# Sales Proposal

> Build professional proposals for Talosix EDC and clinical trial software deals including executive summary, solution overview, pricing, implementation timeline, support model, and ROI projections.

- Skill: `nroze22/sales-proposal` (Agent Skill)
- Install (CLI): `npx skillmds@latest add nroze22/sales-proposal`
- Raw SKILL.md: https://api.skillmd.com/api/skills/nroze22/sales-proposal/raw
- Safety review: pending
- Works with: Claude Code, Claude.ai, OpenAI Codex
- Category: AI & ML
- Author: nroze22 (https://skillmd.com/u/nroze22)
- Updated: 2026-09-17
- Page: https://skillmd.com/skills/nroze22/sales-proposal

---


# 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.