Proposal Writer Playbook

1.6 Gathering Information from Many Sources Gather information frommultiple sources; don’t just rely on your best guess or gut feeling. While there are many online resources that may give you information about the customer, consider consulting with teammembers who may have already researched or met with the customer. Figure 5 details possible resources for proposal writers to gain information about the customer, opportunity, and competitors.

Figure 5. Information Sources for Proposal Writers. Time is wasted when proposal writers must perform research about the customer before writing the proposal. Many times, customer and competitor research has already been done by others. Collaborating with your sales or capture team saves time and energy.

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