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Chaz Ross-Munro
United States
เข้าร่วมเมื่อ 27 ม.ค. 2017
Chaz Ross-Munro is a seasoned Customer Relationship Management (CRM) enthusiast with a passion for leveraging technology to drive business success. She is currently the Head of Marketing for Datumate.
Before embarking on her journey in the ConTech space, Chaz honed her expertise in the AEC sector, undertaking pivotal marketing and business development roles at industry-leading firms such as Burns & McDonnell, Lend Lease, Hamilton Engineering, Florida Design Consultants, and HOK.
She has penned two books on AEC Marketing and CRM strategies: “Sink or Swim Faster! Making a Splash in Marketing Professional Services” and “CRM or Die: Manage Your Client Relationships or Perish.”
Chaz is committed to helping businesses realize their growth ambitions by tapping into the latent potential of customer data. Over the past decade, she has overseen CRM implementations for more than 120 companies.
Before embarking on her journey in the ConTech space, Chaz honed her expertise in the AEC sector, undertaking pivotal marketing and business development roles at industry-leading firms such as Burns & McDonnell, Lend Lease, Hamilton Engineering, Florida Design Consultants, and HOK.
She has penned two books on AEC Marketing and CRM strategies: “Sink or Swim Faster! Making a Splash in Marketing Professional Services” and “CRM or Die: Manage Your Client Relationships or Perish.”
Chaz is committed to helping businesses realize their growth ambitions by tapping into the latent potential of customer data. Over the past decade, she has overseen CRM implementations for more than 120 companies.
Stop Losing Deals - Master This Proposal Secret
Stop losing deals by mastering the secret to winning proposals: an agile proposal process! In this video, we reveal how gathering, analyzing, and refining feedback early can transform your proposals into client-winning masterpieces. Learn why 60% of proposals fail and how a simple 3-step process can help you tailor your proposals to address client pain points effectively. Discover a powerful real-life example where an agile approach turned a generic proposal into a six-figure success. If you're ready to elevate your proposal game and close more deals, this is the video for you. Don't forget to share your experiences in the comments and subscribe for more game-changing tips!
CHAPTERS:
00:00 - Introduction to Agile Proposals
00:39 - Common Proposal Issues and Solutions
00:57 - Understanding the Agile Proposal Process
01:48 - Real Life Example of Agile Proposals
02:20 - Recap of Key Points
02:38 - Your Experience with Agile Proposals
CHAPTERS:
00:00 - Introduction to Agile Proposals
00:39 - Common Proposal Issues and Solutions
00:57 - Understanding the Agile Proposal Process
01:48 - Real Life Example of Agile Proposals
02:20 - Recap of Key Points
02:38 - Your Experience with Agile Proposals
มุมมอง: 14
วีดีโอ
ChatGPT Revolutionizes RFP Project Approaches
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Before transitioning into marketing for construction technology, I worked in marketing for the AEC (Architecture, Engineering, and Construction) industry. If only the AI tools we have today were available back then-imagine the time and effort I could have saved! One of the most challenging aspects of proposals was writing the project approach. Why? Because the approach was always unique to each...
3 Tips Before Implementing a CRM
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Hey, it’s Chaz Ross Munro! In this video, I’m sharing my top three tips for seamlessly implementing new software tools into your tech stack. Whether it’s a CRM or any other software, these strategies will help you avoid common mistakes and set yourself up for success. Here’s what we’ll cover: 1️⃣ Start with a Process Map - Learn how to document your workflows so the software aligns perfectly wi...
How to Train New CRM Users
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Delivering your own HubSpot CRM training can be an enriching experience, especially when you see your team confidently navigating the platform and even coming back with follow-up questions. Here’s a guide to help you prep and execute a successful training session that empowers your users without overwhelming them. Check out my blog (www.chazrossmunro.com/new-user-hubspot-training/) that has my ...
Charting a New Course for Change Management - Part 3
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Webinar presented for Society of Marketing Professional Services Southeast Regional Conference on July 10, 2020 with Courtney Kearney (CKearney Consulting).
Charting a New Course for Change Management - Part 2
มุมมอง 494 ปีที่แล้ว
Society for Marketing Professional Services Southeast Regional Conference webinar presentation given with Courtney Kearney (CKearney Consulting) on July 10, 2020.
Charting a Course for Change Management - Part 1
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Webinar presented for Society of Marketing Professional Services Southeast Regional Conference on July 10, 2020 with Courtney Kearney (CKearney Consulting).
Creating Your First RFP Response - Part 6: Conclusion
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You've now learned some key components of creating a winning RFP response. Thank you for watching!
Creating Your First RFP Response - Part 5: Presentations
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After spending hours creating an amazing RFP response, don't lose the opportunity by giving a lame presentation. Here's how you build an amazing shortlist presentation after turning in a great RFP response.
Creating Your First RFP Response - Part 4: Shortlist Presentations
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After spending hours creating an amazing RFP response, don't lose the opportunity by giving a lame presentation. Here's how you build an amazing shortlist presentation after turning in a great RFP response.
Creating Your First RFP Response - Part 3.3: Win Themes and Differentiators
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Win themes and differentiators are critical when writing RFP responses. If you don't clearly communicate to your selection committee why you are the best firm for the job, you won't be able to set your firm apart from the competition and possibly lose the opportunity you are pursuing.
Creating Your First RFP Response - Part 3.2: Covers, Tabs, and Past Client Surveys
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Curious what makes a winning RFP response stand out from the competition? In this video, you'll learn a few tips and tricks during the production and printing phases to make your RFP response stand apart from your competitors. Also, send out those client surveys FIRST!
Creating Your First RFP Response - Part 3.1: Creating a Proposal Plan
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A key factor for winning RFP responses is a great plan. This video will talk about creating the perfect proposal plan so that you and your team can create a winning proposal. Access a sample proposal plan here: www.dropbox.com/scl/fi/x0t6oo0wbggumva1ucb24/Sample-Proposal-Plan.xlsx?dl=0&rlkey=9vbm1r4thh8w2su5b18lud5xd
Creating Your First RFP Response - Part 2: Before the RFP is Released
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Winning firms know how to position their firm with the client, prior to the RFP being released. In this video, you'll learn what steps you need to take to set your firm up for success.
Creating Your First RFP Response - Part 1: Introduction
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In this short course, you'll learn the basics of creating your first RFP response.
Creating Your First RFP Response - Part 3.4: Formatting and Responding to RFP Questions
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Creating Your First RFP Response - Part 3.4: Formatting and Responding to RFP Questions
Hi Chaz Ross 🔥 This is pure gold! The proposal secret you shared is such a game-changer for closing deals. It’s amazing how small tweaks can make such a big impact. Thanks for breaking it down so clearly
I want to talk about increasing your TH-cam channel and video views. How to improve your video views. Can you give me some time? I will explain to you. Check your email inbox. I have sent the email........
Came into youtube confused about what is RFP and how to RFP, Watched your playlist on in one go and now I am going out not confused but with knowledge... Thank you. ! Subscribed...
Thank you so much! I'm happy to hear that they were helpful!
I watched in Oct 2024 but All was useful, nice work CHAZ 😊
Thank you so much! I'm glad it helped!
You're amazing. Thank you so much for this!
Thank you for the kind words! I really appreciate it!
Thank you so much!
Yes, and with some prospects, it’s hard to get them to do an email survey. With a phone call or face-to-face meeting, you can sometimes line up another opportunity for yourself (and your company).
That is really great information! I do have a question for you: Have you tried debrief surveys or feedback surveys in case the client is not up for the meeting or a call? If yes, then was it a meaningful insight?
I was searching for an RFP course and wow I found it. You deserve more subs & likes. Thank You Chazz
Thanks so much for watching and for the positive feedback! I really appreciate it!
Thank you for putting these videos together. :) I'm not sure where to find the lesson about key terminology. (Acronyms and key terms in the process.) It looks like that might be missing from the playlist. Where can I find it?
Thanks so much for checking out the videos! Here is a link to the acronyms and key terms I referenced in the video: docs.google.com/document/d/1fnNo3swmzbf0H-sCSHBbhWHARRSC2IFzBb2yQgMG044/edit?usp=sharing Please let me know if you have any problems accessing it!
Thank you very much! Yes, I just clicked the "Request access" button. @@chazrossmunro
For government grants....Is the response table of contents exactly like the RFP table of contents? So we just copy and paste it for the response?
Usually within the response requirements section there is a description or a list of how the government entity would like the format of the response to be given in. I wouldn't copy the exact RFP table of contents because there is a lot of additional information that wouldn't be relevant in your response.
Hey Chaz, great video! This will help many people kickstart their RFP writing. Keep it up 👏
Thanks! Will do!
Could you please do More Real Life RFP Walkthroughs As if your bidding on a actual Bid yourself like example Bid on a Procurement Solicitation and Walk us through it all Thank you soo Much🙏🏼
This is a great suggestion, I"ll see what I can do.
Thank you for putting together this content Chaz. Very helpful. I have a State RFP that is asking for electronic submission and are referencing tabs. I understand printed sections and book preparation with tabs. How is this done electronically? Could you explain? Example below. 5.3 Volume I - Technical Proposal NOTE: Omit all pricing information from the Technical Proposal (Volume I). Include pricing information only in the Financial Proposal (Volume II). 5.3.1 In addition to the instructions below, responses in the Offeror’s Technical Proposal shall reference the organization and numbering of Sections in the RFP (e.g., “Section 2.2.1 Response . . .; “Section 2.2.2 Response . . .,”). All pages of both Proposal volumes shall be consecutively numbered from beginning (Page 1) to end (Page “x”). 5.3.2 The Technical Proposal shall include the following documents and information in the order specified as follows. Each section of the Technical Proposal shall be separated by a TAB as detailed below: A. Title Page and Table of Contents (Submit under TAB A) The Technical Proposal should begin with a Title Page bearing the name and address of the Offeror and the name and number of this RFP. A Table of Contents shall follow the Title Page for the Technical Proposal, organized by section, subsection, and page number. B. Claim of Confidentiality (If applicable, submit under TAB A-1) Any information which is claimed to be confidential and/or proprietary information should be identified by page and section number and placed after the Title Page and before the Table of Contents in the Technical Proposal, and if applicable, separately in the Financial Proposal. An explanation for each claim of confidentiality shall be included (see Section 4.8 “Public Information Act Notice”). The entire Proposal cannot be given a blanket confidentiality designation - any confidentiality designation must apply to specific sections, pages, or portions of pages of the Proposal and an explanation for each claim shall be included. C. Offeror Information Sheet and Transmittal Letter (Submit under TAB B) The Offeror Information Sheet (see Appendix 2) and a Transmittal Letter shall accompany the Technical Proposal. The purpose of the Transmittal Letter is to transmit the Proposal and acknowledge the receipt of any addenda to this RFP issued before the Proposal due date and time. Transmittal Letter should be brief, be signed by an individual who is authorized to commit the Offeror to its Proposal and the requirements as stated in this RFP. D. Executive Summary (Submit under TAB C) The Offeror shall condense and highlight the contents of the Technical Proposal in a separate section titled “Executive Summary.” In addition, the Summary shall indicate whether the Offeror is the subsidiary of another entity, and if so, whether all information submitted by the Offeror pertains exclusively to the Offeror. If not, the subsidiary Offeror shall include a guarantee of performance from its parent organization as part of its Executive Summary (see Section 4.16 “Offeror Responsibilities”). The Executive Summary shall also identify any exceptions the Offeror has taken to the requirements of this RFP, the Contract (Attachment M), or any other exhibits or attachments. Acceptance or rejection of exceptions is within the sole discretion of the State. Exceptions to terms and conditions, including requirements, may result in having the Proposal deemed unacceptable or classified as not reasonably susceptible of being selected for award.
Hi Darin! Great question. In an electronic submission with a PDF, you would create "tabs" that are just mostly blank pages that would have the name of the section. For example: "TAB A - Title Page and Table of Contents." I would also suggest bookmarking each "tab" in your RFP so that selection committee can find what they need easier. Here is a video on how to do that: th-cam.com/video/yXfT-QrQWlE/w-d-xo.html
It was very helpful. Keep up the good work. Thank You!
Thank you for the feedback! I really appreciate it 🙂
Can you provide the excel which you are using right now? This would be helpful to me.
www.dropbox.com/scl/fi/x0t6oo0wbggumva1ucb24/Sample-Proposal-Plan.xlsx?dl=0&rlkey=9vbm1r4thh8w2su5b18lud5xd
This is amazing and so helpful!
I'm so glad!
You have a template for download?
Unfortunately I don’t because the various RFP requirements are usually so different that the only items that would be in the template are the column names.
I did create this sample, I hope it might help! www.dropbox.com/scl/fi/x0t6oo0wbggumva1ucb24/Sample-Proposal-Plan.xlsx?dl=0&rlkey=9vbm1r4thh8w2su5b18lud5xd
Do you provide service for companies to write proposals ?
Hi Sada! I used to but I don't anymore.
hello
Apologies, you forgot to mention the reason for the 2nd column, which i think is to create whitespace between the Question and Answer after you've removed the borders. Just a small detail i noticed :) Thank you for these hands-on videos they are immensely helpful.
Very well done Chaz! Very informative and helpful for a new RFP writer like myself.
Glad it was helpful!