PIE Presents: Tales from the Pitch

Still riding the high from RFWIN 2025? So are we! In this special post-event edition of Thursday Temperature Check (aka Tales from the Pitch), Rachelle Ray is joined by a dynamic trio of camp counselors—Beth Fiset, Lauren Leulu, and Kevin Thompson—who helped make this year’s event one for the PIE history books. From favorite sessions to unexpected insights, this episode is a heartfelt, funny, and inspiring debrief of what went into curating one of the highest-rated RFWIN events to date (a 9.5 out of 10!). Expect camp-themed reflections, tech tools worth digging into (hello, InDesign and AI!), and a few callouts for future procurement problem-solvers—especially those brave enough to tackle the portal chaos. Highlights include: 🔐 Portal pain points and calls for secure, streamlined solutions ✨ Graphic design magic behind the camp visuals 🧠 Memorable takeaways from sessions on value propositions, oral prep, and going solo 💬 A community-driven look at what’s working and what still needs fixing in proposals and procurement Whether you attended or missed it, this episode captures the spirit and substance of RFWIN 2025. Grab your canteen and join us by the proverbial campfire. 🎧 Like what you hear? Join the PIE community for free: https://www.proposalindustryexperts.com/ Beth Fiset https://www.linkedin.com/in/bethfiset/  Lauren Leulu https://www.linkedin.com/in/laurenleulu/ Kevin Thompson https://www.linkedin.com/in/kpthomps00/ Missing Counsellor - Christina Carter  https://www.linkedin.com/in/christinagcarter/ 

Welcome to Tales from the Pitch, your Thursday temperature check from Proposal Industry Experts. In this RFWIN countdown episode, Ben Klein sits down with two powerhouse speakers from the upcoming conference: Harpreet Singh, co-founder of Thalamus AI, and Patty White, global proposal leader at Plante Moran. Harpreet unpacks the world of Agentic AI—where digital assistants don't just help, they learn, coordinate, and scale like a colony of proposal-savvy ants. Meanwhile, Patty shares how her firm protects team sanity through tiered proposal support, treating every bid like the strategic snowflake it is. From human-in-the-loop vs. human-on-the-loop debates to a proposal title that almost went out with “PIMP” in the signature block—this episode is as insightful as it is unforgettable. 🎟️ RFWIN is just around the corner (August 7–8). Catch Harpreet and Patty live, or on replay if you're a PIE member. 🔗 Connect with the speakers: Harpreet Singh – https://www.linkedin.com/in/harpreet8014/ Patty White – https://www.linkedin.com/in/pbwhite/

In this RFWIN teaser episode of Tales from the Pitch, Ben Klein welcomes two powerhouse consultants in the AEC proposal world: Amanda Haven and Olivia Haselwood. Amanda and Olivia—both speakers at the upcoming RFWIN conference—share their deeply personal and practical journeys from full-time employment to full-blown solopreneurship. From juggling proposal deadlines with field trips and farm chores to navigating tax surprises and setting up LLCs by flashlight, this episode is full of real talk, hard-won lessons, and moments of hilarity. Thinking about going solo? Wondering how to set up your business the right way? Don’t miss this episode—and be sure to catch their session at RFWIN, complete with downloadable worksheets to jumpstart your consulting career. Connect with the speakers: Amanda Haven – https://www.linkedin.com/in/amandahaven/ Olivia Hazelwood – https://www.linkedin.com/in/oliviahaselwood/ Grab your RFWIN tickets here https://events.ringcentral.com/events/recipes-for-winning-2025-camp-p-i-e-92776254-ceaa-484c-9168-6208985a741d?code=B3pjZOw1a8Dur5QGdYUuSb42Fhttps://events.ringcentral.com/events/recipes-for-winning-2025-camp-p-i-e-92776254-ceaa-484c-9168-6208985a741d?code=B3pjZOw1a8Dur5QGdYUuSb42F     https://events.ringcentral.com/events/recipes-for-winning-2025-camp-p-i-e-92776254-ceaa-484c-9168-6208985a741d?code=B3pjZOw1a8Dur5QGdYUuSb42Fhttps://events.ringcentral.com/events/recipes-for-winning-2025-camp-p-i-e-92776254-ceaa-484c-9168-6208985a741d?code=B3pjZOw1a8Dur5QGdYUuSb42Fhttps://events.ringcentral.com/events/recipes-for-winning-2025-camp-p-i-e-92776254-ceaa-484c-9168-6208985a741d?code=B3pjZOw1a8Dur5QGdYUuSb42Fhttps://events.ringcentral.com/events/recipes-for-winning-2025-camp-p-i-e-92776254-ceaa-484c-9168-6208985a741d?code=B3pjZOw1a8Dur5QGdYUuSb42Fhttps://events.ringcentral.com/events/recipes-for-winning-2025-camp-p-i-e-92776254-ceaa-484c-9168-6208985a741d?code=B3pjZOw1a8Dur5QGdYUuSb42Fhttps://events.ringcentral.com/events/recipes-for-winning-2025-camp-p-i-e-92776254-ceaa-484c-9168-6208985a741d?code=B3pjZOw1a8Dur5QGdYUuSb42Fhttps://events.ringcentral.com/events/recipes-for-winning-2025-camp-p-i-e-92776254-ceaa-484c-9168-6208985a741d?code=B3pjZOw1a8Dur5QGdYUuSb42Fhttps://events.ringcentral.com/events/recipes-for-winning-2025-camp-p-i-e-92776254-ceaa-484c-9168-6208985a741d?code=B3pjZOw1a8Dur5QGdYUuSb42Fhttps://events.ringcentral.com/events/recipes-for-winning-2025-camp-p-i-e-92776254-ceaa-484c-9168-6208985a741d?code=B3pjZOw1a8Dur5QGdYUuSb42Fhttps://events.ringcentral.com/events/recipes-for-winning-2025-camp-p-i-e-92776254-ceaa-484c-9168-6208985a741d?code=B3pjZOw1a8Dur5QGdYUuSb42Fhttps://events.ringcentral.com/events/recipes-for-winning-2025-camp-p-i-e-92776254-ceaa-484c-9168-6208985a741d?code=B3pjZOw1a8Dur5QGdYUuSb42F https://events.ringcentral.com/events/recipes-for-winning-2025-camp-p-i-e-92776254-ceaa-484c-9168-6208985a741d?code=B3pjZOw1a8Dur5QGdYUuSb42F https://events.ringcentral.com/events/recipes-for-winning-2025-camp-p-i-e-92776254-ceaa-484c-9168-6208985a741d?code=B3pjZOw1a8Dur5QGdYUuSb42F Like this? Join us free at: https://www.proposalindustryexperts.com/

We’ve done it again—another AI image tool test, and the results are better than ever (but still kind of weird). In this episode, Ben Klein and Rachelle Ray revisit their quest to generate a usable business graphic using the latest AI platforms. Using a single prompt, they run tests across Canva, Google Gemini, Adobe Firefly, and ChatGPT to see who delivers the cleanest, clearest image for a proposal deck. Spoiler: we’re getting close, but not quite there yet. They also touch on: Generative video and the marketing disruption ahead Ethics of replacing creative professionals A wish for universal basic income (seriously) Upcoming PIE events including RFWin and the Baker’s Dozen call for voices 🔗 Like what you hear? Join us at https://www.proposalindustryexperts.com/ 📢 Share this episode and help us crowdsource better tools (and better graphics). 🎧 Subscribe: https://podcasts.apple.com/us/podcast/pie-presents-tales-from-the-pitch/id1702968476

In this episode of Tales from the Pitch, Ben Klein is joined by Kevin Thompson of Thompson Consulting for a consultant-to-consultant chat about what’s really happening in the proposal space right now. They explore: Federal vs. commercial client work Small business AI adoption (or lack thereof) The myth of perfect proposal software Managing the ebb and flow of client demand And the hunt for scalable, ethical swag (yes, really) Plus, Ben shares a Tale from the Pitch about delivering a bid across the U.S. border—and the customs headache that followed. 🔗 Like what you hear? Join us at https://www.proposalindustryexperts.com/ 📢 Share this episode with your network and help us keep the conversation going. 🎧 Subscribe: https://podcasts.apple.com/us/podcast/pie-presents-tales-from-the-pitch/id1702968476

In this RFWIN teaser episode of Tales from the Pitch, Ben Klein and Rachelle Ray welcome two standout voices from the upcoming RFWIN conference: Donald Silwick and Jeremiah Williams. Donald, a Sales Operations Manager at Jacobs, shares insights from his world of global defense proposals and federal pursuits, while Jeremiah, a proposal strategist at Schmidt Associates, discusses the power of structured strategy—making the case that even creatives can lead competitive, winning proposals. With a title inspired by Survivor, Jeremiah’s session promises real-world tools you can apply tomorrow to boost your win rate, get team buy-in, and lead with clarity. From proposal horror stories to the hustle of managing win rates and influencing go/no-go decisions, this episode gives you a taste of the practical and passionate expertise coming to RFWIN this August. 🔗 Connect with the speakers: Donald Silwick – https://www.linkedin.com/in/donaldsilwick/ Jeremiah Williams – https://www.linkedin.com/in/jeremiah317/ Like what you hear? Join us for free at https://www.proposalindustryexperts.com/

Rachelle’s back from the road! After a whirlwind month of travel, conferences, and tech summits, she joins Ben Klein to unpack what’s trending in the proposal world. Spoiler: we’re still struggling with SMEs, AI is speeding ahead, and yes—Monday deadlines are still a villain. In this episode, the hosts swap lessons from both sides of the procurement table, talk about how AI is reshaping proposal workflows, and reflect on the future of proposal roles in a rapidly automating world. Stick around for a classic Tale from the Pitch—a simulated public engagement bid gone sideways (and theatrical). 🔗 Like what you hear? Join us at https://www.proposalindustryexperts.com/ 📢 Share this episode with your network and help us keep the conversation going. 🎧 Subscribe: https://podcasts.apple.com/us/podcast/pie-presents-tales-from-the-pitch/id1702968476

🎙️ Audio Note: Heads up—there are some audio hiccups during Ana Berkovich’s segment. Hang tight! Her insights on storytelling are worth the extra effort. This episode of the Thursday Temperature Check offers a sneak peek into two exciting RFWIN Camp PIE sessions. Host Ben Klein is joined by Ana Berkovich and Anne Walker—two professionals bringing fresh, honest perspectives on the challenges of modern proposal work. 💬 Meet Ana Berkovich – With three years of experience in commercial banking proposals, Ana knows the world of long, regulated responses all too well. She's taking the stage at RFWIN to talk about storytelling—how to bring proposals to life in industries that often feel anything but inspiring. Her take? Make your content human, engaging, and clear—even when you're dealing with complex financial products. 🔧 Meet Anne Walker – AEC marketer by way of sociology and social work, Anne has spent a decade fine-tuning proposal processes in engineering firms. Her RFWIN session tackles the reality of change management—not the theory. She's breaking down how to assess your firm’s culture honestly, work with real people (not ideal scenarios), and implement systems that stick. No more one-size-fits-all solutions that fizzle after a shiny rollout. Expect candid conversation, technical glitches (it’s PIE, after all), and a closing Tale from the Pitch that reminds us all why we love this weird and wonderful industry. 💡 Like what you hear? Join us for free at https://www.proposalindustryexperts.com/ 🔔 Subscribe to our channel for more smart and funny takes on procurement life. 📣 Share this episode with your network to spread the wisdom—and the laughs. Anne Walker: https://www.linkedin.com/in/anne-e-walker/ Ana Berkovich: https://www.linkedin.com/in/ana-berkovich/ #ProposalManagement #StorytellingInProposals #ChangeManagement #RFWin #ProcurementHumor #TalesFromThePitch #AECMarketing #PIE #LinkedInLive  

In this solo episode of Tales from the Pitch, Ben Klein explores the intersection of procurement data, political trends, and new AI tools that just might help us make sense of it all. With access to 50 years of tender data from Canada, the U.S., and the U.K., Ben lays out a plan to analyze procurement patterns around key economic events—housing crashes, pandemics, and political shifts. He's got the data and a new AI tool to crunch it. Now, he's calling on the PIE community to join the project. From LLM limitations to future-focused forecasting, this episode invites listeners into the early stages of something big. Want in? 🔗 Like what you hear? Join us at https://www.proposalindustryexperts.com/ 📢 Share this episode with your network to build something great—together. 🎧 Subscribe: https://podcasts.apple.com/us/podcast/pie-presents-tales-from-the-pitch/id1702968476

In this episode of Thursday Temperature Check, Ben Klein is joined by UK-based bid writing consultant Leonie Thomas, a featured speaker at this year's RFWin and Camp PIE (August 7–8). With Rachelle Ray on the road, Ben dives into a fascinating conversation with Leonie about the evolving role of the bid writer—especially in an era increasingly influenced by AI. 🚧 Leonie shares her journey in the construction and infrastructure engineering space, her commitment to bid writing as a specialty (not a stepping stone), and her views on how AI is reshaping the bid communication process. From the importance of capturing reader attention to preparing junior bid writers in an AI-driven landscape, this episode covers it all—with a dash of humor, lemon curd love, and practical insight. 🎯 Key Topics Covered: The maturing profession of bid writing AI's impact on proposal workflows Strategies for training future bid writers Public vs. private sector bidding trends Why pre-bid content is the new gold 💡 A must-listen for proposal professionals looking to stay ahead in a changing industry! 📅 Don’t miss Leonie’s full session at Camp PIE this August! 🔗 Like what you hear? Join us for free at https://www.proposalindustryexperts.com 👥 Connect with Leonie Thomas https://www.linkedin.com/in/leoniewritesbids/ 

In this solo episode of Tales from the Pitch, Ben Klein steps in without a guest to take a moment for reflection. With recent legal decisions in the news, Ben pauses to consider how larger societal shifts impact the vulnerable and us all. He shares updates on the PIE community and revisits PIE’s core values of inclusivity, awareness, and support. From a Canadian perspective, Ben unpacks the ripple effects of U.S. policy decisions and what they might signal for professionals across North America. This isn’t just about politics—it’s about staying aware, grounded, and intentional in the spaces we create for each other. Whether you're here for community updates or thoughtful industry reflection, this episode offers a chance to reset and reconnect. 🔗 Like what you hear? Join us for free at proposalindustryexperts.com 📢 Share this episode with your team or network to keep the conversation going.

This week on "Tales from the Pitch," Ben holds down the fort while Rachelle travels for SMPS, delivering a solo update session packed with insights and community news. From announcing the new “Camp” theme for RFWIN 2025 to breaking down the transition to the Disco platform, Ben keeps the PIE community in the loop. He talks accessibility for new speakers, community conversations about branded swag, and offers humorous reflections on caffeine dependency in the world of proposals. You'll also hear musings on procurement response times, member marketplace ideas, and the joys of swapping platforms (hello login issues). Whether you're prepping a submission or sipping your Tim Hortons, this episode is full of warmth, wit, and a dose of PIE updates. 💡 Key Topics: Speaker application tips Disco platform quirks PIE swag and Shopify plans RFX response time patterns Caffeine confessions and community banter 📢 Share this episode with your network to keep the conversation going! 👉 Join us for free: https://www.proposalindustryexperts.com/ 🔗 Follow PIE on LinkedIn: https://www.linkedin.com/company/proposal-industry-experts/ 📺 Catch our latest on YouTube: https://www.youtube.com/@ProposalIndustryExperts

Ben Klein is back from Japan and rejoining Rachelle Ray in this jam-packed episode of Tales from the Pitch! The two swap stories, dive into updates from PIE's ever-evolving platform migration, and recap two standout webinars: Brianna Carter’s UX panel and Jeremy Brim’s Growth Ignition session. Inside the episode: The wild ride of switching platforms mid-webinar 🎥 Updates on PIE’s move to Disco (spoiler: mobile app included!) Call for Camp PIE (RFWin 2024) speaker applications How global procurement practices vary—Ben’s Japan trip sparked a big idea 💡 Which is it—NAICS or “Nakes”? The community weighs in! 🎙️ And to close: a Tale from the Pitch featuring the ultimate portal nightmare—an RFP drops, but the portal says no access... for five days. Cue stress.   🌐 Join PIE / Official Website: https://www.proposalindustryexperts.com 📺 Subscribe on YouTube: https://www.youtube.com/@ProposalIndustryExperts 💼 Follow on LinkedIn: https://www.linkedin.com/company/proposal-industry-experts/

In this special solo episode of Tales from the Pitch, Rachelle Ray flies solo (and maybe streams on the wrong platform?) to deliver a full rundown of what’s happening inside Proposal Industry Experts. From Pi Day celebrations and AI-powered proposal panels to PIE’s new community platform and upcoming webinars, Rachelle covers: Sneak peeks at two new webinars: UX in Proposals (March 14) and Career Growth in Bids (March 19) Details on the new Growth Ignition training partnership Why PIE is moving to a sleek new home on Disco A shout-out to RFP 101 and the launch of premium content Industry trends in GovCon vs. SLED and how AI is shifting expectations And of course, it wouldn’t be Tales from the Pitch without a story. Rachelle closes with a toner disaster of magenta proportions in this unforgettable printer fail meets proposal deadline moment. 🌐 Join PIE / Official Website: https://www.proposalindustryexperts.com 📺 Subscribe on YouTube: https://www.youtube.com/@ProposalIndustryExperts 💼 Follow on LinkedIn: https://www.linkedin.com/company/proposal-industry-experts/

In this episode of Tales from the Pitch, Rachelle Ray is joined by proposal tech nerds and consultants Ceri Mescall and Chris Basilla to tackle a real challenge in the industry: choosing the right AI tool in a market that’s flooded with options. They break down: Why tech adoption fails (and how to avoid it) How to spot vendor bias and shiny object syndrome The danger of building AI tools on broken processes How to think strategically about team buy-in and empathy What 400+ hours of market research taught them about tool viability Plus, they unveil My Proposal Pathway—a 3-step service to help teams cut through the noise and find tools that actually fit their workflows, budgets, and proposal environments. And you don’t want to miss Kerry’s Tale from the Pitch: a sticky situation involving wet paint, orals coaching, and the world’s most reluctant presenter. 📍 Learn more at: https://www.myproposalpathway.com 💼 Connect with Chris & Carrie on LinkedIn 🌐 Join PIE / Official Website: https://www.proposalindustryexperts.com 📺 Subscribe on YouTube: https://www.youtube.com/@ProposalIndustryExperts 💼 Follow on LinkedIn: https://www.linkedin.com/company/proposal-industry-experts/

In this episode of Tales from the Pitch, Ben Klein and Rachelle Ray reunite in their first shared 2025 Temperature Check—and it’s a whirlwind. Fresh off a live D&D show, SMPS’s Southern Regional Conference, and a whirlwind trip to London, Rachelle shares key insights on creative burnout and why proposal professionals need messy creative space to thrive. Together, she and Ben explore the tension between productivity and innovation, with helpful tips from their own personal creative practices. Plus, big PIE news: 🚀 RFP 101 is live! A crash course for newbies and solo-preneurs navigating the proposal world. 📱 A sneak peek at PIE’s new learning and community platform, hosted on Disco. 🧠 And thoughtful reflection on AI’s impact—what’s hype, what’s real, and why proposal writers are still essential. Stick around for laughs, community shoutouts, and a reminder that PIE is here to support you, whatever stage you’re in. 🌐 Join PIE / Official Website: https://www.proposalindustryexperts.com 📺 Subscribe on YouTube: https://www.youtube.com/@ProposalIndustryExperts 💼 Follow on LinkedIn: https://www.linkedin.com/company/proposal-industry-experts/

In this Tales from the Pitch episode, Ben Klein and Rachelle Ray dig into the freshly released Loopio 2024 Trends Report, unpacking the most telling data points shaping the proposal industry this year. They call out: The ongoing disconnect between leadership and frontline proposal staff Why AI isn’t replacing you yet—but execs think it might The real cost of proposals (spoiler: it's not $900) The importance of go/no-go discipline and the myth of “we can do the work” And of course… yes, we’re still dealing with burnout 😬 From hilarious chart errors to smart insights on selectivity and strategy, Ben and Rachelle don’t just break down the data—they give it context, with real-world commentary you won’t get from a download link. 🌐 Join PIE / Official Website: https://www.proposalindustryexperts.com 📺 Subscribe on YouTube: https://www.youtube.com/@ProposalIndustryExperts 💼 Follow on LinkedIn: https://www.linkedin.com/company/proposal-industry-experts/

This episode of Tales from the Pitch dives into the future of proposals—with a human touch. Ben Klein and Rachelle Ray welcome Brianna Carter, marketing strategist at Page and a member of PIE’s advisory board, to preview her upcoming expert panel on user experience (UX) in proposals. Together, they explore what it means to make proposals more readable, engaging, and accessible—from microsites to multimedia storytelling, from AI integrations to the audacity of actual innovation in procurement. They also dig into the reality of juggling proposals, parenting, and professionalism (spoiler: twins and snow days are involved). Plus, don’t miss Brianna’s Tale from the Pitch, which might be the most relatable work-from-home story in proposal land. 🎉 Her panel drops on Pi Day (March 14)—mark your calendar and register! 🌐 Join PIE / Official Website: https://www.proposalindustryexperts.com 📺 Subscribe on YouTube: https://www.youtube.com/@ProposalIndustryExperts 💼 Follow on LinkedIn: https://www.linkedin.com/company/proposal-industry-experts/

In this episode of Tales from the Pitch, Ben Klein welcomes UK-based bidding powerhouse Jeremy Brim to officially launch Growth Ignition—a new educational partnership with Proposal Industry Experts (PIE). Jeremy brings 25 years of experience in bids, capture, and business development, and he’s worked with everyone from scrappy startups to billion-dollar firms. They dig deep into the strategy behind winning more (and better) work: why capture is the make-or-break phase, how strong sponsorship changes outcomes, and what the future of proposal education should look like. This episode pulls no punches—complete with insights, laughs, and the occasional British swear. Plus, Jeremy shares a Tale from the Pitch that haunts him every time he passes London’s King’s Cross Station. Yes, it involves Google. Yes, it involves senior executives with big egos. And yes, you’ll want to hear it. 🔥 PIE members: keep an eye out for exclusive Growth Ignition discounts and access soon! 🌐 Join PIE / Official Website: https://www.proposalindustryexperts.com 📺 Subscribe on YouTube: https://www.youtube.com/@ProposalIndustryExperts 💼 Follow on LinkedIn: https://www.linkedin.com/company/proposal-industry-experts/

Welcome back to Tales from the Pitch, the podcast where we mix humor, expertise, and a dash of procurement chaos! In this episode, Ben Klein kicks off the first Temperature Check of 2025 solo—well, not really. While Rachelle Ray braves the wilds of Houston for the SMPS conference (and, let’s be honest, probably disrupting the local weather in the process), Ben is joined by none other than the fantastic Christina Carter! Christina, a powerhouse in the proposal world, shares insights from her time with major companies like Zendesk and Amazon Web Services, her experience running her own consultancy, and her role as part of the PIE Baker’s Dozen. The conversation covers proposal processes, bid libraries, and the realities of managing proposals across industries. Plus, Ben and Christina swap stories from their recent meet-up in London—complete with restaurant side-eye from a particularly unimpressed waiter. Stick around for all the laughs, lessons, and of course, a classic Tale from the Pitch. Don’t miss it! 🔗 Like what you hear? Join us for free at Proposal Industry Experts! Want more Chris Carter - Find her in the PIE Community or on Linkedin https://www.linkedin.com/in/christinagcarter/

It’s the most wonderful (and stressful) time of the year—at least for proposal professionals! In this episode of Tales from the Pitch, Ben Klein and Rachelle Ray dive into the classic end-of-year crunch, swapping stories about last-minute procurements, unrealistic deadlines, and the hidden toll of "holiday bids." But it's not all doom and deadlines. The duo also explores how proposal professionals can level up their game with AI. From using Midjourney to enhance proposal graphics to creating a custom ChatGPT assistant, this episode is packed with practical tips and laughs. Ben and Rachelle walk through building a "recruiting proposal consultant" GPT, share holiday travel vibes, and tease OpenAI's latest contender in the image game. Plus, PIE is hosting its first-ever Town Hall in January, and you're invited! Tune in to find out how you can help shape the next RFWin and make your voice heard in the proposal community. Like what you hear? Join the PIE community: https://www.proposalindustryexperts.com Follow us on LinkedIn: https://www.linkedin.com/company/proposal-industry-experts Watch more episodes: https://www.youtube.com/@ProposalIndustryExperts

 📌 Summary: In this episode of Thursday Temperature Check, hosts Ben Klein and Rachelle Ray get real about burnout and how it intensifies during the holiday season. They share personal stories, practical strategies, and tips for setting boundaries, managing guilt, and finding moments of rest amidst the chaos. 🚩 Highlights: Recognizing the signs of burnout before it’s too late. Why incremental self-care beats all-or-nothing approaches. Setting boundaries at work and learning to say “no.” How to reframe rest as productivity. 🎯 Takeaway: Burnout isn’t inevitable—small changes and supportive networks can make a big difference. 💬 Join the Conversation: How do you tackle burnout? Share your tips in the comments or our community forum at https://proposalindustryexperts.com

This is better watched on youtube. In this special 'Tales from the Pitch' episode, Rachelle Ray steps into the role of Tech Expert, guiding co-host Ben Klein through the process of creating a GPT agent. Dive into an educational and fun-filled session where complex AI concepts are broken down into practical steps anyone can follow. Whether you're curious about leveraging AI for proposal work or just looking for an engaging tech chat, this episode has something for you. Join Rachelle and Ben as they explore the world of GPT agents, sharing insights, tips, and a few laughs along the way. Don’t miss this hands-on learning adventure! Like what we are doing, come join us free at www.proposalindustryexperts.com

  In this episode of Tales from the Pitch, Rachelle Ray, Ben Klein, and special guest Ben Johns (SME) discuss harnessing the power of metadata to gain competitive insights from proposal documents. The conversation delves into strategies for turning data into actionable intelligence, offering listeners practical advice for staying ahead in the competitive proposal landscape. Like what you hear: Come join us free at www.proposalindustryexperts.com Find Ben Johns in the community or online at: https://www.linkedin.com/in/bsjohns/

Welcome to 'Tales from the Pitch,' brought to you by Proposal Industry Experts. In this episode, hosts Ben Klein and Rachelle Ray share an unexpected twist—coming to you from the same location but separated by a few technical challenges. As they settle into a snowy New Mexico backdrop, they offer listeners a unique blend of relatable moments and insightful discussions. We are in our annual planning and tease out some of the things we want to do for the community in 2025. Tune in for a mix of proposal tips, real-life stories, and the camaraderie that makes every episode feel like a conversation with friends. Get ready for an entertaining temperature check that proves even tech mishaps can lead to great stories. Want to join the community, it's free www.proposalindustryexperts.com

In this episode of 'Tales from the Pitch,' Ben Klein and Rachelle Ray tackle a topic that resonates with many in the proposal world: transitioning away from a response tool. With humor and practical advice, they share their experiences, discuss the challenges of migration, and outline steps to ensure a smooth switch to new systems. If you've ever struggled with adapting to change or wondered how to effectively manage such a shift, this episode is packed with insights and relatable moments. Tune in to hear tips, strategies, and a few laughs along the way as the hosts guide you through the complexities of moving on from your trusted response tool. Enjoying this show, come join us for free at www.proposalindustryexperts.com

Join Ben Klein and Rachelle Ray on this episode of 'Proposal Industry Experts' as they explore the power of community and creativity in proposal writing. They dive into their latest community writing challenge, highlighting why strong writing skills are crucial in the proposal industry. The hosts also discuss the benefits of using AI tools like ChatGPT as an editor to elevate your writing game. Wrapping up the episode, they share an engaging 'Tales from the Pitch' segment, filled with real-life stories and lessons learned. Whether you're a seasoned proposal pro or just starting out, this episode offers practical insights and a touch of humor that you won't want to miss. Like what you hear, come join us at www.proposalindustryexperts.com  

In this episode of Tales from the Pitch, Ben and Rachelle from Proposal Industry Experts dive into the lighter and more challenging sides of proposal management. First, they discuss the amusing and often frustrating limitations of AI in understanding proposal meeting notes, offering some laughs and insights into the evolving role of technology in the industry. Then, Rachelle shares her recent return from vacation and the unique stress that proposal managers face when trying to unplug, only to return to a mountain of work. Finally, they close with a cautionary tale about a printed bid gone horribly wrong—one of those pitch nightmares you’ll want to avoid! Join us for this fun and relatable conversation filled with practical tips and proposal industry wisdom.   Come join us for free for even more conversation at https://www.proposalindustryexperts.com

In this episode of Tales from the Pitch, Ben Klein of Proposal Industry Experts (PIE) is joined by Steven Alvarez, a member of the customer advisory board (Bakers Dozen), to delve into the challenge of people pleasing in the proposal response industry. Steven offers his unique insights on how trying to satisfy everyone can lead to miscommunication, overpromising, and process breakdowns. Together, Ben and Steven explore strategies for managing expectations while maintaining the integrity of the proposal process. Whether you're a proposal manager or part of a response team, you'll learn valuable tips on setting boundaries, staying focused, and delivering high-quality proposals without falling into the people-pleasing trap. Want more Steven Alvarez: https://www.linkedin.com/in/stevenralvarez/ Want more conversation: Join us free at https://proposalindustryexperts.com

Join hosts Ben Klein and Rachelle Ray, founders of Proposal Industry Experts (PIE), as they sit down with Lauren Styczynski from their customer advisory board to explore the powerful connection between product management and proposal management. In this episode, Lauren shares practical insights on how adopting a product management mindset can revolutionize the way proposals are managed, leading to improved workflows and career satisfaction. Stick around until the end for a fun, unexpected story from Lauren about a memorable pitch that’s sure to entertain and inspire. Whether you're in product management or proposal management, this episode has something for you! Connect with Lauren - https://laurenstyczynski.weebly.com/ linkedin.com/in/lauren-styczynski /    Want more great insights.. come join us free at https://proposalindustryexperts.com  

In this episode, Lauren Leulu, a seasoned expert in U.S. government contracting and proposal graphics, shares her unique approach to creating impactful visuals for proposals and breaking down complex concepts in government bids. Lauren’s insights offer a fresh perspective on how to balance creativity with the rigid structures of federal contracting. Tune in to hear her tips on proposal graphics and a fascinating story from the world of government contracting! Lauren Leulu https://leuluandco.com/ Join us free at www.proposalindustryexperts.com    

We strongly recommend watching this on our youtube channel as Ama literally draws out how she makes sense of what is going on in her thinking. https://youtu.be/kr246rjYVwo?si=0YTqdXJIyeMAgVy_   In this episode, Ama Cobbina shares her unique approach to career development and problem-solving without needing visuals. Through engaging storytelling, she walks us through her career journey, offering insights into how creativity can unlock new opportunities and help tackle challenges. Listen in as Ama shares her methods for working through problems, followed by an inspiring story from her time in the pitch room. If you're looking for new ways to approach your career and professional growth, this episode is a must-listen. Ama Cobbina https://www.linkedin.com/in/ama-cobbina/ Come join us free at www.proposalindustryexperts.com

In this episode of Thursday Temperature Check, Rachelle Ray and Ben Klein sit down with Kevin Thompson to explore where sales and business development (BD) intersect with proposals. The conversation is broken into three engaging parts: Part 1: Introduction to Kevin Thompson Get to know Kevin Thompson, his background, and his experience in the sales and proposal industry. Part 2: Where Sales & BD Meet Proposals Kevin shares his expert insights on how sales and BD teams collaborate with proposal teams to drive success and win bids. Part 3: Tales from the Pitch – Kevin’s Strange Bid Story In the premiere of our new segment, Tales from the Pitch, Kevin shares a bizarre and memorable bid story that you won’t want to miss. Listen in for a mix of industry insights, practical advice, and entertaining stories that shed light on the fascinating world of proposals.

  In this episode of Thursday Temperature Check, Rachelle Ray and Ben Klein share their post-conference reflections, offering a mix of casual banter and valuable insights for the proposal industry. They discuss Javier Escartin’s thought-provoking newsletter, which questions the relevance of proposals in today’s fast-paced business environment. The episode concludes with a major announcement: Proposal Industry Experts is reworking the APPE (AI Proposal Certificate) to stay aligned with the rapid advancements in AI technology. In this episode, we cover: Post-conference reflections and updates. Javier Escartin’s newsletter: Do proposals still matter? The upcoming rework of the APPE to address the evolving landscape of AI in the proposal space. Tune in for an engaging discussion on the future of proposals, the impact of AI, and what’s next for Proposal Industry Experts.    

In this episode, Rachelle Ray from RMR Consulting and Ben Klein from Geek Proposals discuss significant changes within Proposal Industry Experts Inc., including Ryn Bennett's departure. As the team prepares for 2024-2025, Rachelle and Ben share their thoughts on how this leadership change will shape the company’s future. Key talking points include: Reflections on Ryn Bennett’s time at Proposal Industry Experts. What does their departure mean for the team and stakeholders? Our strategic plans and goals for the upcoming year. Tune in for an insightful conversation on navigating transitions and planning for success in the proposal industry. Listen now and join us as we discuss the future of Proposal Industry Experts!

In this episode of "Tales from the Pitch," hosts Ben Kline and Rachelle Ray dive into the transformative impacts of AI on the proposal industry and discuss the power of effective mentorship. They explore how AI is reshaping proposal processes, addressing both the challenges and opportunities that come with integrating new technologies. The hosts also highlight the upcoming RFWin event, emphasizing the benefits of participating, especially for introverts who may find traditional networking daunting. Furthermore, Rachelle introduces a structured mentorship program aimed at supporting professionals in navigating their careers in the proposal industry. This initiative promises to pair participants with mentors who can provide tailored guidance and support, enhancing their professional development. Join Ben and Rachelle as they unpack these exciting developments, offering insights and tips on how to leverage AI and mentorship to advance in the proposal field.

In this lively episode of "Tales from the Pitch," hosts Ben Klein and Rachelle Ray tackle the high-energy world of proposal management. Rachelle shares her strategy for handling emergency bids and discusses the nuances of charging for rush services. They also highlight the upcoming RFWin event, which promises valuable bid shredding sessions for refining proposal skills. The duo also dives into the evolving role of AI in proposal processes, encouraging professionals to embrace technology to enhance their effectiveness and value within their organizations. Tune in for a dose of practical insights and spirited discussion, perfect for anyone looking to sharpen their proposal management skills!

Join us for a warm and engaging episode of "Tales from the Pitch," where the hosts share laughs and insights about finding balance in our hectic lives. They chat about the small victories in doing just enough to stay sane and productive, and how taking it easy can sometimes be the secret to success. The episode also celebrates Pride Month, with a heartfelt discussion on the efforts to make everyone feel welcome and valued. The hosts reflect on positive community feedback and the profound impact of nurturing a safe space for all voices to be heard. Additionally, they touch on the intriguing role of AI in streamlining day-to-day tasks in procurement, making work life a bit easier. The conversation rounds out with a look forward to exciting community activities, including a new mentorship program and the much-anticipated INSPIRE and USPIRE awards, which aim to honor the movers and shakers as well as the steady leaders in the industry. Tune in to this episode for a dose of good vibes, thoughtful reflections, and a peek at what’s brewing in the community. It's all about coming together, learning from each other, and moving forward with enthusiasm and inclusivity.

Tired of writing proposals that vanish into a black hole? Join our chat with Chris Gillespie, CEO of a content studio focused on making writing clear. In this episode, you'll learn: The secret sauce to clear writing that makes proposals stand out (hint: it's not jargon!) How to write for the busy reader who's skimming, not savoring A sneaky trick to prove your writing is the best with A/B testing Bonus! How to handle legal and compliance without sacrificing clarity This episode is for you if: You write proposals (and secretly dream of winning them all) You're tired of confusing jargon and generic language You want to make your writing clear, concise, and...dare we say...enjoyable?

Is it a recipe for disaster or a delicious opportunity? Join us as we explore the upcoming Proposal Industry Experts (PI) conference, RFWIN, focusing on AI in proposals and the future of the field. We'll also dish on hot topics like: The onboarding struggle: Balancing comprehensiveness with time commitment when bringing new contractors on board. A seat at the strategy table: Why proposal professionals need to be in the room and understand client KRAs (Key Result Areas). The networking imperative: Networking is key, especially as the industry evolves towards more consultancy work. So, grab your laptop, ditch the oatmeal raisin cookies (taco chip cookies are the way to go!), and get ready to learn, network, and grow your proposal prowess! This episode is perfect for you if: You're a proposal professional looking to stay ahead of the curve. You're curious about the impact of AI on the proposal industry. You want to learn how to onboard new team members effectively. You're looking to improve your networking skills.

Is AI the future of proposal writing? We chat about Pi AI Day and explore the potential of AI tools in the proposal writing process. While some are embracing this new technology, others are taking a more cautious approach. Find out where your clients stand on AI-powered proposals. Calling all survey participants! We're on a mission to reach 1,000 responses for our member survey, and your voice matters! Even if you're not a member, we encourage you to participate. Mark your calendars! The RFWIN Conference is coming up on August 8th and 9th. Don't miss out on early bird discounts, and for Baker's Corner Pro members, this year's conference is included in your membership! Plus, we discuss a pre-conference session with the renowned copywriting organization, Fenwick. Tune in for industry insights, upcoming events, and a look ahead to the future of proposal writing!

In this episode, Ben and Rachelle discuss the ongoing challenges of balancing work demands with personal life, particularly in the context of proposal management. They share personal stories about upgrading technology and the impact on their work efficiency, transitioning to cloud computing, and the broader implications of work culture on personal time and stress management. Special focus is given to the necessity of evolving proposal software tools and the importance of using AI to streamline processes. Key Discussions: Technology and Efficiency: Ben discusses his transition to a new computer and how technology can both hinder and enhance productivity. Work-Life Balance: The hosts delve into the pressures of managing significant workloads against personal commitments, such as family events and personal health. Industry Tools and AI: Discussion on the current state of AI in proposal management, exploring how these tools can alleviate workload and improve the quality of proposals. Corporate Culture and Mental Load: Rachelle reflects on the 'pack mule' mentality prevalent in many work environments, particularly in how professionals in the proposal industry often feel obligated to overextend themselves to prove their worth.

In this insightful episode of our podcast, we explore the transformative role of artificial intelligence (AI) in bid management and proposal development. Our special guest, Chris, a consultant with extensive experience in the aerospace and defense sectors, shares his journey into integrating AI into bid processes. He discusses his initial challenges, the potential he sees in AI to enhance strategic decision-making, and provides a detailed look at various AI applications in bid management through an engaging framework. Chris delves into the fears and opportunities that AI presents to industry professionals, emphasizing the need for upskilling and adopting a strategic approach to remain competitive. He also introduces his AI Opportunity Map, a tool designed to help professionals identify how AI can enhance different aspects of bid management, from task automation to strategy enablement. Listeners will gain an understanding of how AI can be a complement rather than a substitute in the workforce, pushing the boundaries of traditional bid management towards more innovative and efficient practices. This episode is a must-listen for anyone interested in the intersections of technology and proposal management, offering both theoretical insights and practical advice on navigating the evolving landscape of competitive bidding.

Dive into the transformative world of artificial intelligence in this episode of "Tech Tides" with special guests, Ryn Bennett and Ben Klein from the startup PIE. They explore practical ways to integrate AI into your existing tech workflow, enhancing efficiency and innovation. Ryn provides a step-by-step guide on incorporating AI tools into various aspects of business operations, from automated customer service to data analysis enhancements. Meanwhile, Ben focuses on the technical aspects, discussing how to seamlessly adapt your tech stack to include AI, with an emphasis on scalability and security. The duo also tackles common pitfalls and best practices for a smooth AI adoption process. Whether you're an IT professional, a project manager, or a business owner, this episode will equip you with the essential knowledge and strategies to leverage AI effectively within your organization. Tune in to transform your tech workflow with AI's power!

Join us as we welcome Amy Herodacek, a renowned figure in the sales landscape with a rich background in enterprise software sales, sales enablement, and as a successful C-level executive. Amy shares her expert insights into the troubling statistics highlighted in recent reports by Pavilion and the Mental Health in Sales Report, which reveal a stark reality: a significant percentage of sales reps are struggling with their mental health, compounded by an industry standard that pushes unrealistic quotas and expectations. We learn how proposal team members can play an important role in supporting their sales colleagues, and how sales and proposal folks share a lot of the same (justified) complaints.  This episode is not just a critique but a call to action for sales leaders, proposal managers, and all those involved in the revenue process to adopt more empathetic, efficient, and effective practices that can lead to healthier work environments and better sales outcomes. Whether you're in sales, proposals, or any role that contributes to the revenue engine, this conversation sheds light on the critical need for change in how we approach sales and support our teams.

Dive into this week’s episode of "Thursday Temperature Check," where our hosts return from Portland with fresh t-shirts and fresher insights. From discussing the latest fashion choices to unpacking the rich learnings of the Pacific Regional Conference for SMPS, the team explores vital industry trends, challenges in talent retention, and the evolving dynamics of the AEC sector. Join us for a vibrant discussion on nurturing talent, embracing diversity, and shaping the future of the industry, all while fostering a community spirit that champions growth and innovation.

In a compelling episode of the Proposal Industry Experts (PIE) podcast, the co-founders shared their insights on making RFP (Request for Proposal) submissions more appealing. They emphasized the importance of understanding the reader's needs and preferences, advocating for a tailored approach that highlights clarity, relevance, and the unique value proposition of the proposal. Key strategies include crafting a compelling executive summary, ensuring a logical document flow, and distinguishing your offer from competitors. Visual presentation and the strategic use of data were also discussed as crucial elements in enhancing proposal appeal. The co-founders highlighted the impact of professional design and the judicious use of visuals like charts and images to make the document more engaging. Supporting claims with concrete data, case studies, and client testimonials was recommended to bolster credibility and demonstrate proven success. Concluding the episode, the importance of revision and feedback was underscored, with a call to utilize peer reviews and feedback from RFP outcomes as tools for continuous improvement. The co-founders of PIE stressed that a successful RFP submission goes beyond meeting basic requirements; it should resonate with the reader on a personal level, showcasing professionalism and a clear understanding of the client's needs. This episode provides invaluable advice for anyone looking to elevate their RFP submissions in a competitive landscape.

In this episode of the Proposal Industry Experts podcast, host Ben welcomes Liz Kepner, a seasoned proposal professional with extensive experience in government contracting. They delve into the intricate world of federal proposals, discussing topics ranging from team formation and relationship management to the challenges of navigating RFPs. Liz shares insights into her role as a deputy director, emphasizing the importance of collaboration and adaptability in the proposal process. From managing external partners to addressing unexpected hurdles, Liz provides valuable perspectives on how to navigate the complexities of federal bids. Tune in for an engaging conversation filled with practical tips and industry anecdotes!

Firstly, we explore the importance of writing samples in the proposal industry. Our expert hosts discuss how writing samples serve as a window into a candidate's communication skills, attention to detail, and ability to tailor content to specific audiences. We provide insights into what makes an effective writing sample, whether it's showcasing technical expertise, persuasive writing, or storytelling abilities. Next, we tackle the question of whom to hire first when building a proposal team. Should you prioritize a proposal writer, a project manager, or perhaps a graphic designer? Our seasoned professionals weigh in on the ideal candidate profile for the initial hire, considering factors such as project scope, organizational structure, and skill gaps within the team.

In this episode, our proposal management expert discusses crucial strategies for remote work in the proposal management field. Explore upcoming webinars focused on software buying guides, avoiding burnout, and remote work challenges. Gain insights and actionable tips from an industry veteran to excel in proposal management while working remotely.