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Please note - for the purposes of this survey, we define a proposal as a formal document which sets out team, capabilities and pricing.

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1. How do you decide how to allocate resources to a new business opportunity? How formal is your process?

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2. What software do you use in the pitch/proposal creation process?

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3. Who is the draft compiled by and what is their percentage of involvement?

  What is their percentage of involvement?
Marketing team
Lawyers
Partners
Secretaries

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4. Who does the majority of the work on the following contributions?

  Role
Biographies
Branding
General content about your firm/sector
Client insights (eg strength of relationship, relationship map, org chart)
Experience
Pricing

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5. How many pitch documents are sent per lawyer during an average year?

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6. Does the number of people working on a proposal change depending on the value of the proposal?

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7. Do you have a formal pitch follow up process in place?

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8. How much say do you have in whether or not a pitch goes ahead?

None It's my decision
Clear
i We adjusted the number you entered based on the slider’s scale.

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9. Is the number of pitch requests you respond to increasing or decreasing compared to previous years?

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10. What is the average time given by a prospect for a formal proposal turnaround, and do you ever turn down opportunities based on turnaround time?

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11. Do you have a system in place for creating and storing central content?

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12. Do you have a specialist pricing team who helps with pricing?

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13. What is your pitch success rate and how does it compare to your target success rate, if you have one and track it?

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14. What’s the one thing that would make pitching easier, and what prevents you from doing it?

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15. What is your approach to content customization?

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16. What items do you consider as a part of your strategy review and what are you currently trying to achieve?

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17. Please rate the following in order of importance for your pitching strategy.

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18. How do you think other firms are winning in the Diversity & Inclusion (D&I) space and, do you believe other firms accurately respond to D&I questions in their proposals?

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19. Do you know why you lose pitches and if yes, what is the most common reason?

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20. Do your pitching practices/materials differ depending on the type of new business opportunity? If so, how?

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21. Please can we get your email address (so that we can send you a copy of the findings)?

0 of 21 answered
 

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