"No guessing."

Don't Propose: When the best proposal strategy is not to propose
If you’re guessing, maybe it’s best to sit one out
The call comes. “Greg, do you have time to come in and look over a proposal we’re putting together.” My answer to “do you have time” is always yes, but yet I hesitate because I know we won’t be just looking over a proposal.
Proposals should be culmination of a thorough client discovery process bumped up against your firm’s capabilities. At a high-level it’s that straightforward, but in all but the most disciplined firms, there are a number of new opportunities being proposed without key information. It’s affecting close rates and making the business development team look ineffective. Let’s dig into what’s happening.
Developing opportunity, marshaling resources, mapping the decision process
From afar, this game is easy. The sales professional finds or is offered an opportunity, which they develop through expert communication. This can be either a problem needing to be solved, or a result needing to be achieved. We’ll call it the desired outcome. To design the right solution to get the outcome we come to an understanding on the resources available/required to get it. Finally, before we can get to a decision, we need to understand the decision process, on both sides of the table. This leads to a formal proposal. Easy stuff.
When I jump into a proposal review, I am taking a look at the proposal through those three lenses, applying rigorous criteria. Take note because this is some heavy stuff, but I’ve figured it out through years and years of training and reflection. Are you ready? Here goes:
Is this a guess?
The mantra of a strong sales culture is “no guessing.” If you don’t know the answer, ask. If you think you know the answer, check again. If you think someone else in the organization may have a different answer, find it.
No guessing.
Keeping this in mind, let’s outline some common hazards I find in a proposal review:
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