Sales & Wholesale
RFP and tender response drafting
Draft responses to tender and RFP questions by retrieving from a library of previously approved answers, accreditations, and policy documents, then tailoring the wording to the specific question asked.
40–60%
reduction in tender response drafting time
Opportunity assessment
Moderate impact. Meaningful cost or revenue improvement, likely noticeable at function level but modest relative to total business scale.
Relatively straightforward. Off-the-shelf tools handle the core task. Implementation is well-understood with good examples to follow.
Moderate data needs. Works with data most businesses hold, but will likely need consolidation, cleaning, or reformatting before use.
Moderate risk. Some customer or external exposure. Errors create rework or reputational impact but are recoverable.
Light people impact. A new tool slots into an existing workflow. Minimal training needed. Most people will adapt quickly.
Tooling required
Things to consider
Tender answers are contractual. Anything the model drafts about capability, accreditation, or service level must be verified by the person who owns that commitment before submission.
The real constraint on tender win rate is usually time to respond, not writing quality. Faster drafting lets you bid for opportunities you currently decline, which is where the revenue is.
Keep the answer library curated and dated. Retrieving a 2022 answer about your environmental policy into a 2026 tender is a credibility failure and possibly a misrepresentation.
Experiment starter: Take your last three completed tenders. Have the model draft answers to the same questions from your answer library and have the bid manager score each as usable, needs editing, or unusable. Above 60% usable, the tool pays for itself on the next bid.
Go deeper in the playbook
Section — Opportunity Identification, including the AI Opportunity Assessment ScorecardSection — The Experimentation FrameworkThis is an augmentation opportunity — see the relevant playbook section for how to approach it.More in Sales & Wholesale
Wholesale account performance briefing
Generate a pre-meeting briefing for each trade account: sell-through by line, order pattern versus last year, open orders, credit position, and the three things worth raising in the meeting.
Trade order pattern anomaly detection
Monitor trade customer ordering behaviour and flag material deviations — a dropped category, a halved reorder, a shift to a competitor's specification — early enough for the account manager to intervene.
Line sheet and sales presentation generation
Assemble customer-specific line sheets and pitch decks from the product database — imagery, specification, pricing tier, availability — filtered to what is relevant for that account and its market.
AI Transformation Playbook
Ready to assess your own opportunities?
The playbook gives you the full 150-opportunity directory, scoring tools, and 100+ templates for every stage of an AI transformation programme.