Which internal communication is triggered with each proposal generation?

• A. Customer notification email
• B. Internal executive summary to DOS & ED (Lead Source, Email, Predictive PEPM, pain points)
• C. Weekly team update
• D. None

Answer: (B)

When a proposal is generated, the most effective internal move is to push a concise executive summary to the decision-makers, so they have visibility and can act quickly. This internal summary should go to the DOS and ED and include essential data points: Lead Source, the prospect’s Email, the Predictive PEPM, and the client’s pain points. Having this snapshot right away lets leadership assess the opportunity, understand where it came from, gauge potential pricing, and tailor the next steps to address the client’s challenges.

Sending a customer notification email would go to the client and isn’t about internal governance. A weekly team update wouldn’t provide the immediate, per-proposal detail needed to decide how to move forward. And saying none would miss the necessary internal visibility for each generated proposal.