# How to turn a Salesforce audit into a proposal the client trusts. > Turning an audit into a proposal with SyncOnAI 360 means selecting evidenced findings from the client's org, generating a priced statement of work in one step with each line written as an outcome, adding proof from past wins, and sharing the proposal and statement of work with the client through an engagement's deal room. Source: https://synconai360.com/use-cases/audit-to-proposal ## Key facts - **1**: Step from findings to a statement of work - **Every**: Line backed by a finding - **Your**: Rate card and currency - **1**: Deal room per pursuit ## Why Salesforce proposals are hard to defend A proposal built from a discovery deck asks the client to trust the consultant's estimate. When the client pushes back on price, there is nothing to point at. - **Estimates by feel.** Effort comes from experience, not from the org. - **Hours writing.** Each proposal is assembled by hand. - **Price pushback.** Clients challenge lines nobody can justify. - **Scope creep.** Vague scope invites change requests. ## How do you choose what goes into the proposal? Read the audit's findings with their severity, effort band and cost, and select the ones the engagement should address. Severe, quick items make a strong first phase; larger items can be later phases. - Severity, effort and cost - Select what matters - Phase the work ## How is the statement of work generated? Selected findings become a priced statement of work in one step. Each line is written as an outcome rather than a check name, carries its effort and cost, and keeps the link to the evidence behind it. - One step - Outcomes, not check names - Evidence behind each line ## How is the proposal priced? Pricing uses your firm's rate card in the currency from your practice profile, and the engagement's price step builds tiered pricing from it, so proposals from different consultants price the same way. - Your rate card - Your currency - Consistent across the team ## How do you add proof to the proposal? The engagement's proof step matches case studies from your Proof Vault by Salesforce cloud, industry and tags, with outcomes, duration and value. Choose which cases may appear in deal rooms. - Proof matched to the pursuit - Outcomes and value - You choose what is shown ## How do you share the proposal with the client? The deal room shares the proposal with the client, with the statement of work optionally visible, and tracking records client activity. The read-only audit report can go alongside, so the client can check the evidence themselves. - Deal room - SOW optionally visible - Audit evidence alongside ## How should the work be phased? Lead with severe findings that take minutes or hours: they show value quickly and build trust. Put larger items, such as consolidating automation or reworking security, into later phases, each with its own estimate and evidence. Because every finding carries its cost, the client can choose phases knowingly, and the statement of work stays tied to the evidence when they ask why. - Quick, severe items first - Larger work in later phases - Clients choose knowingly ## How to go from audit to proposal 1. **Audit.** Run the audit on the client's org. 2. **Select.** Choose the findings to address. 3. **Generate.** Create the priced statement of work. 4. **Prove.** Add matched case studies. 5. **Share.** Open the deal room for the client. ## A proposal, estimated versus evidenced | Without | With SyncOnAI 360 | |---|---| | Effort by feel | Effort from evidenced findings | | Hours of writing | One step to a statement of work | | Lines nobody can justify | Evidence behind every line | | Vague scope | Outcomes the client can check | ## Proposal checklist - [ ] Run the audit on the client's org. - [ ] Select findings that match the client's priorities. - [ ] Check the rate card and currency in your practice profile. - [ ] Phase the work: quick wins first, larger items later. - [ ] Generate the statement of work and review each outcome line. - [ ] Add matched proof from the Proof Vault. - [ ] Share through the deal room with the audit report alongside. ## Who writes evidenced proposals - **Consultancies.** Win work with proposals clients can verify. - **Independent consultants.** Produce professional SOWs without a bid team. - **Managed services providers.** Turn monitoring findings into scoped extra work. ## Frequently asked questions ### Can findings become a statement of work automatically? Selected findings become a priced statement of work in one step; you choose which. ### Can we edit the generated SOW? Proposal sections are generated and edited in the engagement. ### Which rate is used? Your rate card, in your practice profile's currency. ### Can the client see the evidence? Yes, through a read-only audit report link. ### Does a won proposal become a project? No, not automatically. Accepted work goes onto a project board. ### Can we include case studies? Yes, matched from your Proof Vault. ### Is the deal room public? It is shared with the client contact you set; the SOW is optionally visible. ### Is this on every plan? Yes. Every plan includes every feature. ### Can we track the pursuit after sending? Yes. The track step follows up and records client activity. ### Can lessons from a lost bid be kept? Yes. The debrief captures the win or loss and the lessons feed future proposals. ### Can the client accept part of the proposal? Phased statements of work let the client choose which phases to accept, with the evidence for each. ### Is the price consistent across consultants? Yes. Everyone prices from the same rate card and currency. ### How long does it take to produce the proposal? Once the audit has run, selecting findings and generating the statement of work takes minutes; editing the narrative is up to you.