Marketers Take Flight

110: [Spring Cleaning] Steal My 2-Step Proposal Close-Out Process


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As an AEC marketing professional, have you ever submitted a proposal and immediately moved on to the next deadline without looking back? In this episode, host, Lindsay Diven, shares a game-changing proposal close-out process that can make your next proposal a bit easier and smoother.

By implementing this process, you can organize all your final documents in one place, capture new information, and provide pursuit updates to your internal team and subconsultant team members. This not only positions you as a leader for the effort but also sets you up for future success and establishes your personal brand.

In this episode, you'll learn:

  • Why continuous improvement of your proposal management process is crucial
  •  The two steps involved in the proposal close-out process
  • Strategies for organizing your proposal files and capturing new information
  • How to use a Proposal Close-Out Checklist to help you stay on track
  • Plus, you'll get a fun and quirky take on how to approach spring cleaning in your proposal management process.

If you're an AEC marketing professional looking to improve your proposal management process, this episode is a must-listen. Don't forget to grab your Proposal Close-Out Checklist on the show notes page at https://www.marketerstakeflight.com/110


Want more AEC marketing goodness?

  • New to proposals? Download my FREE “RFPs for Beginners – The Ultimate Proposal Management Checklist.”
  • Stop planning, start creating with my FREE “Ultimate AEC Content Marketing Starter Kit.”
  • Follow Lindsay on LinkedIn and Instagram.
  • Collaborate with other AEC Marketers in our Facebook Group.
  • Purchase bite-sized, on-demand templates and training at the Marketers Place.
  • Enroll in online training: The Proposal Pro or Content Marketing Clarity.





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Marketers Take FlightBy Lindsay Diven

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