By name: sales-proposal description: "Build professional proposals for Talosix EDC and clinical trial software deals including executive summary, solution overview, pricing, implementation timeline, support model, and ROI projections."
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:
- Prospect Details - Company name, contacts, company type (sponsor/CRO/academic)
- Opportunity Details - Deal name, CRM opportunity ID, sales stage
- Study/Program Scope - Number of studies, sites, subjects, countries, therapeutic area, phase
- Requirements - Specific modules needed, integrations, customizations
- Timeline - Desired go-live date, study start date
- Budget Context - If known, budget range or incumbent pricing
- Decision Criteria - What the prospect has stated matters most
- 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:
- Prospect name is correct everywhere (search and verify, no "[Company]" placeholders)
- Pricing is internally consistent (line items sum to totals)
- Timeline is realistic given the scope
- ROI numbers are defensible and sourced
- No confidential information from other customers is included
- Legal has reviewed any non-standard terms
- 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.