Thank you for the comment and reiterating the importance of a simple greeting card. I love to hear stories of success like yours.

Tim

The greeting card suggestion is a great idea. I send Christmas Cards to clients and prospects I’ve worked with enough, that they could reasonably be expected to remember me. I add a small label at the bottom of the card, noting a food bank we’ve contributed to on their behalf, or similar thought for the season — never a sales pitch.

One key technical prospective recommender I had in a large financial services firm was a recent immigrant with an Indian name. Some suppliers might have skipped using his mailing label, for fear of offending his religious sensibilities, or maybe to save postage. About a week before Christmas that year he asked to have a small pilot test of our product. I brought out the item, and noticed that he had pinned our card up on his cubicle wall. No one else in the large open office had received, or put up any at least.

We went on to supply his bank for 8 years

On the proposal/ rfp/ rfq suggestions, I always suggest that our reps do eveything possible, very early on, to find significant benefits unique to our offering, and tactfully try to have them included in the proposal.

Every RFP, RFQ or needs analysis for a proposal is written with a vendor in mind.

Happy motoring,

John Connolly