Pre-Sales: Zero to Hero — Bid/No-Bid Checklist & RFP Compliance Matrix
TMPL 06

Bid/No‑Bid Checklist & RFP Compliance Matrix

Used in Module 12. Run the checklist before committing hours; build the matrix only once you've decided to bid.

Bid / No‑Bid ChecklistAnswer honestly before you start writing
Relationship Do we have a prior relationship, or is this fully cold? Timeline Is the turnaround realistic for a genuine, considered response? Criteria Do the decision criteria read like our strengths, or like a specific competitor's spec sheet? Budget Is funded budget confirmed, or is this exploratory pricing research? Fit Can we honestly meet the mandatory requirements, not just the nice‑to‑haves? Win theme Can we articulate, right now, why we specifically should win this?
RFP Compliance MatrixColumns to track per requirement
Requirement ID → Requirement text (their wording) → Response (Full / Partial / Not met) → Answer, written to persuade not just comply → Win theme it supports → Owner → Reviewed by someone else before submission.
Try it live — Bid/No‑Bid Checklist

This is a prompt for judgement, not a formula — one "No" on Budget or Fit can outweigh five "Yes" elsewhere. Saved in this browser only.