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Building a Custom Proposal System with Chris Spann – Episode 3 of The Pursuit Desk

Joanne Sturge
Marketing Coordinator

This week’s episode of The Pursuit Desk features Chris Spann, Senior Marketing Manager, brand expert, and content contributor at Perks.

Perks│Channel is a leading incentive and loyalty marketing company that provides services and software to help our clients engage with their indirect channel and ensure channel partner and customer effectiveness. With a listing on the salesforce appexchange and a global user base exceeding 5 million users, Perks│Channel takes the guesswork out of channel incentives and loyalty programs.

Connect with Chris and Perks.

Time stamps and topics covered:

1:00 Chris’ career background

3:13 Getting into marketing at Perks

4:45 How PerksWW divides up the marketing department, and the tools Chris uses to enable digital marketing

6:30 How PerksWW and Chris has evolved sales enablement

8:38 Marketing and creating content related to the buyer’s journey

10:00 How PerksWW handles demand generation

10:35 What is the typical workflow for the creation of a proposal

12:05 Lessons learned from PerksWW proposal process

13:30 Adding a personal touch to proposals

15:38 Creating a questions library to build better RFPs

19:40 Enabling the sales team to become better sellers with ikaun

21:30 Building and using proposal templates

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Experience Finder

AI-Powered Co-Authoring

ikaun transforms the RFP and proposal process by leveraging AI to generate firm-branded, client-ready proposals in minutes. By intelligently reusing past responses and ensuring consistent messaging, it significantly reduces manual effort while improving win rates.

AI-Enhanced Search

Intelligent Proposal Automation

With powerful document automation, ikaun enables firms to generate proposals, pitches, and legal submissions using dynamic, branded templates. Conditional logic, real-time data mapping, and seamless CRM integration ensure that ever document is accurate, compliant, and on-brand.

Profiles

Experience Capture

ikaun serves as a centralized structured repository for firm knowledge, allowing teams to store, organize, and access critical business information efficiently. Customizable data fields, robust search, and automation rules ensure information remains accurate and easy to retrieve.

Stacks

CVs and Biographies

ikaun captures and structures firm-wide experience, enabling teams to showcase expertise efficiently. Integrated attorney biographies and matter profiling provide instant access to relevant credentials, improving business development and cross-selling opportunities.

Knowledge Campaigns

Award Submissions

Automating the directory submission process, ikaun collects relevant case studies, manages referee tracking, and formats entries to meet the exacting standards of legal ranking bodies. This reduces submission time while ensuring law firms present a compelling and competitive profile.

Integrations

Seamless System Integrations

ikaun integrates with essential firm systems, including CRM, billing, experience databases, and marketing tools. Whether pulling structured data for proposal automation or pushing updates to a firm's website, ikaun ensures data flows seamlessly across the organization, eliminating redundancy and manual updates.