Proposal Review Checklist

M

Marcus Lee

@marcus-lee

·

Comprehensive proposal review checklist before customer delivery.

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Review a proposal before sending to {{company_name}}.

Proposal draft:
{{proposal_summary}}

Deal context:
{{deal_context}}

Create proposal review checklist:

1. Strategic Alignment
   - Does it address their stated needs?
   - Is the value story compelling?
   - Are differentiators clear?

2. Content Quality
   - Is the executive summary strong?
   - Are all sections complete?
   - Is pricing clearly presented?

3. Customization Check
   - Is it personalized to them?
   - Are their terms and language used?
   - Are relevant examples included?

4. Accuracy Review
   - Names and titles correct?
   - Numbers and dates accurate?
   - Terms consistent throughout?

5. Presentation
   - Professional formatting?
   - Easy to navigate?
   - Appropriate length?

6. Competitive Positioning
   - Does it address alternatives?
   - Are we differentiated clearly?
   - Is FUD preempted?

7. Call to Action
   - Clear next steps?
   - Easy to move forward?
   - Timeline expectations set?

Details

Category

Business

Use Cases

proposal qualitydeal documentationreview process

Works Best With

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