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Win plan and AI guides

The win plan and the application guide

From 'this looks good' to a list of things to do, with dates.

5 min read

The win plan

Save a contract and a win plan appears on its page: the steps between today and a submitted bid, in order, with the deadline working backwards. It lives on the contract itself rather than in a separate planner, because a plan you have to go and find is a plan you do not open.

The application guide

For a contract you are serious about, the guide reads the solicitation and lays out what is being asked, what you have to attach, and where the traps are. It is written against that document, not against a template.

An AI application guide for a contract
Written against the actual solicitation, on the contract's own page.

Both live inside the contract page. There is no separate win plan screen to hunt for — open the contract and it is there.

Tutorial: win plan and calendar

Tutorial: what the AI can do for you

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