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* 1. Do you have a CRM system?

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* 2. Do you have your proposal process and project lifecycle documented and mapped? proposal process documented and mapped?

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* 3. Does your firm have more than one office?

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* 4. Do you have a significant population of your firm that is close to retirement?

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* 5. Has your company recently experienced losing a project pursuit they could have won if they were more organized or strategic with pursuing projects?

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* 6. Is your leadership frustrated with updating resumes every proposal or complain about finding the same mistake in submittals?

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* 7. Do you have a champion in an influential role backing your efforts to move forward with streamlining your proposal process and move forward with automation?

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