Product · Win

Business development that isn't kept in one partner's head.

A weighted pipeline, reusable proposal sections and client health scoring, so winning work is a system, not a memory.

Start your 14-day trial

Pipeline

Win

Weighted pipeline

$842k

+12% vs last qtr

Open opportunities

23

Win rate, ttm

38%

Northbridge Health — Phase II

Proposal sent

70%$186,000

Ferrol Group — org review

Discovery call booked

20%$64,500

DeVries Foundation

Verbal yes

90%$212,000

Alden County renewal

Contract in redline

85%$95,000

What it does

  • Track every opportunity with a stage, probability and weighted value.
  • Build proposals from reusable sections drawn from your knowledge library, not a blank document.
  • See client health — response times, sentiment, at-risk relationships — before it becomes a problem.
  • Forecast revenue by combining the pipeline with active engagement run-rates.

Who uses it

Managing partner

Watches the weighted pipeline and forecast without asking anyone for a status update.

Business development lead

Owns the pipeline stages and keeps proposal sections current.

Engagement leads

Draft proposals for repeat clients in hours, reusing what's worked before.