When an RFP (request for proposal) is submitted by a potential client (PC) for the services of a virtual assistant, understand that the PC has many, many replies to weed through. Having your reply stand out above the rest is key to securing the interview.

I came across an interesting post, “Get More Clients For Your Home-Based Business by Avoiding These Five Deadly Mistakes” written from a client’s perspective who was terribly disappointed with a majority of the 20 or so replies she received for an RFP. The gist of her post was simply that the replies did not offer an answer to the all-important question…’What can I do for you?’

The author wrote:

“My needs were clearly listed – web maintenance, shopping cart and autoresponder administration. One of the offers I received listed typing, transcription, scheduling appointments and making travel arrangements as the services provided.

No mention of providing the technical skills I required.

If you’re submitting a quotation to provide a product or service, make sure you understand what the prospect needs, then tell that prospect how you can meet those needs.

If you merely provide a list of what you offer with no reference to what the prospect is looking for, she will think you either a) don’t pay heed to what you’re reading, or b) just don’t care – and either one of them will put your proposal into the round file.”

This client/author fielded replies which simply responded to “WHAT I am or WHAT I have done in the past” but never really addressing the client’s specific requirements. This was a constant theme through the author’s post.

I addition to the author’s suggestions, I have listed 10 Tips to help virtual assistants respond correctly and efficiently to a potential client’s RFP. If you follow these tips closely, you will have the best reply to an RFP ever!

1) Follow the RFP directions – As simple as this sounds, read the RFP thoroughly and gather the information the potential client is asking for. If they want samples of your work, attach a link to a portfolio or a link to your work as featured on someone’s site or your own site. If they want three references, provide the name, phone number, title, email address and a link to your reference sites; make sure you include the required number three. If they ask a question such as ‘why do you want to be a part of my team’ be sure to answer that question completely…however…

2) Although your reply can offer an explanation about your company and your specialty, answer the question (#1) in terms of ‘what you can do to benefit the client’. So don’t answer, “I want to be a part of your team because I need a job” or “I want to be a part of your team because I am good at what I do”. A better response would be, “I want to be a part of your team because my marketing skills have increased my clients’ email subscriber list from 100 to over 200 in one month’s time. I can do the same for you.”

3) Do your homework! The best means to offer a clear, concise reply to an RFP is to become educated about the PC’s business. Most potential clients will offer up a website address. Check out the site and familiarize yourself with their business. If the PC is a coach, personalize the RFP reply with something about their coaching business and what you have done for other coaches to help them with their work.

Do not critique their site in the reply RFP.

If the RFP does not provide a website address, check the domain for the email address and see if that garners some online clue about the client. If not, Google the potential client’s name and/or business name; read any articles he/she may have written and check Twitter, LinkedIn and Facebook to see if you can familiarize yourself with the client’s work. If you get the interview, you are already ahead of the game when discussion of the client’s business presents itself.

4) Have ALL of Your Ducks (Ready!) in a Row – Do not send a reply to an RPF if your website and social networking sites including your blog are not ready for the potential client’s review. If you have a PC’s attention from your written reply, chances are they too will do their own research about you before they make contact so having the best possible website and ‘store front’ available will be key to securing that consultation.

5) Include all of your contact information in the reply in an easy-to-read format. Make links clickable and check those links before you hit ‘send’. Be sure that you have full testimonials in place.

The author wrote:

“One bid provided a link to a web site where I could read testimonials. The testimonials were one and two liners followed by clients’ labels instead of their names, locations, or businesses.

For example, “Betty does good work. – Accountant”, “Betty always has her work to me on time. – Chiropractor.”

If your services are worthy of receiving testimonials, there is no reason why the providers shouldn’t approve the use of their name, business and town to validate the testimonials as authentic. Adding a picture creates even greater validation.”

(Although I personally felt that a photo was not necessary and often difficult to obtain.)

6) Read the RFP Carefully for Keywords – If an RFP uses words like ‘team’ or ‘dedicated’ or ‘looking for enthusiasm’, include these words in your reply and explain what you have done to be a part of a team AND how that effort paid off. If the PC is looking for a ‘dedicated’ person, give examples of client relationships which have had endurance AND how that attribute can be beneficial to the PC. If someone is looking for someone with enthusiasm, then write the reply with enthusiasm! Other keywords to look out for are ‘expert’ or any level of experience such as ‘intermediate’ experience. If a PC is looking for someone with specific experience, never say, ‘I am a quick learner’ or ‘I always wanted to learn XXX but if you show me how, I can do the job’.

The author wrote:

“One bid listed web maintenance and design as a service offered, however, the bidder didn’t have a site of her own or offer any references or testimonials for sites she ‘allegedly’ maintains.

If you offer a particular service that can be verified, provide testimonials, references and samples in your original bid so the potential client can corroborate them.

People are busy and if you don’t give them what they want on first contact, they aren’t going to take the time to contact you for more information when five, ten or fifty other proposals are giving them what they need.”

7) Proofread, Edit and Reread, Again! – Once you finish your reply to an RFP have someone proofread it for you. Spelling and grammatical errors stand out like sore thumb and distract from the content. Further, you are the example you set in your reply so if it is sloppy, you can be that the PC will believe your work is sloppy as well. Make sure that you are answering the question, “What is it that I can offer to the PC?” Does your reply answer that question?

8 This is not your biography.

The author writes:

Don’t make it all about you.

“I received two offers that demonstrated no real interest in how they could meet my needs. The first went as follows …

“I love working with coaches! I’ve been running my own business for “x” years. I have a degree in “x”. I worked as a nurse’s assistant for ‘x’ years, then decided to pursue my love of organizing, and I have …” – there was no mention of skills that would meet my needs.”

I reiterate again, make sure the reply is answering the question, “What is it that I can do for the potential client to meet their needs?”

9) Follow up to your replies within one week. Ask if you can offer any additional references or if the PC has any questions. Show a continued interest in the position. Be prepared for not receiving any reply at all! I would say that 95 percent of the replies to RFPs I send out never receive the courtesy of a return reply. Once I received a phone call back where the PC thanked me for my time and on occasion, I will receive a nice email with ‘thanks but we’ve filled the position’. However, I mention following up because one time I received a response to a follow-up indicating that the VA they hired was not working out so I was able to secure the account in that manner. Tip: Ask if you can add the PC’s email address to your own e-newsletter subscriber list. You never know if they may call on you later!

10) Customize each reply! Each reply should be custom to the RFP itself. If you use one cookie-cutter form to send out to every RFP, the lack of customization will be apparent. PCs want to know that you find their RFP to be important.

It takes time to craft a good reply to an RFP. Consider it a part of the virtual assistant’s job. Not only do we work on client work but we continually market our own businesses. I consider replies to RFPs part of my marketing plan. Sure, it can be laborious and the rejection factor can be high but well worth effort if you secure that client who appreciates the time and effort put into that RFP reply!

Lately, I have seen so many missed opportunities for local businesses to rectify bad services complaints from customers and turn these instances into repeat sales or even referrals.  I’ve been the victim of bad service more times than not lately as I have been working with contractors to complete projects on my home. So, this  topic was worth a blog entry. 

It is not a secret that competition in the Florida construction industry is fierce. When we decided to install a swimming pool and install a fence this summer, many of the companies I received quotes from had either gone out of business or did not have the funds to complete projects. (One installer told me that if I did not make a decision by a particular date, my quote would go up $2000.) If a construction company can survive, the only factor I see is that good service is the only means which sets one company apart from the other.  Otherwise, they lose the referral business so necessary to survive.

After completing the swimming pool, we decided to fence the entire yard. We called a reputable and homeowner-referred Florida fence company and received a quote. 6 weeks later when we made a final decision to fence the yard, the salesman came out with a quote $500 dollars more than the original. As his quote was still lower than other quotes we received, we renegotiated the price although he really should have honored the original quote, which by-the-way did not indicate an expiration date. (He kept mumbling—-yes, mumbling about ‘getting yelled by the owner if he returned to the office with a quote which was too low’. ) This was the beginning of a myriad of problems with this company, which I will not itemize here but suffice to say that after installation was complete, I sent a typed note listing all of the issues that had gone awry. Along with that note, I mailed my final payment, which was promptly cashed so I know that the note was received.

Do you think the owner of the fence company would have called me to discuss what I addressed in my note? I have not heard one word.

As a result, I will not recommend this firm. My home sits at the end of a street which leads into a 1200 home brand new subdivision so the fence is quite visible. This is a missed opportunity for more fencing business.

As I mentioned, we put in a swimming pool. The project has been fraught with problems but each issue had eventually been worked out with some reasonable solution. The main problem is that I had to be vigilant and ‘on top’ of every step of the pool installation which became cumbersome (scheduling time off from my work, being available at a moment’s notice, etc.). I felt as if I was labeled ‘the homeowner who was difficult to satisfy’. My arguments with the pool contractor were valid but had I not been vocal many of the mistakes would not have been corrected. (I documented the installation of this pool so I plan to write about it in a future blog.) The bottom line is that none of the subcontractors (tiler, deck texturer, deck painters, cage installer, concrete subs) had my best interest in mind. That is what a contractor was hired to do–oversee the subs! Well, the subs asked no questions of me and simply fulfilled the job requirements. Without someone ON SITE during every phase of the construction, mistakes were bound to be made, which meant that I had to be the one to bring these to the attention of the pool contractor. It did not make for a good relationship. The contractor kept saying, “We want to please you” but that became a burden to him. I could feel that tension. I told him he needed to be here every step of the way.

I visited a local salon to make a hair appointment the other day. I had a bad experience at this salon about a year ago, which was fixed by another hairdresser but it required another visit back to the salon and another monetary tip. I had not been back to this salon since that incident occurred but decided to give the business another try. (I met the owner outside the shop one afternoon and she convinced me to try her services again.) Well, when I made a new appointment last week one of the hairdressers (not the one in question) became defensive when I explained why I had not patronized this salon in some time. It was as if she was calling me a liar. A better way to have handled this was to just simply say that this time the salon would guarantee the work they would do with the new appointment I had made. But,that did not happen. I left there wondering again what the results would be with this new appointment. No customer should leave any place of establishment wondering what lies ahead.

You see, I want to get the most from my money. Every dollar counts. If I am going to pay $100 for my hair to be lightened, I want value for that price. If I am going to pay tens of thousands for a new swimming pool, I want the tile to be installed in some kind of fluid pattern and expect that the tile-guy will have that expertise. I do not want to come back and say, “That’s not the pattern you showed me in the catalog”. If I am going to pay a few thousand for a new fence, I expect that the installers will have the survey in their possession when they arrive. I also expect that I will not get a call the day of the installation to say the construction crew is on its way despite asking for a phone call one day in advance.

And, I expect when I have a concern about work that is being done, paid for by me, out of my own pocket that this will be addressed in a professional manner and not be ignored.

Perhaps I am asking too much. Mistakes are bound to happen. I say to the construction and small business industry–do not blame the economy entirely for your downfall. It is survival of the fittest and that means Good Follow-Up and Excellent Customer Service is your ticket to survival.

Janine Gregor

I’ve had it with pool contractors, dealers and salesman. The entire pool buying experience has been a nightmare.

We (husband and I) have been trying to build an in-ground pool for more than a year and a half. We have exhausted nearly every dealer in our area.

What We are Looking For

I’m a virtual assistant and I work with real estate agents regularly. I did my due diligence in deciding whether the addition of a pool to our 2005 Florida home would be a valuable asset to the resale of the property. We live in a small, slightly upscale subdivision with larger lots but no amenities. Nearly every neighbor has a pool and when I calculated the potential resale value of the home (with the help of an appraiser), we would definitely gain significant value in the home as well as attract more buyers in a year-round warm-seasoned climate. Additionally, since most in-ground pools in my area are installed with a cage (fancy name, lanai) this outdoor, enclosed space becomes a value-added addition to any warm climate home. So my search for a pool quote included cage, pool and deck.

Looking for Quotes to Compare

I’m also a business owner dealing in client-VA contracts and quotes regularly. This is the 3rd home we have owned and the 2nd we built from scratch. I’m all about quotes and comparing amenities. I want to know what I am buying. However, that is not what the pool industry, from my perspective is all about. In fact, I’ve lost the interest of a number of pool contractors simply because I shop around and I question pricing.

Look at the Details

It is nearly impossible to compare quotes from one pool contractor/designer to another. If the homeowner does not know what it is that is being quoted many important quality construction details may slip by undetected. For example, I noticed one pool dealer quote included 3500 psi ShotKrete (the cement that is blown into a concrete pool after it is formed with rebar supports) while another was 4000 psi and yet another quoted 5000 psi. The higher number in the pressure per square inch (psi) ShotKrete, the denser the cement will be therefore, it will be more durable over time. This does not always mean that the 5000 psi pool contractor will charge more for denser cement either! But the 3500 psi pool quotes were often more expensive than the 5000 psi quotes. Another example in crafty pricing is the difference in handrail costs. I added a handrail to the quote, and the same pool handrail can vary in price from $150 to $350 as well. Same handrail design, same manufacturer, bigger markup. Sometimes the markup was so extravagant that it bordered on pure greed.

Our pool design request is very basic. We are not installing any pavers, fountains, planters, etc. We are planning a simple concrete deck but every single dealer I have encountered tries to sell you the extras no matter how hard (and loud) you state that this is a basic pool. It is very annoying and pushy and creates a tenuous relationship. No consumer wants to feel pressured into making a decision.

Unprofessional Behavior

Last week a pool dealer emailed me that prices were increasing April 1st and after that date the pool would cost $2000 more. The original quote was offered for less than 30 days. Most quotes are ‘good’ for one month. Abominable.

When I have asked dealers to itemize the quote, I have either been brushed off or have had to wait months for the information. They simply do not want to itemize but there is no other way to compare apples to apples. When I asked several dealers if they would modify the contract many pulled out before I could finish my sentence. For example, I wanted to add some type of safeguard clause that if the pool was not finished in a reasonable amount of time (I did not specify any timeframe) barring the rainy season (or mother nature in general) that there would be some type of penalty. I never heard from that dealer again after working with him for over 3 months on a pool design!

I Want to Know You are Paying the Subcontractors

Same dealer also did not want to add to the contract my request that I receive copies of the payment receipts made to the subcontractors. With so many pool dealers closing down due to the poor housing economy, it’s imperative that contractors pay the subs because if they are not paid, then a lien can be placed on the homeowner even though the homeowner made payment to the contractor. I never heard from this guy again. Actually, his salesman sent an email (he could not even call me) offering stale rhetoric that he was unable to reach a mutual agreement and that they terminated all negotiations. Crummy way to do business. Why not talk to me? I do not bite. In fact I wanted to develop a relationship with the dealer and build trust.

Use the Opportunity to Educate the Consumer

Being a good sales person involves educating the consumer. When potential clients question my virtual assistance per hour fee, I educate them on the benefits of working with a VA as opposed to hiring a part-time employee in-house. I show them my VA calculator. I explain that business owners do not have to pay for vacation, coffee breaks, downtime, social security, equipment or sick time. Why is it that not one of the dealers could explain to me from his perspective why my requests were being denied? Perhaps I might have understood. I am willing to listen.

References Do Help

I checked references but you know pool dealers are only going to give references for the folks that they did a good job for. (In fact it was one homeowner reference I checked out that advised me to get the paid receipts for the subcontractors.) So I take the references from other homeowners lightly. But I did listen carefully to other homeowners because sometimes a reference will say something that the dealer was not expecting the homeowner to say.  Some dealers do not use the Better Business Bureau as the fees are too expensive. That was bothersome. The only real credence I received was from the local county building permit department and the state, which is a must-check for anyone looking to build anything using a contractor.

Show Me Updated Pool Design Technology

One particular pool designer/salesman came to our home…now as I mentioned I run a virtual company and I use a laptop; this man travelled with the same. He came with a really slow Dell, and no battery so he had to hook-up in my home (not really a big problem, but I do look for updated technology) and a pool design program that he struggled to work with. He thought that creating the pool in front of us in 3-D would make us excited to sign the contract on the spot but I already knew what we wanted. I was unimpressed. I had 10 quotes and plans. He wasted our time. The computer was as slow as molasses. I could have drawn the pool faster on paper.

Another contractor sent me the plans using Microsoft Works, a program that is a pain to work in. He did not send me any pdfs or attachments. Everything had to be faxed, which is a pill as often the information I received was not dated (references need to be dated by the last few pools installed…not references from 2004 when pools were installed a plenty and construction was good). Often the faxed documents came through illegible. I was surprised at how many quotes, reference sheets, copies of workman’s comp and liability insurance were sent to potential customers either illegible or unable to open in most common document attachment software programs. Has this industry not updated its technology at all?

Pricing is All Over the Board

My last beef has to do with pricing. It was all over the board. This was a basic pool with a basic cage and deck. Nothing fancy and no extra cage supports to purchase to fit in an irregular square space. The space is simple and square. And yet, quotes for the same sized pool and cage ranged from a $1000 difference to over $5,000 difference.

I had to pick through the quotes to see what products they were offering. Some offered cartridge pool filters (be careful, replacement cartridges can be $130 or more) or diamaceous earth filters, which are less expensive to operate but are more expensive to sell. Bigger filters does not always mean better. When I mentioned my budget and what I wanted included such as Pebble Tec (colored pebbles that are blown into the ShotKrete) and a handrail, some could conveniently fit that into our budgeted price, while others charged extra. One dealer fit those items into the budget but got around that by telling us that he would dump the fill dirt into our yard (over the sod) instead of hauling that away. That was not on the quote. He only mentioned that in passing.

This is not one or two pool dealers I am referring to…this is many. Nearly all had some issue in pricing or quality or professionalism.

Buyer Beware.

Final thoughts of what I learned:

• Most contractors do not want to deal with anyone asking too many questions. If you ask too many questions, the assumption is that the homeowner does not want to work with you.
  
• If there were any questions about price, most pulled out the ‘…we have a good reputation…’ speech instead of taking the time to educate me on why their price was as stated.

• Most contractors make their money from the extras so any small-time pools projects are considered insignificant. Expect to be pushed a bill of goods and stacks of slick brochures.
  
• If contractors know you are working on other pool quotes, they will drop you in heartbeat.

• Most homeowners do not shop around for quotes so when a dealer shows up, they expect that you will sign the contract. When I called the references, nearly every homeowner stated they did not shop for quotes. That actually surprised me.
  

We have one last pool contractor appointment this Friday, as I have exhausted every dealer who is still open for business in our area. I’ll follow-up this blog with a final assessment. Perhaps this pool dealer might be the one. If not, then another hot, Florida summer will be spent indoors…
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Janine Gregor