The situation: An AE has a proposal ready to send to D.R. at Ashford Platforms. The deal has been through two discovery calls and multiple email threads. Running the pre-send check before hitting send.
Items extracted from Gmail threads
- D.R. asked: “Does this integrate natively with HubSpot?”
- D.R. asked: “Can you show a pricing breakdown by user tier?”
- Rep committed: “I’ll include a Z***I*** comparison section since you mentioned evaluating them.”
- D.R. raised: “Our legal team will need to review the data processing terms before we sign.”
- D.R. stated: “GDPR compliance is a hard requirement — we have EU customers.”
Gap report
✅ COVERED — GDPR compliance: Section 4 of the proposal covers data processing, EU data residency, and includes the GDPR certification link. Fully addressed. — HubSpot integration: Section 3 confirms native HubSpot integration with connector documentation referenced. Covered.
⚠ PARTIAL — Pricing by user tier: Section 5 includes pricing but shows only the standard tier. D.R. specifically asked for a tier breakdown. Add a table showing the per-user price at 50, 100, and 200+ seat levels before sending.
❌ MISSING — Z***I*** comparison: The rep committed to including this. No competitive section appears in the proposal. Suggested addition: “Add a one-page comparison table to the appendix covering data coverage, verification methodology, and pricing. Reference: ‘We evaluated Z***I*** and chose Lusha for X, Y, Z.'” — Data processing terms for legal review: The proposal doesn’t include or link to the DPA (Data Processing Agreement). D.R. flagged the legal team needs to review this before signing. Suggested addition: “Add a line in Section 6: ‘A Data Processing Agreement is available for review at [link]. Our legal team is available to schedule a review call with your team.'”
Verdict: NEEDS UPDATES
Two items must be addressed before sending: the pricing tier breakdown and the missing Z***I*** comparison section. The legal/DPA gap is the most critical — D.R. flagged it as a pre-sign requirement and the proposal currently gives the legal team nothing to review.
Contact status (Lusha): D.R., Head of Sales Strategy and Operations, Ashford Platforms ✓ — confirmed, same role. Safe to send once updates are made.
Illustrative example — fictional company names used. Run with your own proposal and thread data to see live results.