Customer Relationship Plan

Purpose: Customer relationship is a key aspect of any Sales/Bid process. Our Customer Relationship Plan provides you with

  • Various criteria that you can use to determine the strength of your customer relationship
  • Identifies the target audience you need to engage with
  • Helps determine the points of contact the RFP process will provide you to improve and build upon that relationship
  • Helps you identify the areas that need to be improved

Allows you to map out specific steps you need to take to utilize this relationship to better ensure that you win the current RFP.

Value: Customer Relationship Plan assesses the current level of your relationship with the customer and the role this relationship can play in your bidding process. It helps you identify the different points of contact with the customer, which you can leverage to better position yourself to win.