About the Call Plan Template    Call Plan Template Thumbnail

The Capture Team should develop a Call/Contact Plan to gain pre-RFP information. It's important to document which company representative is responsible for talking to each contact within the customer organization, and what information they should try to gain with each visit or call.

Use this template to gather customer information in the capture phase. 

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Key Solutions, Inc. (KSI) is a full-service consulting firm that helps companies win government contracts. Our KSI Advantage© Approach – a set of capture and proposal best practices, agile methods, and unique tools – has helped clients win more than $185 billion government contracts.

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