9 of the best due diligence questionnaire (DDQ) examples
Recently, you may have noticed an increase in due diligence questionnaires (DDQs). When you respond to them, it’s crucial to get it right. Traditionally, a DDQ comes into play wh...
Product & Best Practices
How to use a proposal compliance matrix: Tips, template and examples
When it comes to RFPs, simply following the instructions and providing all of the requested information can give you a big advantage. If you think that sounds deceptively simple, y...
RFP project management: Bring order to your proposal process
If you’ve ever responded to a request for proposal (RFP), you know the feeling of relief that comes when you finally submit the finished proposal. After all, your response is lik...
Accelerate your RFP for asset management response process
When your financial institution receives a new RFP for asset management, is it viewed as an exciting opportunity? Or, is it just one of a dozen (or more) RFPs waiting for completio...
Create winning RFPs in 5 easy steps
Want to start winning RFPs but the response process gives you a sinking feeling in the pit of your stomach? You’re not alone. Every proposal writer knows what it feels like to sp...
The perfect proposal format: Create eye-catching RFP responses
While it’s true that looks aren’t everything, when it comes to your proposal format, appearance is important. Visual appeal is often overlooked, but it shouldn’t be. The way ...
The proposal process: Organize and master RFP responses
When it comes to responding to RFPs, there are a lot of moving parts. Between developing messaging, collaborating with subject matter experts and meeting tight deadlines for big op...
Proposal review: How to avoid mistakes in your RFP responses
Will your proposal win? From your executives to the sales team, it’s the question on everyone’s mind. However, the moment you click send and submit your RFP response, the outco...
Capture Management: The Plan to Win
It’s no secret that the most effective proposals are highly targeted, specific and customized. But, where does the information that guides the proposal strategy, pricing and mess...
Can a RACI matrix improve your proposal process?
Over my career in software, I’ve participated in a lot of projects from large-scale rebrands and implementations to relatively minor version releases. Some of these projects have...
How to reclaim your work-life balance
A skilled proposal manager is invaluable to their organization. They are as persuasive as the best salespeople. They are as precise as anyone in legal or finance. They nearly match...
Proposal templates, formats and tools: Create better RFP responses faster
Responding to requests for proposals (RFPs) can be stressful. There are so many questions to answer. For instance, what information should you include? How do you make your RFP res...
