Pre-Proposal Sending Check List Company Name Is this a: * Fixed Scope, location and price?Range of prices/courses/numbers of students for the company to considerHybrid. Quite specific, but two or more options For fixed scope, you are sending a Proposal which has a specific scope and price, and you have included an ATP Yes No If a range of pricings, you are sending a Pricing Schedule, titles and file names reflect this, and there is no ATP included Yes No If a hybrid, there needs to be clear commentary about the options, and blank option & price fields or option boxes included in ATP Yes No NotesNotes You have checked that the title is correct on the Cover Page? Yes No You have checked that the company name in the footer is correct and spelled correctly? Yes No If the Proposal has an executive summary and scope, do these match, and accurately and clearly describe the scope and any options? Yes No If Andrew has been consulted about this, have you checked that the doc accurately and completely represents what he has provided? Yes No If there are suggested dates, are these crystal clear, and have you covered off whether they will or will not require consultant travel days, and airfares. Yes No If consultant travel days ARE required, have you clearly differentiated consultant travel days + airfares, from the general Travel and Acommodation expenses Yes No Have you checked your email, and confirm that it is brief and it perfectly matches the info in the attached Prop/schedule? Yes No Please confirm that you will send a notification SMS if possible, to the prospect once the email has been sent through CRM. Yes No Please provide notes from client phone call, and any notes Andrew has provided Submit If you are human, leave this field blank.
