Submitting a statement of qualifications (SOQ) for a project is table stakes. It is easy to believe what we write and present in an SOQ is what wins the project. It is not! The SOQ/proposal is the minimum entry requirement for the right to compete for the project. So where exactly does an SOQ/proposal fit into the sales process? How much weight does it really have in the final selection of a firm?
Here are the most important factors that determine a project win.
Notice that the three most important factors to winning a project have little to do with the SOQ/proposal. By the time the client is reading our submission, they should know who we are and trust us. The SOQ/proposal is the final step (besides a shortlist and interview) that should seal the deal. The data we provide in an SOQ/proposal should be justification for the client selection committee to select us.
What an SOQ is NOT! An SOQ is not . . .
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Gabe Lett, FSMPS, CPSM, LPC