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CIS Proposal Process (NEW CLIENTS ONLY) See Attached Notes Sales Meets Prospect: Research Customer Sales/Briefer Identifies Customer Needs: ROA Industry.

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Presentation on theme: "CIS Proposal Process (NEW CLIENTS ONLY) See Attached Notes Sales Meets Prospect: Research Customer Sales/Briefer Identifies Customer Needs: ROA Industry."— Presentation transcript:

1 CIS Proposal Process (NEW CLIENTS ONLY) See Attached Notes Sales Meets Prospect: Research Customer Sales/Briefer Identifies Customer Needs: ROA Industry Sales/Briefer Drafts Estimate Order (EO) Tasks Scope Sales Delivers Signed Proposal to Customer Walt and Greg Approve Or Modify Proposal Client Returns Signed Proposal to Bus-Dev/Briefer w/ Down-Payment Briefer Issues Activation Order Walt Greg Meredith George Billing Walt/George/ Greg Review EO Modify/ Approve Identify Analyst Needs Price Components Sales/Briefer Drafts Proposal Scope Pricing Briefer Forwards Copies to Greg and Walt Briefer Manage Contract Milestones Work With Field Tasking Orders Conduct Briefs Billing

2 Notes to Proposal/Briefer Process Colors indicate responsible parties as follows: »Green:Sales »Yellow:Briefer or CIS VP »Blue:Intel Team Business Development Will Draft All Estimates and Proposals –Briefer must review/approve EO. V.P. CIS, Analysts, and CFO Will Check Price and Review/Approve All Estimates. NO PRICES WILL BE GIVE TO CUSTOMER BEFORE THIS PROCESS IS COMPLETE. Proposals will be issued in a standard Stratfor Proposal template and will be reviewed by editors and/or writers prior to release V.P. CIS, Analysts, CEO, and CFO Will Review/Approve All Proposals. No Activation order will be issued without a signed Proposal and receipt of down payment. No work will commence without an official Activation Order

3 TASKING ORDER PROCESS (PRESENT CLIENTS ONLY) Client Requests Work From Briefer Identify Due Date Identify Tasks Does Briefer Need Help From Intel Group? Walt/Intel Review TO Identify Assets/Hours Needed Clarify Task W/ Briefer Confirm Delivery Date Sales Makes Upsell Briefer Forwards Tasking Order to Walt Who/What/When/Why Copies to George Add Task to CIS Update Briefer Reviews Contract Are Tasks/Time Included in Contract Scope? (Contact Greg If Necessary) NO Briefer Calls Sales (See Proposal Process) YES Note: If The Request Is Within The Scope of an Existing Contract, Then We Must Assume The Task Is Possible Produce/Deliver Product (Written or Oral) To Briefer YES NO Briefer Delivers Product to Client Issues Completion Order Briefer Reviews Product Ensures It Meets T.O.


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