The situation
The firm subscribes to several RFP newsletters and email alerts. Opportunities were buried in the inbox, and by the time someone noticed a good one, the deadline was too tight to bid.
What we did together
Your business development team got a nightly automation that reads every RFP email received that day, scores each opportunity against the firm's qualification rules, and ranks them green, yellow, or red. Green opportunities get surfaced first thing in the morning. Red opportunities get logged and archived.
Outcomes
- Nightly triage of all inbound RFP emails
- Green, yellow, red ranking aligned to the firm's qualification rules
- Business development team starts the day on the best-fit opportunities
- No more missed deadlines from RFPs buried in the inbox
Worth noting
The firm was acquired shortly after the build. The system was ready to deploy and never went live inside their new parent organization. The pattern is sound, and it is the kind of work your team can stand up in a few weeks.
Want to talk about your own rollout?
Your situation is specific. Your team, your workflows, your constraints. Start a conversation and we will figure out whether we are the right fit together.
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