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The Value of Systems and Processes - EP115

The RFP Success Show

Release Date: 10/12/2022

This Week on The RFP Success® Show: Mastering the Response Maze! EP143 show art This Week on The RFP Success® Show: Mastering the Response Maze! EP143

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 ...

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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...

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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...

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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...

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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...

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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....

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The RFP Success Show

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...

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The RFP Success Show

Are you losing bids because you aren’t certified as a small or diverse business? Heather Cox is Cofounder and President of , 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...

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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...

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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...

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More Episodes

Are you so busy bidding on RFPs that you don’t have time to build systems and processes?

Creating systems may not be sexy, and it won’t result in an immediate win. But if your proposal team reinvents the wheel with every new RFP, you’re hurting yourselves in more ways than you realize.

So, what is the benefit of setting up systems and processes for responding to RFPs? And what parts of the process should standardized?

On this episode of The RFP Success Show, I explain how standardizing or automating administrative tasks frees up time and brainpower for the creative needs of a response.

I walk you through the five parts of the proposal process that should be systematized, challenging you to build an assessment criteria tool and clearly define each team member’s role in writing.

Listen in for insight on what standardized content should be in your library and learn how to leverage software to create SOPs for preparing an RFP response.

Key Takeaways

How systems and processes promote consistency and make people’s lives easier

How standardizing or automating administrative tasks frees up time and brainpower for creativity

What 5 parts of the RFP process should be standardized or automated

  1. Assessment criteria
  2. Kickoff process
  3. Role definitions
  4. Response calendar
  5. Library content

Why it’s beneficial to build an assessment criteria tool and define roles in writing

What standardized content should be in your library and updated at least quarterly

How you might leverage software to build systems for preparing an RFP response

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] 

Resources

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