Tips, templates, and checklists to help you grow.
Strategic Capture
Strategic Capture is a guide that reveals proven strategies for positioning your firm to win more work, focusing on pre-positioning efforts that set you apart from competitors.
Client Care and Engagement Checklist
A comprehensive client strategy plan involves understanding the market, researching potential clients, categorizing clients, assigning dedicated teams, focusing on engagement, and regularly reviewing the strategy to foster strong relationships, optimize performance, and drive long-term success. Use this checklist to help guide you through the process.
Client Meeting Preparation Template
A successful client meeting requires thorough preparation, including setting clear objectives, crafting insightful questions, assigning specific roles to team members, and emphasizing active listening to uncover underlying needs and position the firm as a strategic partner.
Pre-Positioning Checklist
Pre-positioning, occurring between the initial go decision and RFP release, involves a strategic capture team comprising diverse experts who collaborate to develop a winning approach through client understanding, market analysis, and strategic planning. Use this checklist to help guide you through the process.
Opportunity Identification and Assessment Checklist
Opportunity identification and assessment is a dynamic, iterative process involving comprehensive information gathering, strategic evaluation, and leadership involvement to align potential opportunities with a firm’s capabilities and long-term objectives, ultimately enhancing competitive position and driving business growth Use this checklist to help guide you through the process.
Win Strategy Development Checklist
Win strategy development is a comprehensive, proactive process that begins before RFP release, employing various tools and techniques to understand client needs, analyze the competitive landscape, and demonstrate long-term value, ultimately enhancing a firm’s chances of securing new business opportunities and maintaining a competitive edge. Use this checklist to help guide you through the process.
SWOT Analysis
A SWOT analysis is a crucial strategic planning tool that can significantly enhance the quality and persuasiveness of your proposal. By systematically examining your strengths, weaknesses, opportunities, and threats, you gain a comprehensive understanding of your position relative to the project and your competitors. This insight allows you to craft a proposal that addresses the client’s needs, highlights your unique advantages, and demonstrates your awareness of potential challenges. Use this template to help guide you through the process.
Issues, Features, Benefits, Proofs (IFBP) Matrix
The Issues, Features, Benefits, Proofs (IFBP) Matrix is a structured tool for creating persuasive proposals by aligning client challenges with tailored solutions, unique features, tangible benefits, and proven success examples. Use this template to help guide you through the process.
Client Relationship Plan
The Client Relations Plan template provides a structured framework for managing and enhancing client relationships, outlining strategies for communication, service delivery, and client retention. Use this template to help guide you through the creation of your client relationship plan.
Client Question Examples
This comprehensive list provides firms with a wide range of questions to choose from when preparing for various types of client meetings. They can select the most relevant questions based on the nature of the engagement, the client relationship stage, and the specific objectives of the meeting.
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