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AI Agents · Sales Operations Professional services firm 2025

Tender & Opportunity Intelligence

Know which bids to chase - and which to skip - in minutes. An AI agent reads incoming tenders, scores them against the company's actual capabilities, and produces a clear go/no-go recommendation. 3-5 hours of manual review reduced to 20-40 minutes.

20-40 min per opportunity (was 3-5 hrs)
0 missed red flags since launch
30% fewer low-fit deals pursued

The problem

Every week, the business development team received inbound opportunities - RFPs, partnership enquiries, referrals, tender notices. The evaluation process was informal: someone senior would scan the document, make a gut call, and either pursue it or pass. There was no consistent framework, no documented reasoning, and no way to learn from past decisions.

The consequences were predictable. The team sometimes spent weeks on proposals for deals that were never a good fit. Red flags - unrealistic timelines, mismatched capabilities, low-margin structures - were spotted too late or not at all.

What we built

  • A scoring framework - defined in collaboration with the leadership team. Every opportunity is assessed across weighted dimensions: strategic fit, delivery feasibility, commercial viability, competitive position, and risk profile.
  • An AI evaluation agent - reads the opportunity document, cross-references it against the company’s knowledge base, and applies the scoring framework. Output: structured assessment, scores per dimension, go/no-go recommendation, flagged risks, plain-language summary.
  • A lessons-learned feedback loop - outcomes of pursued opportunities are fed back into the system.
  • Structured output - every assessment follows the same template and is saved in an organised archive.

Stack: Claude · Custom scoring framework · Document parsing · Knowledge base integration

The result

Senior people now spend time only on bids worth winning. 3-5 hours of manual review per opportunity dropped to 20-40 minutes. 30% reduction in low-fit pursuits freed up capacity for deals that actually mattered. Every decision has a documented rationale.

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