will help you manage the relationship from the beginning to the next project. Full disclosure: it can take some time to set up, but once you do, your time on administrative tasks will be significantly reduced.
When an interest form is submitted, Honeybook creates a profile and starts an automated workflow that includes a welcome email, a brochure of services, and a scheduling tool. I also use it to write and send proposals, contracts, and invoices. Another disclosure is that the scheduling tool is buggy, so I stick with Calendly.
THE GAP DĒMĬSTəFĪED
The proposal is an invitation to a journey that prioritizes the client’s needs, solves their problem, and makes a compelling case for selecting you.
Start by thoroughly reviewing the RFP to understand the client's needs and evaluation criteria. Plan your proposal with a clear structure, focusing on personalized solutions that address the client's pain points. Write a persuasive, outcome-focused proposal, highlighting your differentiators and offering transparent, value-driven pricing. Ensure the proposal is polished, well-formatted, and meets all submission requirements. After submitting, follow up and seek feedback to improve for future opportunities.
TL;DR
The proposal is an opportunity to demonstrate your understanding of the client's needs and desired outcomes to the client. Resist the urge to make the proposal about yourself.
Thoughtfully assess the RFP: Before starting your response, be sure to read through the RFP carefully and understand all of it. Take the opportunity to ask the client questions and understand the dynamics they are navigating as an organization.
Carefully consider your response: Don’t start writing yet. Outline the response first. As you do so, be sure it addresses the client's identity, conveys an understanding of their issues, and provides a taste of the solution.
Tell a compelling story: Now, you can craft the response. Resist the urge to focus on ‘why you.’ Make their needs the focal point. Make them comfortable by sharing case studies and the results you’ve gotten for others. Explain how life will be improved after working with you. Be brief!
It’s not the price. It’s an investment: The client’s job is to get the most work for the lowest price. Never defend the price. Focus on how working with you creates value for them. Be transparent with your pricing at a high level. It’s okay to negotiate.
Treat the proposal as an extension of your brand: Don’t just drop the proposal in a Word or PowerPoint document. Make it an extension of your brand’s look, feel, and voice. Aside from proofing it and ensuring it makes sense, it reflects you. Add a stylized cover page to add a sense of exclusivity and distinction.
Follow up, but don’t be thirsty: Request confirmation that the proposal has been received. Don’t hesitate to follow up if you haven’t heard by the deadline. If you don’t win the work, ask for feedback to incorporate into your following proposal.
📣 The Gap Dēmĭstəfīed is now available as a mobile app. While devouring this content on your mobile device, click the drop-down menu and select “Add the App to Home Screen”.
📣 You can now listen to the Gap Dēmĭstəfīed. Look for the audio image at the top of this post or click on “listen online.”
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Nile Harris | Executive Consultant + Coach
I empower mid-career professionals, entrepreneurs, and businesses to transform passion and purpose into P.R.O.F.I.T.
