Why Email No Longer Rules...The Proposal

Posted by Roger Neel Tue, 13 Oct 2009 00:15:00 GMT

Come gather ‘round people / Wherever you roam
And admit that the waters / Around you have grown
And accept it that soon / You’ll be drenched to the bone.
If your time to you / Is worth savin’
Then you better start swimmin’ / Or you’ll sink like a stone
For the times they are a-changin’
      - Bob Dylan, The Times They Are A-Changin’
 
Today, an article written in the WSJ titled "Why Email No Longer Rules…" was written and is getting a fair amount of buzz in the blogosphere.  As the author points out, one of the big changes now that we don’t have an online/offline relationship with the Internet is that email is taking a back seat to more real-time services like Facebook and Twitter.  As MG points out on TechCrunch, this has been going on for a while and also extends to services like Skype, IM, and Google’s Wave.
 
I would also argue that other micro-services and collaborative platforms that are helping the independent professional succeed are part of the new ruling class.  At Mavenlink, we think that it’s time to extend this model to the old, tired, worn-out proposal.  In the ‘80’s, it was "mail me your proposal."  In the ‘90’s, it was "FAX me your proposal."  In the last decade, it has been "email me your proposal."
 
There have been 2 problems with all of these old approaches: 1) you need another meeting to walk through the proposal and 2) usually they get filed away with the rest of your clients mail/email.  All the proposal does is allows the consultant to show their client that they were listening, they have a handle on the problem, and they are ready to get started on an agreement.  Doesn’t that sound perfect for some new collaboration tools?  Maybe even some tools that help you achieve mutual agreement, get contracts in place, and help you get the work done?  As our product guy, I’m really excited to show you what we have in the works.  In the meantime, please share with me your war stories.
 
If I may paraphrase Bob: if your client’s time is worth savin’, then you better start swimmin’…

Morning Musing 10-9-09

Posted by Sean Crafts Fri, 09 Oct 2009 18:39:00 GMT

As a team we get together early, just about every morning, to catch up, discuss direction moving forward and generally get on the same page.  I will certainly do my best to spare you from the unappealing details, but in an effort to shed additional light on our company direction and our perception of the SMB consulting market, I will be sharing a couple of relevant highlights from these meetings here in our blog.


Thought for the Day

It seems like the world of consulting proposals and contracts with their talk of scope, approach, tasks and deliverables have ventured away from the simple needs of independent consultants and their clients, "Here is what we agreed to go do".

Company Updates

Product: New Designs almost complete mapping out the new Proposal Process for consultants and their clients.  The team is focused on providing everything you could ever want in a proposal with the flexibility you need to pick and choose the pieces necessary for your project.  And if that wasn’t enough, we’ll make sure to keep it simple.

Marketing: Getting ready to launch our Innovation Group, a core group of users who have graciously volunteered to give us early feedback on upcoming product releases.  Upcoming fun for the Innovation Group includes a first look at the new comprehensive software platform designed for the independent consultant (including the aforementioned Proposal Process) and some video reviews.

Are You Ready to Let Go of the Paper Proposal?

Posted by Sean Crafts Wed, 30 Sep 2009 02:51:00 GMT

After spending countless hours over the last week thinking about, researching, designing, paper prototyping, and generally becoming an online proposal, a thought occurred to me, "Is the Independent Consultant (i.e. my audience) ready to walk away from the Paper Proposal?"  It’s not an easy question.

On the one hand, there’s no shortage of griping about the current proposal process, and rightfully so.  It’s a time sink, no matter how you look at it.  No one I know looks forward to creating or adapting pages after pages of Cover Sheets, Self Promotional Marketing Pieces, Tables of Contents, Executive Summaries, Project Scope Statements, Approach Summaries, Deliverable Overviews, Pricing, Discounting, and the kicker, Terms and Conditions associated with the proposal.  You might not have to add each of these to every proposal, or you might be lucky enough to leverage boilerplate language for a bunch of the pieces, but any paper pushing is too much paper pushing for most.  Next in line you get to deal with the inevitable discomfort associated with putting yourself and your hard earned prospect at the mercy of a couple of bound pages.   It would be one thing if the waiting was short, but everyone knows yes’s never come fast enough.  How long do you have to wait before you burst through your Client’s door demanding a response?  Polite email and phone follow-ups can only sustain you for so long.

On the other hand, the upside of so much time sunk into the development of your paper proposal is that it might be quite good.  If nothing else, every word that jumps off the page reflects you, your business, and your blood, sweat and earnest brain strain.  Some of you might even say the paper proposal is a differentiator for your practice.  You’ve read Allan Weiss’s "How to Write a Proposal That’s Accepted Every Time" 15 times, and can’t wait for the Client to utter the magic words "Shoot me over a Proposal".  Even if you haven’t had the chance to get your own Ph.D. in proposal writing, others amongst you might rightly appreciate the opportunity a paper proposal presents to express yourself in another medium to your Client.  Some things are easier said in a logo, a page layout, or a well-crafted paragraph.

My new perspective is one of fascination.  I don’t know if we can put any more thought into ways to make the proposal process better by bringing it online.  Even Dr. Weiss would be proud of our efforts to focus on the collaboration and communication between the consultant and the client above all else, taking advantage of the online world to promote a highly interactive process.  Having said that, I’m sure once we release it you’ll give us plenty of good recommendations for improvements, and I look forward to the learning.  But what I’m really anxious to find out is how many amongst you will be able to once and for all leave the paper behind.  Mavenlink is going to let you choose whether or not you want to attach that paper beauty, and I can’t wait to see what you’ll decide.

Announcing a New Way to Propose

Posted by Roger Neel Fri, 03 Jul 2009 00:35:00 GMT

In gathering feedback and planning future features, something has continued to come up with many of our mavens - they would like to be able to propose to their current and prospective clients.  We’re extremely thrilled to be announcing that feature starting today.

As anybody with consulting experience knows, proposing to a client can often be tricky.  A good consultant knows to clarify and set the scope of work, understand the client’s time frame, and get a sense of the client’s budget.  With those terms nailed down and a mutually agreeable services agreement in place, the price can be negotiated, agreed upon, and the work can begin.  It sounds so simple, but how many processes break down somewhere in that series of steps?  Maybe it begins with a lack of clarity around the client’s needs, maybe the consultant isn’t responsive enough, maybe an email gets lost, maybe, maybe, maybe - the list goes on and on.

Mavenlink is looking to change this game for both clients and consultants (mavens).  As a client, you have a need that you may or may not fully understand, but you need someone to help.  As a maven, you have expertise and your client has come to you to solve their problem or you’re approaching a client you haven’t worked with in the past, thinking that you have the skills to help them.  No matter the situation, work needs to get done; Mavenlink’s Maven Proposals make it easier to come to terms, engage in work, and successfully complete the project for both the client and the maven.

Our proposal system allows you, the maven, to propose to clients who may or may not already be within Mavenlink and use all the collaboration tools we’re providing for "regular projects" with your client.  We think it’s dynamite for getting work done, so give it a shot.