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Question 1 of 4

What would you like to improve about your proposal?  

(Select all that apply)
A

Design

B

Time it takes to generate a proposal

C

How quickly I can get a proposal out to advisors/plan sponsors

D

Other

Question 2 of 4

Please upload an example of your current proposal

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Question 3 of 4

What day/time next week are you available for a jump-start call?  

Question 4 of 4

Please enter your contact information (name, email, phone number, firm name)

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