Listen "035: Client Research: Proposal Pet Peeves and Common Winning Elements"
Episode Synopsis
Welcome back, Marketers! We are back and kicking off season 2 with a new episode. Have you ever wondered why a client may choose another firm over yours? Interested in making the client’s experience a better one? Today, I’m interviewing Sreoshy Banerjea, an urban designer and architect who has taken her knowledge and dug deep to find out what our clients want in a proposal. Sreoshy’s research looks at what the client is looking for within your firm, your proposals, and more. From the basic factors like spelling errors to more sophisticated considerations such as diversity in age. We will discuss the biggest pet peeve of the client, as well as what makes a winning proposal. Sreoshy has created a course on writing a better proposal and winning that client each time. Her course, ATLAS Framework, is available here: https://atlas.newzenler.com/f/atlasroadmapWhat to review the highlights of today’s episode? Sreoshy’s career path: 2:04Sreoshy tells us about the recent client research she’s conducted: 4:42What do you look for when hiring and selecting consultants? 4:57Common factors from the client’s side that made them want to eliminate proposals?: 7:32Basic Factors: 7:57Sophisticated Factors: 8:11Diversity in Age?: 11:06Client looking for the day-to-day lead to present AND lead the meeting: 12:45Technical details/Project Delivery aspect: 14:59Quality Control, do you have a system in place? 16:22Common winning elements for proposals: 17:05What’s the biggest factor? 17:44Other winning elements? 18:17Which proposals have the more winning patterns? 20:15Clients biggest pet peeves reviewing proposals? 21:55ATLAS Framework – how can it help firms create better proposals? 26:44Get Yourself a MentorAre you looking for a mentor? Someone to go alongside you AND who gets what it’s like to be an AEC marketing professional? For as little as $5/month you’ll get bonus podcast content, early and discounted access to training, and individualized support from me. Go to marketerstakeflight.com/mentor to learn more and join today.Want more AEC marketing goodness? New to proposals? Download my FREE “RFPs for Beginners – The Ultimate Proposal Management Checklist.” Stop planning, start creating with my FREE “Ultimate AEC Content Marketing Starter Kit.” Follow Lindsay on LinkedIn and Instagram. Collaborate with other AEC Marketers in our Facebook Group. Purchase bite-sized, on-demand templates and training at the Marketers Place. Enroll in online training: The Proposal Pro or Content Marketing Clarity.
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