Personalize and Brand Package

3:20

5:42

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At 3:20 in

Create a Winning Bid Package. The Business Of Painting

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What happens here

This step emphasizes the importance of branding and personalization within the bid package. The speaker advises incorporating consistent company branding, including logos and color schemes, throughout the document. Crucially, he recommends personalizing the bid package by including the customer's name on multiple pages, making the document feel custom-made for them. He mentions using QuickBooks for integrated processes that can automatically propagate client details.

Goal: Integrate company branding and customer-specific personalization

Tools and materials

Branding guidelines
CRM or accounting software (e.g
QuickBooks)
Customer contact information

What they say

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company when you're not there your bid package should um include your branding on it it should come in a folder that is on your colors has your logo on it the the the bid package should be a personalized I mean it should have the customer's name throughout it talking about you know have their name that's um you know at the first or title um on each page you know throughout the document we use um QuickBooks and QuickBooks you know is an integrated process where we'll take that bit package and we put it in with the customer that is um that's currently this package is going to it and it propagates their name throughout the bit package so it looks like it was actually written specifically for them you want it to be very personalized you want it to be very professional all so um we don't typically hand um hard copies of the bit packages out anymore if you do you want

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