Build a sales proposal section by section. Print-ready output with a cover, problem, solution, phases, investment, next steps, and terms.
The team's pipeline reporting is manual, error-prone, and too slow for weekly forecasts.
A 6-week engagement to audit current process, implement a single source of truth, and train the RevOps team.
| Phase | Weeks | Deliverables |
|---|---|---|
| P01Discovery | 1 | Stakeholder interviews, current-state audit, requirements doc. |
| P02Build | 3 | Reports, dashboards, weekly forecast template. |
| P03Rollout | 2 | Training, documentation, 30-day support. |
| Total | 6 weeks |
| Description | Qty | Rate | Amount |
|---|---|---|---|
| Discovery + audit | 1 | $8,000 | $8,000 |
| Build — dashboards & reports | 1 | $24,000 | $24,000 |
| Rollout + training | 1 | $8,000 | $8,000 |
| Total | $40,000 | ||
1. Review this proposal 2. Sign + return by end of week 3. Kickoff call the following Monday
Payment: 50% at signing, 50% at milestone completion. 30-day termination with pro-rata refund. Work product is client-owned upon final payment.
Lightweight CRM contact book with tags, statuses, owners, sources, and notes. Search, filter, merge duplicates, CSV import/export. Team-shared.
Log emails, calls, meetings, notes, and tasks against contacts. Chronological timeline with type and owner filters. Team-shared.
Kanban sales pipeline across Prospecting → Qualified → Proposal → Negotiation → Closed. Drag to move stage, totals per column. Team-shared.
Build a sales proposal section by section. Print-ready output with a cover, problem, solution, phases, investment, next steps, and terms.
The team's pipeline reporting is manual, error-prone, and too slow for weekly forecasts.
A 6-week engagement to audit current process, implement a single source of truth, and train the RevOps team.
| Phase | Weeks | Deliverables |
|---|---|---|
| P01Discovery | 1 | Stakeholder interviews, current-state audit, requirements doc. |
| P02Build | 3 | Reports, dashboards, weekly forecast template. |
| P03Rollout | 2 | Training, documentation, 30-day support. |
| Total | 6 weeks |
| Description | Qty | Rate | Amount |
|---|---|---|---|
| Discovery + audit | 1 | $8,000 | $8,000 |
| Build — dashboards & reports | 1 | $24,000 | $24,000 |
| Rollout + training | 1 | $8,000 | $8,000 |
| Total | $40,000 | ||
1. Review this proposal 2. Sign + return by end of week 3. Kickoff call the following Monday
Payment: 50% at signing, 50% at milestone completion. 30-day termination with pro-rata refund. Work product is client-owned upon final payment.
Lightweight CRM contact book with tags, statuses, owners, sources, and notes. Search, filter, merge duplicates, CSV import/export. Team-shared.
Log emails, calls, meetings, notes, and tasks against contacts. Chronological timeline with type and owner filters. Team-shared.
Kanban sales pipeline across Prospecting → Qualified → Proposal → Negotiation → Closed. Drag to move stage, totals per column. Team-shared.