Protocols
How does the system coordinate?
← Spec · PRD · Principles · Performance · Platform · Players
RFP Workflow
TENDER NOTICE
|
GO/NO-GO DECISION (scored checklist)
|
BID PREPARATION (document assembly, pricing, team allocation)
|
SUBMISSION (version-locked, timestamped)
|
EVALUATION PERIOD (track questions, site visits, presentations)
|
AWARD / LOSS (win/loss analysis, feedback capture)
|
HANDOVER TO DELIVERY (venture transitions to In Progress)
Go/No-Go Checklist
| Criteria | Question | Weight |
|---|---|---|
| Relationship | Do we know the decision-maker? | High |
| Capability | Have we done this type of work before? | High |
| Capacity | Do we have the team available? | High |
| Competition | How many competitors are bidding? | Medium |
| Margin | Can we hit target margin at competitive price? | High |
| Location | Is the site in our operating area? | Medium |
| Terms | Are contract terms acceptable? | Medium |
| Timeline | Can we meet the submission deadline? | High |
Score: 70%+ = Go. 50-70% = Review. Below 50% = No-Go.
Build Sequence
Blocked by: Identity & Access fixing Auth. Nothing ships until users can log in.
| Sprint | Features | What | Acceptance |
|---|---|---|---|
| S0 | #38, #39, #40, #41 | Wire dormant algorithms + Stripe webhooks | Each algo renders real data. Webhook fires. |
| S1 | #18, #22, #23, #21 | Seed answer library, prove compound | Venture B auto-fills 5+ from Venture A library. |
| S2 | #4 | Company entity | COMPLETE — shipped 2026-02-27. |
| S3 | #27 | Activity logging | Log call from deal, appears on both timelines. |
| S4 | #25, #26 | Data quality — exercise with real data | 5 deals, 3 ventures at different stages. |
| Park | #30, #31, #34, #29, #26 | Scale features | Only after S1 proves library compounds. |
Features
| # | Feature | Function | Outcome | Job | State |
|---|---|---|---|---|---|
| 1 | Contact list | Browse, search, filter contacts | Find the right person in seconds | Job 1 | Live |
| 2 | Contact detail | View profile, linked ventures, linked deals | See full relationship context before a meeting | Job 1 | Live |
| 3 | Contact create | Add new contact with company | Capture a new relationship immediately | Job 1 | Live |
| 4 | Company pages | View company with all contacts and deals | Understand an organisation's full engagement | Job 1, 5 | Built |
| 5 | Deal pipeline | Visual kanban of all deals by stage | See where every deal stands at a glance | Job 2 | Live |
| 6 | Deal create | Create new deal with value and stage | Capture a new opportunity immediately | Job 2 | Live |
| 7 | Deal detail | View deal with stakeholders, linked RFP, activity | Understand everything about an opportunity | Job 2 | Live |
| 8 | Deal stakeholders | Add contacts as stakeholders with buying roles | Map the buying committee | Job 2, 5 | Live |
| 9 | Dashboard | Summary cards and pipeline overview | Know what needs attention today | Job 2 | Live |
| 10 | Monthly goals | Track pipeline and won revenue targets | Know if you're on track this month | Job 2 | Live |
| 11 | Venture kanban | Visual board of RFP projects by stage | Track every bid from discovery to submission | Job 3 | Live |
| 12 | Venture detail | View RFP questions, linked deal, linked contacts | Full picture of a bid in one page | Job 3, 5 | Live |
| 13 | Venture create | Create new RFP venture | Start tracking a new bid | Job 3 | Live |
| 14 | Venture-deal link | Bidirectional link between RFP venture and CRM deal | One project, one deal, full picture | Job 5 | Live |
| 15 | Stakeholder roles | Assign roles and influence to linked contacts | Know who decides, influences, blocks | Job 5 | Live |
| 16 | RFP questions | Manage Q&A per venture | Structure the RFP response | Job 3 | Live |
| 17 | Answer detail | Review AI answer or write manual answer | Build library one question at a time | Job 3 | Live |
| 18 | AI Loop | AI-powered answer generation across venture | Auto-generate draft answers | Job 3 | Built |
| 19 | Deck generation | Generate presentation deck from answers | Turn answers into a deliverable | Job 3 | Built |
| 20 | Document upload | Upload PDF, DOCX, TXT to ventures | Attach RFP documents to right project | Job 3 | Live |
| 21 | AI auto-fill | Auto-populate RFP answers from library | Cut 70% of RFP response time | Job 3 | Live |
| 22 | Answer library | Store approved answers for reuse | Never write the same answer twice | Job 3 | Built |
| 23 | Review queue | SME approval workflow for answers | Ensure answer quality before auto-fill | Job 3 | Built |
| 24 | RFP analytics | Track time saved, fill rate, compound growth | Prove the ROI of the RFP tool | Job 3 | Live |
| 25 | Task management | Create, assign, track tasks | Never let a follow-up fall through | Job 4 | Partial |
| 26 | Calendar | View deadlines and follow-ups by date | See the week ahead | Job 4 | Partial |
| 27 | Activity timeline | Log calls, emails, meetings per deal | Build an interaction history | Job 1, 4 | Built |
| 28 | CSV import | Bulk import contacts from spreadsheet | Onboard existing contacts in minutes | Job 1 | Not verified |
| 29 | Global search | Search across contacts, deals, ventures | Find anything from one search box | All | Partial |
| 30 | Property registry | Track physical sites as standalone entities | Link projects to real-world locations | Job 5 | Partial |
| 31 | Go/No-Go scoring | Qualification checklist for RFP decisions | Stop wasting time on unwinnable bids | Job 3 | Gap |
| 32 | Auth | Sign-in, sign-up, user management | Secure access per user | All | Live — Commissioned 2026-02-28 |
| 33 | Navigation | App-wide sidebar and top nav | Move between modules without friction | All | Live |
| 34 | RFP assignments | Assign reviewers to answer queues | Distribute review work across team | Job 3 | Gap |
| 35 | Insights | Analytics and forecasts | Make data-driven decisions | Job 2 | Stub |
| 36 | Plans | Team plans and task tracking | Coordinate team activity | Job 4 | Stub |
| 37 | Agents | AI agent registry and workflows | Automate repetitive sales tasks | Job 3 | Stub |
| 38 | Sales Forecasting | Predict deal close probability | Know which deals will close and when | Job 2 | Dormant |
| 39 | Compound Rate | Track answer library growth rate | Prove the RFP tool compounds over time | Job 3 | Dormant |
| 40 | RFP Type Detection | Auto-classify uploaded documents | Skip manual tagging on every upload | Job 3 | Dormant |
| 41 | Payments | Accept subscription payments via Stripe | Get paid for the product | All | Partial |
Context
- Features — Canonical feature table
- Platform — Domain model, delivery state
- Performance — Priority score, success criteria