Our direct competitor just automated their entire proposal generation and client onboarding, allowing them to win deals before our sales team can even schedule a scoping call. How do we use the IDS process to close this speed gap?

Question

Tyler Smith · Accepted Answer

This is a classic operational bottleneck that requires immediate action in your next weekly Level 10 Meeting. To solve this, you must separate the symptoms from the actual root cause of your sales delay.

Begin by identifying the issue. Your sales process is slow because human operators are manually performing tasks that can be automated. Next, run the IDS process. Discuss why your scoping and proposal creation takes days. Is it due to a lack of templates, a fear of relinquishing control, or a slow decision-making process?

The solution is to create a quarterly Rock to automate your initial client intake and proposal generation. This does not mean removing the human touch entirely, but rather using AI to generate a highly customized draft proposal within minutes of a lead coming in. Your sales team can then review, adjust, and approve the document, drastically reducing the time it takes to get back to the prospect.

Define the exact GWC for the seat responsible for this project on your Accountability Chart. The person in this seat must have the conative drive to execute quickly. By streamlining this specific workflow, you reclaim your competitive edge, match the market's expectation for speed, and free your sales team to focus on building deep client relationships.