Blog · Tag
handoff.
2 posts in this archive.
Team & Workflow
The capture-to-proposal handoff checklist
Seven fields the capture team has to deliver before the proposal team starts writing. Why most handoffs fail on three of them, and how to enforce the handoff as a gate rather than a courtesy.
PursuitAgent
Team & Workflow
The holiday handoff runbook, part 2: the questions we forgot
Follow-up to the holiday handoff runbook. Four prompts we missed the first time — covering portal credentials, unsubmitted addenda, decision-of-last-resort authority, and the quiet bids you forgot you were still on the hook for.
PursuitAgent
See the proposal workflow
Take the 5-minute tour, then start a trial workspace when you're ready to run a real pursuit against your own source material.