Meetings & Proposals
From Discovery Call to Signed Proposal: A Lean Workflow
A repeatable sequence for scheduling, qualification notes, proposal generation, and follow-up that fits teams under ten.
Published: January 5, 2026
Last updated: February 9, 2026
This post is still a scaffold article. Replace this area with a full guide including implementation notes, pricing assumptions, and operational tradeoffs for teams under 10 people.
Keep recommendations practical: what to set up first, what to delay, and what outcomes to track weekly.
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