# Proposal Handoff and Review

> How to move a qualified discovery into a proposal that gets read, by scheduling the review before the proposal is written.

**Category:** Sales

**When to use:** After a discovery call where the prospect qualified on budget, authority, need, and timeline.

**Trigger:** Discovery complete and the prospect is qualified

## Steps

1. Within 24 hours, send a written summary of what is broken, what they want, and what success looks like.
2. Confirm the four boxes are checked: budget exists, a signer is in the room, the need is documented, and the timeline is defined.
3. If any of the four is missing, run a second discovery instead of advancing to a proposal.
4. Schedule the proposal-review meeting before drafting the proposal.
5. Send the proposal 24 hours before the meeting so they read it cold.
6. Walk the proposal live, then confirm the decision process and the next date on the call.

## Outputs

- A written discovery summary
- A filled qualification scorecard
- A booked proposal-review meeting

## Tools

- CRM
- Proposal tool
- Calendar

## Notes

Sending a proposal with no scheduled review meeting is the polite way to lose a deal. The meeting forces the read.

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Free SOP from the OrgTP Process Library — https://orgtp.com/process-templates/proposal-handoff
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