Case Study
Operations Team: Improving Proposal Turnaround Reliability
Business Operations · 20-person operations and growth support team
Improved proposal turnaround by 31% over one quarter
An internal ops team reduced proposal churn by standardizing prep and review stages.
Challenge
- • Proposal prep included repeated back-and-forth on missing context.
- • Teams had no consistent sequence for drafting and approvals.
Approach
- • Introduced one briefing standard for new proposal requests.
- • Added AI-assisted draft support with mandatory review sequence.
- • Clarified role handoffs between ops, sales, and leadership.
Outcomes
- • Proposal cycles became more predictable week to week.
- • Less rework was needed before final approval.
- • Teams gained confidence in execution timing.
Key takeaway
Standardized inputs plus clear review order produced the biggest gains.
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