BoardMatch™ · RFP Response

You have 14 days to win the
account that changes your year.

We author and design the proposal end-to-end. Strategy memo, fee modeling, transition plan, board-meeting coaching — by people who've sat through 200+ CAM selection meetings. One sprint, one outcome: you walk in to the room with a document that's already arguing for you.

When to call us

This is for the strategic ones.

We don't take every RFP. We take the ones where losing means twelve months of regret and winning re-anchors your portfolio.

Large master-planned RFPs
800+ doors
Multi-incumbent decisions where boards weigh five firms over six weeks.
Strategic conversion targets
$2M+ revenue
Self-managed associations or competitor accounts you've been chasing for two years.
High-amenity HOAs and condos
Luxury
Boards that expect concierge tone, polished references, and proof of operations at altitude.
Commercial-residential portfolios
Mixed-use
Where the proposal has to speak to both a board and a sponsor without splitting the difference.
The 14-day sprint

How it actually goes.

Day 0
Intake call
60 minutes. We pull the RFP, the board profile, the incumbent, and what you actually know about the room.
Day 1–3
Strategy memo
Three-page memo: who's voting, what they care about, what the incumbent screwed up, where you win and where you flank.
Day 4–10
Draft + design
Full proposal authored and designed. You see one mid-draft for sanity-check, then a final review.
Day 11–13
Refinement
Two rounds of edits. We sit with you and harden the numbers, the references, the bios.
Day 14
Selection-meeting prep
Two-hour live coaching with whoever's presenting. Talk tracks, objection prep, the three slides that matter.
What you walk in with

One proposal. Built to win this room.

Strategy memo
Three pages on the room: voters, motivations, incumbent failure modes, where you flank and where you press.
Full proposal
Authored and designed. 18–24 pages. Ready to print, ready to bind, ready to send.
Fee model
Transparent, defensible pricing built around your actual operating cost — not pulled from your last template.
Transition plan
Week-by-week onboarding from contract signing through first board meeting. Boards take this seriously, so we do too.
Reference + bio kit
Three handpicked references coached on what to say. Bios that read like operators, not LinkedIn summaries.
Selection-meeting prep
Two-hour live coaching. Talk tracks, the three slides that matter, the four objections you will get and how to handle them.
Investment

Fixed fee. Quoted per RFP.

We scope each engagement on the proposal's complexity — portfolio size, number of voters, depth of incumbent research required. Most engagements land between $14k and $32k. We tell you the number on the intake call before either side commits.

Get a quote on your RFP →
If we don't think we're the right fit for your specific RFP, we'll say so on the intake call.
Common questions

Before you send the RFP.

Ready when you are

Send us the RFP. We'll tell you within 48 hours whether it's worth chasing.

No-obligation intake call. We read it, you bring context, we tell you the truth about whether you can win it and what it would take.

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