I just learned this morning that I did not win a juicy design and branding project that I submitted a proposal for, in response to an RFP, and am bitterly disappointed. I feel I was an extremely strong candidate – well-qualified to handle the work, with a strong creative portfolio. This was a project in the tourism sector and included a “quality of life” brochure series; new county-wide brand identity for this central New York region; and a web site portal that would be utilized by several city and county agencies.
When I do not win a project, the first thing I do is ask the prospect why. Do you do that? It’s very useful. I promptly picked up the phone to discuss the matter with the agency leading the search, and was able to learn some things about how the committee made their decision and also how I can improve my proposals for the future. Our talk also led to some unanswered questions, so if you have any insight I’d really like to hear from you.
I learned that the committee – made up of reps from various city and county agencies – used a fair, thorough methodology to score candidates, consisting of categories and a point system. The decision was not based on price. Apparently I came pretty close to the top three firms that made the cut (I came in fourth).
In an ideal world, after I submit a proposal, I should be able to meet with the committee making the decision in order to discuss and answer questions. In this case, unfortunately, insisting on an in-person meeting was just out of the question. Because I was not able to talk to them, I’m afraid they made some assumptions about my work and my proposal that I was not able to defend:
• the committee questioned my ability to handle the research necessary to complete the branding portion because they thought Julia Reich Design consists of just one person – me – even though I emphasize “my creative team” in the cover letter. Which leads me to wonder if I need to change the name of my company. Does using my name make it sound like I am just one person?
• the RFP requested copywriting & photography services, and I received low marks here. Why, I wanted to know? I do not offer these services in-house so I included names, websites, and ballpark pricing of two highly talented creative freelancers in the area that I have worked with before, that I would hire as sub-contractors for the project team. Since the scope of work in the RFP for this portion of the project was as-yet undefined, I provided hourly rates for these services and indicated that in some cases, the fees were TBD. How did the firms that made it to the next level include these services? I discovered that they provided a fee range (for instance, $1200-$1800), and made it look like these services were provided in-house. The committee may have appreciated the apparent “ease” that comes with hiring a design firm which provides “the whole package”. Lesson learned – next time, I will do the same, and save the specifics of each creative team member for the interview stage. How do you list sub-contractors in your proposals?
• finally, even though I submitted a strong portfolio showcasing several brand identity projects I have done, I found out that the committee chose other firms over mine because of the recognizability of the other projects. In other words, the decision-makers had seen the other firms’ work previously in the local central New York community – while much of my client base is in New York City. I am not sure what to do about this. Like McDonalds, is the familiar always preferable? I moved to this small community 2.5 years ago from New York City, and have thrown myself into all sorts of community endeavors and taken on leadership positions in local organizations. In spite of this, are they suspicious of perceived outsiders? Should I take this as a lesson to re-focus my efforts back to metro New York?
……
Of course, there’s no guarantee that the changes I make in my next proposal, based on the lessons I learned from all of this, will win me the next project. But I’m glad I made the effort to call my contact to communicate about the decision rather than fuming silently in my office.
Have you lost a project recently? What would you do differently next time?




10 comments
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March 9, 2010 at 6:41 pm
meredith
This is an excellent post, Julia.
To start with, I cannot believe you called them to ask why they didn’t choose you! That is bold – something I don’t think I could ever do! But what a great way to learn from this.
When I started freelancing (web design), I was Meredith Marsh Design. I always thought that sounded self-centered and kind of conceded or something. It doesn’t sound that way on someone else’s name, but to me and my name, it did. I could never get used to it, and I recently changed my business name to FLX creative. Not just to take the attention off my glamourous name (haha), but like you have written here, because it makes it sound like its just me. FLX for the obvious location of my home and work, but also because outside of this area, the letters are general and ambiguous.
I generally get a ballpark quote from subcontractors for a proposal, so that I can give the most solid “answer” to the question of “how much?”. Telling a client something was going to cost more than I told them initially, or more than they were expecting is sort of a fear of mine. I’d rather throw it all out there upfront.
About being/not being “local” – that is a truly sad way to decide you’re not “worthy”! In terms of design, creativity, imagination – a talented designer from anywhere but locally, would be a huge plus. Actually, to be honest, I hired someone recently for a logo design (for the FLX creative logo, actually) from outside the area, SPECIFICALLY because they weren’t familiar with already-existing branding of anything Finger Lakes-ish (and other reasons, of course). What a treat, to have a hoity toity designer from NY right here in central New York!
Nice work, and thanks for sharing your experience!
March 9, 2010 at 6:52 pm
juliareich
Thanks for your comment, Meredith – I appreciate your support – really – since I am still feeling badly about not making it to the interview level.
I like your new name – now maybe I need to find a new one too!
Another option is to include a short blurb, in the proposal, about each team member… that might make it clear that it’s not just me, working solo.
Thanks again and enjoy this fleetingly sunny day,
Julia
March 9, 2010 at 8:37 pm
Lauri Baram
A really good post, Julia.
I have a few thoughts on your questions and also want to remind you that any decision made by a committee is going to have some personality & political factors behind it, no matter the supposed point system behind it. And how qualified are reps from government agencies to evaluate design work? Are they experienced design buyers?
I too previously used my name as my business name. My business name change was precipitated by a divorce and a name change but I decided to go with Panarama Design instead of Lauri Baram Design to see if it would effect perception. And I think it does. But one proposal loss compared to the aggravation and expense of changing everything about your business to a new name should be carefully weighed. A lot easier to just list names of your creative team.
The decision-makers familiarity with other firms’ work vs. your NYC clients…back to small town politics. I wouldn’t give up on the Finger Lakes; seems to me you’ve made quite a dent in the design market there while still maintaining former clients from faraway.
Sorry you lost this one. Hoping you win the next!
March 10, 2010 at 8:04 pm
julia reich
Lauri, thanks so much for weighing in. What you say makes a lot of sense. I probably would change my firm name if I could settle on a great, suitable name that I love – which I haven’t, yet. Any ideas?
I really do appreciate your support and advice.
Julia
March 9, 2010 at 9:25 pm
diane
I too think it is “ballsy” and smart that you called to to find out why you didn’t make the cut. I think it’s a shame that they didn’t choose you for having only NY projects.
The one reason to still keep some NYC projects is that you can charge more!
Great post, BTW.
March 10, 2010 at 8:06 pm
julia reich
Thanks, Diane! It really is illuminating how different markets respond to pricing so differently. Here, I could scream at how many times I’ve heard the words “sticker shock” in response to the fees in my proposals, while in NYC, I was never even close to being the most expensive small firm out there.
March 10, 2010 at 11:11 pm
Michael Karpovage
Hi Julia, in the RFP you forwarded me – we specifically didn’t include our hourly and daily rates. I gave nice rounded flat fees. They did ask for rates but ultimately they said the contract was going to be based on a Flat Fee Structure so why bother we thought. We were selling them on the visuals, samples, concept, and team collaboration mostly rather than nitpicking hourly rates. We figure if we make it to the interview finalist stage then we give them any specifics on rates if they were still interested.
As you know, our company is really made up of individual contractors working exclusively all over the U.S. None of us are salaried employees. But the way I worded that proposal didn’t specify that. I focused the proposal language on our team collaboration abilities and expertise and how our unique business set up actually allowed us to recruit the best illustrators in the U.S. and North America. Sort of turning it into a positive if you will. No need for them to know how we are paid in great detail or what exactly our working partnership entails in the proposal. They didn’t ask so we didn’t offer the information other than that we are cost effective in how we are set up. Again, if they want to know in the interview stage then we will cross that bridge. I wanted to sell them instead on how we can accomplish their goals. That’s what my emphasis was. I guess what I’m saying is don’t offer up too much information.
I DO think Julia Reich Design sounds like one person but I don’t see that as bad at all. Reich Design or Reich Creative sounds bigger!!
When I rebranded my one-man firm’s name I went from Jacks River Communications (sounds big) to Karpovage Creative. I didn’t so much consider whether it sounded one-man, small or not. I simply wanted to start branding my name. Plus, it’s catchy. So, rather than changing your already established name to sound bigger I would think about the brand you’ve already created for yourself. There are LOTS of firms using the one-person full name and I just don’t ever really consider whether they are small or not. I look at their work. I think of what that name means (the branding, the quality, the relationship, the accomplishments inherent in that brand name).
Okay, sorry for the long email. Hope it helps.
March 16, 2010 at 1:51 pm
juliareich
Michael, you’ve given me a lot to think about – thank you for your thoughtful response. I just finished a large proposal (another one, geeeez) where their Price Schedule was really confusing, so I followed your lead and focused on the visuals, methodology, creative team, etc – and THIS time I made sure to include bios and headshots of the entire team. Lesson learned.
I do tend to agree with your thoughts about a name change, which is why I haven’t changed my firm’s name in 10 years. I think if I were doing a better job with self-promotion, prospects would not be calling into question if I am 1 person or more.
Thanks again,
Julia
March 12, 2010 at 6:14 am
Howard Adam Levy
Julia,
I am sorry to hear that you didn’t get that job. It looks like you are analyzing it from the right perspective. My biggest issue is presenting our firm (my one man band) as a team. I would say that including bios in the proposal helps. I like having a name that sounds larger than one person, but with the word “group” in the name, usually the first question I am asked is, “How many people work there,” which is not the question I want them to ask. So that’s the other side of the coin.
Howard Adam Levy
By the way, would you mind listing NPbrandit.com in your blogroll?
March 16, 2010 at 1:47 pm
juliareich
Thanks, Howard, there’s definitely pros and cons to a name change. My post was re-posted on The Marketing Mix blog today (http://www.marketingmixblog.com/2010/03/what-i-learned-by-not-winning-the-project.html), and a reader wrote to say he is in favor of a name change. This was my response:
I am tallying votes for a name change, and so far there’s a lot of readers in support of doing this (I originally wrote this post for my own blog). However, I remember way back when-in a similar discussion with Ilise Benun and a bunch of designers-and all the designers were in favor of a name change, while Ilise adamantly was opposed, feeling that a small firm’s position could and should be adequately conveyed via self-promotion and marketing. I should let her weigh in in her own words (Ilise: note relevant future topic), but I definitely see her point. They didn’t ask for it, but what if I had included a page in the proposal of my ‘creative team’, with headshots and short blurbs describing education & experience? I bet that would’ve helped. In fact, I just finished a new proposal where I have done exactly that. Keep you posted on whether I win *this* one…
Julia