Proposal Formatting
Bulleted lists, regardless of where they are in a document, always end with these.
periods.
You're working on a proposal and don't have enough logos to fill enough white space. In addition to pulling a report from Practice Engine, who else can you contact?
Marketing Coordinator.
They are a wealth of knowledge!
Help! I need a bio. Can you send me mine?
Ask how the bio is being used and determine the appropriate type of document to send. External bios vs. Proposal bio.
You receive a Consumer Products document request for an Esports company, but there is no text element in Templafy specifically for this vertical. Where do you go to find information on Withum’s Esports niche?
Two acceptable responses: Withum’s Website under Consumer Products or the Best Answer: Withum Way to find the Fact Sheet
Org charts include photos, titles, credentials, niche information and what?
Lines connecting team members
This team member is a paralegal and has keeps our Firm licenses updated.
Kelly Hnasko
Find the logo on their website or from an image search and add it to the proposal. Public companies don't require release forms.
Joe is covering for Elaine while she is on vacation. He needs to ask the marketing coordinator a question about Multiemployer clients, but he can't remember who the marketing coordinator is. Where can he go to find this information?
These are approved colors and locations for the cover page's HLB Logo.
Bottom Two Corners and
Black
Gray
White
Nanci Batchelor
You'd like to add some additional services to a proposal you're working on and not sure what options are best for your industry. Where do you go to get some answers?
Reference the Withum Advisory Services Overview Deck located on SharePoint in Marketing Home > Withum Fact Sheets > Advisory > Withum Advisory Services Overview Deck.
An example of the proper terminology for our industry sectors in proposals.
[Industry] Services Team
Replacing Dave Dacey, this person tracks our AICPA Peer Review Report and its related Acceptance Letter
Ed Cranford.
Also acceptable: Technical Resource Team
Check Sprout to see if the Status Reason was changed to "Changes Requested". If not, ask him to update the status reason. If it is, move forward with editing the proposal.
Brad is taking a hands-on approach to his proposal. He wants to add NFP insights relevant to the organization. What insights can you add and where can you find them?
Bonus point! What should you do before linking it in the proposal?
Insights include: Podcasts, Webinars and Articles.
Withum.com > Insights > Filter to NFP.
Bonus Point: Create a UTM link!
These numeric values are written out, while anything higher is represented as a digit.
one through ten.
Who should you contact for our annual report and latest financial audit?
We are not subject to an annual report or audit because we are not a publicly traded company.
Your proposal's formatting is off. Where do you go to locate the correct template that Jin has filed away to load into the Developer tab in MS word?
This is the most current location: \09 Creative Strategy\08 Proposal - Pursuits\zArchive\Templates - JIN\MAIN TEMPLATE
Credit provided if they can name any of these folders in file path as the original location that housed the files has changed.