BD Roundtable

Law firm credentials management: preparing proposals faster


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We spoke with Amy Burton-Bradley, Consulting Director and Partner, Julian Midwinter & Associates about how we can better collect, manage, and select credentials for our proposals. With over 15 years of experience, Amy is an expert in tenders, proposals and pitches for professional services companies.
Discussion Content:
Structuring and maintaining a bids libraryTagging bids and credentialsUseful file naming conventionsParts of a bid libraryBD teams understanding flagship dealsQuestions to ask partners when starting a proposalWhat to include in a proposalWhat to leave out of a proposal
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