Prospect research
Identify and organize prospects by industry and company size to reduce research work.
Meeting notes, product information and proposal templates. Confirm permitted use and the information needed for this task.
A first proposal draft organized around the customer’s needs. Keep the source and assumptions available for review.
Verify pricing, timelines and scope before sending to the customer.
Test with representative work examples. Compare preparation time, correction effort and missed items with your current process. Decide how to handle missing data and exceptions, and confirm the integrations your existing systems allow.