What to Gather
Have these ready before our call — the more you upload, the stronger your proposals will be from day one:
Proposals from the last year — in any format (PDF, Word, etc.)
Team resumes / CVs — for anyone who appears in proposals
Project profiles — project sheets, case studies, portfolios
Company info — firm overview, certifications, brochures
Don't worry about formatting — the AI extracts what it needs automatically.
Who Should Attend
Your account lead and anyone who writes proposals day-to-day.
What We'll Cover (~45 min)
Account setup and uploading your documents
How the platform learns from your content
Live walkthrough: finding RFPs, drafting a proposal, and exporting to Word
Q&A
Tips
Bring a live RFP if you have one — we'll draft a real proposal together on the call
Upload everything relevant — you can always add more later, but a solid starting library makes a big difference
Loop in your team early — anyone with an account can upload docs and start exploring right away