Architects and engineers have long lived by the RFP and the follow on interview. For lawyers and other service professionals, the RFP and client interview are relatively new entrants in the marketing and sales arena.

But as clients increasingly have an array of options before them and face increased pressure to maximize the dollars they spend on outside professionals, the pace and importance of RFPs and client presentations and interviews will continue to accelerate.

The Process

Every firm has been there – the client interview or firm qualifications presentation. Your firm is fully prepared to answer every question about your capabilities, experience, history, and more. You’ve got detailed and extensive introductions for your firm team planned.

And the client throws a complete wrench in the system because they don’t want the traditional dog and pony show – they want to know why they should pick you, what you’ll do for them that is different, and how you’ll help them address the myriad of challenges they face.

Will you be prepared?

Marketing Evolutions has helped hundreds of professionals and firms effectively prepare for and successfully compete in client presentations and pitches. We have a proven system for pre-interview prep and a unique process for creating connection and credibility with the client from the get-go.

We’ll walk your interview team through a series of steps including:

• Client intelligence;
• Pre-presentation homework;
• Handicapping the competition;
• Messaging;
• Creating an effective meeting structure and agenda;
• Opening the meeting;
• Building rapport;
• Closing the meeting;
• Crafting a follow up plan.

The Result

You spent hundreds of people-hours preparing the RFP that got you to the interview table. Give yourself a leg up on the competition by preparing effectively and not just pitching the work but winning it, too.

Ask us about our two-day presentation skills workshop!