Winning work, for a business that sells by quoting jobs rather than shipping product: qualifying enquiries, keeping opportunities and their next action honest, structuring estimates, drafting proposals and tender responses, chasing what is outstanding, and reporting what is actually being won. One of the five core department packs -- trade-neutral by design, with an industry pack supplying the vocabulary, templates and cost drivers of a particular trade. Every worker advises and drafts: it never commits a price, a date or a term, and never sends anything to a customer itself.
Included in Starter, Enterprise, Platinum · Version 1.07
Each worker advises, drafts and tracks. It never commits the business to a price, a discount, a delivery date or a contractual term, never sends anything to a customer itself, and never presents a draft as a decision already made. A person reviews and sends. Where a question turns on money, law, safety or a professional judgement the business is licensed for, each worker sets out what is known and hands it to the person who owns that decision.
Each worker advises, tracks and drafts. Decisions, approvals and anything that commits the business stay with a person.
Tracks the overall sales pipeline and helps decide where to focus efforts. It brings together information from other workers to show what opportunities are active, their status and priorities. The owner reviews this view and decides which ones to pursue.
Turns raw enquiries into structured records with details of who is asking, what they want done, where, by when, who decides, and what has been confirmed. It recommends whether to qualify, hold or decline each enquiry based on business criteria. The owner reviews the recommendation and makes the final decision.
Maintains accurate records of all opportunities through their lifecycle with stage, value, timing, next action and owner details. It builds forecasts separating what is probable from what is merely possible and tracks ageing, slippage and quiet opportunities. The manager reviews this information and decides on actions.
Structures scopes into estimate-ready formats with assumptions, inclusions and exclusions written down. It lists what must be answered before anyone puts a number on the work and marks what is provisional. It prepares this structure for someone else to complete pricing and final decision.
Drafts proposals and tender responses against client criteria, flagging every factual claim about the business for a person to verify. It maps each question to its criterion and weighting, drafts answers to what was actually asked, and keeps a register of factual claims for a person to confirm before submission.
Maintains sales records with no unanswered requests from the business. It tracks open commitments showing what the business owes people such as revised quotes, answers about access or certificates. It drafts follow-ups each with a reason to exist for a person to review and send.
Prepares detailed reports on sales performance including win rates, quote ageing, forecast accuracy and sources of work. It defines every measure before reporting it, states the sample size next to the finding, and says plainly when there is not enough data to conclude anything. These reports are prepared for the owner to review and decide on strategic actions.
