Request for Proposal

Thank you for your interest in services offered by Electi Management. We look forward to the opportunity to be of service to you and your company. For us to provide you with an accurate proposed scope of work, please provide answers to the questions below to the best of your ability. This helps to provide clarity for the engagement and to ensure we deliver the results you need for your business. If you operate more than one distinct business, please complete a separate questionnaire for each business that you would like a proposal for services.

The Basics

How long have you been in business?

Describe the nature of the business. What products/services do you offer?

Please provide the business website, if applicable.

Are you the primary decision maker for this request?*

Enter the best contact number for you.

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General Overview

What pain points would you like to resolve through this engagement? (Examples might be to develop a plan to grow revenues over a specific time frame or to have up-to-date and accurate financials or to develop key performance indicators for the business)

What areas of your business are you looking to hire outside consulting services?

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If Other, please describe:

Accounting + Bookkeeping Services

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Accounting Software*

What software do you use to manage your financial records?

Do you use Cash or Accrual Basis?*
Are you current with required tax filings?*
Do you track inventory?*
Do you need to track inventory?*

Do you need to track inventory but you aren't currently doing so?

Do you file state Sales Tax Returns?*
Do you use any of your bank or credit card accounts for BOTH business AND personal expenses?*

Please describe the nature of the services you think you might want an outside firm to provide. (Examples might include general oversight and review of the financial records; audit for irregularities/theft; day-to-day management of financial activities; payroll processing; Accounts Payable and/or Accounts Receivable management)

Please provide any additional information that would be helpful in developing your scope of work.

Strategic Business Planning

Business Plan*

Are you interested in developing a business plan?

Have you ever developed a business plan?*
KPI's*

Do you have a standardized set of reporting to measure key performance indicators (KPI’s) for the business?

New KPI's*

Do you need to create or revamp KPI’s for the business?

Data for Decision Making*

Do you currently use business, industry, or market DATA to make business decisions?

Goals*

Do you need assistance in developing realistic business goals and a plan for executing them?

Please describe the deliverables you would hope to get from this engagement.

Length of Engagement*

What do you anticipate the nature of the engagement to be?

Project Development + Management

Please describe the project to be developed and/or managed through implementation. (This could be new product launch, new location launch, culture realignment program, systems integration and/or implementation, software development oversight, technology upgrade, banking changeover, etc. Generally projects have a finite scope with a defined beginning and end date.)

Progress*

Have you already started the project?

Give desired timeline for the project or desired completion date.

Strategic Marketing Planning

Marketing Plan*

Are you interested in developing a marketing strategy and plan?

Marketing Planning*

Are your marketing activities planned ahead of time?

Marketing Calendar*

Do you have a calendar to track marketing activities?

Marketing Sucess*

Do you track the success of marketing initiatives?

Please choose ALL methods you are currently using to market your business.

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Marketing Budget*

Do you have a specified budget for marketing?

Is your marketing budget calculated as a percentage of revenue?*
Is your marketing budget calculated as a percentage of overall expenses?*

Just a few more things...

Do you anticipate monthly services or a finite project?*

Either on a monthly basis or project basis.

Are you interested in executive coaching services?

Executive coaching services can help senior executives and managers hone their skills in managing their staff and getting the most out of their business resources.

Attach any files you may have that would assist in developing the proposal. This might include past project plans, analyses, or research that you would like to share. (Optional)

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