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.
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.
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