Page 57 - Writing Winning Business Proposals
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48                                 Writing Winning Business Proposals





                         Logics Worksheet                                                       Cell 1
                         Prospect Profile                            “How would you characterize the prospect?”
                                                               e
                         ‡ Major products/markets: Large home appliances (refrigerators, ranges, washing machines, etc.)
                         ‡ Annual revenue/profitability/trends: Last year’s revenue = ??. Highly profitable, though increasing   red
                          distribution costs (a major component of landed cost) could begin to erode margins. Trends??
                         ‡ Major competitors: GE, Whirlpool, Bosch

                         ‡ Market/industry issues: Fairly stable, mature industry, with only modest growth expected next five years.
                          In U.S., demand moving to South and Southwest. Internationally? (Unknown)
                                                                                      red
                         ‡ Strategic direction: Unknown  red

                         ‡ Experience with your competition: Has worked with one of our major competitors (name unknown) and
                          with two boutiques, all of which have done good work for ABC and have been asked to bid.
                                                                                           red


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                            FIGURE 3.20   ABC Logics Worksheet, Cell 1, completed
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                                   3.

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                          Finally, you yourself are unaware of who among your competitors ABC has used
                          before, and nothing in Gilmore’s notes helps you complete this part of Cell 1.
                          The Logics Worksheet: Cell 2 (See Figure 3.21.)
                          You know that this cell asks you to define several elements of the “problem bundle”—
                          the overriding problem your project will address or solve, the triggering event or
                          events that brought that problem to the prospect’s consciousness, and the effects
                          of the problem itself. Clearly, the triggering event is ABC’s market forecast, and its
                          overriding problem, at least from ABC’s point of view, is a looming lack of capacity.
                          However, you don’t necessarily see the overriding problem as they do (for the same
                          reasons related to the discussion in Figure 3.22). So you red flag this item, as well as
                          the effects of the problem. Many of these effects (and lack of benefits) were generated
                          by your aligning them with benefits. And while they seem to fit ABC’s situation, many
                          of them are not addressed in Gilmore’s notes. Those that aren’t, you believe, will lead
                          to fruitful follow-up discussions with Ray Armstrong, the president, and his team.
                          The Logics Worksheets: Cell 3 and Cell 4 (See Figures 3.22 and 3.23.)
                          The first of these cells asks you to identify the kind of project; the second, ABC’s
                          overriding question(s).
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