Tools you can use to manage proposals

Tips, Tricks, and Tools

Examples of the tips, tricks, and tools proposal managers use to make their lives easy!

Rapid Response Templates

The plethora of templates proposal operations teams will want to develop to be able to response to quick-turn proposals!

Storyboards and the “Perfect” Pink Team Draft

Storyboards can be effective in proposal development – particularly during the capture phase – and can lead to the “perfect” pink team draft!

Questions Development

Gathering questions. Vetting questions. Wording questions. These are the important elements of questions development.

Kickoff Meetings

When the RFP goes live, it’s the job of the proposal manager to get everyone together and get things started, efficiently and effectively.

Daily Standup Meetings

Learn why these meetings are so important to proposal development and ensuring that the schedule stays on track.

BD Checklists

Use these checklists for roles and responsibilities and during the proposal phases to ensure best practices.

That’s the Hardest Part…

Strategies for dealing with the hardest parts of proposals – from bluebirds to reviews that go sideways.

Proposal Repositories

The repositories proposal operations should have to make the proposal development process just a little easier…