Illustrative preparation example · Team pilot

See what your team needs to prepare.

An example of a reviewed checklist and the work it creates. These are fictional requirements and task owners, not an extracted buyer pack or a real customer submission.

Preparation requires separately enabled Team-pilot access. Starter and Pro do not include this preparation or export workflow.

First check whether the tender fits your firm. Then use the buyer's actual documents to identify requirements, assign preparation work and review the response.

See how preparation works Score tenders for my firm

Example preparation tasks.

Illustrative scenario: a council asks for a delivery plan, two relevant case studies and a completed pricing schedule. Replace these examples with requirements checked against the real pack.

Delivery plan · In progress

Confirm mobilisation milestones.

Delivery lead checks resource availability and drafts the implementation sequence. Set an internal date before the response review.

Evidence still needed: the agreed delivery schedule and named responsibilities.

Case studies · Blocked

Choose two relevant examples.

Bid lead identifies suitable projects and checks permission to use client names and results.

Evidence still needed: approved project summaries and support for every outcome claimed.

Pricing schedule · Not started

Complete the buyer's pricing template.

Commercial lead checks every required field and arranges a second-person review before submission.

Evidence still needed: the completed current template and approval from the responsible reviewer.

Keep requirements and progress separate.

Checking a source excerpt confirms that someone reviewed the requirement. Marking a task complete records progress. Neither confirms that the final response meets the buyer's rules.

If an attachment is missing, a source excerpt cannot be verified or a requirement is ambiguous, keep it open and check the pack or ask the buyer through their clarification process.

Work through clarification questions and evidence gaps

What this example does not prove.

Is this a real customer bid?

No. It is a fictional planning example, not customer evidence or a submission-ready response.

Will every buyer requirement be found?

No completeness guarantee is made. Review the entire current pack, including attachments and clarification updates.

Can our team use this on Pro?

Pro covers qualification and pipeline. Document checklists, preparation tasks and workspace exports require separate Team-pilot access.