Using Mail Merge to Write a Proposal?

Good Morning!

I have two questions for you all this morning. First, I am using Excel and a Mail Merge Template in Word to write proposals for my company. My main question, is that I would like to write this formula for G2: If I2 matches the test is Sheet 2, Column A, the put the text in sheet 2, column B in G2.

The other question that I have: Is this the most efficient way to go about this or is there a better way to turn a Needs Assessment into a Proposal?

Thanks!