Deep dives into proposal strategy, deal rhythm, and sales psychology.
Beyond feature checklists: How to evaluate proposal automation platforms based on organizational maturity, compliance needs, and long-term TCO.
A reflection on the hidden organizational costs and decision misalignments that occur when introducing proposal automation to sales teams.
Most 'integrated' proposal software only pushes PDFs to your CRM. Learn how to distinguish surface-level connections from true bi-directional sync.
Stop paying full price for sales reps who only send proposals once a month. Learn how to structure your licensing mix to save 40% on SaaS costs.
Total flexibility is a bug, not a feature. Learn why 'unlocked' proposal templates lead to legal risks, brand decay, and the dreaded 'Franken-proposal'.
Why 'Total Views' is a misleading metric. Learn how to use Heatmaps and Section-Level Analytics to identify true buying intent.
Is your proposal unreadable on an iPhone? Discover why static PDFs kill momentum and how responsive design saves sales.
Why sales reps still download proposals as PDFs, creating a 'Data Black Hole' that renders your analytics useless. Learn how to drive adoption of web-based links.
Why using Generative AI for proposals creates legal risk. Learn how to govern AI hallucinations and prevent 'contractual drift' in sales documents.
Why importing Word docs into proposal software fails 90% of the time. Learn why 'Content Re-engineering' is the only path to automation success.
Why vendors charge a 300% premium for Single Sign-On (SSO). How to budget for the 'Security Ransom' and negotiate better terms.
Why lawyers hate web-based proposals. How to bridge the dangerous gap between Sales speed and Legal control during contract negotiation.
Why built-in pricing tables fail for complex deals. Understand the 'Complexity Ceiling' and when to switch to a dedicated CPQ engine.
Why sending a proposal within 1 hour of a meeting increases close rates by 22%.
Analyzing 50,000 proposals to determine if interactivity actually drives engagement.
The C-Suite doesn't read your 40-page deck. Here's how to write the one page they do read.
How to use anchoring and tiered pricing to guide clients to your preferred package.
Get the latest proposal strategies delivered to your inbox. No fluff, just data.