Team plans

What "shared pursuit pipeline" actually does

The team's capture managers, BD leads, and proposal writers all work in one pipeline — no spreadsheets, no “who's chasing this one?” Slack threads. Every seat sees the same set of tracked opportunities and contributes to the same record.

• Kanban with notes, tags, value estimates — saved → pursuing → submitted → won/lost. Add multi-line notes, tag with anything (key client, needs partner, incumbent), record an estimated dollar value.
• Probability-weighted pipeline forecast — sums saved × 10%, pursuing × 40%, submitted × 80% so leadership has a board-meeting number without spreadsheet wrangling.
• Pipeline analytics by agency / by tag — rolling win rate per agency or per tag once you have a few decisions logged.
• Past-performance bench, org-shared — track prior contracts/grants once; every teammate sees them on every cap-fit card.
• AI assist on every match — one-click drafts of considerations memos, capability/mission statements, and tag suggestions, grounded in your firm's bench.
• Activity log — every status change, note edit, and tag update is recorded with the actor's email. Audit-trail clean.
• Outreach tracker — log POC contacts per opportunity (industry days, capability briefings, program-officer calls) so the next teammate knows where you left off.
• Slack / Teams / Discord webhook — one webhook URL fires a one-line message every time anyone moves a pursuit. Capture lead instantly knows when a teammate hits "submitted."
• Stale-pursuit detection — opportunities sitting in saved or pursuing for 14+ days bubble up so nothing rots.
• Bulk operations — multi-select pursuits to bulk-set a value estimate or tag in one move.