Course · 6 chapters
Proposals, RFPs & Deal Documents with AI
The 200-question RFP, the security questionnaire, the SOW — turned from all-nighters into assembly lines, drawing on an answer library that compounds.
What you'll be able to do
- A messy RFP becomes a requirements table, a compliance matrix, and a set of first-draft answers, all inside twenty minutes.
- Turn your last five RFP responses into a categorized answer bank, then keep it honest with a fifteen-minute monthly check.
- The 300-row security spreadsheet, answered from your answer library, verified like the highest-stakes document in the pile it is.
- The compliance matrix proves you qualify. This is the document that makes someone want to sign.
- Turn an accepted proposal into scope language that protects margin and a shared plan that gets both sides to signature.
What's inside
- 1Proposals, RFPs & Deal Documents: Start Here
The RFP, the security questionnaire, the proposal, the SOW: read in the order that lets each document draw on the one before it.
- 2The RFP Response Factory
A messy RFP becomes a requirements table, a compliance matrix, and a set of first-draft answers, all inside twenty minutes.
- 3The Answer Library
Turn your last five RFP responses into a categorized answer bank, then keep it honest with a fifteen-minute monthly check.
- 4Security Questionnaires
The 300-row security spreadsheet, answered from your answer library, verified like the highest-stakes document in the pile it is.
- 5Proposals & Pricing Documents
The compliance matrix proves you qualify. This is the document that makes someone want to sign.
- 6SOWs & Mutual Action Plans
Turn an accepted proposal into scope language that protects margin and a shared plan that gets both sides to signature.
Earn a certificate
Complete all chapters to receive your certificate of completion.