sales-proposal

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:

1. Prospect Details - Company name, contacts, company type (sponsor/CRO/academic)
2. Opportunity Details - Deal name, CRM opportunity ID, sales stage
3. Study/Program Scope - Number of studies, sites, subjects, countries, therapeutic area, phase
4. Requirements - Specific modules needed, integrations, customizations
5. Timeline - Desired go-live date, study start date
6. Budget Context - If known, budget range or incumbent pricing
7. Decision Criteria - What the prospect has stated matters most
8. 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:

1. Prospect name is correct everywhere (search and verify, no "[Company]" placeholders)
2. Pricing is internally consistent (line items sum to totals)
3. Timeline is realistic given the scope
4. ROI numbers are defensible and sourced
5. No confidential information from other customers is included
6. Legal has reviewed any non-standard terms
7. 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.