Workflow demonstration
Brief to qualified bid
From a buyer’s brief or a live tender to a qualified, compliant response: screen, extract, evidence, draft, check.
05steps, in order
The run, step by step
- Standing
- Runnable today
- Accepts
- Tender text you are permitted to useYour evidence: contracts, CVs, letters
- Produces
- Go, hold or no-go decision sheetCompliance matrix with clause referencesReviewed response
The steps, and what each produces.
Runnable today with the free tools; delivered in full as tender and bid writing.
- 01
Screen the opportunity
Hard eligibility first, then weighted criteria.
- 02
Extract the requirements
Every shall, must and should, with its clause.
- 03
Assemble the evidence
Past performance, CVs and documents mapped to requirements.
- 04
Draft and review
Sections drafted, then reviewed against the matrix.
- 05
Check and submit
Format, length and deadline confirmed; the client submits.
Inputs, outputs and safeguards
Accepts
- Tender text you are permitted to use
- Your evidence: contracts, CVs, letters
Produces
- Go, hold or no-go decision sheet
- Compliance matrix with clause references
- Reviewed response
Fails safely
- Hard eligibility failure stops the workflow with the reason.
- Requirements without evidence are flagged, never papered over.
- Unmatched clauses go to manual review.
Where a person decidesThe client decides whether to bid and submits. A principal reviews every draft; nothing is submitted automatically.
Run parts of it yourself.
These free tools are the working steps of this workflow.
Bid/no-bid decision matrix
Test an opportunity against the eligibility rules that cannot be negotiated, then score it on eight weighted criteria. A hard eligibility failure overrides any score, and the weakest criteria tell you what evidence to find before you commit.
Open the tool Free toolRFP compliance matrix template
Paste the tender text you are permitted to use. The builder finds every “shall”, “must” and “should” requirement, keeps its clause reference and position in the text, and lays out a compliance matrix with owner and evidence columns.
Open the toolRelated services
What needs to move forward?
Tell us the decision, the challenge or the opportunity. We reply with a scoped approach, a named principal and a fee before any work begins.
No charge to submit an enquiry.