Use the following checklist to ensure that you have considered all of the tasks and factors in completing a proposal.
□ Secure appointment to conduct an informational interview about your potential client.
□ Research issues relevant to your prospect's business
□ Research issues relevant to your potential client's
□ Conduct pre-proposal informational interview to determine:
size of opportunity
decision process (when made, who makes, and so forth)
earliest training session needed
political / sensitive issues.
□ Establish proposal due date.
□ Determine size and scope of proposal.
□ Develop a schedule and plan for proposal ...