Free Resource Kit · PDF

The full manual pre-proposal checklist, done properly

A complete, usable checklist for reviewing a prospect's books before quoting — every section, every check, with realistic time estimates. Use it as written, then see what it actually costs you to keep using it this way.

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6 sections, timed and complete
No sales call

Preview of the Pre-Proposal Review Checklist PDF, showing the six review sections and time estimates.

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The real checklist, and the real cost of running it

A complete, real, usable pre-proposal checklist
Realistic time estimates for every section
An honest total: what this actually costs per prospect
The same checklist run through Pulse, side by side
Clear guidance on what still needs a human, always
A printable checklist and time-tracking log template

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What's Inside

Six Sections, Timed and Complete

The Full Manual Checklist

Six sections — banking, AR, AP, GL coding, financial statements, and a red flag scan — with a real time estimate for each.

The Honest Total

165 to 271 minutes per prospect, done properly — and what that actually costs across a normal monthly pipeline.

Manual vs. Pulse, Side by Side

The same six sections mapped to what's covered automatically versus what still needs your judgment — no overclaiming either way.