RIVOO · Workflows

Prepare a proposal for a B2B customer

From a company shortlist to a meaningful conversation and meeting materials.

For sales, business development and consultants.

Inputs

Your offer, customer selection criteria, public company information and verified relationship context.

A reason to reach out, a saved relationship history and a presentation for a specific meeting.

01
Power Web
Power Web: select a company, collect facts and form a hypothesis about its needs. Save a sourced dossier.
Preview version
02
Связи
Связи: transfer verified company and contact facts. Record commitments and the next step.
Preview version
03
Сюжет
Сюжет: build the story for this audience — problem, offer, evidence and the decision you need.
Preview version

Results in this workflow are transferred manually as text or files. No automatic integration is claimed.

Add FinModeler when the proposal needs an economic impact estimate.