Important Notes for Using AI
Hallucination: Always verify the AIs response for accuracy when mission critical
Citations: If using files, citations should show at the bottom of every chat
Natural Language Prompting: Give clear instructions, details, and examples of what you want the AI to do
Conversational AI: Continue to correct the AI after the first response to refine it to your exact needs
AI as your Personnel Assistant: Treat the AI like your personnel assistant where it will get you a large portion through the tasks but you need to instruct it and review it to drive it to the finish line
Key Use Cases
Drafting Proposal Sections & Responses
Proposal Reviewing and Editing
Developing Outlines and Proposal Strategy
Identify Differentiators and Win Themes
Compliance Matrix and Compliance Review
Solution Development and Differentiation
Text Summarization
Create/Review Emails
Generate Ideas
Summarize/Analyze Files
Writing/Reviewing Proposals
Agency/Customer Insights
Outlining/Compliance Matrix
Past Performance Searching and Matching
Meeting Transcript Insights and Summarization
Storyboarding/Kickoffs
Pursuit Evaluation/Gate Reviews
Project Planning and Scheduling
Topic Research & Teaching Assistant
Risk Assessment and Migration Strategies
Company/Team Growth Strategy
Solicitation Analysis and Summary
Drafting Job Descriptions
Reviewing and Assessing Resumes
Developing Staging Plans
Teaming Strategies and Management Approaches
Proposal Debrief and Post-Proposal Analysis
Simple Prompting
Act as a [Role]
CEO
Proposal Writer
Proposal Reviewer
Legal Reviewer
Compliance Reviewer
CGO
Analyst
Teacher
Solution Architect
Proposal Evaluator
Show as [Format]:
Narrative
Linkedin Post
Table
Presentation
Outline
CSV
Bullets
Summary
Report
Email
Write using [x] tone:
Active Voice
Passive Voice
First Person
Third Person
Formal
10th Grade Reading Level
Technical
Detailed
Simple
Professional
Create a [Task]:
3 Year Growth Strategy
Detailed Proposal Outline
SWOT analysis of my top competitors
Detailed Executive Summary for my proposal
Formal email to government official
Gate review presentation
Staffing plan for my response
Starter Example Prompts
Proposal Writing: "Draft an executive summary highlighting our key differentiators and win themes for a proposal targeting [agency/project]."
Proposal Reviewing: "Review this proposal section for compliance with FAR [specific regulation] and suggest improvements to maximize evaluation scores."
Business Development: "Create a capture plan for pursuing [specific opportunity] with a focus on risks, differentiators, and competitor analysis."
Gate Reviews: "Generate a Gate 1 review presentation that includes risks, opportunities, and compliance alignment for [specific opportunity]."
Growth Strategy: "Develop a 3-year growth strategy for expanding into [specific sector/agency] with measurable milestones and KPIs."
Summarization: "Summarize this RFP document into a list of key requirements and evaluation criteria in bullet points."
Generate New Ideas: "Brainstorm win themes and innovative approaches for addressing [specific agency need or challenge] in our proposal."
Simplify Complex Topics: "Explain the basics of compliance matrices in simple terms, focusing on how to align them with RFP requirements."
Learning Faster (80/20 Rule): "Identify the 20% of proposal strategies that will deliver 80% of the success for winning [specific type of contract]."
Drafting Emails: "Compose a formal email to [agency/partner] introducing our proposal approach and requesting a meeting to discuss collaboration."
Key Features
AI Chat: A versatile chatbot similar to ChatGPT and MS Copilot, using natural
language commands. It includes tools for asking questions, writing content,
searching for information, and customizing assistants, personas, formats,
and data sources.
AI Draft: Quickly create drafts by pasting or highlighting requirements. Use
the file viewer to open documents, highlight sections, and let the AI generate
responses. You can set reference files and customize response formats in the
"About You" section.
AI Review: Efficiently review responses against original requirements.
Evaluate based on pre-set criteria like risk, compliance, readability, and
more.
Bid Search: Search for opportunities across various sources that match your
company’s needs. Save searches, apply filters, and let the AI assistant analyze
opportunities, perform research, and support pursuit decisions.
Pipeline: Manage opportunities and collaborate on team projects. Each
opportunity offers a workbench to track tasks, files, and key details.
Datahub: Organize files, integrate with SharePoint, scrape web data, and
centralize knowledge in your hub. This influences the AI’s understanding and
improves its answers.
Simple Prompting
Create a [Task]:
3 Year Growth Strategy
Detailed Proposal Outline
SWOT analysis of my top competitors
Detailed Executive Summary for my proposal
Formal email to government official
Gate review presentation
Staffing plan for my response
Show as [Format]:
Narrative
Linkedin Post
Table
Presentation
Outline
CSV
Bullets
Summary
Report
Email
Write using [x] tone:
Active Voice
Passive Voice
First Person
Third Person
Formal
10th Grade Reading Level
Technical
Detailed
Simple
Professional
Set Specific Requirements:
"Only Use Active Voice"
"Only Use Formal Tone"
"Write in Grade 12 English"
"Start responses with 'We Comply'"
Personas
Strategy Consultant
Growth Consultant
Proposal Writer
Proposal Reviewer
Compliance Reviewer
Solution Architect
Graphics
Create an Organizational Chart for [team/project].
Develop a Mind Map of [proposal themes].
Generate a Flow Chart for [process explanation].
Design a Gantt Chart for [project timeline].
AI Models & Tools
GPT Models: Multi-Purpose Use, Research
Claude Models: Writing, Summarization
Custom AI Assistants: Provide instructions and examples that the AI assistant will follow for future tasks
USA Spending: Search Federal historical spending insights.
Web Search: Access up-to-date information from the internet
Compliance Matrix: Right-click any file and select generate compliance matrix
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