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Job 02 · Pursuits

// Engineering firms · The one job

Proposal and qualifications drafts from your own past submissions.

One job, tested on copies of RFPs and RFQs you already answered. AI reads the solicitation, draws on the resumes, project descriptions and responses your team has already written, and drafts the response in the order the client asked for. Your reviewer, the person who knows your proposals best, compares each draft with what you submitted.

Book a proof-of-concept call30 minutes with Rob
Old pursuits
20 to 30
Fees or signatures
Never
Source material
Yours only

// The one job

A solicitation lands. A first draft goes to marketing.

A request for qualifications or a request for proposals arrives with a due date. Today a marketing coordinator reads it, builds the outline, pulls the right resumes and project sheets, and rewrites them for this client, while a project manager writes the approach.

In the proof of concept, AI reads the same old solicitation and drafts the response from your own material: a list of every requirement, the outline in the client's order, and resumes and project descriptions fitted to the selection criteria. The reviewer then reads the draft beside what you actually submitted.

RFQPublic notice
Solicitation
Due date
Criteria
Page limit
SectionRequirementPages
Illustration, not a real solicitation
Drafted
for review
ResponseDraft
Outline
Key people
Projects
Checklist
SectionSourceStatus
Illustration, not a real proposal

// What makes it hard here

Why a good first draft is harder than it looks

Federal work runs on the SF 330. Part I covers the one contract, in Sections A to I. Section E holds a resume for each key person, and each resume lists up to five relevant projects. Section F presents ten example projects unless the agency asks for a different number. Section G is a matrix showing which key people worked on which example projects, so E, F and G have to agree with each other. Section H answers any selection criteria the other sections don't cover, and Section I is signed by an authorized representative of the prime firm, attesting that the information is current and factual. Part II gives general qualifications, one for each firm or branch office with a key role. Several state and local agencies use the same form.

Selection is on qualifications, not price. Under the Brooks Act and FAR Part 36, a federal agency ranks at least three firms on demonstrated competence against the criteria it published, then negotiates a fair and reasonable price starting with the top-ranked firm. Nearly every state has its own version, often called a mini-Brooks Act. So on public pursuits the draft is judged on how well it answers the published criteria. Private clients and some local owners do ask for a fee, and that number stays with your principals. None of this is legal advice; each solicitation sets the rules for its own selection.

Your own material is the source, and it's rarely tidy. The same project shows up with a different cost or completion year on two project sheets. A resume exists in five versions, written for five clients. People have left; titles have changed. Proposal tools that draw on your records, Deltek Vantagepoint's among them, insert data from those records straight into the document, so whatever is missing or stale in a project or employee record carries into the proposal. The draft flags each conflict instead of quietly picking a version.

What your reviewer will watch. Is every requirement answered, in the client's order and inside the page limit? Can every statement be traced to one of your past submissions or records, with no project, role or credential invented? Section E's block 17 asks for current professional registrations: the draft carries what your records say, and the reviewer confirms each license is current. And does each resume speak to this client's criteria, or does it read like the last one?

// What you send

Old solicitations and what you sent back

Copies only
Fee pages optional
01

20 to 30 past pursuits

Old RFPs and RFQs, each with what you submitted. Wins and losses both, and federal or state pursuits alongside local and private ones if you have them.

02

The material you draw from

The resumes, project descriptions and standard sections your marketing team reuses, as exports or as files. Out-of-date versions are fine: the draft shows where they disagree.

03

Debriefs, if you have them

Where a client gave a debrief or a score sheet, include it. It shows your reviewer what the evaluators weighed.

04

The NDA, then the files

You sign the NDA before sending anything, and we never get a login to Vantagepoint, your CRM or your shared drive. Pull the fee pages out first if you prefer.

// Before it starts

Three calls the owner makes first

Before any solicitation is copied, the firm's decision-maker names the reviewer, agrees the success criteria and sees the price range.

Before the proof of conceptOwner signs off
Reviewer
Usually the marketing lead or a principal who writes proposals
Success criteria
In writing, for example every requirement answered in order
Price
A range for the live job
Pursuits
Chosen by the reviewer, losses included
NDA
Signed before the first file

// How the test is judged

Your submission beside each draft

Pursuit by pursuit
your submission is the benchmark
On the same 20 to 30 pursuitsWhat your team submittedThe AI drafts
Every requirement answered, in the client's orderMeasured on your pursuitsMeasured on your pursuits
Page limits and required forms metMeasured on your pursuitsMeasured on your pursuits
Resumes and projects fitted to the selection criteriaMeasured on your pursuitsMeasured on your pursuits
Statements traced to your own past materialMeasured on your pursuitsMeasured on your pursuits
Sections your team had to rewriteMeasured on your pursuitsMeasured on your pursuits
Time to a complete first draftMeasured on your pursuitsMeasured on your pursuits
These are the measures, not results. The cells fill in only after a proof of concept runs on your old pursuits.Your reviewer's verdict decides it.

// After a yes

About 30 days on live pursuits

Once your reviewer says yes, new RFPs and RFQs get the same treatment for about 30 days.

Each draft goes to your marketing lead to edit and approve before anyone outside the firm sees it. The go or no-go decision, the fee and every signature stay with your principals, and the reviewer goes on scoring drafts against what your team would have written.

No other job is added until the 30 days are up.

// Later, in this order

Where proposals could lead

Options, not commitments
Each quoted separately
  1. 01

    Project invoicing

    Each project's hours and expenses turned into a draft invoice in the client's format, for your billing lead to check.

    Next
  2. 02

    Resumes and project sheets kept current

    A refreshed resume entry and project description drafted when a project closes, so the next pursuit starts from current material.

    Then
  3. 03

    Go or no-go summaries

    A one-page read of each new solicitation against your past pursuits and its criteria, for your principals to decide on.

    After that

// One hard limit

It never sets a fee or signs for the firm.

Fees, the decision to pursue, and every signature, Section I of an SF 330 included, stay with your principals and licensed engineers. The test only ever sees copies of old solicitations and what you sent back, and its drafts go to your reviewer alone. Nothing is submitted to any client.

Proposals are priced as their own job: a range up front, a fixed price before signing.

The range follows from the call: how many RFPs and RFQs you answer a year, and how much reusable material you keep.

// Questions

Proposal questions

Will the AI write our fee proposal?
No. Fees are set by your principals. On public work chosen on qualifications, the fee is negotiated after selection anyway. Where a private RFP asks for a fee, the draft leaves a marked space for your number.
Can the test include SF 330 pursuits?
It should if you pursue federal or state work. Include a few with what you submitted, and the drafts build the Section E resumes, the Section F projects and the Section G matrix from your records, so your reviewer can check that the three agree. Section I is signed by your own authorized representative.
Does it use other firms' proposals or anything from the internet?
No. Drafts come only from the documents you send for the test. Where a requirement can't be answered from your material, the draft says so instead of filling the gap.
How do you handle our engineers' licenses and credentials?
The draft carries the registrations your records list, and your reviewer confirms each one is current. Nothing in a draft is stamped, sealed or signed.
We build proposals in Vantagepoint. Do we have to change that?
No. The proof of concept never touches it. Export the resumes and project descriptions you need, or send the files your team already works from.
Rob Eason

Rob Eason, founder

// Book a proof-of-concept call

Start with the RFPs you already answered.

On a 30-minute call, Rob asks about your firm and your role, the pursuits you want tested, and roughly how many RFPs and RFQs you answer in a year. Old proposals stay with you until the NDA is signed.

  • Co-owned a 60-employee financial services firm and sold his share to his partner.
  • Ran GOSO Technologies, a Boston solar company rated 5/5 across 24 Google reviews.
  • 5/5 across 83 reviews in HighLevel's Certified Admin Directory.
  • 4.3/5 from 6 Google reviews of Massmarket AI.
  • Every directory and Google review, critical ones included, is shown word for word at massmarket.ai/reviews.
  • Takes every proof-of-concept call himself.