040: How to Get the Proposal Information You Need, When You Need It

Have you ever felt like your internal proposal process was taking too long?  Your team is spread out, working from home or maybe they just aren’t meeting deadlines. Well, marketers, today’s episode will bring you some insight on how to better prepare and execute your next proposal process.  Our guest, Kate Robinette, CPSM will give you some steps to help your team juggle multiple proposals, stay on task with proposals and maybe even help you streamline your process.

Kate dives into how she’s been able to handle her team’s proposal process. She shepherds them to the finish line by keeping them on task.  We talk about her 'No Meeting, Meetings' as well as her proposal outline and how she helps new members integrate into the team.  You don’t want to miss this episode, lots of great advice in here.  Here are some highlights:

• How to kick off the proposal process with a team: 5:30
• Kate’s “No Meeting, Meeting” Reminders: 9:15
• How to keep that proposal process moving along: 10:08
• Review weekly calendar tasks:  13:41
• Kate’s advice on how to write better proposals (hint: edit and read): 18:07
• What to do after the initial meeting: 20:15
• Work on multiple proposal processes at once: 23:26
• Kate’s proposal outline: 26:44

About Our Guest

Kate Robinette, CPSM

Partner, Go! Strategies, LLC

Kate is a theater nerd who learned about AEC marketing when a board member of the arts council where she worked suggested she talk to his marketing director. She quickly realized her linear thinking, strategic analysis, writing, and logistics management were a killer combination for helping to win work. She spent 20 years honing her craft. Now she helps companies strengthen their marketing and BD teams, culture, and employee engagement with the same combination of talents and a (slightly less) deadline-driven rigor.

Links Mentioned in this Episode:

➢    Kate Robinette LinkedIn

➢    Go! Strategies, LLC

Get Yourself a Mentor
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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.