Proposal Playbook 2025: Mastering Every Move in the RFP Lifecycle

This opening session of Optimize25 provided a strategic overview of the RFP lifecycle, highlighting key phases from capture to contract and where AI and automation can add value. It set the stage for the day’s themes, offering a clear roadmap for aligning teams, tools, and tactics in a complex procurement environment.

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In this webinar we will discuss

We kicked off Optimize25 with a high-impact, strategic overview of the full RFP lifecycle—equipping attendees with the insights needed to win at every stage, from early planning through final contract award. This foundational session introduced the proposal playbook, setting the tone for the day with clear guidance on navigating the complexities of modern proposal management.

Mapping the RFP Journey

Led by Allison Ritz, Director of Product Marketing at VisibleThread, this session unpacked the critical phases of the RFP process—from capture and qualification through content development, submission, and contract negotiation. Using the proposal playbook as a guiding framework, Allison highlighted how proposal teams can reduce friction, improve consistency, and drive better outcomes by leveraging AI and automation at key stages. Attendees gained a practical understanding of where technology adds the most value and how to optimize each phase of the lifecycle for strategic impact.

Laying the Groundwork for Success

Beyond workflows, the session emphasized how to align teams, tools, and tactics to create a scalable, repeatable RFP response strategy. From fostering collaboration to implementing data-driven decision-making, participants walked away with a clear roadmap for success in today’s increasingly complex procurement environment.

This session laid the foundation for the core themes of Optimize25 and offered proposal professionals a focused, modern approach to driving results at every step of the RFP journey.

Speakers

Allison Ritz

Director of Product Marketing

VisibleThread

Allison Ritz

Director of Product Marketing

VisibleThread

Allison Ritz is an experienced leader in the technology sector, with a strong background supporting some of the world’s largest government contracting organizations. A certified APMP member, Allison is a recognized thought leader and frequent speaker at GovCon events, sharing insights on the power of strategic connections. Her passions lie in driving success by helping organizations realize the value of meaningful relationships. With a firm belief in the importance of planning, process, and thoughtful execution, Allison excels at making SaaS solutions personal, fostering long-lasting, profitable client relationships.

Micheál McGrath

VP of Marketing and Business Development

VisibleThread

Micheál McGrath

VP of Marketing and Business Development

VisibleThread

VP of Marketing & Business Development at VisibleThread, Micheál is a seasoned professional known for producing thought leadership communication events with organizations like Capital One, HSBC, Deloitte, McDonald’s, and IKEA. His frequent appearances at IABC events and as a Marketing Lecturer at MTU Cork demonstrate his dedication to inspiring and educating fellow marketers.

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