A/E/C Marketer’s Guide to Thriving During a Pandemic: Part II Considerations for Electronic Proposals

Author: Ashley Flowers, Proposal Coordinator
Graphics: Katey Shea, Marketing Coordinator

This is part two of a four-part series of posts aimed to provide other marketers with insights for safely and successfully navigating construction industry changes resulting from the pandemic.

While the information you include in a proposal submission has largely stayed the same, the format in which you provide the information may have changed. Many clients are turning to digital proposal submissions which can seem daunting when you are used to a physical book. However, this opens the door for new design tactics and content composition. We have outlined some key considerations for when you are compiling your submission.

ADDRESSING PANDEMIC SITE HEALTH PRACTICES & PROTOCOLS

While it is always imperative to maintain an open line of communication regarding safety, it is ideal to include an outline of the safety measures your team is taking to mitigate the risk of spreading COVID-19. By providing a comprehensive safety plan to the client during the proposal submission process, you are giving the client a first-hand look at how your project team will be proactive in their project approach on the jobsite.

USER DESIGN & CLIENT EXPERIENCE

When designing your proposal submission, you must consider that the recipient of your proposal will be viewing your submission on a screen because that will impact the overall design of your document. Consider including full-page spreads and large images that would otherwise be cut-off or hard to read on paper.

It is also important to acknowledge that you will not be able to provide a document that is front-and-back. This may become an essential factor when facing page number limitations. Even so, a digital document allows the potential for more dynamic content to be included in your submission. Now is a good time to consider including videos and interactive components that breathe life and character into your submission.

ELECTRONIC SUBMISSION

Online upload platforms and email have become the preferred method of proposal submission for many clients. It is crucial to determine early on what submission format is required and if there are specific upload restrictions, such as size or document type.

Many online platforms will require you to segment your overall submission into smaller, categorical sections. Ideally, understanding these requirements from the start will simplify the design process. In the case of a size restriction, use the tools provided in Adobe Acrobat to optimize your file to maintain the integrity of the design while also meeting the outlined requirements.

This is part two of a four-part series of posts aimed to provide other marketers with insights for safely and successfully navigating construction industry changes resulting from the pandemic.