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The Proposal Post-Mortem: Analyzing & Learning from Your Service Proposal Results

Terrica Skaggs  (CEO, Cocktails & Details® / Terrica Inc.)

Location: Grand Ballroom A

Date: Wednesday, February 26

Time: 1:00 pm - 2:00 pm

Pass Type: All Access, Combined CS/TSE Conference Pass, TSE Conference Pass, TSE Premium Pass

Track: TSE-Leadership & Professional Development, TSE-Event Planning

Vault Recording: TBD

The importance of reviewing past proposals – win or lose.
Key elements for analyzing past proposals:
Client profile and project specifics.
Strengths and weaknesses of your proposal.
Client feedback (if received).
Win/Loss outcome and the reasoning behind it (if applicable).
Identifying areas for improvement based on analysis.
Refining your ideal client profile and service offerings.
Enhancing your proposal content based on client feedback and trends.
Building a winning proposal template that reflects your learnings.

Conclusion:

Recap the benefits of a streamlined proposal workflow.
Emphasize the importance of continuous learning through proposal analysis.
Call to action: Implement the strategies to save time and create winning proposals consistently.

Beyond the Proposal: Follow-Up Strategies for Landing the Job
Submitting a service proposal is just the first step. This session explores powerful follow-up strategies to ensure your proposal stands out. Learn how to effectively follow up with clients, address concerns, and negotiate confidently to secure the event booking.
• Attendees will develop a comprehensive follow-up strategy to strengthen their post-proposal efforts.
• Participants will learn effective communication techniques for email and phone follow-ups.
• The session will equip attendees with the skills to address client concerns and negotiate confidently.
• Attendees will gain valuable insights on leveraging social proof and creative follow-up tactics to stand out from the competition.