Roundpeg

For Roundpeg, creating proposals to close new business was a time consuming and inefficient process. Each new proposal was created from scratch, harvesting content across multiple previous proposals, customizing, proofing and converting to PDF. Proposal administration required up to 50% of an employee’s time during high volume periods.

Following up with sent proposals for final agreement and signature further lengthened the time to close business and negatively impacted Roundpeg’s close rate.

The Solution

Roundpeg chose TinderBox to improve every aspect of the proposal creation, administration and follow up process.

Utilizing the TinderBox Library, the Roundpeg team reuses all of its saved content with the click of a button. They rearrange and customize as necessary with drag-and-drop simplicity in the intuitive content editor, completing each new proposal in minutes.

“As I leave a meeting with a prospect, I can call the office with just rough details of our conversation,” says Lorraine Ball, owner of Roundpeg, “Using TinderBox any of our team members can have a first draft waiting for me by the time I get back to the office.”

TinderBox notifies Roundpeg whenever a proposal is viewed, tracking who viewed which pages and for how long. The team follows up promptly and with powerful information, shortening the time to close business until the client clicks ‘Accept’.

With faster turnaround for proposals and a polished interface for prospect viewing, TinderBox has enabled Roundpeg to command a premium price for their premium services, closing more valuable business in less time. “We’ve recently started going after larger clients.” Ball continues. “When these larger organizations see our proposals, they are impressed. TinderBox makes us look good.”