Is the Funnel Consideration Phase Quantitative or Qualitative?

The picture above shows a simple sales funnel example. The second of the three items in the funnel is the “consideration” phase.

• In that phase, those people who are aware of you can then consider your products and services.
• If they like what they see, they move on to conversion and hopefully buy your products and services.

But how do prospects in the funnel consideration phase evaluate your offering as opposed to competitor offerings? Is it truly a quantitative and logical process, or is it in reality qualitative and emotional?

Quantitative consideration

For purposes of this post, let’s assume that there are two competing companies, Bredemarket and Debamarket, who are fighting each other for business.

Second, let’s assume that Bredemarket and Debamarket offer similar services to their prospects and customers:

• Blog posts
• Case studies
• White papers

Finally, let’s assume that a big government agency (the BGA) has issued a Request for Proposal (RFP) for blog/case study/white paper services, and Bredemarket and Debamarket are the two companies competing for the award.

Source selection

Now I’m not a big-time pre-acquisition consultant like Applied Forensic Services, but I’ve been around long enough to know how pre-acquisition consultants work—especially when working with big government agencies like BGA.

A pre-acquisition consultant will develop a Source Selection Plan (SSP). In competitive procurements such as the one in this example, the SSP will state exactly how proposals will be evaluated, and how the best proposal will be selected.

SSPs can be very complex for certain opportunities, and not so complex for others. In all cases, the SSP dictates the evaluation criteria used to select the best vendor.

Michael Ropp of RFP360 has published a very simple example of how a particular group of proposal responses may be evaluated.

The weighted scoring approach breaks down your RFP evaluation criteria and assigns a value to each question or section. For example, your RFP criteria may consider questions of technical expertise, capabilities, data security, HR policies and diversity and sustainability. Weighted scoring prioritizes the criteria that are most important to your business by assigning them a point or percentage value. So your weighted scoring criteria may look like this: 

• Technical expertise – 25%
• Capabilities – 40%
• Data security – 10%
• HR policies – 10%
• Diversity and sustainability – 15%

RFP360, “A guide to RFP evaluation criteria: Basics, tips and examples.” (Link)

Individual question evaluation

In most cases the evaluator doesn’t look at the entire technical expertise section and give it a single score. In large RFPs, the technical expertise section may consist of 96 questions (or even 960 questions), each of which is evaluated and fed into the total technical expertise score.

For example, the RFP may include a question such as this one, and the responses from the bidders (Bredemarket and Debamarket) are evaluated.

Question	Bredemarket	Debamarket
96. The completed blog post shall include no references to 1960s songs.	0.8 points awarded. While many Bredemarket blog posts comply, “How Remote Work Preserves Your Brain” does not.	1.0 points awarded. Debamarket fully complies.

Final quantitative recommendation for award

Now repeat this evaluation method for every RFP question in every RFP category and you end up with a report in which one of the vendors receives more points than the other and is clearly the preferred bidder. Here’s an example from a U.S. Nuclear Regulatory Commission proposal source selection process. (And you can bet that a nuclear agency doesn’t use an evaluation method that is, um, haphazard.)

So what does this example show us? It shows that L-3 Communications/EER received a total score of 83.8, while its closest competitor Logicon only received a score of 80. So EER is the preferred bidder.

So in our example, BGA would evaluate Bredemarket and Debamarket, come up with a number for each bidder, and award the contract to the bidder with the highest evaluation score.

Quantitative recommendation for the little guys

Perhaps people who aren’t big government agencies don’t go to this level of detail, but many prospects who reach the consideration phase use some type of quantitative method.

For example, if the (non-weighted) pros for an item under consideration outnumber the cons, go for it.

Five pros and only three cons. Do it!

All quantative, objective, and straightforward.

If people really evaluate that way.

But is consideration quantitative?

Now of course the discussion above assumes that everyone is a logical being who solely evaluates based on objective criteria.

But even Sages such as myself may deviate from the objective norm. Here’s a story of one time when I did just that.

As I previously mentioned, I had never written a proposal response before I started consulting for Printrak. But I had written a Request for Proposal before I joined Printrak. For a prior employer (located in Monterey Park), I worked with an outside consultant to develop an RFP to help my employer select a vendor for a computer system. The questions posed to the bidders were not complex. Frankly, it was a simple checklist. Does your computer system perform function A? Does it perform function B?

The outside consultant and I sent the final RFP to several computer system providers, and received several proposals in response.

• A few of the proposals checked every box, saying that they could do anything and everything. We threw those proposals out, because we knew that no one could meet every one of our demanding requirements. (“I can’t trust that response.”)
• We focused on the proposals that included more realistic responses. (“That respondent really thought about the questions.”)

As you can see, we introduced a qualitative, emotional element into our consideration phase.

According to Kaye Putnam, this is not uncommon.

Qualitative consideration

Humans think that we are very logical when we consider alternatives, and that our consideration processes are logical and quantitative. Putnam has looked into this assertion and says that it’s hogwash. Take a look at this excerpt from Putnam’s first brand psychology secret:

Your brand has to meet people at that emotional level – if you want them to buy. (And I know you do!)  

Findings from several studies support this, but one of the most seminal was outlined in Harvard professor Gerald Zellman’s 2003 book, The Subconscious Mind of the Consumer. Zellman’s research and learnings prompted him to come to the industry-rocking conclusion that, “95 percent of our purchase decision making takes place in the subconscious mind.”

From Kaye Putnam, “7 Brand Psychology Secrets – Revealed!” (link)

But how can the subconscious mind affect quantitative evaluations?

While logic still has to play SOME role in a purchase decision (as Putnam further explains in her first and second brand psychology secrets), a positive or negative predisposition toward a bidder can influence the quantitative scores.

Imagine if the evaluators got together and discussed the Bredmarket and Debamarket responses to question 96, above. The back and forth between the evaluators may sound like this:

• “OK, we’re up to question 96. That’s a no brainer, because no one would ever put song references in a BGA blog post.”
• “Yeah, but did you see Bredemarket’s own post that has multiple references to the song ‘Dead Man’s Curve’?”
• “So what? Bredemarket would never do that when writing for a government agency. That piece was solely for Bredemarket.”
• “How do you KNOW that Bredemarket would never slip a song reference into a BGA post? You know, I really don’t trust that guy. He wore two different colored shoes to the orals presentation, a brown one and a black one. Someone as slopy as that could do anything, with huge consequences for BGA communications. I’m deducting points from Bredemarket for question 96.”
• “OK. I think you’re being ridiculous, but if you say so.”

And just like that, your quantitative logical consideration process is exposed as a bunch of subconscious emotional feelings.

How does qualitative consideration affect you?

As you develop your collateral for the consideration phase, you need to go beyond logic (even if you have a Sage predisposition) and speak to the needs and pain points of your prospects.

Yes, pain.

Here’s a example from my law enforcement automated fingerprint identificaiton system (AFIS) days.

• If your prospect is a police chief who is sick and tired of burglars ransacking homes and causing problems for the police department, don’t tell your prospect about your AFIS image detail or independent accuracy testing results. After all, 1000 ppi and 99.967 accuracy are only numbers.
• Provide the police chief with customer-focused benefit statements about how quickly your AFIS will clean up the burglary problem in the town, giving residents peace of mind and the police department less stress.

If you can appeal to those emotions, that police chief will consider you more highly and move on to conversion (purchase).

Can I help?

If your messaging concentrates on things your prospects don’t care about, most of them will ignore you and not shower you with money. Using the wrong words with your customers impacts your livelihood, and may leave you poor and destitute with few possessions.

If you need a writer to work with you to ensure that your written content includes the right words that speak directly to your prospects, hire…Debamarket!

Oh wait. Debamarket is fictional.

OK, talk to Bredemarket then.

• Email me at john.bredehoft@bredemarket.com.
• Book a meeting with me at calendly.com/bredemarket.
• Contact me at bredemarket.com/contact/.