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Getting started with NextStage

Your guide to getting started on NextStage

Written by Josh Chua
Updated over a month ago

Welcome to NextStage, a growth, capture, and proposal platform built specifically for government contractors. This guide will help you set up your workspace and begin managing opportunities and proposals.

NextStage supports the full lifecycle from opportunity identification through proposal submission.


What You Can Do in NextStage

With NextStage, you can:

  • Identify and track government contracting opportunities and task orders

  • Qualify and manage opportunities across the capture lifecycle

  • Plan capture and proposal activities using timelines and milestones

  • Develop proposal structures, inputs, and readiness artifacts

  • Analyze pipeline health, risk, and coverage using reports

  • Use AI to accelerate research, structuring, and proposal preparation


Learn the Basics

Start here to understand how NextStage works:


Set Up Your Team

NextStage is designed for collaboration across business development, capture, and proposal teams.

To invite users:


Connect External Data Sources (Optional)

NextStage can integrate with external systems to improve opportunity visibility and workflow automation.

Available integrations:


Import Existing Opportunity Data

If you are migrating from another CRM or spreadsheet, you can import opportunities directly into NextStage.


IT and Administrator Setup

These steps are typically completed by your IT administrator.

  • Enable Single Sign-On (SSO)

  • Configure directory sync


Next Steps

Once your workspace is configured, you can begin:

  • Adding opportunities to your pipeline

  • Managing capture activities

  • Developing proposal content

  • Collaborating with your team


Recommended Workflow for New Users

Follow this order for best results:

  1. Create or customize your pipeline

  2. Add opportunities

  3. Invite your team

  4. Connect integrations (optional)

  5. Begin capture and proposal development

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