10 Tips to Submitting the Best Reply to an RFP Ever!

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!