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02 / Strategic Marketing & Differentiation

A different kind of proposal.

I traded corporate identity branding for experiential branding, and taught my team to execute it. Every proposal reflected the client’s own vision back to them. Volume more than doubled, the success rate held, and no staff were added.

Client
Ruhnau Clarke Architects
My role
Marketing Director
Years
2019 to 2026
Draws on
  • Strategy
  • Story
  • Systems
Capabilities
Experiential brandingClient-centered voiceCreative directionTeam leadershipProposal strategyInterview coachingHubSpot CRMAirtable + AI agents
For Ventura Unified’s Pacific High School agriculture program, livestock went on the cover, because that’s what the program is about.

The challenge

The tension

Ruhnau Clarke was a proposal volume shop, and an understaffed one. Most firms that answer this many RFPs lean on corporate templates: the same cover, the same layout, the same boilerplate every time. It reinforces the firm’s brand identity and makes proposals as efficient as possible to produce. It also tells every client the same story, about the firm.

What set Ruhnau Clarke apart was how deeply project teams listened to a client’s needs and vision. A templated proposal hid that at the very first point of contact.

The strategy

Disrupt the expectation

So the proposals broke the pattern. Reviewers expected another stack of look-alike submissions. Instead, each Ruhnau Clarke proposal reflected the client back to themselves: their identity, their hopes, and their vision for the project, in their own terms.

That gave selection committees a tangible experience of being heard before a single meeting. The proposal itself became the first proof of how the firm works. That’s experiential branding: the brand is what the client experiences, not the logo on the cover.

I directed the design of every one, down to the imagery. For Ventura Unified’s Pacific High School agriculture program, that meant putting livestock on the cover, because that’s what the program is about. Each of the examples below was made for its district alone.

The execution

Assess, aim, speak, teach

  1. 01

    Assess and aim

    It started with an assessment of the firm’s growth stage and marketing function, worked through with leadership to decide where to aim: market position, a client-centered voice, and the proposal practice, with predictive demography to choose where to compete.

  2. 02

    Speak

    Efficiency had to come from somewhere other than a template. The language that won was collected into a library, so each new effort started from what already worked rather than a blank page. That let a small team make every proposal feel bespoke and still take on far more of them.

  3. 03

    Teach it

    A shift like this only works if the whole team can carry it. I taught my team what experiential branding meant and how to execute it, so the client-first approach held up across dozens of proposals a year, not just the ones I touched.

My contribution

Prove

I joined Ruhnau Clarke as marketing director in 2019 and took over direction of the proposal practice in 2020: the client-first strategy, vetting, go/no-go decisions, interview strategy, and coaching.

The numbers count two kinds of work. Formal proposals, the full submissions shown below, were mine to direct: they grew from 29 to 74 decided a year, and 58% were won outright or advanced to interview. Alongside them, principals wrote shorter letter and fee proposals, supported by a HubSpot CRM I designed, built and implemented around how the firm wins work. Counting both, the firm went from 63 to 161 proposals decided a year at about 76% success.

In 2026, I designed and built an Airtable system with AI agents that moved administrative work to an admin, so senior staff could focus on development.

Relationships and direct invitations succeeded about 85% of the time. Beyond K-12, medical proposals won 65% and commercial 77%.

Outcomes

What it delivered.

Formal proposals decided a year, up from 29
74
Of formal proposals won or advanced to interview
58%
All proposals decided a year, formal and letter, up from 63
161
Success across all proposals, 526 of 694
76%
Combined budgets of the projects won
$1.1B+

Growth over time

Proposal performance, 2020 to 2025

Volume up, success rate steady, no added staff. Proposals decided each year, by who led them, with the overall success rate.

  • Formal, led by marketing
  • Letter, led by principals
  • %Overall success rate
202020212022202320242025
View as a table
YearFormalLetterTotal decidedSuccess rate
202029346376%
2021456210781%
202235609577%
2023566111768%
2024678415177%
2025748716176%

Pipeline sources

Where the work came from

  • Direct invitations37%
  • Client relationships36%
  • Lead reports23%
  • Teaming invitations4%

Relationships and direct invitations succeeded about 85% of the time. Lead reports succeeded 52%.

Market reach

Beyond K-12

  • Municipal53 decided · 55% won
  • Higher ed49 decided · 49% won
  • Medical17 decided · 65% won
  • Commercial13 decided · 77% won

Proposals decided outside K-12 since 2020. K-12 made up 562 and succeeded 80% of the time.

How these are counted: success is letter proposals won, plus formal proposals won outright or advanced to interview, counted once decided; undecided proposals are excluded. Principals led letter proposals, supported by a CRM introduced in 2020. Project cost is as recorded in the CRM for about half of wins, so it is a minimum and not a fee figure. Source: firm CRM records. 2026 is a partial year and is not shown.

From my proposal manager

“Michelle brought a strategic, story-driven approach to proposal development that went beyond simply responding to an RFP. She challenged us to see the opportunity through the client’s eyes, then translated those insights into compelling narratives that connected our expertise to what mattered most. Her leadership gave the team clear direction while encouraging collaboration, resulting in thoughtful, highly personalized proposals that differentiated our firm and demonstrated why we were the right partner.”

Amber WardProposal Manager, Ruhnau Clarke Architects

From the work

Cajon High School Building Addition: LRFP No. 361, San Bernardino City Unified School District.Property of Ruhnau Clarke Architects, as submitted to a public agency.
San Dieguito Union High School District: Statement of Qualifications, RFQ No. CB2002-05.Property of Ruhnau Clarke Architects, as submitted to a public agency.
Fontana Unified School District: A.B. Miller High School Aeronautics RFP.Property of Ruhnau Clarke Architects, as submitted to a public agency.
Redlands Unified School District: East Valley High School Stadium RFQ/P.Property of Ruhnau Clarke Architects, as submitted to a public agency.
The Airtable proposal system: AI agents read each RFP and trigger every next step.Representative recreation with sample data.
HubSpot, customized for how the firm wins work: 11 stages from watch list to close.Representative recreation with sample data.

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