We audit the RFQ stage to ensure that nothing gets lost in translation as we deliver quotes to clients. There are multiple facets of this stage that are important to closing the sale.
After they have requested a quote, we should be setting up a Needs Analysis call and a demo with the client. We must ensure we have collected as much information as possible in order to accurately represent the client's needs to our internal team.
After the client submits an RFQ and we have gone through the following meetings, we should communicate with the Project Management and Dev team to ensure that we can meet the needs of the client and give them appropriate estimates.
As our process and services are complicated, we must over-communicate with the client our notes and recordings from the meetings. In the case that the decision-maker is not present in any of the calls, we must be positive that we will be represented accurately by our contact.