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Copyright July 2 008 John R. Castle Organizing your proposal 1 Organizing Your Proposal: as simple as ABC Adapted from John Zagula & Richard Tong “The Marketing Playbook”

Copyright July 2008 John R. Castle Organizing your proposal1 Organizing Your Proposal: as simple as ABC Adapted from John Zagula & Richard Tong “ The Marketing

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Copyright July 2008 John R. Castle

Organizing your proposal 1

Organizing Your Proposal: as simple as ABC

Adapted from

John Zagula & Richard Tong

“The Marketing Playbook”

Copyright July 2008 John R. Castle

Organizing your proposal 2

For an example of planning, read “Making Mount Rushmore”.

http://www.ohranger.com/mount-rushmore/making-mount-rushmore

Mt Rushmore

created 1927-1941

By Gutzon Borglum

Copyright July 2008 John R. Castle

Organizing your proposal 3

Agenda

• Planning Basics/Before You Start– “Three Cs”

• Positioning Your Company– The Why: “ABCs”– The How: “XYZs”– The What: “P>B>F”

• Some Tips (MUST, R3)• Recap

Copyright July 2008 John R. Castle

Organizing your proposal 4

What to Know: Three Cs

What and How They

Buy

What and How They

Buy

Priorities/ ObstaclesPriorities/ Obstacles

Critical NeedsCritical Needs

How They Make Money

Threats/ Opportunities

Next Moves

How We Make Money

Strengths/Weaknesses

Product/Partnership

Futures

Know the Customer

Know the Competition

Know Your Competency

Their Business

YourAnalysis

Their Strategy

Copyright July 2008 John R. Castle

Organizing your proposal 5

The Why: ABC sSetting up a desired future your target can easily relate to

AMost important,problem we can

all agree on

Copyright July 2008 John R. Castle

Organizing your proposal 6

A: What is the most important problem

that you propose to solve?

State as a situation that everyone knows and

can agree on.

Copyright July 2008 John R. Castle

Organizing your proposal 7

ABC: American Express

A. We have a big base of cardholders who want more services.

B. Wouldn’t it be great if customers could buy more things with a credit card.

C. We will add more vendors who provide an expanded list of cardholder benefits

Copyright July 2008 John R. Castle

Organizing your proposal 8

The Why: ABC sSetting up a desired future your target can easily relate to

AMost important,problem we can

all agree on

BDesired solution,Possible but not

yet achieved

Copyright July 2008 John R. Castle

Organizing your proposal 9

B: Wouldn’t it be great if ….

(then describe the outcomeyou expect to create)

Copyright July 2008 John R. Castle

Organizing your proposal 10

ABC: American Express

A. We have a big base of cardholders who want more services.

B. Wouldn’t it be great if customers could buy more things with a credit card.

C. We will add more vendors who provide an expanded list of cardholder benefits

Copyright July 2008 John R. Castle

Organizing your proposal 11

The Why: ABCsHighlight the primary obstacle to getting there (from A to B), and …

AToday’s Situation,

Limitations we can all agree on

BDesirable Future,Possible but not

yet achieved

Describe the Gap, that could be filled, if only…

What we will do.

C

Copyright July 2008 John R. Castle

Organizing your proposal 12

C: My Company has a product/processto eliminate the problem and

achieve the outcome.

(state what you have done tosatisfy the customer’s

obvious need. )

Copyright July 2008 John R. Castle

Organizing your proposal 13

ABC: American Express

A. We have a big base of cardholders who want more services.

B. Wouldn’t it be great if customers could buy more things with a credit card.

C. We will add more vendors who provide an expanded list of cardholder benefits

Copyright July 2008 John R. Castle

Organizing your proposal 14

ABC: VISA/MASTERCARD

A. Amex has a big base of cardholders who want more services.

B. Wouldn’t it be great if customers could buy more things with a credit card.

C. We will attract more vendors by reducing the fees they have to pay when customers use our card

Copyright July 2008 John R. Castle

Organizing your proposal 15

BC

Breche de Rolande, Pyrenees Mtns

A

Copyright July 2008 John R. Castle

Organizing your proposal 16

The How: XYZ s

Describe HOW you fill that gap• Category Definition:

“We are the only X company/product/solution”

• Target Customer:

“That Solves Y customer problem”

• Competitive Differentiation: “In Z unique way”

Copyright July 2008 John R. Castle

Organizing your proposal 17

Southwest Airlines XYZ

X: “short haul, low fare, high-frequency, point-to-point carrier “

Y: inexpensive travel to selected places

Z: “No Frills”, self-service

(A. Airline travel is too expensive and complicated.)

Copyright July 2008 John R. Castle

Organizing your proposal 18

Agenda

• Planning Basics/Before You Start– “Three Cs”

• Positioning Your Company– The Why: “ABCs”– The How: “XYZs”– The What: “P>B>F”

• Some Tips (MUST, R3)• Recap

Copyright July 2008 John R. Castle

Organizing your proposal 19

Features and functionality are necessary

Benefits are better

Proof is best

Canyonlands Natl Park

The WhatThe What

F<B<PF<B<P

Copyright July 2008 John R. Castle

Organizing your proposal 20

Secret Sauce – give it a name

The What

Refuge Wallon, Pyrenees

Copyright July 2008 John R. Castle

Organizing your proposal 21

Other Tests

MUST

M atters: relevant to your targetU nique: only you can provideS ustainable: believable/can’t be duplicatedT angible: easily understood, powerful

Fins, Arches Natl Park

Copyright July 2008 John R. Castle

Organizing your proposal 22

R3: The Rule of ThreeNo more than three of anything

Features Benefits Proof points

Pacific Crest Trail, WA

Copyright July 2008 John R. Castle

Organizing your proposal 23

Your Assignment

• Planning Basics/Before You Start– “Three Cs”

• Positioning Your Company– The Why: “ABCs”– The How: “XYZs”– The What: “P>B>F”

• Some Tips (MUST, R3)