No Bid Proposal Strategy
No Bid Proposal Strategy
Client company name: Opportunity name: Internal contact person: Date initiated:
1. Primary reasons for a no bid decision
a. b. c. d.
Importance (Scale of 1-5)
2. Benefits of making a no bid decision
a. b. c. d.
Importance (Scale of 1-5)
3. Risks of making a no bid decision
a. b. c. d.
Importance (Scale of 1-5)
4. Messaging to client
5. Client response
Select one: a. b. c. d. Very understanding; a good relationship exists for future opportunities. Somewhat understanding; possibility exists for future opportunities. Disappointed, but possibility exists for future opportunities. Very disappointed; likelihood of future opportunities is unknown or doubtful. Comments:
6. Lessons learned
7. Approval of no bid decision
Approval date: Approval person/title: Client contacted date: Client contact name:
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List1 Client already predisposed to choose a competitor Unacceptable contract terms and conditions Client time frame for solution unrealistic
List2 Free up resources and talent for better opportunities Prevent waste of time, money, and resources on a lost cause Earn the client's trust and respect by being open and honest
List3 Might be exploited as a sign of weakness by a key competitor Our management might question our ability to sell that kind of solution