Blog · Page 12
Field notes.
Page 12 of 31. Browse the archive of RFP workflows, grounded-AI architecture, and proposal operations notes.
The holiday handoff runbook, part 2: the questions we forgot
Follow-up to the holiday handoff runbook. Four prompts we missed the first time — covering portal credentials, unsubmitted addenda, decision-of-last-resort authority, and the quiet bids you forgot you were still on the hook for.
The DDQ evidence-gap audit before year-end
A 60-minute audit that surfaces the DDQ answers you can no longer support with current evidence. Run it before the auditor in February asks. The answers that survive the audit are the ones worth keeping in the library.
What 'compounding' means for proposal software
PursuitAgent's tagline is 'every RFP you win makes the next one easier.' What that actually requires: four mechanisms of compounding, why most AI tools aren't compounding tools, and questions to ask a vendor.
The end-of-year win-themes audit
Five prompts for retiring win themes that have lost discriminatory power, and promoting the ones that actually showed up in wins. A year-end ritual that takes an afternoon and pays out across the next twelve months of bids.
Backup and restore for a KB that contains embeddings
Point-in-time restore, vector consistency, and why we run a full restore drill once a month. The engineering notes on backing up a knowledge base that is half relational and half vector.
The holiday handoff runbook
What to write so the on-call proposal lead isn't paged at 11pm on December 23. A 30-minute template that pays for itself the first time a portal deadline moves.
Anatomy of an enterprise SaaS RFP, 2025 edition
An annotated teardown of a representative enterprise SaaS procurement. Data-residency, AI-usage clauses, three recurring red flags, and where the 2025 version has diverged from the 2024 template.
The December DDQ panic day
A field note on the second Monday of December: what buyers send, why they send it then, and what the vendor side should do about it.
What we changed on the pricing page this quarter
Public pricing evolution. The two lines we added, the one we removed, and why the pricing page is a better honesty test than the docs.
Prompt versioning in production, the boring way
Git, tags, eval gates. How we roll a prompt change without breaking drafts in flight, and why the boring version is the one that actually works.
The minimum viable capture plan
Four questions, one table. Why most capture plans collapse under their own weight, and the stripped-down version small and mid-size teams actually use.
Block reuse tracking: the metric that matters
Which KB blocks got used, in what proposals, and what they correlated with winning. How we instrument reuse, what the numbers told us, and where the signal turns into noise.
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