Proposal Hub

Good morning, Alex

Wednesday, Aug 12 · 10 active deals

Recommended for you today

Acme Retail — RFP responseDue Friday · intelligence ready

Start

Northstar BeveragesInbound 2 days · no owner yet

Claim

Volt Auto — review requestedDraft v2 waiting on your feedback

Review

Inbound · Unassessed 4

NB

Northstar Beverages

Inbound lead · no diligence yet

Unassigned

HT

Halcyon Travel

Website form fill · Aug 11

Unassigned

CF

Cobalt Fintech

Referral · intro call not booked

Unassigned

VF

Vermillion Foods

Event lead · Aug 9

Unassigned

Ready for Proposal 3

AR

Acme Retail

CRM analysis done · RFP attached (22 questions) · est. $480K

Yours — actionRFP due Fri

JF

Juniper Fitness

Analysis done · est. $210K

Unassigned

PI

Perch Insurance

Analysis done · est. $95K

Unassigned

Collaboration & Refinement 2

VA

Volt Auto

Draft v2 · your review requested

Yours — action

BB

Bluepeak Bank

With legal review since Tue

Waiting on others

Client Presentation 1

OH

Orchid Home

Presenting Thursday · deck final

Waiting on othersThu 2 PM

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Deal intelligence

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Proposal agentAcme Retail · RFP response

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Draft assets

RFP Response22 questions · v1

Supporting Deck12 slides · v1

Assembled from

5 prior RFPs3 won
6 call logsCRM
5 meeting transcriptsGranola
12 reusable assetsSecond brain

2 gaps flagged for your input

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Draft v1 · generated 2:41 PM

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Proposal Hub

Good morning, Alex

Inbound · Unassessed 4

Ready for Proposal 3

Collaboration & Refinement 2

Client Presentation 1