| name | sales-proposal |
| description | Build professional proposals for Talosix EDC and clinical trial software deals including executive summary, solution overview, pricing, implementation timeline, support model, and ROI projections. |
Sales Proposal Builder
Purpose
Create polished, persuasive proposals for Talosix EDC deals that clearly communicate value, establish credibility, and provide the prospect with everything needed to make a procurement decision. Each proposal should feel custom-built for the prospect while maintaining consistent Talosix branding and messaging.
When to Use
- After a successful demo or evaluation when the prospect requests a formal proposal
- For enterprise deals requiring detailed scope documentation
- When responding to informal requests for pricing and capability summaries
- For renewal proposals with expanded scope
Information Gathering
Required inputs:
- Prospect Details - Company name, contacts, company type (sponsor/CRO/academic)
- Opportunity Details - Deal name, CRM opportunity ID, sales stage
- Study/Program Scope - Number of studies, sites, subjects, countries, therapeutic area, phase
- Requirements - Specific modules needed, integrations, customizations
- Timeline - Desired go-live date, study start date
- Budget Context - If known, budget range or incumbent pricing
- Decision Criteria - What the prospect has stated matters most
- Competitive Landscape - Other vendors being considered
Proposal Structure
Cover Page
- Talosix logo and prospect company logo (if permitted)
- Proposal title: "Talosix EDC Solution Proposal for [Company Name]"
- Date, validity period (typically 90 days)
- Confidentiality notice
- Prepared by / prepared for with names and titles
Table of Contents
Auto-generated with section numbers and page references.
1. Executive Summary (1-2 pages)
Write this last, after all other sections are complete. Include:
- Opening paragraph acknowledging the prospect's goals and challenges
- 2-3 sentences on why Talosix is the right partner (specific to their needs)
- Summary of proposed solution scope
- Key business outcomes they can expect (quantified where possible)
- Investment summary (total, not detailed breakdown)
- Recommended next steps with dates
Keep the tone confident but not arrogant. Focus on the prospect's outcomes, not Talosix features.
2. Understanding Your Needs
Demonstrate that Talosix listened during discovery:
- Restate the prospect's challenges and objectives in their own words
- Reference specific pain points discussed during discovery calls
- Map each stated need to a section of the proposal where it's addressed
- Include any relevant industry context (regulatory changes, market trends)
3. Solution Overview
Platform Capabilities
Present the Talosix EDC platform organized by workflow, not by feature list:
- Study Design & Build - eCRF design, form libraries, edit checks, visit schedules
- Data Collection - Site data entry, eSource, ePRO/eCOA, lab data import
- Data Management - Query management, medical coding, data review, discrepancy resolution
- Monitoring & Oversight - Risk-based monitoring dashboards, KRI tracking, central monitoring
- Reporting & Analytics - Real-time dashboards, enrollment tracking, data quality metrics, ad-hoc reporting
- Compliance & Audit - Audit trail, electronic signatures, 21 CFR Part 11, GDPR
Modules Included
List each module proposed with a brief description of its relevance to the prospect's studies.
Integrations
Specify planned integrations:
- CDISC standards (CDASH input, SDTM output)
- Lab systems (central and local)
- IRT/RTSM
- Safety databases
- EHR/eSource
- Third-party systems (imaging, ePRO vendors, CTMS)
4. Implementation Plan
Methodology
Describe the phased implementation approach:
| Phase | Activities | Duration | Deliverables |
|---|
| Discovery | Requirements gathering, protocol review, study design | 1-2 weeks | Requirements document, study design spec |
| Build | eCRF configuration, edit checks, user roles, integrations | 2-4 weeks | Configured study environment |
| Validation | UAT execution, edit check testing, integration testing | 1-2 weeks | Validation report, traceability matrix |
| Training | Role-based training (sites, monitors, DM, medical) | 1 week | Training completion records |
| Go-Live | Production deployment, site activation, hypercare | 1 week | Go-live confirmation, support handoff |
Timeline
Provide a visual timeline (text-based Gantt) showing:
- Key milestones with dates working backward from desired go-live
- Dependencies and critical path
- Prospect responsibilities and Talosix responsibilities
- Decision points and sign-off gates
Team Structure
| Role | Responsibility | Allocation |
|---|
| Project Manager | Overall delivery, timeline, communication | Dedicated |
| Clinical Data Architect | Study design, eCRF build, edit checks | Study build phase |
| Validation Lead | Test planning, execution, documentation | Validation phase |
| Integration Engineer | API configuration, data mapping | As needed |
| Training Specialist | Training material development, delivery | Training phase |
| Customer Success Manager | Ongoing relationship, optimization | Post go-live |
5. Support Model
Tiered Support
| Tier | Scope | Response Time | Availability |
|---|
| L1 | User questions, password resets, how-to guidance | < 2 hours | Business hours |
| L2 | Configuration issues, data questions, bug triage | < 4 hours | Business hours |
| L3 | Platform issues, data integrity, security incidents | < 1 hour | 24/7 |
Ongoing Services
- Dedicated Customer Success Manager
- Quarterly business reviews
- Protocol amendment support and mid-study changes
- Database lock and data export assistance
- Upgrade management and release communications
- Annual validation maintenance
6. Pricing
Pricing Structure
Present pricing in a clear table format:
| Component | Description | Investment |
|---|
| Platform License | [Per-study / Enterprise] license for [scope] | $X |
| Study Build & Configuration | eCRF design, edit checks, UAT for [N] studies | $X |
| Validation | IQ/OQ/PQ documentation and execution | $X |
| Training | Role-based training for [N] users | $X |
| Integration | [Specific integrations listed] | $X |
| Annual Support & Maintenance | Tiered support, upgrades, maintenance | $X/year |
| Total Year 1 | | $X |
| Annual Recurring | | $X/year |
Pricing Notes
- Payment terms (net 30/45/60)
- Multi-year discount if applicable
- Volume commitments and associated discounts
- What is included vs. what incurs additional cost
- Price validity period
7. ROI Projections
Quantify the business value specific to clinical trial operations:
Study Setup Efficiency
- Current average setup time: X weeks (industry benchmark or prospect-stated)
- Projected setup time with Talosix: Y weeks
- Time saved per study: Z weeks
- Value: [Z weeks x cost per week of delay]
Data Quality Improvement
- Current query rate: X queries per 1000 fields (industry avg: 8-15%)
- Projected query rate with Talosix: Y per 1000 fields
- Query reduction: Z%
- Value: [Fewer queries x cost per query resolution]
Monitoring Efficiency
- Current SDV rate: X%
- Projected with risk-based monitoring: Y%
- Monitoring visit reduction: Z%
- Value: [Fewer visits x cost per monitoring visit]
Time to Database Lock
- Current: X weeks after last patient last visit
- Projected: Y weeks
- Value: [Earlier lock = earlier submission = earlier revenue]
8. Why Talosix
Brief section reinforcing key differentiators most relevant to this prospect:
- 3-4 differentiators with supporting evidence
- Relevant customer testimonials or case study summaries
- Awards, recognition, analyst coverage
- Company trajectory and investment in innovation
9. Terms & Conditions
- Reference Master Services Agreement (attach separately)
- Data processing agreement / BAA as applicable
- SLA summary with uptime commitment (99.9%+)
- Termination and data portability provisions
- Insurance and liability overview
10. Appendices
- Compliance certifications summary
- Platform architecture diagram
- Sample project plan
- Customer references (matched to prospect profile)
- Product roadmap highlights (with appropriate NDA)
Quality Checks
Before delivering:
- Prospect name is correct everywhere (search and verify, no "[Company]" placeholders)
- Pricing is internally consistent (line items sum to totals)
- Timeline is realistic given the scope
- ROI numbers are defensible and sourced
- No confidential information from other customers is included
- Legal has reviewed any non-standard terms
- Formatting is professional and consistent throughout
Output Format
Deliver as a structured document ready for formatting in the company's proposal template. Include all sections with clear headers, tables, and placeholders marked with [INPUT NEEDED] for any missing information.
