Blog · Tag

proposal-process.

8 posts in this archive.

Research Win-loss intelligence · Part 5/5

Win-loss, Part 5 of 5: the eighteen-month view

Eighteen months of running a win-loss program for ourselves. What we'd change if we started over today, what we wouldn't, and the one investment that compounded more than we expected.

Sarah Smith
Craft

Win themes, one year after we published the field guide

The field guide held up on most counts and was wrong on two. What I'd rewrite today, what I wouldn't, and the one test that keeps earning its place.

Sarah Smith
Research Win-loss intelligence · Part 4/5

Win-loss, Part 4 of 5: closing the KB feedback loop

How a debrief finding becomes a block edit that ships into the next bid. The review cadence that makes it stick. The specific anti-patterns that break the loop.

Sarah Smith
Team & Workflow

Team KPIs we stopped tracking

Two proposal-team metrics we killed this year. Why each one misread the work, and what we replaced them with. Short, opinionated, written from my own dashboard.

Bo Bergstrom
Research Win-loss intelligence · Part 3/5

Win-loss, Part 3 of 5: the five anti-patterns

Lessons logged and never applied. Themes that don't match answered questions. Five failure modes I see when a win-loss program looks healthy from the outside but isn't moving the win rate.

Sarah Smith
Team & Workflow

The proposal week bracketing July 4th

Federal buyers don't move. Commercial buyers don't move. Reviewers do. A short field note on the bid weeks bracketing the July 4th holiday and the four things to triage now.

PursuitAgent
RFP Mechanics

The RFP kickoff meeting that saves two weeks

A 60-minute kickoff that decides ownership, win themes, the compliance scaffold, and the review calendar. Run badly, it costs you two weeks. Run right, it pays for itself by Friday.

Sarah Smith
RFP Mechanics Long read

The 8-stage RFP response pipeline, explained

A canonical long-read on how a mature proposal shop actually moves an RFP from the hand-off email through submission and the post-mortem that feeds the next bid. Eight stages, what each one owns, and where each one fails.

Sarah Smith

See the proposal workflow

Take the 5-minute tour, then start a trial workspace when you're ready to run a real pursuit against your own source material.