Executive Summary Archives

SalesDoc Architect Automates Qualification and Discovery

Written by Tricia Trzybinski on July 25, 2018. Posted in Discovery Process, Executive Summary, Qualification, Sales Process.

CorsPro can automate your qualification and discovery processes in SalesDoc Architect. Using the Qualification and Detailed Discovery modules, SDA provides the necessary automation to deliver detailed proposals and scopes of work tailored to individual needs while avoiding any ambiguity that could lead to scope creep.

Anatomy of a Winning Executive Summary

Written by Becky Jolly on October 16, 2017. Posted in Executive Summary, Proposals, Sales Process, Sales Proposals.

Any organization can spit out a boilerplate proposal with an underwhelming executive summary. What’s difficult is writing a succinct executive summary that convinces your prospect to move forward with you. The Executive Summary is your “first impression”. Read how to create a meaningful first impression in 5 easy steps.

Problems with Inadequate Executive Summaries

Written by Don Barrett on May 4, 2017. Posted in Executive Summary, Inadequate Executive Summaries, Inadequate Presales.

If we were given the opportunity to show only one part of a proposal to a prospect, we would show them the executive summary. This is your opportunity to prove to them that you understand their business, challenges, the underlying cause of those challenges, and how you’re going to solve them. However, most sales teams either don’t include an executive or it is poorly written. Read about the 5 most common mistakes made with inadequate executive summaries so you don’t make them too.