No Bid Proposal Strategy

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Client company name:
Opportunity name:
Internal contact person:
Date initiated:

1. Primary reasons for a no bid decision

Importance
(Scale of 1-5)
a.
b.
c.
d.

2. Benefits of making a no bid decision Importance

(Scale of 1-5)
a.
b.
c.
d.

3. Risks of making a no bid decision Importance

(Scale of 1-5)
a.
b.
c.
d.

4. Messaging to client

5. Client response
Select one:
a. Very understanding; a good relationship exists for future opportunities.
b. Somewhat understanding; possibility exists for future opportunities.
c. Disappointed, but possibility exists for future opportunities.
d. Very disappointed; likelihood of future opportunities is unknown or doubtful.
Comments:

6. Lessons learned

7. Approval of no bid decision

Approval date:
Approval person/title:
Client contacted date:
Client contact name:

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List1
Client already predisposed to choose a competitor
Unacceptable contract terms and conditions
Client time frame for solution unrealistic
List2
Free up resources and talent for better opportunities
Prevent waste of time, money, and resources on a lost cause
Earn the client's trust and respect by being open and honest
List3
Might be exploited as a sign of weakness by a key competitor
Our management might question our ability to sell that kind of solution