1 / 3

CIS Proposal Process (NEW CLIENTS ONLY) See Attached Notes

CIS Proposal Process (NEW CLIENTS ONLY) See Attached Notes. Sales Meets Prospect: Research Customer. Sales/Briefer Identifies Customer Needs: ROA Industry. Sales/Briefer Drafts Estimate Order (EO) Tasks Scope. Sales Delivers Signed Proposal to Customer. Walt/George/

benjiro-fujii
Download Presentation

CIS Proposal Process (NEW CLIENTS ONLY) See Attached Notes

An Image/Link below is provided (as is) to download presentation Download Policy: Content on the Website is provided to you AS IS for your information and personal use and may not be sold / licensed / shared on other websites without getting consent from its author. Content is provided to you AS IS for your information and personal use only. Download presentation by click this link. While downloading, if for some reason you are not able to download a presentation, the publisher may have deleted the file from their server. During download, if you can't get a presentation, the file might be deleted by the publisher.

E N D

Presentation Transcript

  1. CIS Proposal Process(NEW CLIENTS ONLY)See Attached Notes • Sales • Meets Prospect: • Research Customer • Sales/Briefer Identifies • Customer Needs: • ROA • Industry • Sales/Briefer Drafts • Estimate Order (EO) • Tasks • Scope Sales Delivers Signed Proposal to Customer • Walt/George/ • Greg Review EO • Modify/Approve • Identify Analyst Needs • Price Components • Sales/Briefer Drafts • Proposal • Scope • Pricing Walt and Greg Approve Or Modify Proposal • Briefer Issues • Activation Order • Walt • Greg • Meredith • George • Billing • Briefer • Manage Contract • Milestones • Work With Field • Tasking Orders • Conduct Briefs • Billing Client Returns Signed Proposal to Bus-Dev/Briefer w/ Down-Payment Briefer Forwards Copies to Greg and Walt

  2. Notes to Proposal/Briefer Process • Colors indicate responsible parties as follows: • Green: Sales • Yellow: Briefer or CIS VP • Blue: Intel Team • Business Development Will Draft All Estimates and Proposals • Briefer must review/approve EO. • V.P. CIS, Analysts, and CFO Will Check Price and Review/Approve All Estimates. NO PRICES WILL BE GIVE TO CUSTOMER BEFORE THIS PROCESS IS COMPLETE. • Proposals will be issued in a standard Stratfor Proposal template and will be reviewed by editors and/or writers prior to release • V.P. CIS, Analysts, CEO, and CFO Will Review/Approve All Proposals. • No Activation order will be issued without a signed Proposal and receipt of down payment. • No work will commence without an official Activation Order

  3. TASKING ORDER PROCESS(PRESENT CLIENTS ONLY) Briefer Calls Sales (See Proposal Process) Sales Makes Upsell • Client Requests • Work From Briefer • Identify Due Date • Identify Tasks • Does Briefer • Need Help • From Intel Group? • Briefer Reviews • Contract • Are Tasks/Time • Included in Contract • Scope? • (Contact Greg • If Necessary) NO YES • Briefer Forwards • Tasking Order to Walt • Who/What/When/Why • Copies to George • Add Task to CIS Update YES NO Note: If The Request Is Within The Scope of an Existing Contract, Then We Must Assume The Task Is Possible • Briefer Delivers • Product to Client • Issues Completion Order • Walt/Intel • Review TO • Identify Assets/Hours • Needed • Clarify Task W/ Briefer • Confirm Delivery Date Produce/Deliver Product (Written or Oral) To Briefer • Briefer Reviews • Product • Ensures It Meets T.O.

More Related