- 1 Incoming tenders Everyone Incoming Live gov tenders, contracts, grants and awards land in 📥 Incoming. 🚀 Pursue moves one into Bidding; 👎 Reject teaches the ranker.
- 2 Bidding Mia Bidding Download the tender documents from the portal and send them to [email protected].
- 3 Suitability scan & draft 1 Alice Reviewing Alice checks the tender is one we can win and completes the first draft of every document. Not for us → set the row to Not suitable.
- 4 Draft 2 & pricing Mia · Stuart Reviewing Back to Mia for draft 2. Stuart prices it.
- 5 Final draft review Megan · Cassie Reviewing Megan or Cassie read the final draft and sign it off.
- 6 Final upload Mia Submitted Mia uploads the final submission to the portal before the deadline and sets the row to Submitted. It then waits for Won or Lost.
The coloured label on each step is the status the row should be showing in 🚀 Bidding. Steps 3, 4 and 5 all sit at Reviewing — the row's comments say which of the three it is on.
Reference
📥 Incoming — every live UK gov tender + upcoming award to triage (contracts & social next). 🚀 Pursue → Bidding · 👎 Reject → not for us. Every Pursue / Reject teaches the AI ranker (it auto-sorts best-fit first once it has enough calls), and every buyer is logged in 📇 Buyers for outreach — even when you reject the tender.
| Opportunity | Buyer | Value | Closes | Source | |
|---|---|---|---|---|---|
| Loading live government tenders… | |||||
| Opportunity | Buyer | Value | Closes | Reqs to participate | Submission portal | Contracting authority | Status | AI fit | Flagged by |
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| Loading… | |||||||||
Win / loss decided commercial bids
Outcomes all recorded
| Opportunity | Entity | Client | Outcome | Value |
|---|
📇 Buyers — our main outreach pipeline. Every organisation seen in the Incoming feed is logged here automatically (even when we reject the tender), and ⬇ Import Contacts pulls in everyone from the Contacts board too. Outreach email goes out from GoHighLevel as [email protected] (the buyer engine, six touches a month apart), not from here — the ✉️ Send button on this tab is switched off so nobody gets the same wording twice, and every reply is forwarded to [email protected]. The other tabs still send as before. Buyers reach GoHighLevel automatically as the Incoming feed loads (contact + Tender Buyers opportunity, tagged for shared inboxes and English councils); saving a buyer re-pushes it, and ⇪ Sync to GHL backfills everything at once.
| Buyer | Contact | Latest tender | Owner | Status | |
|---|---|---|---|---|---|
| Loading buyer register… | |||||
🏫 Academy Trusts — DEC, EPC & retrofit outreach. Every academy trust in England (1,251 trusts running 11,000+ school buildings) — prime targets for Display Energy Certificates (public buildings over 250 m² must display a valid DEC + Advisory Report, renewed annually over 1000 m²), EPCs and retrofit work. ⇪ Push to GHL puts every trust on the DEC — Academy Trusts pipeline in GoHighLevel, where the DEC team works them: a trust already there is linked, not duplicated; the rest get a contact and a card at Identified. Add a contact + DEC expiry here as you learn them. Source: allschools.co.uk.
| Academy trust | Location | Contact | DEC expires | Status | Notes | |
|---|---|---|---|---|---|---|
| Loading academy trusts… | ||||||
| Portal | Username | Type | Entities | Opps | Contact |
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| Open this tab to load board 5090814430 (needs the LJM token set). |