Practical guides, checklists, templates, and workshops to help small and mid-market contractors win faster. Most items are free. Some are gated to protect client IP.

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Browse by Topic

Capture & BD Strategy

Proposal & Compliance

Teaming & Partnerships

Automation & AI

SLED (State & Local)

Small-Business Programs
(8(a), SDVOSB, WOSB, HUBZone)

Guides & Playbooks

Capture Engine Starter Kit

Structure your BD week, assign owners, and run Shipley-inspired reviews on time.

Deliverables: weekly plan, call scripts, review calendar, and reporting layout.

Download

Bid/No-Bid Decision Guide

Score fit, risk, and resources in 10 minutes.

Deliverables: scoring model + sample thresholds.

Download

SLED Expansion Guide

How to enter state and local (portals, vendor registration, fast wins, common pitfalls).

Download

Small-Business Designation Maximizer

Where designations matter most and how to position without over-promising.

Download

Checklists & Templates

Capture Readiness Checklist

Everything to lock before first outreach (targets, artifacts, owners).

Download

Color-Review Checklist

What must be ready at each gate (Blue/Pink/Red/Gold).

Download

Compliance Matrix Template

Map every requirement, owner, status, and evidence (Excel).

Download

Capability Statement Template

Two versions: federal and SLED (Word).

Download

Teaming Outreach Kit

Research → call → targeted voicemail → email → follow-up (Email + VM scripts).

Download

BD Cadence Calendar

Weekly rhythms for outreach, briefings, and submissions (90-Day).

Download

Tools & Sheets

Opportunity Tracker

Pipeline stages, next steps, and heat scoring (Google/Excel).

Get the Sheet

KPI Dashboard

Meetings, submissions, relationships, cycle time, time to first award (Looker/Sheets).

View Sample

AI Prompt Pack for Proposal Bot

Outlines, evaluation focus points, artifact starters.

Download

Inbox→CRM Rule Set

Email patterns to auto-log intel, tasks, and deals.

Get the Rules

Webinars & Workshops

Build a 90-Day Capture Plan

Live working session, includes templates.

Save My Seat

Automation That Actually Sticks

Deploy Scanner, Inbox→CRM, and Proposal Bot with your stack.

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Teaming for First Awards

Find, pitch, and formalize the right partners fast.

Register

Seats limited. We onboard up to five new client programs per quarter.

For Clients Only (Portal)

Centralized artifacts, live pipeline, review gates, and weekly reports.
Secure document exchange and version history.

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Newsletter — "Signals"

One email per month with new templates, prompts, and capture tactics that work now. No fluff.

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FAQ

Are these resources free?

Most are free. Some are gated to protect client methods.

Can we use the templates internally?

Yes. Adapt them for your team. Do not resell.

Do you update the guides?

Yes. We refresh for FY changes and add new prompts, checklists, and rules.

Will you customize any of these for us?

Yes. Book a 30-minute consultation and we'll scope a fit.

Book a 30-Minute Strategy Session