Strategy15 min read|

How to Write a Winning RFP Response (Step-by-Step)

A comprehensive guide to crafting RFP responses that stand out. From requirement analysis to final submission, master every step of the process.

Writing RFP responses is part compliance exercise, part storytelling. The best proposals nail both: they answer every question the buyer asked while making a compelling case for why you're the right choice.

This guide walks through the entire process, from the moment the RFP lands in your inbox to clicking submit.

1

Initial Assessment (Day 1)

Download and organize everything

RFPs come with baggage: the main document, appendices, pricing templates, required forms, amendments. Before you read a single word, create a dedicated folder and organize everything. Check the issuer's website for any Q&A documents or amendments posted after the initial release.

Mark your calendar

These dates matter:

Questions deadline

When you must submit clarifying questions

Answers posted

When the buyer responds to all questions

Submission deadline

Final due date (note the timezone!)

Award date

When they expect to announce the winner

Make the go/no-go call

Not every RFP deserves your time. Before committing resources, ask yourself:

  • Do you meet the mandatory requirements?
  • Is the contract value worth the effort?
  • Do you have a realistic shot at winning?
  • Does this align with your strategic goals?

See our Go/No-Go Decision Framework for a structured approach.

2

Deep Analysis (Days 2-3)

Extract every requirement

This is where proposals succeed or fail. You need to find every requirement in the document:

"Shall" statementsMandatory. Must comply or you're disqualified.
"Should" statementsPreferred. Score better if you comply.
"May" statementsOptional. Nice-to-haves.

Time saver: Tools like RFP Matrix extract requirements automatically from RFP documents. What takes hours manually takes minutes with AI.

Build your compliance matrix

A compliance matrix maps each requirement to your response. Create a spreadsheet tracking:

ColumnPurpose
Requirement IDSection number from RFP
Requirement textExact wording from document
Compliance statusCompliant / Partial / Non-compliant
Response locationWhere you address it in your response
OwnerWho's writing this section

Flag your knowledge gaps

Mark requirements where you need:

  • • Input from subject matter experts
  • • Clarification from the buyer (submit as questions before deadline)
  • • Approval from leadership (pricing, contract terms)
  • • Technical verification ("can we actually do this?")
3

Strategy and Planning (Days 4-5)

Define your win themes

Win themes are 3-5 differentiators you'll weave throughout the response. Good win themes are:

SpecificNot "great service" but "99.9% uptime with 4-hour SLA response"
RelevantTied directly to what the buyer said they care about
ProvableBacked by data, case studies, or references
DifferentiatingSomething competitors can't easily claim

Outline each section

Before anyone writes anything, outline every section:

  • • Key points to cover
  • • Requirements addressed
  • • Win themes incorporated
  • • Supporting evidence (stats, case studies)
  • • Page allocation based on evaluation weight

Assign writers and reviewers

For complex RFPs, you'll need a team:

Section authorsSMEs who write first drafts
Proposal managerCoordinates effort, ensures consistency
Technical reviewerVerifies accuracy
Compliance reviewerChecks every requirement is addressed
Executive reviewerFinal approval on pricing and commitments
4

Writing (Days 6-12)

Write the executive summary last

It's the most-read section, but you can't summarize what doesn't exist yet. Write it after everything else is done.

Lead with benefits, not features

Weak:

"Our platform uses AES-256 encryption."

Better:

"Your sensitive data is protected by the same encryption standard used by the U.S. government, ensuring compliance with your security requirements."

Always answer the implicit question: "So what? Why does this matter to me?"

Use STAR for examples

When including case studies or examples:

S
Situation: What was the client's challenge?
T
Task: What were you hired to do?
A
Action: What specific steps did you take?
R
Result: What measurable outcomes did you achieve?

Be specific with numbers

Vague claims get ignored. Specific numbers get remembered:

"Fast implementation""Average implementation time of 6 weeks"
"Significant cost savings""34% average reduction in processing costs"
"Many satisfied clients""187 clients with 94% retention rate"

Address weaknesses proactively

If you have obvious gaps (less experience, higher price, smaller team), address them directly with mitigation strategies. Evaluators will notice the gap anyway. Showing you've thought about it builds trust.

5

Review and Polish (Days 13-14)

Compliance check

Walk through your compliance matrix and verify:

  • • Every "shall" requirement has a clear response
  • • Response locations are correctly noted
  • • No requirements have been missed
  • • All claims are accurate and defensible

Formatting check

RFPs often have strict formatting requirements. Check:

Page limits per section
Font type and size
Margin requirements
Header/footer content
File naming conventions
Required signatures

Red team review

Have someone who wasn't involved read the proposal as if they were the evaluator. Ask them:

  • • What are our top 3 differentiators?
  • • What concerns would you have about selecting us?
  • • Is anything confusing or unclear?
  • • What's missing?

Final proofread

Read the entire document aloud. This catches errors that silent reading misses. Watch for:

  • • Consistent terminology throughout
  • • Correct client name everywhere (seriously, check this)
  • • Pricing that matches your pricing sheet
  • • Dates and timelines that make sense
6

Submission (Day 15)

Submit early

Never submit at the last minute. Systems crash, uploads fail, time zones cause confusion. Aim to submit at least 4 hours before the deadline.

Confirm receipt

After submitting:

  • • Save the confirmation email or number
  • • Screenshot the submission portal
  • • If no confirmation received, contact the buyer immediately

Mistakes That Kill RFP Responses

1
Missing mandatory requirements: One "shall not comply" can disqualify you
2
Generic boilerplate: Evaluators know when you've copy-pasted
3
Ignoring evaluation criteria: Allocate effort based on point values
4
Overpromising: Committing to things you can't deliver
5
Poor formatting: Hard-to-read responses get skimmed, not read
6
Missing the deadline: Late is disqualified. No exceptions.
7
Wrong client name: Nothing says "boilerplate" like calling them by another client's name

What Winning Teams Do Differently

They're selective

They pursue fewer RFPs but invest more in each one.

They start early

The best responses begin before the RFP is issued, through relationship building.

They learn from losses

They request debriefs and continuously improve their process.

And increasingly, they use tools to handle the tedious parts (extracting requirements, generating first drafts, tracking compliance) so humans can focus on strategy and storytelling.

Less time extracting, more time winning

RFP Matrix uses AI to extract requirements and generate draft responses in minutes. Free up your team to focus on the parts that actually win deals.

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