No Bid Proposal Strategy
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Client company name:Opportunity name:Internal contact person:Date initiated:
1.Primary reasons for a no bid decision
a.b.c.d.
2.Benefits of making a no bid decision
a.b.c.d.
3.Risks of making a no bid decision
a.b.c.d.
4.Messaging to client5.Client response
Select one:
a.Very understanding; a good relationship exists for future opportunities.b.Somewhat understanding; possibility exists for future opportunities.c.Disappointed, but possibility exists for future opportunities.d.Very disappointed; likelihood of future opportunities is unknown or doubtful.Comments:
6.Lessons learned7.Approval of no bid decision
Approval date:Approval person/title:Client contacted date:Client contact name:
Importance
(Scale of 1-5)
Importance
(Scale of 1-5)
Importance
(Scale of 1-5)
List1
Client already predisposed to choose a competitor Unacceptable contract terms and conditionsClient time frame for solution unrealistic
List2
Free up resources and talent for better opportunitiesPrevent waste of time, money, and resources on a lost causeEarn the client's trust and respect by being open and honest
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