On-Demand Seminar
The Proposal process - offering and selling the right solution
Metaphorically a proposal leads to an engagement and to marriage. Proposals demonstrate an agency understands the client and is the right partner for a working relationship. At the very least a proposal is a sales pitch and should use good sales techniques as well as forming the contract and action plan for the research.
Proposals should contain a workable initial sample design.
- Managing face to face briefing meetings - managing your mental state, building rapport and asking good questions
- Eliciting client values and preferences: options and procedures, convincer pattern, how to convey trust
- A structure for the ultimate proposal
- Creating SMART research objectives
- Basic procedures for qualitative sample design
- A checklist is to review your own and other people's proposals
- Keeping power relationships collaborative and Adult to Adult
You will be able to confidently handle briefing meetings and understand client needs. You'll have a proposal template to adapt, and tools for designing research objectives and samples. You'll be able to review your own and others' proposals, and adapt the proposal to the client's mindset.
- Optional Pre-course Exercise - understanding your insecurities in dealing with clients
- Course notes
- Post- seminar coaching - using SMART objectives, apply a checklist to a proposal to improve it
An on-demand seminar is pre-recorded so you can watch the seminar at a time convenient to you. Included is an option to ask questions via a secure link after the seminar. The seminar can also be given live so you can interact with the presenter in real time in Bespoke option. See Bespoke option.