Back

Process for Informal Proposals

Created Apr 15, 2022 • Last Updated Jan 13, 2026 • For Circle Lead
  1. List the opportunity (“deal”) and contact information in Pipedrive (whoever gets the informal (non-RFP) inquiry). If you don’t have access to Pipedrive, send it to the BD role for incoming inquiries (Faith) or the Procurement Guru role (Crystal).
  2. Assign the card to yourself if you are going to fill leadership roles on the project, or assign the card to the Business Development: Incoming Inquiries role filler (Faith).
  3. Identify who will be filling the project leadership roles (Engagement Manager, Project Manager and Approach Lead – remember that can be 1 person if appropriate) and who else is on the project team. Complete the assignments on the Pipedrive card.
  4. Assign someone from the project leadership roles as the Proposal PM – the person that will lead the team to get the proposal across the finish line. It probably should be the person who has/or will have the closest relationship with the client.
  5. Notify the Proposal QA for Informal Proposals (Kate) that you have an informal proposal you are putting together and get on her calendar for the final quality check before it gets sent to the client.
  6. The Proposal QA creates the Proposal Folder and posts the Informal Proposal Template and the Budget Template in the folder.
  7. The assigned Proposal PM will work with the team to complete the Informal Proposal, complete with scope and approach, timeline and budget, and then send it to Proposal QA based on agreed upon deadline.
  8. Proposal QA checks for grammar, spelling, flow, and branding consistency, and send a finalized pdf back to the Proposal PM.
  9. The Proposal PM submits it to the client.