Project intake and prioritization template

Choose which opportunities deserve a closer look.

Review deal teasers or tender invitations against your mandate, capacity and required documents before committing more time.

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The busy work it replaces

Documents copied into spreadsheets, checks repeated by hand and review decisions scattered across email.

Related apps in the current library

Deal screening

Read CIMs and teasers against your mandate, then review the reasons to pursue or pass.

Tender review and pricing

Read specifications, drawings and contracts into a priced scope for review.

Data it uses

  • CIMs, teasers or tender invitations
  • Mandate and bid criteria
  • Team capacity and prior decisions

Screens

  • Opportunity queue
  • Criteria checks
  • Source details
  • Review decision

Results

  • Missing information visible early
  • Criteria applied consistently
  • Team approves pursuit or pass

Which document-heavy job would you hand over first?

Bring one process you want to improve and the information behind it. We build the first version with you in the session, so the first thing you see is your own work, running.

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An hour of your time and a process you know well. That's all it takes.