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Exclusive Services

1

Marketing (Ad Hoc)

Best for startups seeking project-based support on demand

Deliverables may include:

  • Brand and message development

  • Marketing strategy and campaign planning

  • Content creation for web, email, or thought leadership

  • AI-enhanced marketing and automation setup

  • Sales enablement materials and pitch support

  • Website and collateral refinement

Flexible ad hoc; scope tailored to client needs; hourly rate​

2

Proposal Audit & Strategy Roadmap

Best for startups new to RFPs or scaling into larger contracts

  • Comprehensive review of your current proposal process, content, and tools

  • Gap analysis of compliance, messaging, and operational workflows

  • Custom roadmap with prioritized recommendations for improvement

2–3 strategy sessions with the leadership team; timeline of 4-6 weeks; fixed project fee

3

Fractional Head of Proposals

Ongoing leadership without the cost of a full-time hire

  • Lead or augment proposal operations on a part-time basis (10–30 hrs/week)

  • Manage RFP, RFI, and finalist presentations from intake to submission

  • Build scalable content libraries to increase consistency and win rates

  • Train and coach internal staff on proposal best practices and automation and/or enterprise AI tools

  • Serve as a strategic partner in leadership meetings and planning sessions​

Monthly retainer or hourly rate​

4

AI-enabled Proposal Transformation

For organizations ready to modernize and scale

  • Implement automation platforms (Responsive/RFPio, Loopio, etc.)

  • Develop AI-driven workflows for faster, more compliant responses

  • Create structured content libraries to improve collaboration and content reuse

  • Configure dashboards and analytics for win-rate tracking and performance insights

  • Ensure secure access, governance, and integration with existing systems

Project-based; scope tailored to client needs​

5

Strategic Growth Partner

For organizations seeking a deeper, integrated, and year-long partnership

  • 0–30 hours/week of leadership support at an agreed-upon hourly consulting rate

  • Strategic title (e.g., Head of Proposal Operations, Director of Response Strategy)

  • Participation in leadership calls and roadmap planning

  • 2 industry conferences/year for market visibility and professional development

  • 2 in-person strategy meetings per year

6-12 month retainer; company-issued equipment & secure VPN access for streamlined collaboration; travel covered by client​

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