Define the opportunity profile
Agree target services, sectors, locations, eligibility conditions and practical exclusions. Identify the sources your team is authorised to use.
BUSINESS SERVICES
Opportunity intelligence & sales pipelines
Give your team a more focused shortlist.
Searching for opportunities is only part of the work. A team also needs to understand whether an opportunity fits its capabilities, what evidence is required and whether there is time to respond.
Discuss your requirements ↗The operational challenge
Potential leads are scattered across sources, unsuitable opportunities take up review time, and deadlines are difficult to track consistently.
What the engagement can include
- An agreed capability and opportunity profile
- A structured screening checklist
- An opportunity register or agreed CRM connection
- Deadline and responsibility tracking
How we approach the work
Organise discovery and screening
Set up monitoring, duplicate consolidation and structured screening fields. Make source information and deadlines visible for review.
Support follow-up
Maintain an opportunity register or connect agreed fields to your CRM. Define ownership, status updates and review routines.
ILLUSTRATIVE USE CASE
A practical starting point
A company monitors relevant procurement or partnership opportunities. A workflow gathers source details, highlights eligibility questions and brings a shortlist to the team for a bid or no-bid decision.
This is an illustrative scenario, not a completed customer case study.
How to assess progress
Track relevant opportunities reviewed, screening effort, follow-up completion and the movement of qualified opportunities. Pipeline reporting does not guarantee a contract award.
Agree the scope before starting
Final eligibility, commercial decisions and submissions remain with the authorised client team. Source access, monitoring frequency and review responsibilities are defined during scoping.