Advice & Services

You Present the Challenge. We Deliver the Solution.

Overview

RFP Win offers a full range of services to improve your strategic development, operational efficiency and distribution results.  We provide proactive feedback and constructive solutions.  You benefit from our proven global marketing and business building experience across asset classes and distribution channels.  Whether you are looking for fresh marketing ideas, a sales process evaluation, product and channel positioning advice or a full-fledged outsourcing of your marketing programs, we are here to help. Every service we offer, however, has one common objective: Partner with our clients to help them win more business.

CEO and CIO Advisory Program

We partner with CEOs, COOs, CIOs and Heads of Sales and Marketing to research, analyze and refocus their resources to optimize fundraising results and operational efficiency. Contact us to discuss your needs.

The Marketing & Sales Audit  - 2012

We prepare you for 2012 with a thorough review of your distribution, marketing, product and channel strategies.  We provide insight that elevates and clarifies your plans and priorities.  We can align our advice with your budgeting process so you maximize your results.

Custom Marketing Programs

We design and implement firm and product level marketing programs for firms of all sizes.  We partner with internal sales and marketing teams by offering them added expertise and perspective.

Brand, Firm and Product Positioning Services

We improve, differentiate and test your brand, firm and product positioning vs. the competition.  In a highly competitive industry, your sales and marketing messages can not afford to be a carbon-copy of your competition.  Email us to schedule a phone consultation.

Express RFP & Pitchbook Benchmarking Services

Get an objective assessment of how well your RFPs and Pitchbooks meet our proven best practices.  Now just $5,500.  Follow these steps:

  • Pick your highest priority products
  • Email us a formatted RFP or Pitchbook to info@rfpwin.com
  • Receive a complete evaluation in 72 hrs or less

Premier Language & Pitchbook Upgrade Services

Our expert team works one on one with you to ensure your most important RFP and Pitchbook content is clear and compelling. We help you prioritize, target and upgrade the areas that need the most help.  We edit, refine and craft existing and new language.  Email us to schedule a phone consultation.

Custom On-Site Training for Your Firm

RFP Win tailors its training programs to the specific objectives of individual investment management firms.  We create a custom on-site training program to support your plan.  Email us to schedule a phone consultation.

What Your Peers are Saying:

“With very little effort, the team was able to make substantial improvements to our RFP language – streamlining responses and making the overall message much more compelling. Jane is relentless in her efforts to handle the burden of project management, making the investment on our side completely managable. Even amid organizational change and with limited resources, we were able to see immediate results in the quality of our language and a much simpler process for completing RFPs.”

- Head of U.S. Business Development Services, $360 Billion Global Asset Manager



Training

RFP & Client Correspondence

Advanced Sales & Pitchbook

Advanced Firm Positioning

Consultant Relations Boot Camp

Effective Emails & Letters

Free Tips via Email

Get vital tips right to your inbox!

For Email Marketing you can trust

100% of training attendees recommend our program!

What Participants Are Saying:

 “This seminar was extremely well planned, innovative, and interesting—and completely changed the way I view writing RFPs and directly impacts how I add value to the firm.” 

- RFP Writer/Sales Associate, $900 Billion Global Asset Manager in NY

“Thank you! This course was amazing—it was the first writing/RFP seminar I’ve ever attended that was remotely useful. I look forward to tackling my next assignment, now that I know what a persuasive RFP looks like.”

- RFP Manager, $200 Billion Global Asset Manager in London

“I loved the group participation and the instructor’s sense of humor, her passion and ideas: my eyes have been opened to many things I can do differently and better.”

- Salesperson, $600 Billion Global Asset Manager in NY

“Despite lasting the whole day, my attention never wandered during this seminar, and that’s saying something. It was particularly helpful that the workshop materials reflected “live” RFP language, and that the instructor understands the constraints on creativity sometimes involved due to compliance or corporate issues.”

- Product Specialist, $900 Billion Global Asset Manager in NY

 

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