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AI agent for business development managers

RFP Go or No-Go Agent

A clear, scored bid decision made before the team commits time

DecisionsSalesManagement
See how it worksGet access
RFP Go or No-Go Agent: what goes in, what the agent does and what you get

What it does

Bid teams can spend weeks on an RFP they were never going to win. This agent reads the document and builds a short go or no-go case before anyone starts writing. It pulls out mandatory requirements, deadlines, evaluation criteria and the buyer, then checks each requirement against what the company can deliver and past win data for similar bids. It estimates the effort needed. It scores fit and lists facts it cannot verify, such as whether a reference is available or a certification is held, and asks the manager for them. Then it rescored with the answers. The manager approves the decision. Edge case: the RFP requires a certification the company lacks, which is an automatic no unless a partner can supply it.

How it works

Follow the arrows from top to bottom. The orange dashed arrow is the loop: when a check fails, the agent goes back and tries again.

Start and resultWhat it doesA check on its own workWaits for your OKGoes back and retries
Yes, continueYes, continueApprovedNoNo 1 STARTS WHEN New RFP arrives 2 USES A TOOL Read the RFP and list requirements, criteria anddeadlines 3 DOES Check each mandatory requirement againstcapabilities 4 CHECKS THE RESULT Are all mandatory requirements met or coverable? If not: mark as no-go unless a partner or workaround isconfirmed. Back to step 2. 5 USES A TOOL Look up past bids for similar buyers and outcomes 6 DOES Estimate the effort and compare with team capacity 7 DOES Score fit and list facts that need confirmation 8 CHECKS THE RESULT Have the unknown facts been answered? If not: ask the manager and rescore with the answers.Back to step 7. 9 YOU APPROVE Manager approves the go or no-go decision 10 RESULT Decision memo with scores and reasons
Read the steps as a list
  1. New RFP arrives
  2. Read the RFP and list requirements, criteria and deadlines
  3. Check each mandatory requirement against capabilities
  4. Are all mandatory requirements met or coverable?If not: mark as no-go unless a partner or workaround is confirmed. Back to step 2.
  5. Look up past bids for similar buyers and outcomes
  6. Estimate the effort and compare with team capacity
  7. Score fit and list facts that need confirmation
  8. Have the unknown facts been answered?If not: ask the manager and rescore with the answers. Back to step 7.
  9. Manager approves the go or no-go decisionThe agent waits here for your OK.
  10. Decision memo with scores and reasons

How it decides

A bid is a go when mandatory requirements are met, the fit score is above the threshold and effort fits capacity. Missing mandatory items force a no unless a partner fills them.

  • Mark no-go when a mandatory requirement cannot be met
  • Go only when fit score is at least 70 out of 100
  • Lower the score when past wins with this buyer type are under 20 percent
  • Stop and ask when any mandatory fact is unverified

Make it yours

Every agent is a starting point. You choose these settings for your own situation.

  • Fit score threshold (default 70)
  • Scoring criteria and weights
  • Capacity limits
  • Past win lookups

What keeps you in control

It always asks you first

  • Manager approves the go or no-go decision

Hard limits

  • Never submit a bid
  • Do not guess about certifications
  • Show every score and reason

It stops when

  • Done: decision approved and recorded
  • Stop: the deadline passes before facts are confirmed

Set it up

We guide you through the set-up, step by step

Members get the full set-up guide for this agent. No technical skills needed: you copy, paste and upload.

10 minto set it up in your AI
5 AIsChatGPT, Claude, Copilot, Gemini, Grok
  • One set of instructions to paste into your AI, with the clicks for ChatGPT, Claude, Microsoft 365 Copilot, Gemini and Grok
  • The agent then walks you through connecting your own data, one source at a time
  • A downloadable copy with the flow chart, the rules and the full guide
Get access to this agent

An example run

What happensAn RFP from a state agency needs ISO 27001 and a 12-person delivery team in 6 weeks. The company holds the certification, but capacity is only 8. The agent scores fit at 74 but effort fails. It asks about a partner for 4 staff. The manager confirms one. Rescoring gives 78 and the manager approves a go.

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