This bite-sized course is built for busy AEC marketers and proposal pros who are tired of living in reactive mode. You don’t need another theory-heavy training—you need practical tools you can apply right now.
 
In five focused lessons, you’ll learn how to shift from constant scrambling to strategic execution, using a simple 6-step framework built for the real-world demands of proposals. Each lesson includes a short video, quick prompts, and a few handpicked tools to help you take action fast.
 
Here’s what’s inside:
✅ The 6-Step Framework
Learn the proven process behind more strategic, less chaotic proposals—from pre-positioning through closeout.
✅ Planning Before the RFP
Discover what to do before the RFP drops to save time, reduce stress, and keep your team aligned.
✅ SME Interviews Without the Pain
Get better input in less time (and with less eye-rolling from your technical team).
Includes: SME Interview Guide — with sample questions, tips, and note-taking prompts.
✅ Win Themes that Actually Win
Stop writing generic content. Learn how to develop strong, client-focused win themes that guide your entire proposal.
Includes: Win Theme Worksheet — to align messaging before the writing even starts.
✅ Proposal Closeout with Confidence
Avoid the post-submittal black hole. Learn how to wrap up proposals in a way that sets your next one up for success.
Includes: Proposal Closeout Checklist — to capture lessons learned and prep for the debrief.
 
Perfect for:
Proposal professionals who want clarity without the time commitment of a full course.