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The Consultant's Workshop : Making Proposals Work & EXTRA BONUS PROGRAM - Jan 8, 2014
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When: January 8, 2014
7:15-7:30 am Networking, 7:30-9:00 Program
Where: Telos Club, Parthenon Conference Room
13701 Dallas Pkwy
Dallas, Texas  75240
United States
Contact: Ian Birch, IMC-DFW Webmaster

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The Consultant's Workshop: Making Proposals Work & EXTRA BONUS PROGRAM




Presenting the Consultant’s Workshop, January 8th 7:30 AM

Share. Learn. Grow.

SPECIAL BONUS PROGRAM: Networking with a Purpose: Leverage LinkedIn to win new business
This special program is open to all and will follow the regular Program … Details Below

Workshop 13 - Proposals - The forgotten marketing tool
Discover the power of a proposal in developing business


You got a new client referral, made contact and arranged to meet, discussed what you could do for the client, outlined a possible engagement, and your prospective client seemed interested. Now what? Write a winning proposal! Too many consultants get things right up to this point, only to drop the ball when it comes to writing proposals that close the client engagement.

This month's workshop will enable you to move from potential engagement to actual engagement by leveraging the power of well-written contracts and proposals. We will review such aspects as:

  • The role of the proposal within the consulting process
  • Writing winning proposals that will get accepted
  • Legal and other considerations
  • Protecting against project creep
  • How to bill: Hourly? Project?
  • Handling expenses
  • "Boiler plates"
  • Outside services
  • Partnering


Workshop facilitator

Michael Egan, CMC®, Ph.D.

Michael is an active chapter member, having served in many capacities. He is Senior Vice President of The Dallas Marketing Group. Adept with both qualitative and quantitative market research, he has helped establish new markets and new services for a variety of companies and organizations.




David Wuensch will provide you with a proven process he has developed and used to gain "warm introductions.” His method has a 60% success rate. He’ll share his technique with us, including the importance of developing an ideal client profile, building a strong network and disciplined follow-through of the process. David has used LinkedIn to develop his "LinkedIn 2nd Connection Sales Strategy” to grow his business and the business of his clients. Come learn how to break new ground and win new business in today’s fast paced business world.

About David:
David is an active chapter member and seasoned executive with 29 years’ experience in sales and marketing. His firm, EPOCH Sales Management Solutions, combines his passion for selling, sales management with his desire to help people grow. He brings not only enthusiasm but also robust expertise as a strategic thinker, problem solver to break new ground and achieve results. He will share his techniques with us – come learn!

Networking:7:15 - 7:30 am
Program:7:30 - 8:30 am
BONUS EXTRA PROGRAM:8:30 - 9:15 am
Cost per session:

$15 for members, $25 for non-members
(includes continental breakfast; please bring cash or check)

Members may now bring guests and pay the member rate for them.
The member must register and pay for the guest.

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