The RFP Checkup transforms the time-consuming proposal review process into a streamlined strategic advantage. This approach evaluates opportunities through your agency's unique lens, helping you quickly assess alignment with your expertise and get team building recommendations before committing your valuable time and resources.
Agents In This Project: Project Manager • Director of Strategy
🔍 Who is RFP Checkup For?
Agency Leaders: Quickly assess if an RFP aligns with your capabilities and delivers a strong Agency Match Score before investing significant resources.
Business Development Teams: Identify strategic angles that will help your agency show you understand the client's business challenges from the first conversation.
Resource Managers: Determine the ideal team composition to deliver a winning proposal while maintaining client work balance.
Getting Started
- Create a new project and select "RFP Checkup" from the RFP category.
- Enter your agency details – name, location, website – so the platform understands your unique positioning.
- Upload or paste the complete RFP document into the project briefing area.
For best results, have these ready:
- The complete RFP document (for an additional privacy precaution, remove the name of the RFP issuer)
- Your agency's capability overview or relevant case studies
- Examples of previous successful RFP responses (if available)
Features & Highlights
- Agency Match Analysis: Receive a comprehensive evaluation report with capability match scoring that evaluates the RFP against your agency's specific strengths.
- Critical Questions Framework: Identify key information gaps and strategic questions to clarify with the potential client that show you understand their underlying needs.
- Team Configuration Tool: Get smart recommendations for team composition based on project requirements and your agency's structure.
- Proposal Strategy Support: Receive specific recommendations on how to strengthen your proposal and criteria to help leaders arrive at a sound go/no-go decision.
Tips & Tricks
- Be specific about your agency's unique capabilities when setting up – detailed information leads to more targeted recommendations.
- For RFPs you decide to pursue, feed these insights directly into the Strategic Market Solution to develop compelling positioning.
- Connect findings to your Response Brief Remedy to create a strategically sound creative brief that gives your team clear direction.
- Be Kind, Please Refine: As always if you find that an output isn't what you're looking for and you want to clarify, improve or provide more information, simply click Edit to make changes in-line, or Refine to have the platform make changes for you.
Sample Case Study
An emerging digital agency received an RFP from a national beverage brand looking to refresh their social media strategy.
Though excited by the opportunity, they were unsure if they had the right experience to compete against larger agencies. Using the RFP Checkup, they discovered their agency's focus on Gen Z audiences aligned perfectly with the brand's needs—something not explicitly stated in the RFP but revealed through the platform's analysis.
The project helped them identify this strength, configure the right team, and develop strategic questions that demonstrated their market understanding. The result? They made the shortlist despite being the smallest agency invited to pitch.
Ready to go?
Explore our RFP Strategy video tutorials [Coming Soon] or connect with our support team to get the most from your creative development.