Prepare membership proposals
Convert confirmed requirements and current inventory into a clear proposal using approved terms, assumptions, exclusions, and validity conditions that a person verifies before sending.
| Field | Value |
|---|---|
| Business area | sales-leasing |
| Primary role | sales-leasing-manager |
| Frequency | per-interaction |
| Privacy sensitivity | high |
| Security sensitivity | low |
| Compliance review | needed |
Trigger and handoff
Trigger: Discovery establishes a viable offer and the prospect requests or expects written terms.
Inputs
- Confirmed requirements
- Approved product and terms
- Current inventory and operational constraints
Outputs
- Reviewed proposal
- Recorded assumptions and validity
- Approval requests for exceptions
Current manual methods
- Copying an old document
- Spreadsheet calculation
- Email summary
Human judgment and approvals
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Choose a suitable offer and explain tradeoffs
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Check that the proposal reflects discovery rather than template defaults
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Approval: Finance and operations approve pricing
-
Approval: billing
-
Approval: capacity
-
Approval: or delivery exceptions
Failure modes
- Old terms or unavailable space are copied
- Taxes or service exclusions are unclear
Success metrics
- Sent proposals match approved inventory and terms
- Rework caused by preventable proposal errors