How to Deliver Winning Proposals – Part 3

 In Building Successful Partner Channels, Business Model Management, Entering Foreign Markets, Featured, Industry News

Patient 500x500I help information technology companies become global market leaders. None of my clients’ situations are the same.  There are similarities, but no two situations are identical. Therefore, even though I have a toolbox of methods and substantial operational experience, the solution for each of my clients is highly customized and often requires new approaches. My proposals for advisory services are correspondingly customized and are based on preliminary insight into the challenges of the individual client situation.

Analyzing why I in my early days as a consultant lost too many proposals I came to the following conclusions:

  1. I was too impatient
  2. Consulting projects must provide tangible value = results


TimeWith an entrepreneurial background I was used to driving the business. I am good at listening and analyzing, but until we have tried our hypothesizes in the real world we cannot know if they will work or not. Therefore I have a strong inclination for execution – getting things done.

If we are wrong and fail, we can fix it and move on.

This approach doesn’t work as a management consultant. The client is in charge of the timing, not me.

I had to learn the hard way that the client is ready when the client is ready.  I may not be available when the client is ready, but that is not a problem I can do anything about.

Value and Results

In the beginning of my career as a management consultant I was reluctant to take responsibility for the outcome of a project. Too many factors outside my control would have an impact on the final results.

That was a mistake.

As a management consultant you have to take responsibility for the outcome of the process you are engaged to help improve. You cannot assume responsibility for the final results. That responsibility resides with the client’s executives, but you have to guarantee the quality of your own contributions.

I also failed to distinguish between input and output.

All clients need output. They need tangible and measurable improvements in conversion rates, employee and customer retention, revenue growth in new markets, improved sales productivity and so on. However, clients often ask you to help with inputs. They need help to review their business model and strategy, to analyze why something doesn’t work as expected, to design a customer satisfaction survey, to do a market assessment in Germany, to recruit resellers in the UK and so on.

Inputs such as strategy and business model reviews, market assessments etc. are tactical commodities. They have no value per se. How do you charge for commodities that have only perceived value? How do you secure urgency on a tactical activity that has no measurable value?

I am now reluctant to engage in tactical input driven projects. Most of them never get executed and those that do tend to end up with a very low price tag on them.

The Management Consulting Sales Process

As I did research on the issues I was facing I came across Alan Weiss and his book “The Consulting Bible.” Alan Weiss is American and I am Danish. There are major differences in our cultural backgrounds. I think many European management consultants will write off Alan Weiss as too American for their taste, but that is a big mistake.

From his writing I have adopted this management consulting sales process:

Consulting Model


I have covered the steps “Shared Value” and “Relationship” in the previous post. Now we get to “Conceptual Agreement.”

Conceptual Agreement

The “Conceptual Agreement” phase has two objectives:

  1. Determine the project’s success criteria
  2. Outline and agree on the consulting approach

The success criteria

This is where I failed utterly in the beginning of my career as a management consultant. I failed to define the success criteria of my potential engagements.

What do we want to achieve and how do we measure/register/agree when we have achieved it?

What is the value of this achievement?

I have adopted Alan Weiss’s rule of thumb and do not want to engage in projects where the relationship between my consulting fee and the value to the client is not at least 10:1 in favor of the client.

The amazing observation is that I am much more concerned about the success criteria than most of my potential clients are. Most of my potential clients want references, case stories and other types of proof that I have done similar projects to the satisfaction of other clients. However, they are mostly unprepared to define tangible success criteria for their own projects. Defining the success criteria is the best approach for clearly defining the project and its’ environment. Without clear success criteria I cannot engage.

The consulting approach

When we have agreed on the success criteria for the project then we can briefly outline the consulting approach. As we are aiming to reach the success criteria as fast as possible with as little “disturbance” as possible the consulting approach can be adjusted as we move along. There is no longer a need for being very specific on the input side as long as we deliver on the value side of the equation.

The Proposal

Now the proposal becomes a confirmation of the Conceptual Agreement. The only amendments are the fee and the payment terms and conditions. With a value ratio of 10:1 in the client´s favor that seldom is an issue.

Other posts in this series:

How to deliver winning proposals – part 1
How to deliver winning proposals – part 2
How to deliver winning proposals – part 4
How to deliver winning proposals – part 5
How to Deliver Winning Proposals – Part 6
How to Deliver Winning Proposals – Part 7
How to Deliver Winning Proposals  – Part 8
How to Deliver Winning Proposals – Part 9
How to Deliver Winning Proposals – Part 10
How to Deliver Winning Proposals – Part 11
How to Deliver Winning Proposals  – Part 12


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