Proposal drafting
Create first drafts from meeting notes and product information for your team to review.
Target industries, company sizes, territories and available company information. Confirm permitted use and the information needed for this task.
A candidate company list with criteria and source references. Keep the source and assumptions available for review.
Check fit and freshness, then decide whom to contact and how.
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.