Request for Proposal Training

RFP Blueprint Training

At The Merit Group, our RFP Blueprint is the secret sauce for finding, completing, submitting, tracking and winning Request for Proposals (RFP’s). Our RFP Blueprint will provide you with a manageable, well-organized, and strategic RFP responding and tracking process. Join TMG in this business changing masterclass as we share our RFP BP’s (Best Practices) that have empowered TMG to Win and Win again!

Part I: Basic Information

a) Understanding the differences between an RFI, RFQ, RFQQ, RFP

b) Why add RFP’s to your revenue streams?

Part II: Getting Prepared – XBE Certifications (Minority/Woman/Veteran/Disadvantage)

a) Types of certifications

b) Do I need to be certified?

c) Can I bid as a Sole Proprietor?

d) What’s the difference between a Prime or Subprime?

e) What code should I apply under?

f) How should I prepare my brand?

g) How should I prepare my business?

h) What’s my RFP process internally? 6-part process

i) When do I partner with other businesses?

Part III: The RFP unpacked!

a) State (Private or Public) and Federal Government and State Government RFP’s

b) Applying for out of state RFP’s

c) Maximizing the Pre-Bid Meeting (Q & A)

d) The RFP Unpacked

e) #1 RFP Generator

Part IV: The Responding Process

a) DO NOT bite off more than you can chew!

b) Organizing Your Response

c) Your Response: Creating a template

d) Creating a tracking system

e) Communication with RFP Liaison

Part V: Now That You Have Won!

a) Next Steps! – Invoicing System

b) Payment – arrears (45-90)

c) CRM’s for Tracking

d) Creating your Goal Action Plan (G.A.P.)

**** Sample RFP and Response Included ****

Are you in need of scalable business and branding solutions? Click below to schedule your Discovery Session with our team today.

“It’s my pleasure to write this recommendation for The Merit Group LLC. They are intelligent, energetic, and focused entrepreneurs, and consummate professionals who truly care about making a positive impact on everyone they meet. They bring value, integrity, and desire to succeed to every project and every person they encounter.”

Jeff Hoffman
Co-founder of Priceline.com, Entrepreneur, Motivational Speaker, Global Mentor, Film and Music Producer

The Merit Group has been an essential part of the team. They have the ability to gain valuable outside perspective on how our company needs to function to produce a new and innovative framework. They outline the clear steps to make the improvements. They helped us to see the “big picture” that optimized our efforts and maximized our time. The Merit Group brings focus, clarity, savvy and results.

Gabrielle Luoma
CEO, CPA , GMCLPA