Table of Contents

Introduction 

Chapter 1: Business Vows 

What They Can Do and What They Can’t Do 

Their Place in Your Business Model 

Why You Don’t Provide Proposals for Just Anyone 

The Role of Conceptual Agreement 

The Concept of Value (Not Time and Materials) 

Chapter 2: Five Steps Toward Great Leaps 

Determining the Economic Buyer 

Developing Trusting Relationships

Establishing Outcome-Based Business Objectives 

Establishing Metrics for Progress and Success 

Establishing Value and Impact 

Chapter 3: Avoiding Gatekeepers, Intermediaries, and Goblins 

Utilizing Mutual, Enlightened Self-Interest 

Using Guile and Other Art Forms 

Using Explosives 

Avoiding Delegation 

Ensuring Support 

Chapter 4: The Architecture of Successful Proposals 

The Nine Key Components 

Chapter 5: One Dozen Golden Rules for Presenting Proposals 

Speed and Responsiveness 

Accurate Re-creations 

Counterintuitive: No Pitch or Promotion

To Be or Not to Be (In Person) 

Definitive Dates and Times 

Chapter 6: Why Bad Things Happen to Good People Who Wait 

How and When to Follow Up 

What to Anticipate and How to Cope 

Overcoming Last-Minute Objections 

Overcoming Legitimate Obstacles 

Creating a Signature (or Something Else) 

Chapter 7: First, Let’s Kill All the Lawyers 

Dealing With the Legal Department 

How to Avoid the Legal Department

Utilizing Your Own Attorney 

Effective and Ineffective Compromise 

The Golden Handshake 

CHAPTER 8: THE DREADED RFP (REQUEST FOR PROPOSALS)

The Beauties of Being a Sole-Source Provider 

How to Massage RFPs so That They Look Like You 

How to Offer Additional Value 

How to Use Public Meetings for Leverage 

When to Run for the Hills 

CHAPTER 9: RETAINERS ARE TO PROJECTS AS MONTRACHET IS TO THUNDERBIRD

The Three Variables of a Retainer 

The Need to Control Scope Creep and Scope Seep 

How to Assertively Pursue Renewals 

How to Stimulate More Retainers 

Chapter 10: In the Unlikely Event You Need Oxygen

What to Do With Requests for Delays Based on Time and Money 

What to Do If Rejected 

How to Improve Your Proposals Constantly 

How to Maximize Your Successes and Fees 

When to Stop Writing Proposals 

Introduction

I’ve had several careers, often concurrently. I’ve consulted with Fortune 1000 organizations globally; delivered keynote speeches before large audiences; written more than 40 books; become a consultant to consultants as a mentor and coach; and formed worldwide communities of entrepreneurs. Throughout those experiences one issue arose, which was equivalent to a synapse in the brain, passing electrical signals: the critical nature of the proposal that spanned the conceptual agreement and the relationship with the buyer, and the formal agreement to proceed with stipulated fees and their payment terms.

Unlike those instantaneous brain waves, however, I found that many entrepreneurs’ proposals created not linkages but blockages, and they created movement only slightly slower than a receding glacier. 

We’ve all seen the “coffee table” proposals, with 30 pages of résumés (“John en- joys fly-fishing”), 20 pages of credibility (“Winner of the Greater Tacoma Not Shrinking Company Award, Honorable Mention”), and 10 pages of nonsensical flowcharts and graphs that look like the innards of the Hubble Telescope. On the other extreme are those who boast of a “handshake proposal,” which holds up nicely until the buyer leaves, the conditions change, or the memories grow short. In this book (which is the modern iteration of my classic How to Write a Proposal That’s Accepted Every Time, first written in 2002, which sold for $149), you’ll learn how to write a proposal in about 45 minutes that is 2.5 pages long, no matter how big the project. The proposal will incorporate subtle features providing for an 80 percent or better success rate, and with maximum protection for you. You’ll avoid legal departments, maximize your fees, and create a passionate commitment on the part of your client.

Sound useful? 

People who have taken this approach have sent me all kinds of positive examples and accolades, and the average income in additional fees the first six months of using it is $40,000. Just a month before writing this introduction I helped a technology consultant raise his highest options from $77,000 to $377,000, which was accepted by his client with 50 percent paid on acceptance. 

And that’s not unusual. 

We’ve been able to completely recast this book (it’s 75 percent different) from its predecessor; provide an online, evolving appendix; and lower the price by more than $100! That’s because John Wiley & Sons and I have a long and happy history together, and the editors and I believe this book can change lives. 

Please proceed with an open mind. What I’ve created may seem extremely simple. There’s a good reason for that perception. 

It is. 

—Alan Weiss, PhD
East Greenwich, RI
June 2011