RFP Readiness Audit

Bid smarter. Position to win.

When you bid on RFPs or send proactive proposals, are you optimizing your win rate, addressing hidden inefficiencies, and getting the most from your people, technology, process, and AI?

This audit shows you where the gaps are, and gives you a clear, prioritized path to fix them before your next submission. It’s delivered by a seasoned professional with 20+ years of proven RFP and proposal success.

What It Is

  • A fixed-scope or hourly diagnostic (not open-ended consulting)
  • Answers one question: “Are we actually positioned to win the RFPs we’re bidding on?”
  • Delivered as a scored report with prioritized recommendations

Who It’s For

  • Firms actively bidding on RFPs but losing more than they’d expect
  • Firms recognizing inefficiencies that can be addressed through people, technology, process, and AI
  • Organizations scaling into bigger, more formal procurement processes

Scope of the Audit

  • Proposal team structure: roles, ownership, bottlenecks
  • Review boilerplate and past-performance library: current, reusable, differentiated
  • Win-theme and pricing strategy: competing on the right basis
  • Sample bid review: score a recent RFP response against evaluator criteria
  • Go/no-go framework: how you’re deciding which RFPs to pursue

Deliverables

  • Written scorecard against 5-8 readiness criteria
  • 5-8 prioritized findings, ranked by impact
  • One sample bid reviewed in depth
  • Go/no-go decision framework for future bids
  • Readout call to walk through findings

What’s Not Included

  • Proposal writing or editing (available as an add-on)
  • This audit covers diagnosis, not implementation. Fixing what we find is available separately, either scoped in upfront or added later as needed.
  • One revision round on the report

Pricing

  • Custom quote based on scope, typically delivered within [X] business days of kickoff

Reach out for a quick call to scope your specific situation

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