The purpose of a great proposal checklist or proposal guide is to help you keep track of relevant proposal details – saving you from re-reading the same information over again. This checklist can – and should – be considered a living document while you are learning about your new clients.
I have a few checklists for specific government agencies and a more general checklist for smaller or B2B proposals. Samples coming soon!
If these don’t work for you, consider important RFP details that you need to know. Here are a few to get you started:
- Who is the main point of contact?
- When is the proposal due?
- Is there a mandatory pre-bid meeting?
- How much does the estimated proposal cost?
- What do you need to be considered compliant with both the proposal and the project?