Winning Proposals Lessons Learned from Humble Inquiries

Abhijit Majumdar

Director @ Indglory | Co-Founder Optimizory Technologies | GenAI Evangelist
April 29, 2024

As a proposal strategist, I've had the privilege of working on countless proposals over the years. While I've contributed to many successful proposals, I've also learned that there's always room for growth and improvement. In this article, I'd like to share some insights I've gained about the power of humble inquiries and collaboration in creating proposals that truly resonate with clients.

Seeking Insights from the Front Line

One of the most valuable lessons I've learned is the importance of partnering closely with the sales and account teams who have direct client relationships. These colleagues are on the front lines, engaging with clients every day and gathering invaluable insights that can make all the difference in a proposal.

As a proposal lead, I've found that approaching these teams with humble inquiries is key. I'll often ask questions like:

"What can you tell me about the client's overall goals and challenges? I want to make sure our proposal aligns with their bigger picture."
"Who are the key stakeholders and decision makers for this project? I'd love to understand their perspectives and concerns."
"Based on your interactions with the client, what do you think are their biggest hesitations or worries about working with us? I want to make sure we address those head-on."
"In your opinion, what are our company's strongest differentiators for this client? I want to highlight the unique value we can bring to the table."

By approaching these conversations with a genuine curiosity and respect for their insights, I've found that sales and account teams are more than willing to share their knowledge. They appreciate knowing that their input is valued and will be used to create a stronger proposal.

Putting Insights into Action

Of course, gathering insights is just the first step. The real magic happens when you weave those insights into a compelling, client-centric proposal. This is where I've learned to let the client's needs and priorities take center stage.

For example, in a recent project, our sales team shared that the client had previously struggled with a competitor's solution that caused significant disruption to their operations. Armed with this knowledge, we crafted our proposal to emphasize our proven track record of smooth implementations and dedicated support team. We made it clear that we understood their concerns and were committed to a seamless transition.

By humbly putting the client's needs at the forefront, we were able to create a proposal that resonated deeply with them. We won the project not because we boasted about our capabilities, but because we demonstrated a genuine understanding and commitment to their success.

For example, instead of simply listing your software's features, try something like: "Our intuitive CRM platform, which has helped clients achieve an average 15% increase in lead conversion, will empower your sales team to nurture prospects more effectively and close more deals."

Continuing the Learning Journey

While I've learned a lot over the years, I know that there's always more to discover. Each client and each project brings new challenges and opportunities for growth. As proposal strategists, it's up to us to remain humble, curious, and committed to continuous learning.

I encourage all of my fellow proposal professionals to prioritize collaboration and open communication with their client-facing colleagues. Don't be afraid to ask humble questions, seek feedback, and admit when you don't have all the answers. Some of my most valuable lessons have come from listening to others and being open to new perspectives.

At the end of the day, our job isn't to create proposals that showcase how great we are. It's to create proposals that show how well we understand and can serve our clients. By approaching each project with humility, empathy, and a genuine desire to learn, we can craft proposals that truly resonate and build lasting partnerships.

I hope sharing some of my own lessons learned has been helpful to you. I'd love to hear your own experiences and insights in the comments below. Let's continue learning from each other and striving to create proposals that make a real difference for our clients.