Customer insight brief
Page 1 is the process. Page 2 is the brief you fill for one bid. Leave a box blank if you do not have the source. Share it with the seller, bid manager, SMEs, and exec reviewer before drafting continues.
Your report is ready.
- Page 1: who owns insight, where insight lives, and how to use the process
- Page 2: blank brief for one bid (contacts, language, drivers and pain, gaps)
- Grounded in the 2026 Proposal Win Rate Report customer-insight findings
- Leader on G2
- “We've used AutoRFP.ai to win 50+ successful bids and plan to continue using it into the future for all bids that come through.”Jake PhillpotCEO · Workforce.comRead the story
- “We've responded to more than double the number of RFPs after implementing AutoRFP.ai than we did the year before.”Rachel MillwardHead of Bid Management, Europe · PerkRead the story
- “It is saving a ton of time and it's allowing us to respond to more RFPs that we historically wouldn't have.”Rob TibbsMarket Principal & Account Executive · Red RoverRead the story
- “It's honestly been the best decision I made this entire year by far.”Alicia LechtenbergerVice President of Sales and Marketing · Passport TechnologyRead the story
More free downloads
- [01]A 45 minute walkthroughBuilt around the questionnaires your team answers today, not a generic demo.
- [02]A two-week proof of conceptProve it on your own RFPs, with your content and your reviewers.
- [03]First answers, cited to your contentAI-drafted answers in as little as 48 hours of bringing your content in.