Maryrose Lyons blogging since 2003...

Proposals Tracking App – nice!

July 6, 2009 at 12:17 pm

Not the type for Lotharios in need of proposal tracking. More for businesses and freelancers needing to keep on top of business pitched for. I’ve always used a rather ugly spreadsheet for this purpose. I use one work sheet for the live jobs out. I have a win sheet for the business won. And a ‘no’ sheet for the business that didn’t come my way. I’ve always known I should do the numbers and know my % of business pitched for and won, but I’ve never gotten around to it.

Thanks to Web Strong – now I can easily know my success rate – at a glance. And all my proposal information and docs are handily in the same secure space. TrackPath. Try it. It’s free. And incredibly beautiful in its simplicity. Well done to Iarfhlaith from Web Strong for this little beauty.

There is just one thing that I don’t like: when entering the value of a proposal, it doesn’t give me the option of entering a range. I often put out proposals with options for clients. So now I’m faced with the question of updating TrackPath with the higher end (being optimistic) or the budget end (being realistic).

This whole proposal tracking thing made me consider the process by which I select expiry dates! I usually choose a date in the future at random. I asked Twitter and the answers varied from ’30 days for normal people, 60 days for local councils’ to ‘I roll dice for it’ (Dungeons & Dragons ones).