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Track pipeline

Pursuits with a hypothesis, a source for the timing, and stakeholders the whole team can see.

Qualify before you chase. Track pursuits with hypothesis, sourced why-now, stakeholders, and confirmed versus inferred. Deal stages and shared context so everyone knows what is active, what is stalled, and what to do next. This is pursuit work, not delivery software.

01Capabilities

Pursuits, not delivery

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 and principals already plan work

01.2

Model the opportunity

Every pursuit the brief opens should make the argument explicit.

  • Record a hypothesis: what you think is true and why it is worth chasing
  • Attach sourced why-now events, not a vibe
  • Name stakeholders and keep confirmed facts separate from inferred ones

01.3

Stay aligned through pre-RFP motion

The highest-value BD window often closes once an RFP is public. Pipeline tracking keeps the team acting earlier.

  • Keep active opportunities connected to contacts, tasks, and research
  • Maintain visible pursuit ownership and handoffs
  • Use meeting prep and account context before key conversations

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Pursuits with a hypothesis, a source for the timing, and stakeholders the whole team can see.

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