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Win work

Capture planning

Qualify pursuits, plan win themes, and coordinate capture before the RFP.

Run go/no-go, win strategy, and pursuit coordination while work is still relationship-driven, so your team acts on pre-RFP intelligence instead of rebuilding the same capture deck from email and memory.

Plan pursuits
01Capabilities

Everything you need

Built for review and follow-through, not a passive database.

01.1

Qualify before you chase

Capture planning starts with honest fit, sector, relationships, timing, and capacity, not every lead deserves a full pursuit.

  • See relationship strength and last touch beside the opportunity
  • Attach account research and sources for go/no-go conversations
  • Keep pursuit notes where BD, marketing, and principals already plan work

01.2

Plan the win while it is still winnable

Win themes and capture plans should cite what you know about the client and market, not generic boilerplate.

  • Coordinate capture tasks across seller-doers, BD, and marketing
  • Tie signals and research to recommended outreach angles
  • Track next steps so capture plans do not stall in slide decks

01.3

Stay aligned through pre-RFP motion

The highest-value BD window often closes once an RFP is public, capture planning keeps the team acting earlier.

  • Maintain visible pursuit ownership and handoffs
  • Use meeting prep and account context before key conversations
  • Keep recommendations reviewable before they shape client-facing strategy

Win better work.

Qualify pursuits, plan win themes, and coordinate capture before the RFP.

Plan pursuits

Industries

Popular across these fields

Architecture
Contacts, pursuits, meeting prep, and follow-through for firms that win on relationships.
Interior Design
Client relationships, active pursuits, and follow-up—without rebuilding context in spreadsheets.
Civil Engineering
Agency and sub relationships, bid pipeline, and pursuit follow-through in one place.
Structural Engineering
Referral network, EOR pursuits, and review handoffs tied to the accounts that matter.

Explore more

Other use cases

Network
See organizations and people in context so you know who to nurture and who to pursue next.
Signals
Surface timely reasons to reach out from changes, activity, and account context, not another noisy feed.
Prospect
Discover and qualify targets, enrich firms, and save prospects into your workspace without spreadsheet chaos.