Company credentials and proposal library
Client Boutique Consultancy Focus Business Building
Situation: The CEO of a boutique consultancy faced disappointment after losing a contract despite dedicating significant time to prepare the proposal. She aimed to enhance the company's competitiveness for future bids by developing a library of pre-prepared content that would enable them to customize their value proposition efficiently for RFPs and pitches.
Approach:
- Established the library’s purpose, organization, and content categories, such as Company Overview, Our Services, Work Processes, Unique Selling Points, as well as client information, case studies, and testimonials.
- Collected the most effective and recent pages from previous proposals and presentations to populate the library, creating new content where necessary.
- Designed sample page layouts and content combinations to minimize design choices and expedite the creation of new pages.
- Clarified and refined the company's value proposition and produced standardized copy for easy insertion into proposals.
- Developed example proposals and presentations to demonstrate how to customize documents in accordance with specific proposal criteria and limitations, like page constraints.
- Created a straightforward Excel-based client project database for consultants to input their project details, making it quick and easy to update proposal data.
Outcome: The credentials and proposal library serves as a centralized resource of essential information and pre-designed pages for bids, proposals, and presentations. This library accelerates the proposal creation process, enhances quality, and ensures aligned messaging.