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How to Complete an RFP Content Audit in 3 Steps

When your library becomes disorganized and cluttered, you may end up spending more time on a project than necessary—or, even worse, submitting proposals that contain incorrect or outdated information.

The good news is that cleaning up your RFP content library isn’t as complicated as it sounds. In this webinar, Monica Patterson, Customer Success Manager at RFPIO shares her three-step process for building a solid content foundation.

Register for our webinar to learn how to:

-Perform an ROT Analysis of your proposal content
-Conduct a content audit using built-in tools in RFPIO
-Set up review cycles and assign content owners
Recorded Aug 19 2021 26 mins
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Presented by
Monica Patterson, Customer Success Manager at RFPIO
Presentation preview: How to Complete an RFP Content Audit in 3 Steps

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  • Building Your Business Case for a Content Manager Recorded: Oct 12 2021 32 mins
    Monica Patterson, CF APMP, Customer Success Manager at RFPIO
    During a year that organizations are planning to respond to more RPPs and submit more proactive proposals, making the business case for a content manager is almost no brainer. While proposal teams can manage without an RFP content manager eventually the response management process, and ultimately revenue stream, will clog.

    In this webinar, Monica Patterson—Customer Success Manager at RFPIO, and content management enthusiast—dives into how to build your business case for a content manager. Watch on-demand to learn:

    -Why a content manager role is important to both small and large proposal team
    -The tactical & strategic benefits of hiring a content manager
    -Steps, and numbers, to help build your case to management
  • How to Complete an RFP Content Audit in 3 Steps Recorded: Aug 19 2021 26 mins
    Monica Patterson, Customer Success Manager at RFPIO
    When your library becomes disorganized and cluttered, you may end up spending more time on a project than necessary—or, even worse, submitting proposals that contain incorrect or outdated information.

    The good news is that cleaning up your RFP content library isn’t as complicated as it sounds. In this webinar, Monica Patterson, Customer Success Manager at RFPIO shares her three-step process for building a solid content foundation.

    Register for our webinar to learn how to:

    -Perform an ROT Analysis of your proposal content
    -Conduct a content audit using built-in tools in RFPIO
    -Set up review cycles and assign content owners
  • 2021: The Year of Efficient & Effective Proposal Management [New Research] Recorded: Jul 28 2021 30 mins
    Jamie Feigenbaum, Demand Generation Manager at RFPIO and Brandon Mahoney, Sales Development Manager at RFPIO
    2020 drastically changed business, especially for B2B sales. Now that we have gotten our feet under our feet, and started ramping up in 2021 the message is clear—companies need to be a little more agile and a lot more strategic.

    After we released the 2021 Benchmark Report: Proposal Manager (download your copy in the attachments), Brandon Mahoney and Jamie Feigenbaum discussed the results in a live webinar. Watch the webinar to learn:

    -Context for the 2021 Benchmark Report: Proposal Management
    -What increased budget scrutiny means for proposal management
    -Predicted pressures on Proposal Managers in 2021
Strategies for efficient RFP responses, content management, and more
RFPIO is the leading RFP response management solution and the industry's first AI-enabled RFP software, trusted by some of the world's smartest companies to manage responses to RFPs, RFIs, Security Questionnaires, and DDQs.

Through robust and bi-directional integrations, with an open API, teams can connect their people and improve content quality and accessibility — enabling collaboration without boundaries. More than 175,000 users trust RFPIO to digitally transform their response process, share knowledge, and collaborate without borders.

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  • Title: How to Complete an RFP Content Audit in 3 Steps
  • Live at: Aug 19 2021 5:00 pm
  • Presented by: Monica Patterson, Customer Success Manager at RFPIO
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