Demo workspace · sample dataSigned in as Priya Raman, VP Sales
Cedarline Health · Fractional Lead, Core
Good morning, Priya.
Three pursuits in motion. One thing needs you today.
Active pursuits3$4.1M in pipeline
Due this week1Harborview Retail, Oct 2
Library health92%38 answers flagged for review
Win rate, last 12 months48%Up from 41% last year
Active pursuits
Harborview Retail Group
New business RFP · Pursuit Playbook
Drafting
Due Oct 2
Summit Logistics
Renewal · Win Map
Win Map ready
Due Oct 14
Pinecrest University
Student health RFP · First 48
Toolkit in progress
Due Oct 30
Needs you
Confirm Denmark clinician countHarborview · Marco, Clinical Ops · Due tomorrow
Approve executive summary draftHarborview · You · Due Oct 1
Review 3 answers flagged as outdatedLibrary · Security team · This week
From Kathleen
Win themes for Harborview are in. Their RFP says “measurable outcomes” 14 times, so the executive summary is built around it.
Got it. Breathe easy.
Harborview Retail Group RFP is in. Your First 48 day-one toolkit lands tomorrow morning. I'll message you here if I have questions.
- ✓Received · just now
- 2Kathleen reviews the RFP · today
- 3Toolkit delivered · tomorrow morning
- 4Optional kickoff call · you pick the time
Pursuits / Harborview Retail Group
Harborview Retail Group
New business RFP · Pursuit Playbook · Due Oct 2, 5:00 pm ET · $1.2M ARR
Intake ✓
Day-one toolkit ✓
Win Map ✓
Drafting · now
Review · Sep 30
Submit · Oct 2
Win themes
1Outcomes you can measureQuarterly outcome reporting, tied to the metrics in Section 4.
2Live in 60 days, not 6 monthsA dated implementation plan answers their CFO's risk concern.
3Global from day oneCoverage in all 11 countries where Harborview has stores.
Traps
Ask for named account managers. The incumbent uses a shared pool, and reviewers have complained about it.
Gaps
No retail case study yet. Lead with the Birchline Foods results instead and address it head-on.
Expert tasks
Denmark clinician count · MarcoDue tomorrow
Pricing volume review · DanaSep 30
SOC 2 letter · SecurityDone
Files
Day-one toolkit.pdf
Win Map · Harborview.pdf
Draft response v2 (in Responsive)
Your library
Your single source of truth, kept evergreen.
Approved answers1,240
Current92%
Flagged (ROT)38
Next review cycleNov 1
ROT report: 38 answers to address
14 redundant17 outdated7 trivial
How many clinicians are in your network in Denmark?Clinical Ops · Reviewed Sep 12
CurrentDescribe your data security certifications.IT Security · Reviewed Mar 3
OutdatedWhat is your standard implementation timeline?Implementation · Reviewed Aug 28
CurrentDescribe your account management model.Client Success · Duplicate of #214
Redundant
Request an update
Request EP-0142 received. You'll get a confirmation here when it's live, within 2 business days.
Recent changes
Updated pricing boilerplateSep 24
Retired 6 duplicate security answersSep 18
Added Birchline Foods case studySep 10
Insights
How your proposals are performing, and what buyers are telling us.
Win rate, 12 months48%
Proposals submitted27
Toolkits delivered by morning100%
Expert hours saved (est.)310
Proposals submitted per month
AprMayJunJulAugSep
From recent debriefs
Your implementation plan was the clearest of all five responses.
Birchline Foods · Won
Pricing was 12% above the winner. Your proposal scored highest.
Northgate Insurance · Lost
Every answer matched what we heard in the demo.
Kestrel Manufacturing · Won