RFP Evaluation

Improve the rate at which you get invited to the table. We review your sales materials and pre-work strategies, then conduct interviews with internal staff to identify overall business strengths and gaps.

We work to weave these insights into your deliverables. The results can include an enhanced RFP response, an easy-to-navigate RFP library, prioritized recommendations, and additional ideas to help you win more business.  

A recordkeeper's value-add program offered RFP evaluation to a large retirement advisory practice. The practice had recently merged into a larger organization and wanted to bring the best elements of its RFP into the new firm's written responses. We interviewed practice leaders, evaluated five previous RFP responses, and provided immediate recommendations to help them win new business. They also received a professionally written RFP Library of responses to modify and use in future bids.