Procurement Forecasting & Portfolio Building
Included in: Executive Plan
Available as standalone: $500/month Full Description Build a strategic contract portfolio through monthly tracking, forecasting, and bid alignment that creates a clear path from opportunity to award. Who It's Good For * Businesses actively pursuing multiple government contracts * Organizations that need help organizing and prioritizing opportunities * Teams looking to build a consistent pipeline of qualified leads * Contractors ready to move from reactive bidding to strategic pursuit What's Included (Monthly Service) 1. Monthly Procurement Forecast Session * Review current bid activity and contract performance * Identify upcoming federal, state, and local agency forecasts * Prioritize opportunities based on size, fit, timing, and win probability * Assess trends in awarded contracts within your industry and niche 2. Pipeline Strategy Development * Build a 12–18 month opportunity roadmap organized by quarter * Categorize opportunities: short-term wins, mid-term targets, long-term pursuits * Develop themes and differentiators aligned with targeted agencies * Tag contracts by status: Watchlist / Ready to Bid / Follow-Up / Awarded / Rebid 3. Portfolio Tracking & Contract Positioning * Track proposals submitted, in progress, and awarded * Visual dashboard to measure progress and identify gaps * Map performance goals against agency engagement * Identify gaps in certifications, teaming agreements, or past performance that impact eligibility Tools We Provide * Custom Monday.com dashboard setup for pipeline visualization * Forecast board with filters by contract type, value, timeline, and agency * Shared proposal tracker updated monthly * Win-loss analysis with quarterly deep dives Benefits * Long-term contracting visibility (12-18 months ahead) * Keeps your business focused and bid-ready * Supports consistent proposal submission and strategic alignment * Builds your reputation and positioning with key agencies * Increases probability of winning multi-year or recurring contracts Add-On's are optional below (Original product must be purchased in addition to add-ons)
Included in: Executive Plan
Available as standalone: $500/month Full Description Build a strategic contract portfolio through monthly tracking, forecasting, and bid alignment that creates a clear path from opportunity to award. Who It's Good For * Businesses actively pursuing multiple government contracts * Organizations that need help organizing and prioritizing opportunities * Teams looking to build a consistent pipeline of qualified leads * Contractors ready to move from reactive bidding to strategic pursuit What's Included (Monthly Service) 1. Monthly Procurement Forecast Session * Review current bid activity and contract performance * Identify upcoming federal, state, and local agency forecasts * Prioritize opportunities based on size, fit, timing, and win probability * Assess trends in awarded contracts within your industry and niche 2. Pipeline Strategy Development * Build a 12–18 month opportunity roadmap organized by quarter * Categorize opportunities: short-term wins, mid-term targets, long-term pursuits * Develop themes and differentiators aligned with targeted agencies * Tag contracts by status: Watchlist / Ready to Bid / Follow-Up / Awarded / Rebid 3. Portfolio Tracking & Contract Positioning * Track proposals submitted, in progress, and awarded * Visual dashboard to measure progress and identify gaps * Map performance goals against agency engagement * Identify gaps in certifications, teaming agreements, or past performance that impact eligibility Tools We Provide * Custom Monday.com dashboard setup for pipeline visualization * Forecast board with filters by contract type, value, timeline, and agency * Shared proposal tracker updated monthly * Win-loss analysis with quarterly deep dives Benefits * Long-term contracting visibility (12-18 months ahead) * Keeps your business focused and bid-ready * Supports consistent proposal submission and strategic alignment * Builds your reputation and positioning with key agencies * Increases probability of winning multi-year or recurring contracts Add-On's are optional below (Original product must be purchased in addition to add-ons)