Ready to understand your firm’s strengths, weaknesses, and opportunities related to proposals?

… Say Hello

Imagine knowing how your proposals and marketing material compares to the competition and industry standards.

The challenge is . . .

  • It’s easy to fall into a reactive approach to proposals and marketing material, which means using the same content repeatedly that isn’t working.

  • Internal marketing teams and firm leadership cannot provide unbiased opinions to suggest improvements.

  • Debriefs with clients do not always provide intel on how your firm stacks up against the competition.

That’s where a proposal audit comes in.

A third-party audit provides an unbiased review that uncovers the impactfulness of content, suggestions for improvements, and insights into how clients read your firm’s material.

Audit Includes

  • Review of 3+ proposals/marketing material

  • Discovery meeting to understand the processes, tools, and perceived areas of opportunity

  • Analysis of material related to key criteria, including process, persuasive messaging, and proposal design

  • Audit findings meeting to present audit report and recommendation

Deliverables

  • Scorecard comparing material against key criteria, industry standards, best practices, and suitability or usefulness to your firm

  • Recommendations to address any shortcomings and opportunities

  • Detailed report of all findings related to each key criteria

Woman reviewing proposal

Schedule a free consultation if you’re ready to gain insights and guidance on fine-tuning your messaging, structuring your content effectively, and confidently presenting your firm’s value.

Word Bubble

What Marketers Are Saying

“In every conversation, you have with Diana, you’ll get food for thought, tools to put in place, and instant takeaways.” 

Selena Horn, CPSM
Marketing Manger
Joeris General Contractors

Say Hello

Schedule a free consultation. Let's go over your unique business and marketing needs to discover how you can win more!