A playbook for how you bid
Studio has a new Playbook tab. It holds how your firm decides, checks and writes its bids, in three sections: your go/no-go criteria, what to look for in every RFP, and your writing rules for proposals. Owners and members can edit it, and guests can read it.
Rules suggested from your Firm profile. What you told the Firm tab is offered as go/no-go criteria: what you turn down, your project size, and the sectors, clients, accounts and markets you want. Your firm's name is offered as a writing rule. When you set up from your website, Foveate also notes the offices your site lists and whether it uses British or American spelling, and suggests rules to match. Add them one at a time, or all at once. Nothing is used until you add it.
Switch any line off without deleting it. Every line in your Playbook has a check mark: green while it's in use, grey when it's switched off. A line that's off stays on the page for later, and nothing uses it until you switch it back on. Each go/no-go criterion is a must have, important or nice to have, shown by how full its dot is, and one click moves it between them.
The compliance matrix checks for what you always check. List what your firm looks for in every RFP, such as insurance minimums, page limits, required licences or forms. When the compliance matrix is built, each one the RFP states becomes a normal row. Each one it doesn't mention is listed under "Your playbook — not in this RFP", so you can confirm it with the client before you submit, and add it to the matrix if it applies.
Proposal drafts follow your writing rules. Set the rules your firm writes by, such as how to refer to the firm, British or American spelling, words to avoid, or claims never to make. Every proposal draft and revision follows them, including when you rewrite or add a single section, though anything the RFP itself requires still comes first.
Every go/no-go shows what it was judged against. A go/no-go recommendation in an RFP chat now says how many of your criteria it checked and links to your Playbook to change them. An RFP chat's Next steps list links there too, so the rules every step follows are one click away.

