The only thing we ask, to reduce the incidence of our stuff being copied and turning up elsewhere (unfortunately this has happened), is that you register first. After all, it’s totally free.
Bid Readiness ChecklistFREE
No Bid Letter TemplateFREEFREE
If you ever get invited to bid, but for some reason can’t or decide not to submit one, then it is considered good manners to send the Buyer a nice letter explaining why you can’t put a tender in.
Reasons may include:
- you are currently onboarding a new client, and don’t want to over-stretch yourself at this crucial time. The Buyer will appreciate the fact that you are devoted to providing your clients the very best service.
- you don’t feel you can comply with all the requirements, and therefore are unable to submit a compliant bid. The Buyer will appreciate the fact that you do not wish to waste their time reading a non-compliant bid, and may even decide to change their requirements if they get too much feedback of a similar nature.
This template will save you time writing the appropriate response. Download for free.
It is often a requirement during the tendering process to prove financial stability. Generally the Buyer requests the last three year’s audited financial records. However, for a small to medium-size company, this can be an onerous requirement. Most private companies do not get their financial records audited, and there is no legal obligation to do so. In addition, it is none of the Buyer’s business what the company’s revenue and profitability is. They are merely attempting to ensure the proponent is not teetering on the edge of insolvency prior to engaging them.
In the above situation we generally advise our clients to ask the Buyer if a letter from their Accountant attesting to their financial solvency will suffice. We have never been told no, since this information is generally the limit of the procurement team’s inquiry. Send this simple draft template to your Accountant and they will do the rest.
Tender Feedback FormsFREEFREE
It doesn’t matter if you won, or lost, you should always seek feedback.
If you won, then you will hear valuable information about what the Buyer liked about your offer. You can then use this in future tenders.
If you lost, then you *might* hear valuable information about what the Buyer didn’t like about your offer. They won’t always want to tell you, especially if your tender document was terrible. People don’t like being being negative, so they usually default to a conversation about price. BTW it is worth noting that if your tender document was terrible, then they would not have understood your value, and therefore price is the only criteria by which they can compare you to others.
Regardless, these forms will help you to ask the right questions to get the most value from the feedback session. Try to get in front of them, or on the telephone, to ask your questions. We don’t advise you just send this form in.
Document the feedback and keep on file or in a database somewhere to keep track. Review regularly.
Writing Your First Business ProposalFREE
Competitor Analysis WorkbookFREEFREE
If you want to know how to win a competitive bid, you will need a deep understanding of both your prospect, and the competition. This Excel template will help you focus your efforts on finding out the most important information you will need to position your offer in the most favourable light.
This is not an easy exercise, but essential! Remember, your competitors are doing the same, so you must beat them at their own game. If you need more assistance, try out Calculators, and also purchase (and read) our e-book “How to write tenders and proposals that win”.
Customisable Proposal TemplateFREEFREE
This proposal template is set up to go, with headings layout complete and suitable to begin writing your business proposal to your client. Select from 5 pre-selected heading and body text fonts, and easily change the colour/cover sheet to suit your brand. Designed for the beginner, this template is adaptable to suit most businesses.
This template contains macros which we guarantee are safe to run on your computer. We suggest that you download the Read Me First doc first, and try the template with the test version. Any problems please let us know and we’d be glad to help.
Watch a video on how to use this template.