The RFP Success Show

What is the #1 question we're getting about RFPs from clients and prospects lately? Is it a tactical question about time management, contradictory requirements, or formatting? Or a high-level question about managing stress and continuous improvement?

On this episode of The RFP Success Show, Lisa Rehurek tackles some of the most frequently asked questions about navigating RFPs. From mastering time management to handling contradictory requirements and managing stress, Lisa shares her expert advice to help you streamline your RFP response process.

Key Takeaways

• Mastering Time Management

  • Create a Timeline: Break tasks into manageable chunks and work backwards from the due date to ensure timely completion.
  • Prioritize Critical Sections: Focus on the evaluation criteria and allocate time accordingly.
  • Set Milestones: Establish key checkpoints and create a calendar with blocked time for uninterrupted work.

• Navigating Contradictory Requirements

  • Clarify with Issuer: Use the Q&A period to address any contradictions and avoid confusion.
  • Document Everything: Keep thorough records of clarifications and decisions for future reference.
  • Use a Compliance Matrix: Develop a matrix to track requirements and identify contradictions early.

• Response Formatting Strategies

  • Understand Guidelines: Build your response template to meet formatting requirements from the start.
  • Be Creative Within Constraints: Use visuals and bullet points to make your proposal engaging while adhering to guidelines.
  • Create and Customize Templates: Maintain a library of templates to streamline response preparation and ensure clarity.

• Stress Management Techniques

  • Take Breaks: Regular breaks can boost creativity and reduce stress.
  • Stay Organized: Keep all documents and drafts well-organized to avoid chaos.
  • Celebrate Small Wins: Recognize and celebrate progress to maintain motivation.
  • Commit to Continuous Improvement: Post-submission reviews help refine your process for future RFPs.

The RFP Success Company

Lisa on X

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Lisa on LinkedIn

The RFP Success Company on YouTube

The RFP Success Company on LinkedIn

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Email [email protected]

LIMITED TIME: RFP FLASH AUDIT

The Role of Contracts in Successful Prime + Sub Partnerships on RFP Success EP036

How to Develop Your RFP Pricing Strategy on RFP Success EP081

How to Make a FOIA Request

Book a Call with the RFP Success Company

Dare to Be Influential: Maximizing Your Positive Influence While Still Being True to You by Lisa Rehurek

The RFP Success Book by Lisa Rehurek

The RFP Success Institute

What's the secret to getting the most out of AI when crafting RFP proposals? Is it about using AI to generate quick responses, or are there specific strategies to fine-tune the AI's output for high-quality, customized proposals?

In this episode of The RFP Success Show, Lisa Rehurik dives into how to create effective AI prompts that will elevate your RFP responses. Lisa explains why the key to strong AI-generated content is in how you prompt it and shares tips on getting the best results by being specific, providing context, and asking for iterations.

She also breaks down the most common mistakes people make when working with AI, including being too vague or overloading the system with too much information. Tune in to learn how to craft prompts that transform your standard replies into winning proposals and ensure your content still feels personalized, not just automated.

• Why AI prompts are crucial to RFP success Better prompts lead to more accurate and relevant AI-generated content, helping you save time while producing high-quality responses.

• How to structure your AI prompts effectively Specificity, providing context, and using examples are essential for tailoring AI outputs to your proposal needs.

• The importance of refining AI-generated content Never copy and paste—always customize AI outputs to align with your client's needs and your brand's voice.

• Using AI for creativity and iteration Ask AI for multiple versions of a response, which can spark new ideas and refine your strategy for winning proposals.

• Common pitfalls when using AI for proposals Avoid vague prompts and overwhelming the AI with too much detail. Balance is key to getting the most out of the tool

The RFP Success Company

Lisa on X

Lisa on Facebook

Lisa on LinkedIn

The RFP Success Company on YouTube

The RFP Success Company on LinkedIn

Subscribe on Apple Podcasts

Email [email protected]

LIMITED TIME: RFP FLASH AUDIT

The Role of Contracts in Successful Prime + Sub Partnerships on RFP Success EP036

How to Develop Your RFP Pricing Strategy on RFP Success EP081

How to Make a FOIA Request

Book a Call with the RFP Success Company

Dare to Be Influential: Maximizing Your Positive Influence While Still Being True to You by Lisa Rehurek

The RFP Success Book by Lisa Rehurek

The RFP Success Institute

What's the biggest challenge proposal professionals are facing with AI in RFPs? Is it about how to effectively integrate AI into their workflows, or concerns about losing the human touch in their responses?

On this episode of The RFP Success Show, Lisa Rehurik discusses the rapidly growing role of AI in proposal writing. She answers some of the most pressing questions about AI's impact on content generation, data analysis, and personalization, along with addressing common concerns around the accuracy and reliability of AI-generated content.

Lisa explains how AI can streamline your proposal process, why it's essential to maintain your unique voice, and what you need to do to prevent your AI-generated content from sounding too fluffy or generic. Tune in for insights on how AI can help you analyze data faster, craft stronger proposals, and ultimately enhance your win rates.

• How AI is reshaping proposal writing AI tools help generate initial drafts, analyze competitor proposals, and personalize content, but human oversight is crucial.

• Why you should never copy-paste AI-generated content While AI can save time, customizing and editing the output is essential to ensuring your proposal resonates with evaluators.

• The benefits of AI for content generation AI can help draft sections of your proposal, suggest language, and create outlines, freeing you to focus on tailoring the response.

• How AI can help with data analysis AI can sift through past RFP responses to identify what worked and what didn't, helping you refine your strategy for future proposals.

• Maintaining a personal touch in AI-generated proposals Always combine AI's efficiency with your expertise and insights to maintain the human element that evaluators are looking for.

The RFP Success Company

Lisa on X

Lisa on Facebook

Lisa on LinkedIn

The RFP Success Company on YouTube

The RFP Success Company on LinkedIn

Subscribe on Apple Podcasts

Email [email protected]

LIMITED TIME: RFP FLASH AUDIT

The Role of Contracts in Successful Prime + Sub Partnerships on RFP Success EP036

How to Develop Your RFP Pricing Strategy on RFP Success EP081

How to Make a FOIA Request

Book a Call with the RFP Success Company

Dare to Be Influential: Maximizing Your Positive Influence While Still Being True to You by Lisa Rehurek

The RFP Success Book by Lisa Rehurek

The RFP Success Institute

Welcome back to The RFP Success Show! After a brief hiatus, host Lisa Rehurik, founder and CEO of the RFP Success Company, returns with key insights from her 30+ years in the RFP arena. In this episode, Lisa takes us behind the scenes to share the most impactful lessons learned from her journey—stories of pitfalls, setbacks, triumphs, and unexpected opportunities.

From her first proposal heartbreak to the evolution of her RFP processes, Lisa dives deep into the challenges small businesses face when responding to RFPs. She emphasizes the importance of thorough research, the value of setbacks for innovation, and how to leverage relationships and networking for RFP success. Whether you're a seasoned proposal professional or a small business owner navigating RFPs for the first time, Lisa's experiences offer practical guidance to help you win more contracts and level up your RFP game.

Key Takeaways:

• The importance of thorough research: Go beyond the RFP document to understand your client's needs, mission, and goals to craft a compelling proposal.
• Learning from setbacks: Use challenges—tight deadlines, missing team members, or changes in the RFP—to innovate and streamline processes for future success.
• Leveraging networking and partnerships: Unexpected opportunities can come from unlikely places. Stay open to collaborations that could help you win RFPs.
• Celebrating triumphs and small wins: Even losses can teach valuable lessons. Celebrate successes and the lessons learned from failures to keep your team motivated.

Memorable Moments:

• Lisa recounts her first RFP loss and the lessons it taught her about going beyond "meets expectations" and understanding the client's needs.
• Overcoming setbacks like tight deadlines and team challenges led to process improvements and greater collaboration within her team.
• Lisa shares how a networking event led to an unexpected partnership that changed the course of a proposal.

What is the #1 question we're getting about RFPs from clients and prospects lately?

Is it a tactical question about insurance requirements, due dates or FOIA requests? Or a high-level question about standing out from your competitors?

On this episode of The RFP Success Show, I answer five more FAQs we get about RFPs, including our most frequently asked question around distinguishing yourself in the proposal process.

I explain what to do if your small business can't meet the insurance requirements and why you should submit FOIA requests for scoring sheets, proposals from other bidders and previous contracts.

Listen in for insight on learning who your competitors are before an RFP hits the streets and find out how our RFP Flash Audit can help you level up your RFP game in the new year!

Key Takeaways

5 of the most common questions we get about RFPs

How to ask if insurance requirements can be negotiated to accommodate small businesses

Why agencies typically aren't willing to extend the due date on an RFP

Why we recommend submitting FOIA requests for scoring sheets, proposals from other bidders and prior contracts

How to find out who your competitors are before an RFP comes out

Why it's crucial to build relationships with buyers long before an RFP hits the streets

3 ways to distinguish yourself in a proposal response

Connect with Lisa

The RFP Success Company

Lisa on X

Lisa on Facebook

Lisa on LinkedIn

The RFP Success Company on YouTube

The RFP Success Company on LinkedIn

Subscribe on Apple Podcasts

Email [email protected]

Resources

LIMITED TIME: RFP FLASH AUDIT

The Role of Contracts in Successful Prime + Sub Partnerships on RFP Success EP036

How to Develop Your RFP Pricing Strategy on RFP Success EP081

How to Make a FOIA Request

Book a Call with the RFP Success Company

Dare to Be Influential: Maximizing Your Positive Influence While Still Being True to You by Lisa Rehurek

The RFP Success Book by Lisa Rehurek

The RFP Success Institute

If you had the opportunity to ask an expert questions about winning business with RFPs, what would you want to know?

Do you have questions about pricing? Competing with big companies? Or recognizing when an RFP is wired?

On this episode of The RFP Success Show, I answer five of the most frequently asked questions we get about RFPs, discussing when it's worth it to bid against the big guys and when it's not.

I explain what to do if your small business doesn't meet all the requirements in an RFP and how to price your proposal so it's a win-win for you and the client.

Listen in for insight on what to do if you're not getting the scores you deserve and learn how to audit your previous RFP responses in a way that jumpstarts your win rates for 2024!

Key Takeaways

5 of the most common questions we get about RFPs

When it's worth it to bid against the big guys (and when it's not)

How to highlight the benefits of being a small business in your proposal response

What to do if you don't meet all the qualifications in an RFP

How to price your proposal so it's a win-win for you and the client

The top 3 signs that an RFP is wired

Why you might not be getting the scores you think you deserve

What it looks like to write a proposal that resonates with evaluators

Why we suggest auditing your proposals every year

Connect with Lisa

The RFP Success Company

Lisa on X

Lisa on Facebook

Lisa on LinkedIn

The RFP Success Company on YouTube

The RFP Success Company on LinkedIn

Subscribe on Apple Podcasts

Email [email protected]

Resources

LIMITED TIME: RFP FLASH AUDIT

The Role of Contracts in Successful Prime + Sub Partnerships on RFP Success EP036

How to Develop Your RFP Pricing Strategy on RFP Success EP081

How to Make a FOIA Request

Book a Call with the RFP Success Company

Dare to Be Influential: Maximizing Your Positive Influence While Still Being True to You by Lisa Rehurek

The RFP Success Book by Lisa Rehurek

The RFP Success Institute

To win business with RFPs, you've got to distinguish yourself from the competition in your response.

But what if you don't know what your differentiators are?

On this episode of The RFP Success Show, I share my M&M analogy for discovering what makes your company different and better than the rest.

I discuss why it's challenging to identify the 'candy coating' in your own business and explain what question to ask clients and employees to uncover your differentiators.

Listen in for insight on what to do if your business lacks a candy coating and learn how to take your business from simple peanut to delicious M&M in your proposal response!

Key Takeaways

Why it's crucial to distinguish yourself from competitors in an RFP response

What happens when you bore, overwhelm or confuse RFP evaluators

The legend of how M&M's got their differentiator—a candy coating

Why it's challenging to identify the 'candy coating' in your own business

Why I recommend getting outside counsel to help uncover your differentiators

What question to ask employees and clients to discover your differentiators

What to do if your company doesn't have a distinguishing candy coating

Connect with Lisa

Lisa's Website

Lisa on Twitter

Lisa on Facebook

Lisa on LinkedIn

The RFP Success Company on YouTube

The RFP Success Company on LinkedIn

Subscribe on iTunes

Email [email protected]

Elaborating on RFP Response Answers: The 'Baked Potato' Episode on The RFP Success Show EP134

Get on the RFP Success Accelerator Waitlist

Book a Call with the RFP Success Company

Dare to Be Influential: Maximizing Your Positive Influence While Still Being True to You by Lisa Rehurek

The RFP Success Book by Lisa Rehurek

The RFP Success Institute

Are you losing bids because you aren't certified as a small or diverse business?

Heather Cox is Cofounder and President of Certify My Company, a firm that connects corporations with diverse businesses to create economic value and opportunity.

On this episode of The RFP Success Show, Heather walks us through the five primary demographics for certification, explaining how to know if your business qualifies as small or diverse.

We discuss private sector national versus state government certifications, challenging you to be strategic in the certifications you pursue to grow your business.

Listen in for Heather's insight on subcontracting opportunities for diverse businesses and learn how Certify My Company can help you win RFPs through certifications!

How Heather's team serves small and diverse businesses as well as corporations

Why you can't simply raise your hand and say you're a diverse business

Why it's advantageous for a small or diverse business to get certified within a state

Opportunities for small and diverse businesses to subcontract with large corporations that win state bids

5 primary demographics for certification—women, minority, LGBT, veteran and disability owned

The private sector national certifications available to small and diverse businesses

How long it takes to get certified through national organizations vs. state governments

How certifications can help grow your existing business and land new contracts

How corporations benefit from robust supplier diversity programs

How to know if your business qualifies for small or diverse business certification

How the lack of a certification can be the reason you lose a state contract

The benefit of getting help from experts like Certify My Company

Certify My Company

Certify My Company on Instagram

Certify My Company on TikTok

Diversity Masterminds

Email [email protected]

Lisa's Website

Lisa on Twitter

Lisa on Facebook

Lisa on LinkedIn

The RFP Success Company on YouTube

The RFP Success Company on LinkedIn

Subscribe on iTunes

Email [email protected]

Heather on RFP Success Show EP003

WEBENC

NMSDC

DBE Program

Disability:IN

NaVOBA

NVBDC

NGLCC

8(a) Business Development Program

WOSB

Heather's Missed Opportunities Video

Get on the RFP Success Accelerator Waitlist

Book a Call with the RFP Success Company

Dare to Be Influential: Maximizing Your Positive Influence While Still Being True to You by Lisa Rehurek

The RFP Success Book by Lisa Rehurek

The RFP Success Institute

RFP Success Audit Service [email protected]

Can you leverage AI to write RFP proposals for your business?

Since ChatGPT came on the scene last November, people have divided into two camps: Some folks are afraid of the technology, and others think it's a magic bullet that will write all their copy with minimal effort on their part.

But Stephanie Nivinskus contends that when it comes to AI, we should be careful but not scared.

So, what's the best way for small business owners use tools like ChatGPT to write better proposal responses? Are there other AI apps that we should know about?

Stephanie is the CEO and Certified AI Marketing Consultant behind SizzleForce Marketing, a firm that combines the power of AI and human intelligence to help growing, mission-driven companies execute digital marketing solutions.

On this episode of The RFP Success Show, Stephanie explains what's wrong with dropping an RFP question in ChatGPT and simply copy-pasting the answer.

We discuss how to train ChatGPT on your company's differentiators before it helps you write content and why you still need a human editor to work together with the bot.

Listen in for Stephanie's insight on the privacy and copyright issues associated with artificial intelligence and learn how to choose the best AI tools for your business goals!

What inspired Stephanie's decision to go all-in on AI in her marketing business

Why using ChatGPT to write effective copy is not as simple as asking the bot a question

What it means to 'train the bot' and why it's so important

What's wrong with dropping an RFP question in ChatGPT and copy-pasting the answer

How to train ChatGPT on your company's differentiators before it helps you write RFP content

Why you still need a human editor in conjunction with AI writing tools

Why Stephanie recommends Hemingway for writing to a specific grade level

How AI can help you build credibility through consistent content and competitive research

The biggest mistakes people make when it comes to using AI

How to choose the best AI tools for your business goals

What privacy and copyright issues we should be concerned about when it comes to AI

Stephanie's favorite AI tools for writing and image creation

SizzleForce Marketing

Stephanie on LinkedIn

Connect with Lisa

Lisa's Website

Lisa on Twitter

Lisa on Facebook

Lisa on LinkedIn

The RFP Success Company on YouTube

The RFP Success Company on LinkedIn

Subscribe on Apple Podcasts

Email [email protected]

Resources

Stephanie's AI Strategy & Execution Session

Stephanie's Blog on Building a Digital Marketing Funnel

ChatGPT

Hemingway App

Midjourney

Claude

Jasper

Grammarly

Get on the RFP Success Accelerator Waitlist

Book a Call with the RFP Success Company

Dare to Be Influential: Maximizing Your Positive Influence While Still Being True to You by Lisa Rehurek

The RFP Success Book by Lisa Rehurek

The RFP Success Institute

If an RFP isn't asking a question that you think it needs to ask, is it okay to provide additional information?

While it's tempting to tell a client what you think they need in your proposal response, it's not always well received. Just like ordering a baked potato with butter and getting a loaded one.

So, what is the best approach to elaborating on RFP response answers? So you stand out in a good way?

On this episode of The RFP Success Show, I'm sharing my 'baked potato' analogy for elaborating on RFP response answers.

I explain how it might confuse evaluators if you add or change offerings and describe the challenge of evaluating a response that doesn't align with the score sheet.

Listen in for insight on positioning additional offerings in a way that boosts your score and learn how to demonstrate that the additional information you're providing serves the client's needs.

What to do if an RFP isn't asking a question you think it needs to ask

My 'baked potato' analogy for adding additional information to a proposal response

How it might confuse an evaluator if you add or change offerings

Why you should only include additional offerings IF you can demonstrate how it adds more value to what they need

How to position additional options in a way that boosts your score

Lisa's Website

Lisa on Twitter

Lisa on Facebook

Lisa on LinkedIn

The RFP Success Company on YouTube

The RFP Success Company on LinkedIn

Subscribe on iTunes

Email [email protected]

Get on the RFP Success Accelerator Waitlist

Book a Call with the RFP Success Company

Dare to Be Influential: Maximizing Your Positive Influence While Still Being True to You by Lisa Rehurek

The RFP Success Book by Lisa Rehurek

The RFP Success Institute