Go/no-go review, win themes, teaming with architects and interview rehearsal for selection committees, as prime or as consultant.
An engineering firm pursues many commissions at once: an architect-led team for a hospital, a design-build interview for a data center, a federal courthouse as prime. Each pursuit draws on principals, discipline leaders and marketing, and each team prepares in a slightly different way.
This agent supports the preparation. It reads the solicitation and the firm's past projects, drafts a go/no-go summary, proposes win themes from the owner's stated priorities, prepares a teaming view with the architect and other consultants, builds interview questions to rehearse against, and writes the debrief once a decision is made. It adds no claim to a pursuit that your people have not checked.
The principal in charge decides whether to pursue and what to say, and a named reviewer checks every draft.
We connect the agent to the firm's project library, past proposals and CRM, once your IT and security reviewers approve.
The agent drafts the summary, themes and rehearsal material, and flags every claim it could not confirm from the firm's records.
The principal and pursuit team review and decide. The debrief is saved to the library for the next pursuit.
A marketing director and a principal weigh a research building pursuit led by an architect. The agent summarizes the owner, the solicitation and the firm's laboratory record across mechanical, electrical, plumbing and structural. The principal decides whether to go.
A discipline leader group prepares for a selection committee interview as prime. The agent drafts likely questions on life safety, security and power systems and a first answer to each. The leaders rework the answers in their own words.
A pursuit team preparing with an architect needs themes for a terminal. The agent proposes themes from the owner's stated priorities and the firm's projects. The principal in charge chooses what the team says.
A marketing director records why a mission-critical pursuit was lost. The agent drafts the debrief from the team's notes and the committee's feedback. The principal decides what the firm changes.
It reads your project library, past proposals and CRM in the platforms your teams run, such as Cosential, HubSpot or SharePoint, as your IT and security reviewers approve.
No. It summarizes and drafts. The principal decides on go/no-go and the team decides what to say.
A reviewer your firm names, usually the pursuit lead, reads every draft. Claims about the firm's experience are checked against its own records.
Yes. Both roles are written into the instructions, including pursuits on an architect-led team and on a design-build team.
One office or sector goes first. The same library and instructions are then extended to the other offices and sectors as your leadership decides.
The library, templates and instructions written for your firm are yours. Project data stays under the terms of the Claude plan your firm chooses, reviewed with your IT lead before connection.