RFP Priority Engine
Internal · Marketing
Marketing login
Marketing access unlocked — status controls are now visible on each card.
Pod bandwidth
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Tier 1 · Active
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Tier 2 · Active
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Tier 3 · Active
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Total Won
Export to Excel
Leave dates blank to export all records.
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Marketing Access Only
Enter the marketing team password to submit or manage RFP entries.
Account details
Named priority account
Deal details
Enter exact dollar amounts. $250,000 = $250K · $1,500,000 = $1.5M. Formatted value appears below each field as you type.
Seller notes (optional)
Scored and added to the queue.
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Marketing Access Only
Pod configuration is restricted to the marketing team.
Pod capacity — max active RFPs per window
Set how many active RFPs each pod can handle at full quality. Adjust as headcount changes.
Add or remove pods
Add pods as the team structure evolves. Removing a pod won't delete existing RFPs.
Pod settings saved.
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A tool for the BI marketing team to score, prioritize, and track inbound RFPs so decisions about what gets full creative support are objective and defensible — not based on who escalates loudest.
Scoring
1
Every RFP gets an automatic priority score (0–100) based on six factors: relationship depth, prior BI spend, named priority account flag, renewal vs. net new, competitive spend signal, and budget range.
2
Score output assigns a tier: Tier 1 (full custom support), Tier 2 (standard deck), or Tier 3 (template only). Gives marketing a system-backed reason to push back to sellers.
Bandwidth
3
Pod bandwidth is tracked in real time. Each pod has a capacity cap and the tool flags when a pod is over or near capacity so workload is visible at a glance.
Workflow
4
RFPs move through a defined lifecycle: Submitted → In Progress → Submitted to Client → Won / Lost / Passed. Status updates are marketing-only (password-gated). Sales can view but not edit.
5
Won amount is captured on close, so over time you can see what was pitched vs. what actually closed — the gap being what’s left on the table.
Reporting
6
History tab holds all closed RFPs with a summary bar: won count, lost count, total revenue won, and win rate.
7
One-click Excel export with date range filter — full deal detail on one sheet, summary metrics on another. Built for monthly and quarterly reporting.
Access
8
Live at a shareable URL. No login required to view the queue or history. Marketing password required to submit RFPs, update statuses, or change pod settings. Built on Supabase so data persists across sessions and users.
Built by Keelin Linehan · Monday + Partners · 2026