top of page
  • Writer's pictureIdeas at Dawn

Successful Capture Planning

Updated: Feb 3

With travel, I have a specific bucket list I want to accomplish, which is to visit every all-inclusive hotel owned by Hilton. This is not something I’ll accomplish by the end of the year, but I have started strategizing my plan of attack. 


two guys talking


And because I am a wholehearted lover of strategies, I approach my travel wishes as I approach my capture planning. Below are my top 4 strategies for successful capture planning:


  • ​Identify opportunities: assess the bidding environment and implement winning strategies to capture specific business opportunities. 

  • ​Align company and financial goals with the opportunities: consider your team’s interests, goals, and budget while planning. It’s important to stay flexible with capture planning.

  • ​Know how your firm plans to organize all the information: some may use a Google doc, and others invest in CRM (Customer Relationship Management) software. This will vary from firm to firm, but in the end, make sure you create an outline considering everyone’s schedules, goals, and important notes or information. 

  • ​Build relationships: develop connections with companies so they can get to know, like, and trust you before any proposals are submitted.


So, whether you are planning a trip with your family or want a proven system that works for capture planning, these four strategies should leave you set up for success. 


Sign up for the weekly Ideas at Dawn newsletter to get all of the stories, tips, and tricks – straight to your inbox.


Are you interested in learning more or working with Ideas at Dawn to win more work without adding on more payroll? Schedule a call here or send Angie a message.

2 views0 comments

Comments


Are you interested in learning more or working with Ideas at Dawn to win more work without adding on more payroll? Schedule a call here.


Are you a visual learner instead...check out and subscribe to our YouTube channel.

bottom of page