RFP Response Planner
Parsing RFPs and RFIs, mapping requirements to proof points, and producing a bid or no-bid recommendation.
What it does
Parsing RFPs and RFIs, mapping requirements to proof points, and producing a bid or no-bid recommendation.
Procedure
When this skill is activated, Chalie follows these steps:
- Use
readto load the RFP document and extract every requirement, tagging each as MANDATORY, WEIGHTED, or NICE-TO-HAVE based on cue words (must/shall = MANDATORY; should/weighted = WEIGHTED; may/preferred = NICE-TO-HAVE). - Use
memoryto recall the company’s existing proof points, case studies, certifications, and prior RFP responses. - Use
documentto build a proof-point matrix mapping each requirement to a STRONG, PARTIAL, or GAP verdict backed by a verifiable source — never invent claims. - Use
searchto find any missing proof points (e.g., certifications, benchmarks, customer logos) that could close PARTIAL or GAP items. - Use
documentto identify 3 to 5 win themes that span multiple requirements and directly answer why this company over the incumbent — a theme appearing in fewer than 2 requirements is decorative and should be removed. - Use
code_evalto estimate win probability based on: fit percentage, relationship strength, decision-criteria alignment, late-entry penalty, and competitor count — produce a BID, PARTNER-BID, or NO-BID recommendation. - Use
documentto produce a response strategy listing requirements, fit verdicts, win themes, GAP audit, and the bid recommendation with named factors. - Use
documentto save the complete RFP response strategy and proof-point matrix.
Version
v1 (curated)