Proposal Readiness Module
Know your staffing gaps before you sign the SOW.
Most mid-market consulting firms commit to engagements and figure out staffing afterward. Proposal Readiness scores your actual capacity and fit depth against what a prospective engagement requires — so you go into every client conversation knowing whether you can staff it well, not hoping you can.
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Readiness Scoring
Four dimensions of pre-engagement readiness.
Sector Fit Depth
How many consultants in your available pool have meaningful experience in the engagement's specific industry and problem type? Readiness scores reflect depth of relevant experience, not just headcount.
Capacity Assessment
Real-time view of who's available, who's ramping down from current engagements, and who's in the pipeline. Readiness accounts for actual availability, not nominal bench time.
Client Relationship Context
When you've worked with a client before, Readiness surfaces which partners have the strongest relationship history — maximizing your competitive advantage in retaining and expanding accounts.
Risk Flags Before Commitment
Identifies cases where accepting an engagement would critically overload key personnel, create timeline conflicts with existing commitments, or require sector expertise you don't have at adequate depth.
Workflow Integration
Readiness scoring in the deal flow, not after it.
Proposal Readiness integrates into the moment a new deal reaches qualified status in your CRM — not as a post-qualification step.
CRM Trigger
When a deal moves to a qualified stage in Salesforce or HubSpot, Proposal Readiness automatically computes a readiness score and surfaces it to the responsible partner.
Readiness Report
A structured one-page readiness summary — available before the proposal is written — covering fit depth, capacity, risk flags, and recommended staffing candidates.
Slack / Teams Alerts
Available on Practice and Enterprise tiers. Partners receive Slack or Teams notifications when a readiness score changes for a deal they own, keeping staffing decision-making in the tool where partners work.
Stop staffing engagements reactively.
Proposal Readiness gives your firm the information it needs to staff confidently — before the SOW is signed.