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The Essentials Package

The Essentials Package

For do-it-yourself teams, we offer The Essentials Package, a self-directed program filled with self-audit checklists, templates, and video tutorials. In a one-click download, you gain access to a wealth of proposal writing knowledge and a full suite of templates.

How it Works

When you purchase The Essentials Package, you will receive a download link with the complete guide document, templates, and training resources. Everything you need to turn your team into proposal writing pros.

1

Download the Course Package

A PDF course guide with step-by-step instructions to complete your self-audit, customize your templates, and take your team through the training resources.
2

Conduct a Self-Audit

Use our self-audit checklist to conduct a detailed audit of your proposal processes and resources. Through the audit, you will gain a deeper understanding of where you can streamline processes and improve your win ratio.
3

Customize Templates

Modify our user-friendly templates to suit your brand and service offerings. Add your logo, fonts, and colours in a few short clicks.
4

Train your Team

Train your team to be proposal writing pros with training videos and user guides. Videos include template tutorials and proposal writing workshops you can watch any time and share with your whole team.

What’s Included?

When you purchase the Essentials Package, you receive a step-by-step guide to auditing your proposals, customizing our templates to your brand, and training your team.

  • Complete course guide PDF
  • Audit checklist
  • Full suite of templates:
  • Proposal Audit Report
  • Long-form proposal template (Word and InDesign)
  • 2-page resume template (Word and InDesign)
  • Project case study template (Word and InDesign)
  • Company profile (Word and InDesign)
  • Letterhead (Word or InDesign)
  • Proposal checklist (Word)
  • Go/No-Go analysis (Excel)
  • Employee role & qualifications table (Excel)
  • Level of Effort spreadsheet (Excel)
  • Proposal & Project Tracking Spreadsheet (Excel)
  • CRM Tracking (Excel)
  • Bid site logins & credentials (Excel)
  • Standard Operating Procedure (SOP) template for proposal management processes
  • Training Resources
  • Tutorial video for each template
  • Proposal writing workshop
  • User guide documentation for each template
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