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Qualifying an RFP Checklist

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Qualifying an RFP Checklist

Qualifying an RFP Checklist is for sales professionals to evaluate and decide if an RFP is worth pursuing.

If you are a software vendor, a BPO (Business Process Outsourcing) provider, or an ITO (Information Technology Outsourcing) shop, you will often receive solicited and unsolicited RFPs (Request for Proposals.)

So, how would you react to these RFPs? It all depends on several factors, and an RFP Qualification checklist comes in handy to evaluate and qualify the buyer’s seriousness and conduct a cost-benefit analysis.

Not all RFPs consummate in a deal, whether for your firm or a competitor. And in some cases, even though firms already have a winner in mind, they still conduct the RFP process to satisfy the internal procurement policy and compliance requirements. But, of course, many other RFPs are genuine and include a fair process, and there is a winner who meets the company’s feature, cost, future growth, and deployment options type criteria.

How do you qualify the intent of the buying company and evaluate the cost and benefits, and then determine whether to participate in the RFP process or not? The following RFP Qualification Checklist will help answer the basic questions and give you an objective basis to decide whether to participate in the RFP process or sit this one out.

FAQs

What is a Checklist?

A checklist of a To-Do list or a Task List is a set of items that are essential to successfully completing a project or achieving a goal.
Checklisted offers a set of pre-built checklists or to-do lists to help jumpstart your process and cut down the effort.

Why should we buy a pre-built Checklist or To do List?

Checklists are an invaluable tool to ensure nothing slips through the cracks. To craft a checklist from scratch takes time, effort, and discipline. Using our checklists is a starting point; you can customize them to your need and focus on adding what is mission-critical from your vantage point. Considering the low price, imagine if the Checklist template saves you even an hour of your precious time?

Can we get Technical Support?

Considering the low price and the generic nature of the tools we use (Excel and PDF), we cannot provide any technical or functional support.

Do you accept returns and can we seek a refund?

Checklists are digital products, and due to the very nature of the product, we cannot accept returns or entertain refund requests. No demos. No previews. No refunds. No replacements. No returns. No trial period.

What is the format of the Checklists

We use Microsoft Excel to format the Checklists. You can customize and modify the checklists to your needs. However, we cannot offer technical support in case the layout or the checkbox functionality does not work.

What will I receive when I purchase a Checklist?

1. A PDF file that you can print and use offline.
2. An Excel Sheet which you can save to your local drive, and then edit and use as your own.
3. Some general information about the checkbox functionality.


Qualifying an RFP Checklist

$4.99

Category: