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KnowledgeProposals and private tenders

GUIDE

Proposals and private tenders: the complete guide

In a private tender, the client sets the rules. That gives you more room, but also more uncertainty. This guide puts the articles in the order of a proposal process: understanding the request, writing the proposal, price and terms, presenting and following up, and learning.

5 phases · 22 articles

  1. Phase 1

    Understand the request

    What kind of request it is, how the client chooses and who has a say. Only when that is clear do you know whether bidding pays off.

  2. Phase 2

    Write the proposal

    A proposal that starts with the client’s problem, with a summary the decision maker reads and a layout that helps instead of distracts.

  3. Phase 3

    Price and terms

    How to build the price, how long you are bound by it, how to let it move with costs and how to negotiate without giving it away.

  4. Phase 4

    Present and follow up

    After you send it, the second half begins: the pitch, the follow-up and the difference between winning as a newcomer and keeping a client as the incumbent.

  5. Phase 5

    Learn and organise

    After every proposal, ask why you won or lost, and set up your process so the next one is faster and better.

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