WORKING SESSION / SAMPLE NOTE
IllustrativeProposal preparation
A shared record of what to improve first.
Process map · today
- Receive enquiry
- Collect details
- Draft proposal
- Approve & send
- Bottleneck
- Request details and approved wording are spread across different places.
- First priority
- Create one intake checklist and one reviewed proposal template.
- Owner
- The client’s sales lead, with scope and prices approved by the business owner.
- Next step
- Agree the checklist fields and approved wording. Scope a small setup and a trial on the next suitable enquiry.
- How to check
- Compare preparation time and corrections needed on similar tasks.
The actual priorities, responsibilities, and next step are agreed with your team.



