This document provides guidance on organizing a collaborative sales team to create business proposals. It recommends determining who will be responsible for various tasks like pricing, proposal design, customization, and messaging. It also suggests establishing a management approach for quality assurance, communication strategy, and human resources. The document encourages maintaining a common checklist and using open-ended questions to build rapport and qualify clients. It demonstrates how to set up a team on the Quote Roller platform by adding members and assigning permissions to templates and other users' proposals.

1. Collaborative Sales
How to organize, automate & motivate your
team to create a spectacular business proposal.

2. Two heads are always better than one!*
*unless you’re eating it!

3. Selling a team-based service gives
you an edge over competition.
It says “We’re happy to help!” and
client-focused.

4. Who will be in charge?
Who will be working on it?
Who will do what?
Who can bring what to the table?

5. Send out your prospect’s dossier:
Webpage
Wiki
Mission Statement
Google News results
Key DecisionMakers with job title,
experience, LinkedIn profiles
Any inside info / industry
rumors

6. Build your plan of action
Who will set pricing?
Who will design the proposal?
Who will customize your branding?
Who will personalize messaging for
your client?

7. Pick a Management Approach
Quality Assurance establishes standardized measurements
to address performance of all contracted activities
Customer Partnership Approach creates a management
structure across organizations. This approach involves the
customer in virtually all aspects of the contracted actions.
Communication Strategy that establishes a structure of
reporting and communicating between your business and its
customer.
Human Resources Approach that empowers the Project
Manager to be able to conduct hiring and reorganization
of personnel to complete the project.
Program Governance Plan establishes effective delegation
from the PM down through establishes roles in your
company, and often, cross-organizationally.

8. Maintain a common cross-company checklist
to keep everyone on the same page.
Use our list or build one together!

9. 20 Open-Ended Questions for your Clients
Build Rapport:
Qualifying:
1. How’s business?
1. What do you want to talk
2. What have you been up to?
3. How are you planning to
spend your day off?
4. How’s the family?
5. What’s on your mind?
about today?
2. What don’t you like about
your current service
provider?
3. What outcome are you
looking for?
4. What’s the biggest obstacle
preventing you from
reaching that?
5. What would make this
meeting successful for you?

10. Offering:
Closing:
1. Does this sound like what
you have in mind?
1. Do you have any other
2. What are your concerns?
2. Can any of our other
3. What are the restrictions
on this project from your
side?
4. Why do you feel like now
is Not the time to change?
5. Are there any other
questions we should be
asking you?
questions for me?
services assist you?
3. Would you like this OR
this?
4. When can we meet
again?
5. Have I answered all of
your questions?

11. “We should not only master
questions, but also act upon them,
and act definitely.”
–Woodrow Wilson

12. Before sending, read your proposal out
loud to the group. Have everyone double
check for mistakes.

13. How to build a team on Quote Roller
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Settings > Team > Add a member

14. Quote Roller Teams share a Content
Library, enabling cross-company
branding and loads of saved time!

15. Enterprise Clients: Can Assign Permissions
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Enterprise plan allows you to determine an Admin and
who can access or edit which sections.

16. Types of Permissions
Admin - has full access to everything in Quote Roller
system
User – There are multiple options that you can set for this
account type.
Can Manage templates — allows team member to manage
all company templates and their themes. If this permission
is unchecked, then team member can view templates and
can use them in the proposals, but can’t manage their
structure, themes design, but can’t create new ones.
(Template manager is often your most visual member.)
Can View and edit other user’s proposals - Specifies if team
member can access proposals of other team members. If
this permission is unchecked then team member has access
only to his/her own proposals. (Perfect for competitive
sales teams!)

17. Your colleague
will receive this
email and link,
asking them to
create a
password or log
in with Google
Apps.
Then they’re
ready to go!

18. We even have a team pricing plan!

19. Go to QuoteRoller.com to start
saving time & money creating
persuasive business proposals today!