How to Win RFPs with Customer Insight: 5 things you can do that your competitors don't
Join Jasper Cooper (AutoRFP.ai) for 5 AI workflows that turn public buyer research into win themes, plus downloadable skills for Claude, ChatGPT and Gemini.
A listed company publishes its priorities in its annual report. A government tender publishes its evaluation criteria and its procurement rules. Your own team has already had calls with the buyer. How much of that reaches the response you actually submit?
Jasper will walk through five AI workflows that close the gap, each one built in a different tool because different jobs suit different models. The research stops being a document nobody opens and starts showing up in the draft.
The 2026 Proposal Win Rate Report, run with Stargazy across 100+ bid teams, shows what is at stake. 88% of teams winning more than half their bids run a defined customer insight process, against 67% of teams winning under a quarter. Relationships alone don’t close that gap. Customer insight does.
What you'll learn
Presented by
Jasper Cooper
Co-founder & CEO, AutoRFP.ai
Co-founder and CEO of AutoRFP.ai. Spent 7 years running global RFPs and personally completed 500+ RFPs before founding the company.
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Before founding the company, that work was mainly SaaS and enterprise deals, including his first million-dollar RFP at 19. He has also led global response work directly, and today he oversees AutoRFP.ai's global response process across three offices and time zones while leading the company's expansion in Europe.
Rob Dickson
Ops Lead, AutoRFP.ai
Ops Lead at AutoRFP.ai. Designs the pipeline, content, and handoff systems bid teams use to run RFPs end-to-end, and co-hosts these live sessions.
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Reporting and sales enablement sit in that same system, so revenue teams can see a response from the moment it enters the pipeline through to the revenue outcome.
Resources from this session
Agent Skill
Agent Skills from this session
Five customer-insight workflows ready for Claude, ChatGPT, Gemini, and AutoRFP.ai.
Download
Customer insight brief
Two-page worksheet for contacts, language, drivers, and gaps before you draft.
Download
Proposal Win Rate Report 2026
The survey findings behind the session, including how often teams run a defined customer-insight process.
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WebinarsUpcoming
AI Evaluation: Scoring Bids Against the Criteria Matrix for Australian Government Tenders
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See AutoRFP.ai in Action
Every draft carries a Trust Score for its sources and a Feedback Score for how fully it answers. Quality is measured by how little your team changes, and every approval records it. In a recent RFP, Red Rover had 95% of responses automated (83 out of 87 requirements). Measure it on your own RFPs in a two-week proof of concept.