Bid Engine
Play library

P3 · Prospecting · Heavy · 6 weeks

Round table fill

Twelve seats, one open regulatory question, filled from the accounts you need in the room rather than whoever replies.

Seats filled

12

Target for this play

Director level and above

70%

Target for this play

Follow on meetings

2.5 per event

Target for this play

Run sheet

Each step names its agent
  1. 01

    Week 1 · Set the question

    One question, no agenda slides, chatham house rules.

    fn_design_event

  2. 02

    Week 2 · Build the invite list

    Balance seniority and account coverage, invite three deep per seat.

    fn_build_invite_list

  3. 03

    Week 4 · Confirm and brief

    Send the pre-read drawn from the signal fabric.

    fn_research_theme

  4. 04

    Week 6 · Capture and publish

    Insight pack out within five working days, follow ups named.

    fn_capture_insight

Trigger

A cluster of target accounts shares one unresolved question

Best for: Senior access into a cluster of accounts sharing one problem

Data assets used

  • Relationship graph
  • Freshness Data Fabric
  • Outcome ledger

Inputs to fill

  • The question

    e.g. Who owns model risk after the AI Act?

  • Seat plan

    e.g. 12 seats, 8 buyers, 2 partners, 2 hosts

  • Date and venue

    e.g. In person, London, 90 minutes

Outputs

  • Event brief
  • Invitation list
  • Run of show
  • Insight pack

Guardrails

  • No pitch in the room. The insight pack is the only follow up asset.