Bringing it all together
No insight into how much the customer has engaged with the proposal
Greater acceptance from customers to new approaches and more willingness to view online content, over ‘traditional’ documents
Greater awareness of powerful stakeholder groups
Content/tools now need to address specific needs of each group
Proposals may be redeveloped several times with support from coach before being shared across all stakeholders
Traditionally, standard Word docs or pdfs. Sometimes PowerPoint or InDesign for additional design
Often either cut and paste from previous versions, or standard templates outputted by sales platforms
At worst, generic content, with customer name swapped out and little true customisation
Over-reliance on technical solutions at the expense of persuasive content
Quality and value of content still more important than ‘shininess’ of doc or originality of medium
Analytics informs alignment and honing of content and sales process
Delivered as email attachments, giving less opportunity for more creative supporting materials
Sales embracing agile tech to produce shorter, more creative documents, more aligned to their digital engagement with customers
Huge uptake of video and other new ways to explain complex themes simply
Use of technology can help ‘track’ engagement
Analytics is key: Who is reading my content and in what depth?
Creation and delivery of a bespoke executive summary writing module for their global sales academy. Delivered in person in the US in March and then re-purposed to on-line for October due to pandemic.
Supported Asiapac team with a major bid that harnessed HTML for an interactive submission document to ensure they stood out. Contract value of £9m.