What's the main challenge you're hoping to solve?
M
Capture and Qualify Leads
Concierge agent · 3.2K uses
Concierge Agent
Qualify RFPs Before You Bid
Bad RFP triage wastes your best proposal talent. RFP intake forms collect 'Budget: TBD' and a deadline. Your concierge uncovers the real numbers—actual budget, decision process, and whether you're a serious contender or just column fodder. Your team only spends time on proposals they can actually win.
Win probability scoring
Resource focus
Better bid decisions
Used 1,200+ times
What's inside this template
Start from this conversation and adapt it to your team — change any question, add your own logic, and connect the tools you already use.
Questions it always asks
The core fields every response captures.
Always ask how many vendors are being evaluated
Ask about the decision timeline and who makes the final call
How it adapts
Follow-ups that change based on what people say.
If budget is 'TBD', ask what range would be realistic for this scope
If they've already selected a vendor, ask about the evaluation criteria
Where it routes people
Different paths for different answers.
If we're not a good fit, politely decline with a referral
If it's a strong opportunity, fast-track to the proposal team
Automations it can trigger
Actions that fire the moment a response comes in.
Upload RFP documents to a Google Drive folder
Send a Slack summary to #rfp-review with qualification score
Create a HubSpot deal with RFP details and deadline
SOC 2 Type II and ISO 27001:2022 certified. Responses are encrypted in transit and at rest, and you own your data. View our Trust Center.
How this AI template works
When an RFP comes in, your concierge qualifies it before your team invests time. It uncovers real budget (not "TBD"), timeline, decision process, and whether you're column fodder or a real contender. Your team only sees opportunities worth pursuing—with the context to win them.
Getting started
- 1
Define what makes an RFP worth pursuing vs. a time sink
- 2
Share the questions that reveal budget, timeline, and decision process
- 3
Connect to Slack for qualified opportunities and Google Drive for RFP docs
- 4
Send your RFP intake link and stop chasing bad fits
Template Details
- Agent Type
- Concierge
- Category
- Sales & lead generation
- Role
- SalesOperations
- Industry
- SaaS / TechProfessional Services
- Business outcome
- Convert more leads
- Job to be done
- Qualify leads
- Journey stage
- Intake & qualification
- Integrations
- Slack, Hubspot, Google Drive
- Times Used
- 1,200+
Forms collect fields. Conversations capture context.
Static forms force complex situations into rigid dropdowns. Perspective captures structured data and the reasoning behind it — so your team makes better decisions, faster.
The static form
yoursite.com/intake
Category *
Select...
Details
Describe your situation...
Submit
Result:Category: "Other"|Details: "It's complicated"
No context. No follow-up. No next step.
- Static RFP forms capture basic requirements but miss budget reality — whether the stated amount is a hard ceiling, negotiable range, or placeholder that signals no real budget authority.
- Checkbox triage forms can't assess competitive landscape nuances — who the incumbent is, why they're being replaced, and whether you're the front-runner or just column-filler for a predetermined winner.
- Generic qualification forms treat every RFP equally, so teams waste senior resources chasing low-probability deals while underinvesting in winnable opportunities with real potential.
The AI conversation
"Tell me more about the timeline — when did this start, and is there a deadline your team is working against?"
Extracted & structured automatically
Category
High-priority
Urgency
Deadline: 2 weeks
Sentiment
Frustrated but hopeful
Next step
Route to senior team
Triggered: Slack alert sent| CRM updated
Right team. Full context. Instant action.
- AI conversations systematically evaluate each RFP against your win criteria, probing for budget signals, incumbent relationships, and strategic fit to produce qualification scorecards with clear recommendations.
- Dynamic follow-ups uncover competitive intelligence by exploring evaluation committees, incumbent advantages, and why the RFP was issued now — revealing your actual position in the process.
- Conversational qualification captures decision process specifics that forms miss — real timelines, approval hierarchies, and weighted criteria — so proposal teams know exactly where to focus effort.
What makes an effective RFP qualification process?
An effective RFP qualification process evaluates each opportunity against consistent criteria before committing proposal resources. Traditional triage involves manually reviewing lengthy documents and making subjective go/no-go decisions. This RFP qualification template uses adaptive conversations to systematically assess budget fit, competitive positioning, capability alignment, and strategic value. The AI probes for incumbent advantages, decision authority, and timeline reality — producing qualification scorecards that help teams focus their best talent on winnable deals rather than responding to every RFP that arrives.
FAQ
Frequently Asked Questions
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Replace drop-off, poor qualification, and missing context with AI conversations that capture structured data and real understanding. Set up in minutes.
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