Pitch Proposal Best Practices: How to Optimize Your Process .


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Pitch & Proposal Best Practices: How to Optimize Your Process. Marie Alvarez National Marketing Communications Manager, Loeb & Loeb LLP Cheryl Disch Proposal Content & Research Manager, Duane Morris LLP Alexandra Sevilla Senior Business Development Manager, Blank Rome LLP. Panelists.
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Pitch & Proposal Best Practices: How to Optimize Your Process Marie Alvarez National Marketing Communications Manager, Loeb & Loeb LLP Cheryl Disch Proposal Content & Research Manager, Duane Morris LLP Alexandra Sevilla Senior Business Development Manager, Blank Rome LLP

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Panelists Marie Alvarez, National Marketing Communications Manager Loeb and Loeb LLP — 300+ lawyers/4 workplaces Hubbard One Proposal Generator that coordinates with site. Cheryl Disch, Proposal Content and Research Manager Duane Morris LLP — 700+ lawyers/24 workplaces Pragmatech Alexandra Sevilla, Senior Business Development Manager Blank Rome LLP — 500+ lawyers/9 workplaces Blank Rome Government Relations LLC — 20+ lobbyists/3 workplaces Customized CMS that incorporates with site.

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Pitch/Proposal Process Pitch Request/RFP Comes In Qualify Develop Maintenance Closing

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Benefits Improved coordinated effort Defined admission prepare Challenges Early Notification Volume Best Practice Have a characterized and predictable process with clear parts and obligations—both among the business advancement group and amongst Marketing and lawyers. Step 1: Pitch Request/RFP Comes In

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Benefits Focus Discover upper hands/impediments Challenges Not all open doors are made equivalent Coordination Insight to explanation behind RFP or rivalry Best Practice Having a steady assessment handle spares time, assets, and avoids doing a great deal of work where potential clashes or low likelihood of accomplishment exist. Step 2: Qualify

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Benefits Authoritative wellspring of data Quick get together of strawman Version control Challenges Keyword coding irregularities RFPs are getting more particular Online accommodation or Excel designs Best Practice Use predictable and characterized naming and watchword labeling traditions to decrease exertion in gathering standard and concentrate on customizations. Step 3: Develop

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Benefits Access to the most recent and most prominent Makes future recommendations less demanding Set "close dates" to consistently upgrade content Challenges Time Evaluating new substance Best Practice Schedule occasional (quarterly/semi-every year) survey of substance and make essential redesigns to measurements, rankings, and abilities articulations. Step 4: Maintenance

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Benefits Sharing Tracking results Generate year-end insights Challenges Integration with other innovation Status redesigns and interfacing "wins" to new matters Debriefs with lawyer or customer Best Practice Track all new business chances to report ROI to authority to bolster the esteem included by Marketing/Business Development. Step 5: Closing

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Summary of Best Practices Define a reliable admission and administration handle. Assess all new pitch and proposition demands and concentrate on those that have the most astounding likelihood for achievement. Utilize a characterized and reliable framework for inventoriing standard substance. Audit and upgrade content on routinely planned premise. Track the results of all new business openings and answer to initiative on ROI.

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Questions Marie Alvarez National Marketing Communications Manager, Loeb & Loeb LLP P: 310.282.2020 E: malvarez@loeb.com Cheryl Disch Proposal Content and Research Manager, Duane Morris LLP P: 215.979.1388 E: cadisch@duanemorris.com Alexandra Sevilla Senior Business Development Manager, Blank Rome LLP P: 202.944.3528 E: sevilla@blankrome.com

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