Clear thinking

Learn how to improve your proposals and win more business.


Pre-RFP discovery

 February 13, 2018
by Paul Heron

Last week’s post identified the critical role pre-RFP discovery plays in successful proposals. This week we look at critical factors in gathering that knowledge.

One of our friends, a highly successful consultant, sums up what matters in winning an opportunity as “the three A's”—Available, Affable, Able. During the pre-RFP stage, focus on being affable—someone prospects like and want to work with. 

Because most large RFPs assign less than half the points to price, buyers have considerable flexibility to award contracts to proponents they like. Being affable will also get you the best answers to your capture planning questions, so you can position your solution and team as available and able. 

How close can you get?

Another friend, Mark Bowden, included a hierarchy of relationships in his book, Winning Body Language for Sales Professionals. We’ve adapted it with his permission in the diagram below.

The lowest level, “Customary,” describes perfunctory, “How are things?’” conversations. Higher-level, “Emotive” and “Self-reflective” interactions involve asking deeper questions that result in increasingly more intimate sharing. Business developers who communicate with prospects at these levels uncover the knowledge needed to build a powerful RFP response.

Risky business

Moving up the intimacy scale requires courage and judgement. It also involves risk. Seek increased intimacy too soon and you’ll be written off as pushy. Fail to get close enough and you’ll never learn what you need to craft a winning proposal.

Part of success is understanding the need and the levels you want to reach. Another is discovering which conversational tools work best for you. And the most important part, of course, is practice.

We’ll leave the understanding and practising parts to you. Meanwhile, here are two questions to try adapting and using.

  1. What one or two improvements would make you happier in the next contract?
  2. What are your top two or three takeaways from the current contract experience?

Each can help move your conversations from Evaluative towards Emotive and Self-Reflective. Constraining the responses to one to three items forces the client to reflect and prioritize, increasing his or her investment in the conversation.

It’s about the prospect

The best business developers aren’t the slickest or most clever—they’re ones who show over time they really care about the prospect’s success. Reinforce that message—and back it up with consistent action—and you’ll get the trust and answers you need.

Next week: Big prospect selling


Need help with your pre-RFP discovery efforts?

Contact Complex2Clear


Photo credit

Paul Heron, MBA, is the founder and managing partner of Complex2Clear, and leads our bid response practice. LinkedIn 





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