Project Examples

Client Overview: OSSPT, a provider of on-site physical therapy for physically demanding industries, had a strong unique selling proposition (USP) but were not articulating it effectively in their proposals. Their initial proposal template was also text-heavy, lacked visuals, and focused on OSSPT rather than their potential clients.

Solutions: We transformed their proposals by:

1. Visual Enhancement: We introduced a visually appealing cover page, a table of contents, and applied Microsoft Word styles that aligned with OSSPT's established style guide. These additions instantly made the proposals more engaging and user-friendly.
2. Graphic Elements: We incorporated graphics and strategically placed call-out boxes throughout the proposals. This not only broke up lengthy text but also visually supported OSSPT's sales pitch, making the content more compelling.
3. Narrative Restructuring: Focusing on their clients instead of OSSPT, we crafted a narrative that highlighted their prospective client's challenges and how OSSPT could mentor them to a healthier and happier workforce with their services.

Client Testimonial: "Kevin, I love what you created, and I will definitely use you again. You really are amazing." - Melissa Gill, Owner/CEO of OSSPT

Conclusion: Our redesign made OSSPT's proposals professional, client-focused, and a powerful tool for communicating their value.

With Kevin's leadership, a British company with global offshore operations awarded a three-year, multi-million dollar contract to a medical company in response to a complex RFP for medical and security services.

Kevin's expertise in strategy development, competitive assessment, and team management enabled him to effectively lead the proposal response. He implemented a rigorous selection process for a security subcontractor, managed the writing team, and oversaw proposal and pricing reviews to ensure quality and accuracy.

Well ahead of the RFP release, Kevin worked closely with the medical company's sales lead to fully comprehend the client's unique requirements, challenges, and motivations for switching from the incumbent contract-holder. Kevin leveraged this knowledge to build a strong and comprehensive proposal that captivated their interest.

Kevin also played a vital role in creating and refining the presentation, and skillfully coached the presenting team. His contributions ensured that the team delivered a compelling presentation, culminating in the successful outcome of securing the coveted contract.

A major pipeline construction company issued an RFP for medical services at their project sites across the United States. Kevin worked alongside the sales person during the pre-RFP stage to fully understand the client's needs, key requirements, pain points, and the competition.

After the RFP was issued, Kevin led the team in crafting a comprehensive and compelling response. He led strategy sessions, was the proposal manager, lead writer, led all pricing, and coordinated the required reviews. He also ensured that the proposal addressed all client pain points and company strengths against the competition.

The pipeline construction company was impressed with the proposal and invited the team to present the solution. Kevin crafted and led the presentation with the sales team and medical team of the company. Thanks to Kevin's efforts, the company created a pricing model that the client found attractive and went through negotiations. In the end, the proposal was selected and resulted in a multi-million dollar contract.

Kevin led Remote Medical International's strategic plan development process for 2020 and 2021, collaborating with offices and staff around the world to define high-level objectives and tactics. He facilitated small group collaborations with all organizational departments to gather and synthesize data into actionable goals and objectives. Throughout the process, Kevin worked closely with the executive team and presented the plan to the board of directors for approval.

Using SWOT analysis and Ansoff Matrix as key tools, the team identified financial objectives, geographic and industry strategies, product strategies, COVID-19 strategies, and internal organizational optimization strategies. Kevin also developed new sales qualification criteria to align sales with the organization's strategic objectives, helping ensure effective implementation of the plan.

Thanks to Kevin's expertise and guidance, Remote Medical International developed a comprehensive strategic plan that positioned the company for its two highest revenue years in its history.