A large healthcare enterprise wanted to
pitch a multi-million dollar deal differently

Digital Proposal
(Case Study)

the client

The client deals into healthcare services and products, having branches across the United States. The client has a 4 member presales team who used to write and manage proposals, however, they did not have a dedicated design team or a video production team.

the situation

A large competitive RFP was being responded to a multi national firm in the US. Since it was a 100 pager proposal, it was getting difficult to make it more readable and presentable. The senior executives wanted to articulate the value proposition and key sales messages in a unique way that stands-out. The fear of losing key differentiators and messages in the long proposal led to the idea of a video proposal in addition to a detailed pdf proposal.

A large healthcare enterprise wanted to pitch a multi-million dollar deal differently old, Worxwide Consulting

Improve readability

A large healthcare enterprise wanted to pitch a multi-million dollar deal differently old, Worxwide Consulting

Make it interactive

A large healthcare enterprise wanted to pitch a multi-million dollar deal differently old, Worxwide Consulting

Attention to detail on key
messages

our approach

Below is our approach outlined on how we put together a compelling video proposal:

A large healthcare enterprise wanted to pitch a multi-million dollar deal differently old, Worxwide Consulting

Script Writing

Interviewed senior executives to understand the key solution and sales messages. Engaged business analyst and tech writers to write a concise story that articulates the proposal in summary.
A large healthcare enterprise wanted to pitch a multi-million dollar deal differently old, Worxwide Consulting

Storyboarding

Design team storyboard the proposal into different sections so the client can navigate across sections like scope, pricing, schedule etc. A time-based menu button was provided for easy navigation of video section.
A large healthcare enterprise wanted to pitch a multi-million dollar deal differently old, Worxwide Consulting

Video Production

After review and approval of content, we developed an explainer video that articulates the proposal sections in a human way.

About the

Impact

We were able to achieve these outcomes after following our approach .

A large healthcare enterprise wanted to pitch a multi-million dollar deal differently old, Worxwide Consulting

Interactive proposal wowed the end client with its presentation and content structure

1

A large healthcare enterprise wanted to pitch a multi-million dollar deal differently old, Worxwide Consulting

End client was able to
grab key messages in less than 5 minutes

2

A large healthcare enterprise wanted to pitch a multi-million dollar deal differently old, Worxwide Consulting

Solution explained than reading made it more compelling and understandable

3

A large healthcare enterprise wanted to pitch a multi-million dollar deal differently old, Worxwide Consulting

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