Without proper training, writing proposals can feel a lot like throwing darts while blindfolded – you know your target is within reach, but you aren’t sure exactly how to hit it.
Fortunately, you don’t have to keep sending out proposals with no clear direction. Our corporate proposal trainings and consulting services give you the foundation you need to write customer-focused proposals, build a scalable process, and scale as your company grows.
Proposal Training
Choose from our core topics, such as Storytelling and Executive Summaries, or create a custom training based on your team’s needs.
Hiring and Onboarding
Bringing in the right candidates is essential to good proposal support. We take the guesswork out of hiring and onboarding your proposal team.
Custom Consulting
Keep losing and not sure why? Process not working? We’ll develop a custom consulting project to help you overcome your challenges so you can start winning more projects.
Corporate Proposal Training
Choose from our core trainings below or build a custom one for your team!
The listed trainings are available as both trainings and group workshops.
PROPOSAL STORYTELLING
Our Proposal Storytelling training breaks down a storytelling structure to make your proposals resonate with buyers each and every time. Whether you use this framework for specific sections in your proposal or for your overall proposal, the result will be a more customer-focused proposal.
EXECUTIVE SUMMARY SECRETS
This training will turn the Executive Summary from one of the most dreaded sections to one of the most fun! We’ll cover the prep-work you need to write this section as well as how to structure it and make writing easier. We will review specific examples to make it an easy-to-repeat process while being focused on that specific opportunity.
KEY REVIEW MEETINGS
Scrambling to pull together a proposal by the RFP deadline can cause you to miss out on one of the key steps – reviews. This training covers key review meetings that should take place for your top proposals – from develop a competitive strategy to brainstorming content to conducting an internal evaluation. These meetings will take your proposals from compliant to winning!
How It Works
Trainings are available virtually or onsite (limited onsite options available). You can schedule a training for as little as an hour or a custom multi-day workshop based on your team’s needs. The examples above can be pieced together or combined with other topics to accommodate your current challenges and knowledge gaps.
To book a training, schedule a discovery session, and we’ll help you determine the best one for your team.
Hiring & Onboarding
When you’re ready to hire your own proposal expert, it can be difficult to identify the right skills and set them up for success. We help with all of the key steps of finding the right team and integrating them into your company. Support might include:
ROLE DEFINITION
Sometimes the hardest part of bringing in a new employee is figuring out the specifics of what they will do day in and out. We’ll help you determine if they should be 100% dedicated to proposals or combined with other roles. Then we’ll draft a job description and KPIs so everyone is on the same page.
INTERVIEWING
Don’t waste your time meeting with someone who doesn’t have the skills you need. We’ll vet candidate resumes, hold a skills assessment interview, and create interview exercises and questionnaires to evaluate each candidate so you can focus on meeting only the best ones.
ONBOARDING
Each company has a unique process and culture, and we’ll help document yours so your proposal team has all of the resources they need to get started. This can include process documentation, training, mentoring and more, based on your specific needs.
“Before working with Utley Strategies, I felt totally overwhelmed and confused by the prospect of training and onboarding new hires. I chose to work with Utley Strategies because I valued their competency and their commitment to doing a good job, but more importantly, they were absolutely trustworthy. All it took was one meeting with Utley Strategies to dump all of the thoughts in my head and explain to them what I wanted to say, and they took it and repackaged it into something teachable and comprehensive. Utley Strategies has been so instrumental to my business that they are now a fixed part of my business- all new hires go through them before they start working for me! Thank you Utley Strategies!”
Marianne Boules, CEO, Boules Consulting
Ready to grow your team?
Schedule a Hiring & Onboarding discovery session now.
Custom Consulting
Sometimes you know you need a change, but you’re not sure exactly where to start. That’s where our custom consulting can help. We can review your process, audit your proposals, revamp your strategy, and more.
Custom consulting is truly custom. When you schedule a discovery session, we’ll talk through your current challenges and develop a project tailored to your organization.