012: Streamline & Speed Up Your Proposal Review Process with Julie Shaffer, CPSM

If you don’t know Julie Shaffer, CPSM, that ends today. She is THE guru when it comes to all things InDesign and using it to speed up your proposal production process. She absolutely brings it in this episode. Make sure you have pen and paper ready to take notes. 

She tells us about two tools to use to end the laborious cycle of the proposal drafts back and forth. Instead of sending out a proposal draft, getting different sets of comments, and collating those comments, and then incorporating them into an updated draft, she tells us how to streamline and speed up this process. Julie shows us how to use two tools you most likely already have today that will save you dozens of hours and unnecessary frustration on your next proposal. 

Here’s the knowledge she drops on us:

• We review the typical proposal review cycle and how inefficient it is. 
• How COVID and working in different places are making the traditional proposal review process even harder.
• Julie introduces two different methods to conduct virtual proposal reviews. These include Adobe’s Share for Review and Acrobat features.
• She shows us how to get all of the comments back into InDesign
• Julie provides a teaser into her upcoming InDesign training course

About Julie Shaffer, CPSM, Owner of Shaffer Creative
As an award-winning designer and respected leader of creative teams and marketing departments, Julie exhibits the perfect mix of tact, tenacity, and industry knowledge to design and orchestrate creative marketing solutions for each client. She is an Adobe Certified Expert in InDesign CC and is known for developing extensive style formatting for project efficiency and completion. Julie loves to share her knowledge through workshop-style trainings for clients and professional organizations across the US.

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Want more AEC marketing goodness?

• New to proposals? Download my FREE “RFPs for Beginners – The Ultimate Proposal Management Checklist.”
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• Purchase bite-sized, on-demand templates and training at the Marketers Place.
• Enroll in online training: The Proposal Pro or Content Marketing Clarity.