How it Works
Answer the survey
Take a quick, guided assessment covering proposal volume, systems, people, customization, showcasing, and AI adoption.
Get your score
Instantly see your overall optimization score plus detailed breakdowns for each category, including actionable insights for you to apply today.
share with your team
Download a clear, shareable report to align your proposal, marketing, business development, and leadership team on where to optimize next.
You’ll be scored against the following key areas:
Proposal volume
What volume of bids and proposals are you and your team managing today?
Proposal systems
How is your current database, security, and integrations look?
People management
How effectively do you manage your teams experience in order to reduce resources spent on maintenance and to increase ROI on your internal assets.
Proposal customization
How mature is your proposal systems to be able to customize your teams experience for each new proposal?
Showcasing
To what extent is it quick and easy to showcase your best talent for each proposal in the right templates and formats for each bid?
AI Adoption
How mature is your tech stack and processes to take full advantage of the latest AI?
