Bid / no-bid checklist

    Not every opportunity should be pursued. A good bid / no-bid process protects team time, improves focus, and supports healthier win rates.

    Download this template

    Get a formatted, ready-to-use version of this bid / no-bid checklist. Included with a Proper Draft account.

    Strategic fit

    Does the opportunity align with your service model, target market, and long-term goals?

    Ability to deliver

    Do you have the team, experience, credentials, and operational capacity needed to perform well?

    Competitive position

    Do you understand the buyer, likely competitors, and your reason to believe you can win?

    Why structure matters

    Teams make better pursuit decisions when they evaluate opportunities consistently instead of emotionally. Proper Draft helps create that structure earlier in the response process.

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