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Pursuit Process Checklist for Professional Services


In professional services, the end-to-end sales process is called a pursuit. It often starts with a client conversation, or receipt of an RFP, and goes through to client decision.

In Professional Services, the relationship is a strong factor in awarding new engagements—which means the activities surrounding a proposal document are critical to the success of the bid. Is your pursuit process producing the results you want? 

Our step-by-step checklist guides professional services firms through the pursuit process:  

  • Understand the 3 stages of the pursuit process
  • Learn the detailed steps and activities to optimize your pursuit process and generate favorable results
  • Discover the key ingredients for developing proposals, pitches, and RFP responses that convert  

Ensure your next pursuit is a winning one with the Pursuit Process Checklist for Professional Services