Reference table
Ways to research a prospect before a proposal
Four approaches compared on reach, depth and effort
A comparison of four ways an agency can learn about a prospect before writing a proposal: a sponsor call, calls scheduled by hand, a staff survey and AI-moderated interviews run in Koji. It compares voices heard, depth, scheduling, evidence trail and analysis effort.
Where this appears
What's in this reference table
| Sponsor call only | Scheduled calls by hand | Staff survey | Koji | |
|---|---|---|---|---|
| Voices heard | One or two | Those who fit your diary | Many, thin | Every named stakeholder |
| Depth | The sponsor's view | Deep, per person | Short open-ends | Per-person, with AI follow-ups |
| Scheduling | None | A diary exercise | None | None, answered when free |
| Evidence trail | Your notes | Your notes | Charts, few quotes | Findings link to quotes |
| Analysis effort | Low | Hours per call | Low | Report drafted for you |
Use this image
Free to use in your docs, decks and posts under CC BY 4.0, as long as you credit Koji with a link to this page. To embed it, paste this into your page:
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<a href="https://www.koji.so/visuals/proposal-discovery-methods-comparison-table"><img src="https://www.koji.so/visuals/proposal-discovery-methods-comparison-table/proposal-discovery-methods-comparison-table.png" alt="Table comparing four ways to learn about a prospect before a proposal: sponsor call only, scheduled calls by hand, a survey, and Koji." width="1200" height="818" /></a>
<p>Source: <a href="https://www.koji.so/visuals/proposal-discovery-methods-comparison-table">Ways to research a prospect before a proposal</a>, Koji</p>
