Learn about the four pillars of data collection and auditing: training, collection, auditing, and reporting. And hear about examples of how CRM data is being used effectively to make intelligent decisions and prepare effective proposals.
3 Ways to Prepare for an Unexpected RFP
You hear that an RFP, you haven’t been tracking, is coming out next week. In this episode, I share 3 items you can begin to work on now to get a jumpstart on that unexpected RFP.
How to Write a Persuasive AEC Proposal Cover Letter
If your proposal cover letters begin with “We are excited to submit…” then this is the episode for you. Learn what makes a cover letter stand out and entice selection committee members to read the rest of your proposal.
A Better Approach to Go/No Go Decision-Making
Deciding whether an AEC firm should pursue a project or not can turn into heated debates. In this episode, I share why I think it’s so hard for AEC Firms to make these decisions, what the REAL purpose of a go/no go decision should be and walk you through a better approach to go/no go evaluations.
The Most Popular Podcast Episode of 2021
I wouldn’t be a good podcast host if I didn’t end the year with a “Best of” or a “Most popular episode” replay! So here it goes. The most popular podcast episode of 2021 was…Client Research: Proposal Pet Peeves and Common Winning Elements.
How to Get the Proposal Information You Need, When You Need It
Have you ever felt like your internal proposal process was taking too long? In this episode, Kate Robinette, CPSM tells us how to better prepare and execute your next proposal. She gives us the steps to help your team juggle multiple proposals, stay on task with proposals, and maybe even help you streamline your process.
Remove the Waste in Your Proposal Process Using Lean Principles
Have you ever wanted to refine your proposal process? How do you ruthlessly eliminate waste from your proposals? In this episode, I talk to Kathryn Bennett, CPSM about applying lean principles to your proposal process.
Client Research: Proposal Pet Peeves and Common Winning Elements
Have you ever wondered why a client may choose another firm over yours? Interested in making the client’s experience a better one? Sreoshy Banerjea brings her first-hand experience and client research to share clients’ biggest pet peeves, as well as what makes a winning proposal.
Produce Faster Proposals with These InDesign Scripts & Plug-ins
Julie Shaffer, CPSM is here with us again to discuss more features of InDesign as well as Scripts, Extensions, and Plugins. Let us help you work more efficiently and make your proposal production easier and faster.
Student Spotlight: How to Get Compelling Stories from Your Technical Staff with Corey Lynch
This Proposal Pro Student learned the concepts and put them into action. Her results were amazing with a major project win and elevating her department within the firm.