Turning client needs
into a winning story.

Challenge. A $20M transformation opportunity involved an evolving solution, changing requirements and a complex story that needed to remain coherent through proposal and statement-of-work development.

My contribution. I led proposal development, translated the transformation concept into a cohesive four-pillar structure and phased narrative, coordinated contributors, and continued supporting the work as it moved into SOW development. I reviewed the draft SOW for consistency and quality.

Challenge. The proposal had already advanced to the oral stage when the original proposal writer left the firm. The team had 11 days to prepare for the finalist presentation.

My contribution. I distilled the existing proposal into the messages most important to the finalist conversation, developed the oral presentation concept, and recommended a newspaper/magazine-style booklet tailored to the client's media and publishing business. I set the content architecture and coordinated Design to bring the concept to life, organizing the story around industry expertise, technology, transition strategy, differentiators and client experience.

Challenge. A high-visibility pursuit shifted late from a U.S.-focused response to a Belgium-led global submission, adding international content, credentials, fees and firm information under an accelerated deadline.

My contribution. I co-led proposal development, helped convert the U.S. response into a global document, coordinated content and credentials across member firms, sourced information when U.S. resources could not answer client questions, and managed changing inputs and versions through the final stage.

Challenge. A long-standing tax client unexpectedly went to bid. The response needed to demonstrate the value already delivered while making a credible case for future strategic value.

My contribution. I reframed the response around delivered value and future opportunity, developed original messaging and visuals, identified healthcare-specific resources, and incorporated emerging client insights into the proposal. I carried the strategy through the finalist presentation and leave-behind.

Challenge. The organization was planning a complex stadium technology program while managing ongoing audit, tax, compliance and operational priorities. The response needed to communicate an integrated firm approach.

My contribution. I developed the narrative and document architecture to connect the client's business priorities with the firm's broader capabilities. I identified additional subject matter experts beyond the immediate pursuit team to demonstrate the firm's breadth, then structured the content around the client's priorities, the integrated team, technology, governance and execution.

Challenge. The client was preparing for a transition from SOX 404(a) to 404(b), requiring a clear explanation of the path to readiness and a tailored response to specialized questions.

My contribution. I researched and synthesized the transition requirements, identified where the draft did not directly answer the prospect's primary questions, and developed a dedicated response page. I challenged generic AI-generated language, validated content against pursuit materials and technical-team input, and refined the executive summary and response with the pursuit team.