New research New research: the proposal turnaround benchmark everyone quotes does not exist Read the research

Proposals, Framing
And Scope.

How advisory firms turn discovery into documents that get signed. Written by the people who run the engagements, not a content team.

Playbook · Featured

How to write a statement of work that gets signed

Buyers do not reject proposals because the work is wrong. They reject them because the document does not answer the three questions an investment committee asks. Here is the structure that does.

28 July 202611 min readCortado Group

“Half of every forecast meeting is spent arguing about whether the numbers are right, not what to do about them.”

CFO, mid-market services firm
Framework

Lead with the buyer's unresolved question, not with pain by default

The rule that proposals open with the problem rests on loss aversion. That is a category error, and the commercial evidence runs the other way.

7 Aug 202612 min
Research

We went looking for the one thing winning proposals share

Across roughly 30,000 closed opportunities and four meta-analyses, the evidence does not support one. That absence is the useful finding.

6 Aug 202611 min
Pricing

Your pricing model does not signal confidence, it signals who owns the risk

Fixed fee reads as conviction only when the uncertainty is yours. Around an unstable scope a buyer reads something less flattering.

5 Aug 20269 min
Discovery

Two different records come out of one discovery call

What predicts a signature and what predicts a successful delivery are not the same list. There is no evidence for any fixed number of items.

4 Aug 202610 min
Playbook

Doing nothing is already winning before your proposal arrives

Status quo bias, omission bias and opportunity cost neglect give inaction a head start. Correcting that is not the same as generating fear.

3 Aug 202610 min
Framework

Everyone publishes a different GTM taxonomy

McKinsey, Bain, BCG, Gartner and Forrester carve the same workload differently. Outcomes follow the interfaces, not the labels.

2 Aug 20269 min
Pricing

Procurement does not read your rate card, it converts it

A weighted basket, a crosswalk, a should-cost model or a live price competition. Which conversion is coming determines what your card needs.

1 Aug 202610 min
Research

Proposal turnaround: the benchmark that does not exist

One vendor measures hours of effort, another elapsed days. The number you have been quoted probably answers a different question.

31 Jul 20269 min
Playbook

The exclusions that survive a dispute are not the longest ones

A single sentence excluding asbestos liability was upheld on appeal. What matters is specific allocation plus a mechanism.

30 Jul 202610 min

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