RFPs 101:

The first step to winning large contracts

 
 
 
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An attractive RFP just landed in your inbox.

Let’s say you signed up for a bid list months ago and a good opportunity just arrived.

Or a potential client just sent over an RFP and asked you to respond.

Maybe you stumbled upon an RFP for a local government agency that would be perfect for your company.

No matter how you found the RFP, it’s here now, and there’s only one question in your head:

What do I do now?

 
 
 
 

The Secret to Consistent and Improved Revenue…

You have too many tasks on your to-do list right now, but you know that the RFP you have in your hands might be the missing piece to hitting your revenue goals. 

Let’s face it, you’re sick of:

  • Spending hours chasing projects that don’t add up to much revenue

  • Hearing how other sellers sign million dollar+ contracts when you haven’t closed $100K yet

  • Turning down RFPs that look like good opportunities because you don’t know the first thing about winning them

  • Scrambling to respond to an RFP because you decided to pursue it at the last minute only to find out you lost

All of this results in you running in circles chasing the same type of clients for the same small scale work, wondering why you aren’t hitting the numbers you want.

You know winning an RFP will be worth it in the long run, but you’re stuck at square one, unsure how to navigate the process and submit your best response.

 
 
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You don’t have to keep pining after large contracts.

You can start pursuing RFPs today.

 

 

How would your sales process change if…

✓ You started winning 2-3 year contracts that provided consistent, stable revenue

✓  You had a clear process for responding to RFPs without wasting your time on less than ideal opportunities

✓ You knew exactly how to review and respond to RFPs without working right up to the RFP deadline

✓ You had the resources you needed to create a well-designed RFP response that caught buyers’ attention

✓ You stopped suffering from RFP overwhelm and started confidently submitting proposals

If you’re ready to stop chasing small projects and start pursuing large RFPs,

then RFPs 101 is for you!

 
 
 

RFPs 101

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

This start-to-finish course will take you from zero RFP experience to a final, customer-ready RFP response!

 
 
 
 

4 hours of video lessons + worksheets + templates + lifetime access =

You can watch all videos this afternoon, respond to that RFP now, and revisit content any time you have a question!

 
 
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Inside the course you’ll learn…

 

✓ 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!

This course gives you the secret foundation that big companies teach to their employees so you can establish an RFP process that helps you respond to the right RFPs and grow your revenue in the process.

 
 
 

The Details

What you’ll find inside RFPs 101’s

Six Core Modules

 
 
 

Introduction to RFPs

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

 

Reading RFPs and the Go/No Go Decision

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

 
 
 

Planning Your RFP Response

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

Creating Your Proposal

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

 
 
 

Designing Your RFP Response

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

Finalizing Your Proposal & Post Submission

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

 
 
 

Get Even More with These Bonuses!

 
 

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.

 
 
 

Let’s Sum It Up!

When you enroll today, you get:

 
 
 

6 Course Modules

Including: 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

Including: RFP Review Checklist, Go/No Go Decision Checklist, RFP Response Team Checklist, RFP Response Schedule Template, Improving Your RFP Response Content Worksheet, RFP Response Style Sheet, FOIA Request Template

 

 

1:1 Live RFP Strategy Coaching Call

Typically $200+ but included as a free bonus!

 
 
 

Course Fee | RFPs 101:

$575

 
 
 
 

Meet the Instructor.

Hi, I’m Demi Utley, the RFPs 101 instructor.

After submitting hundreds of RFP responses across countless industries, I’ve learned how to easily create proposals that are engaging and persuasive. Leveraging my APMP proposal certification as well as my experience in sales at large companies, I teach students like you how to respond to RFPs and present your company in the best light. RFPs can be overwhelming, confusing, and difficult to pull together by the deadline. In this course, I’ll walk you through each key milestone to create your own proposal and hit the deadline. Don’t forget to tell me when you win that new contract!

I’ll see you inside the course.

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Sign Up below for Instant Access to the entire program!

 
 
 
 

Need help convincing your boss?

Download our Manager Approval Resources!

     
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    Frequently Asked Questions


    How long do I have access to the course content?

    This course includes lifetime access.

    When does the course start and finish?

    Whenever you want! When you purchase the course, you can access all materials immediately. This is a self-paced course, which means you can complete it as fast or slow as you want. If you have an upcoming RFP deadline, you can use the videos to develop and finalize your response by the due date.

    Do I need any special technology for this course? 

    Since most companies use Microsoft Word for proposals, that is what we use in this course. The design portion is specific to Word, but if you feel confident designing with your own tool, then you can use this video for inspiration and proposal-specific tips. For combining your final proposal (especially if the RFP has forms), you will need an Adobe Acrobat Pro license.

    Can I get help with my specific proposal? 

    Each student has one 1:1 strategy call with Demi to talk through your RFP process, strategy, and address any questions. You can use that time to review a specific proposal if you want!


    Is this course right for me? 

    This course is designed for business owners or sales professionals who have very limited to no experience with RFPs and want to respond to one (or many!) to win a new project or contract. This course is not for you if you are familiar with the RFP process and respond regularly. 

    What is your refund policy?

    If for whatever reason you're unhappy with your purchase, reach out within 7 days to schedule a quick chat with our team. After the call, your investment will be refunded to you in full.

     
     
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    Stop wishing you had larger contracts and learn the RFP fundamentals you need to make a change. 

    Get started today so you can watch RFPs transform your revenue.

     
     
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