SKIP YEARS OF TRIAL AND ERROR AND MASTER PROPOSALS TODAY
Learn the must-have systems and strategies you need to confidently showcase value through proposals
MEET THE
-PLUS access to the RFPs 101 course to learn how to read and respond to RFPs
-AND access to the Designing Proposals in Word mini-course so you can create well designed proposals in addition to stellar content
-ALSO receive personalized career support through a 1:1 Career Conversation with our founder Demi Utley to talk through next steps and develop an action plan for your career, proposal strategy, or anything else that has you stuck
Save $200 when you purchase the bundle PLUS an extra $300 from the spring discount
= $500 total savings (this month only!)
I don’t know where you are, but across the US there have been many snow storms this year, and we are OVER the constant cloud cover and cold weather. To celebrate the return of spring on March 20th, we created this special enrollment on Proposal Professional bundle so you’re prepared for anything proposal related when summer arrives. That means you can spend your free time outside soaking up some rays instead of frantically researching how to write the perfect proposal.
Celebrate the return of spring with us! Your summer self will thank you.
✓ How to better understand your customers and incorporate those insights into your proposal content
✓ How to research the competition to differentiate your company
✓ The best formula for creating win themes that position you for success
✓ Where to find content you likely already have so you don’t have to start writing from scratch
✓ The seven elements of storytelling to add to your proposal to make it memorable and more engaging
✓ The two most important persuasive writing techniques that tap into customer emotions and inspire them to buy
✓ Why you need a content library and how to create yours
✓ How to write key proposal sections, such as the executive summary, cover letter, team overview, project approach & more with templates to follow
✓ How to create a proposal process that everyone on your team can follow
✓ Plus so much more!
Defining Your Differentiators
Discover your customers biggest goals, current challenges, and their hopes and fears
Uncover your competition’s selling points and neutralize their advantage
The easy-to-follow win theme formula that helps you show the customer why your company is the best choice to solve their problems
Gathering Essential Resources
Sources of content inspiration that you likely already have on hand
The key pieces of information you should start documenting before you ever begin writing
What company metrics you should identify to logically persuade buyers
Persuasive Proposal Writing Tactics
How to incorporate storytelling into your proposal and why this is an effective sales tactic
The two persuasive writing techniques that tap into the buyer’s emotions and allow them to justify working with you
The technical writing formula that transforms dry technical content into customer-focused sales material
How to choose the right words on the page and common writing mistakes to avoid
Step-by-step workbooks to get started
PLUS a Proposal Word Bank
Writing Your Proposal Content
What is a content library and why do you need one (plus – how to create your own!)
How to make your boilerplate customizable for each proposal
Why the Proposal Cover Letter is the most underutilized section and how to make yours better
The secrets of Executive Summaries and how to write your own
What to include in the Team Overview section to showcase your experts
How to write informative and engaging product overviews
What you need to include in your Project Approach section
What is the “Qualifications” section, and why it should replace your company overview
How to establish trust and credibility with references, case studies, and testimonials
The dreaded “Anything Else” section and how to address it
PLUS templates for each section!
Creating a Repeatable Proposal Process
The proposal workflow that is used at every major company and widely recognize as the industry standard
How to assess the competitive landscape for a specific opportunity to determine if you can win
Using the Go/No Go process to discover if you should NOT create the proposal
How to create your proposal outline in a way that saves you time
What you can do to personalize your boilerplate content for a specific proposal so the customer loves it without having to write from scratch each time
The design elements to include in your proposal so it makes your proposal easy-to-read and stands out
What is the proposal debrief and how to conduct it
Plus!
This isn’t just a course where you learn everything and then have to figure out how to actually implement it. These done-for-you resources are a turnkey solution that give you a HUGE leg up on creating your own proposal content without having to spend hours deciding what to write. These templates, guides, formulas, and worksheets were designed to help you from start to finish with every aspect of the proposal writing process!
Creating Your Win Themes Worksheet
Customer Pain Points Questionnaire
Competitive Research Worksheet
Persuasive Writing Worksheet
Proposal Storytelling Worksheet
Team Overviews Template
Proposal Word Bank (350+ words to include in your proposals!)
Executive Summary Template
Product Overviews Template
Project Approach Worksheet
Proposal Cover Letter Template
“Why Us” Template
and more!
Plus you’ll not only learn from our founder Demi Utley, but you’ll also hear from these 7 guest experts in the special interview bonus module!
Contract Capture & Business Development for Small Businesses
D'Joane H. McCorkle, Managing Director | DHM Enterprises, LLC
How to Use Digital Marketing to Generate More Leads
Azriel D'Souza, Chief Marketing Officer | Business Refinery
Creating International Proposals
Kathleen Foley, Business Development Consultant | Dail Consulting
Overcoming Proposal and Presentation Design Mistakes
With Karen Lin, Graphic Designer | Karen & Co.
Editing Proposals to be Customer-Ready
Andi Petrini, Editor | Independent Consultant
Preparing Your Website for More Online Leads
Meg Kline, Web Designer & Online Marketer | Twin Sales Creative
Designing A/E/C and Interior Design Proposals
Holly Urkevich, Designer | HAU Design
This introduction course gives you:
An overview of the RFP process,
How to create your own process to save time, and
The exact steps you need to follow to create a compliant and compelling RFP response from scratch
✓ The standard procurement process and how to change your approach at each stage
✓ 3 key tips to make your RFPs a success
✓ How to read an RFP and why you shouldn’t skip this step
✓ The 7 must-find RFP sections that make it easy to decide if you should respond
✓ How to establish your Go/No Go process to avoid wasted effort
✓ Key planning steps to make your RFP successful
✓ How to outline an RFP response schedule
✓ What to include in you RFP outline
✓ Key tactics to create strong proposal content
✓ Different types of pricing documents and how to approach them
✓ Managing and completing forms for compliance
✓ How to design a professional proposal
✓ Plus so much more!
Module 1
Discover the procurement process and how to tweak your approach at every step
Learn how RFPs are designed to be more difficult than less formal proposals
Uncover when organizations go to RFP and why that is a unique opportunity for your company
Key questions to learn about the competition before you ever start writing your proposal
The one thing you must never do when responding to an RFP
Module 2
Why you shouldn’t read an RFP cover to cover before you decide to respond
How to quickly review an RFP to identify if it is the right opportunity
See a review of three real RFPs in action and how your approach will vary based on the RFP structure
Learn what is a “Go/No Go Decision” and how to implement one in your organization
Module 3
The main things you must have in place before you start creating your RFP response
Key roles needed for every RFP response (even if you’re the only one working on the proposal)
How to create a proposal schedule so you don’t have to work late the night before the RFP deadline
How to outline your RFP response so you meet the customer’s requirements and showcase your solution in the best way
Module 4
Proposal writing tricks to make your content sell for you
A review of real pricing documents from RFPs and how to handle them
The technical behind-the-scenes of updating forms without having to print them out every time
Module 5
Learn key design elements to incorporate into your proposal and when
A live demo of creating your template design in Word, so even non-designers can create visually appealing proposals
The FREE website to use to make designing graphics easy without hiring a designer
Module 6
Technical instructions to combine multiple documents into one final, customer-ready proposal
Demo of finalizing a proposal so you know what to do at each step
Key steps to take after you submit your proposal to improve your process
BONUS ONE
RFP Review Checklist
This user-friendly guide can be downloaded and/or printed so it’s right in front of you every time you review an RFP.
Check off each key section as you find it to quickly decide if the RFP is right for you.
BONUS TWO
Go/No Go Decision Checklist
Use this checklist as your Go/No Go decision process to strategically review RFPs.
Narrow down the list to your best RFPs and devote time to winning those contracts!
BONUS THREE
RFP Response Team Checklist
This checklist outlines key individuals to include in your RFP response and their role in the project.
Use this checklist to assign responsibilities or keep track of what you need to do if creating the response yourself.
BONUS FOUR
RFP Response Schedule Template
Use this template for a quick visual of your RFP response timeline with key dates and tasks.
Easily update it and add more tabs to keep track of all of your RFP information in one place.
BONUS FIVE
Improving Your RFP Response Content Worksheet
This worksheet covers four easy steps to complete each time you write a proposal.
After you check off each step and make the changes to your proposal, your final content will be more customer-focused and easy to review.
BONUS SIX
RFP Response Style Guide
Use this style sheet to create a well-designed proposal each time.
You no longer have to be embarrassed of your proposal design or hire a graphic designer for each proposal.
BONUS SEVEN
FOIA Request Template
There are few things more helpful than seeing how buyers score your proposal (and your competitors!).
If you or your competition operate in the public sector, then this template will help you to get the insights you need to better position your company for a win.
BONUS EIGHT
RFP Strategy Coaching Call
$200+ Value!
Sometimes you need a little extra help to figure out your next steps.
To give you that personal touch, each student will receive one RFP Strategy Coaching call to talk through your process, your RFP goals, and your competitive approach to see what makes the most sense for your company.
This foundational design course:
Introduces you to design fundamentals
Demos real Microsoft Word features you can use today
Provides the exact steps you need to follow to create a well-designed proposal
✓ The six principles of proposal design
✓ How to use color & white space to your advantage
✓ Tips for selecting the right typefaces (aka fonts) for your proposal
✓ Text best practices for easy-to-read proposals
✓ How to make it easy for buyers to navigate your proposal
✓ The key feature that allows you to update text with one click
✓ Why you’re copying and pasting wrong (and how to fix it)
✓ Four features that will save you time and headaches
✓ How to choose your colors if all you have is a logo
✓ Adding your brand colors to Word
✓ Insert images and graphics WITHOUT creating a massive file size
✓ Three scenarios to use section breaks
✓ How to link to other sections within your proposal
✓ Sources of design inspiration
✓ How to design callouts & graphics
✓ Designing a beautiful cover page in Word
✓ Key steps to finalize your design
✓ Plus so much more!
Module 1
We’ll start with the basics to cover the foundations of good design, how that applies to proposals, and key best practices to follow within your proposals.
Module 2
Now it’s time to dive into Word! Learn how to adjust your view, key features that make designing easier, and how to properly set up your document.
Module 3
It’s time to start the design process! Choose your colors, add those colors to Word, create your standard styles, and learn some of the more advanced features.
Module 4
Bring it all together to start designing your proposal! Find design inspiration, create callouts and simple graphics, develop a beautiful cover page, and discover the key finalization steps to complete before you submit to the customer.
When you enroll today, you get…
Including - 5 Course Modules: Defining Your Differentiators, Gathering Essential Resources, Persuasive Proposal Writing Tactics, Writing Your Proposal Content, Creating a Repeatable Proposal Process; Complete Proposal Writing Toolkit with 27+ templates, guides and worksheets & SEVEN Guest expert Interviews
Course-Only Price: $1,395
Including - 6 Course Modules: Introduction to RFPs, Reading RFPs and the Go/No Go Decision, Planning Your RFP Response, Creating Your Proposal, Designing Your RFP Response, Finalizing Your Proposal & Post Submission; Getting Started Bonus Kit; & 1:1 Live RFP Strategy Coaching Call
Course-Only Price: $575
Included - 4 Course Modules: Design Best Practices, Introduction to Word Formatting Features, Designing in Word, and Proposal Design
Course-Only Price: $375
Use your personal one-on-one session with our found Demi Utley to talk through your proposal challenges, your goals, how to get more clients, ways to improve your pitch, and anything you need for your journey as a Proposal Professional
Price: $250
$1,395 + $575 +$375 +$250 = $2,595 When Bought Separately
And that’s just the courses alone.
This does not include the value of the bonuses OR the value of the contracts you will earn once you start to implement these tactics. Companies use these exact tactics every day to win multi-million dollar contracts. The lifetime value of investing in these skills is incredibly high, but…
$500 total savings!
The Proposal Professional Bundle is right for you if…
You’re responsible for the full breadth of the proposal process and need a quick-start process to ramp up your skills.
Or if you want to start freelancing on the side and don’t want to be caught off guard by a client’s questions.
Maybe you need to round out your skillset to start applying for new jobs or get promoted as a business developer, marketer, or proposal specialist.
If you’re ready to create start-to-finish proposals, then this is for you!
You will immediately be redirected to the courses to start lessons! You will also receive a welcome email with instructions and links in case you accidentally close it before you save the link.
All content is available as soon as you enroll, and you can start working through it at your own pace.
24/7/365 lifetime access! This includes all videos, workbooks, checklists, templates, and any additional updates made to the courses after you enroll.
Enrollment is typically only available during the formal enrollment periods twice a year (January and summer), but you can get in now with the special discount!
You will need a reliable internet connection to complete the video lessons and access the resources.
All resources are available in Microsoft Word and PDF versions for you to download. You will need some sort of word processor for writing your content.
The content in this courses will help you write stronger responses to RFPs AND provide you a framework to make sure you’re only responding to the best ones. It can be applied to any type of proposal, however, and RFPs are not required.
Note: This is NOT a federal procurement course. The content is geared towards any type of proposal, and we do not cover any of the federal specific requirements. While some of the guest interviews do dive deeper into federal procurements, the overall course is for any industry.
Unfortunately, these courses focus on sales (for profit) proposals. While the strategies can certainly apply to other types of proposals, all examples and explanations are from a for profit perspective. You likely won’t get as much benefit from this course as you would from one specific to grants or sponsorships.
Mistakes happen! If you sign up and find the content doesn’t align with your business, reach out with 7 days for a full refund.
Yes! We know small companies require many hats, and sometimes the best step is to have a couple people responsible for proposals.
To quickly get your team members up to speed, all you have to do is share the login information with them, and they’ll be able to start taking over your proposals!
This can help everyone quickly get on the same page and save you much time and many headaches.
Do you have to wonder how exactly you should be writing your proposals or if you’re including the right information.
