Welcome
to the inaugural issue of The Guerrilla
Consultant, a newsletter dedicated
to applying the principles of Guerrilla Marketing
to the work and lives of consultants.
About This Issue
Our kickoff issue dives right into a discussion
of one the mostly widely used—and abused—marketing
tools: the proposal. All too often, consultants
snatch defeat from the jaws of victory with a
lousy proposal. We focus here on nine ways to
blow a proposal. You’ve no doubt seen others.
So join
the discussion with your additions to the
list.
By the way, whether or not you participated in
our Webinar October 14, feel free to download
the presentation,
as well as a sample
marketing plan and roadmap.
Mike
McLaughlin
Co-Author, Guerrilla Marketing for Consultants
There Must Be Fifty Ways
to…Lose a Sale
Any consultant can tell you there are umpteen
ways to blow it during the sales cycle. Many of
those potential pitfalls lurk in the proposal
process.
Most consultants salivate on cue when clients
ask for proposals. After all, it’s exciting
to have a chance to show your stuff and move closer
to the client and the tantalizing prospect of
a new, challenging project.
|
|
Blog
& Buzz
Send
Me a Proposal The best proposal is one
you don't have to write, as we explain in
Business KnowHow, 10/26/04
Why
Guerrilla Consultants Need Great Web Sites
Jill Whalen's High Rankings newsletter
recently carried our first book excerpt,
10/14/04
Hourly
Rates—Confusing Effort with Results
By charging a client for time alone, you
completely undermine the expertise you’ve
spent years building, and you limit the
profit you can justifiably earn. Guerrilla
Consulting blog, 10/23/04
Stuck
in the Muck? You haven’t truly
lived the life of a consultant until you
experience the sheer terror of being hopelessly
stuck. Guerrilla Consulting blog,
9/25/04 |
| Additional
Resources for Consultants
Management
Consultant News - interviews with consulting
leaders, articles, research results, news.
|
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But creating a great proposal isn’t easy, and
the process will consume your time and energy.
So, first consider whether you can conserve your resources
with a letter confirming your services instead
of a formal document proposing your services.
That won’t always be possible, especially for
complex projects. But consultants seldom ask clients
to award them projects without formal proposals, so
dare to be different.
OK, so the client said no, and you do have to write
a proposal. What about those pitfalls? There must be
at least fifty, but here are nine sure-fire ways to
completely botch your chances of winning the work.
1. Play the Lone Ranger
Some consultants do research about a client and the
project and think, right, I’ve got it. Then they
scurry off to create their proposals in “objective”
isolation. Big mistake. You can’t produce a great
proposal unless the client is an active participant
in every part of the proposal process, including
research, pinning down objectives, potential benefits,
scope, approach, and, of course, fees.
2. Start with Your Qualifications
Proposals that begin with a recitation of your firm’s
background and qualifications are a fast track to oblivion.
Start every proposal with a focus on the client’s
issues and objectives, not your firm’s illustrious
history.
3. Omit the Executive Summary
Many decision makers only look at two items: the executive
summary and the price. Yet, amazingly, some consultants
don’t include executive summaries in their proposals.
What are they thinking? Decision makers rely on the
executive summary to make sure you understand
what they are trying to accomplish. Fail to include
that executive summary, even in short proposals, and
you run the risk of having your proposal put at the
bottom of the pile—if it’s read at all.
4. Focus on Your Tools
Blah, blah, blah. Clients care about results, not the
tools, methods and approaches you’ll use to get
there. If the centerpiece of your proposal is a discussion
of your whiz-bang methods, you’re setting yourself
up for failure. Think about it: When you hire someone
to repair your furnace, you expect that expert to come
with all the tools to do the job. Well, so do clients.
You’re likely to need a discussion of your tools
and approaches at some point in the proposal, but let
it float back to the appendix.
5. Write a Phone Book
Studies show that, given a choice, clients will pick
up and read a shorter proposal before they’ll
wade into a tome stuffed with graphics and boilerplate.
Keep your proposals as short as possible, while meeting
the requirements your client has established. Consultants
who routinely write encyclopedia-sized proposals will
find their work moves very slowly from the pile of proposals
to the hands of decision makers.
6. Use a Boilerplate Resume
Every opportunity is different in some way from every
other one. So you must take the time to re-write your
resume for every proposal. You may not have to change
much—maybe you just need to add emphasis in one
area or eliminate some text. It’s usually a quick
task that has enormous payoffs. Let clients see that
you have thought through how your experience matches
up with their needs.
7. Load your Proposal with Jargon
Too many consulting proposals are chock full of jargon
and buzzwords that make clients crazy. Reread your last
proposal. Did you use phrases like “world class,”
“organizational transformation,” or “seamless
transition”? If so, see the word doctor. Your
proposal has a greater likelihood of being accepted
if you write using plain terms without the bull.
8. Ignore the Devil
I recently read a proposal that got the client’s
name right, but had another company’s address
in the proposal. There are hundreds of stories about
similar gaffes in consultants’ proposals. Everyone
uses cut-and-paste. But the devil is in the
details, and clients will not forgive or forget errors.
If you’re not a detail person, make sure someone
on your team is. And make sure every proposal gets checked
and checked again—especially every time it gets
revised.
9. Miss Your Deadline
Clients won’t buy that the dog ate your proposal,
so don’t even try that one. If you find yourself
asking the client for an extension of a proposal deadline,
or you submit your proposal after the deadline, your
chances of getting the project plummet. Just get everything
done on time.
A great proposal can be decisive in being awarded a
project; a poor one can cause you to lose, even if everything
else in the sales process has gone flawlessly. The nine
common errors above are not the only ones to watch out
for. But if you avoid them, your odds of winning will
soar every time.
Your feedback is important to us. Please
contact
us with your comments and questions.
The Guerrilla Consultant
is published on the first Monday of the month.
The Guerrilla Consultant
ISSN 1554-2343, Washington, DC, USA
© 2004 Guerrilla Consulting
All Rights Reserved |