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Consulting & Advisory

Consulting proposals won on your people.

Win on your people and your track record, not on reformatting them. In a consulting bid, the buyer scores your team, your references and your approach. Yet most of the bid team's week goes into finding the right case study, rewriting CVs into the buyer's template and chasing partners for their section. James, SEQUESTO's AI bid agent, does that work, so your partners spend their time on the approach that wins.

Who this is forBid managers, proposal managers and practice coordinators in management consulting, engineering consultancies, audit, legal and advisory firms.

The Challenge

Why consulting bids eat billable hours

The right reference, somewhere icon

The right reference, somewhere

The buyer asks for three projects of similar scope in the public sector in the last five years. The project sheets sit in old bids, on a shared drive and in a partner's memory.

CVs in a new template, every time icon

CVs in a new template, every time

Each buyer wants its own CV format, its own word count and sometimes anonymised names. Twelve CVs are rewritten by hand, from five versions of each.

Partners chased by e-mail icon

Partners chased by e-mail

Strategy, digital, finance and legal each own a section. The bid manager chases them between client meetings and stitches four writing styles into one response.

How it works

You set the approach. James does the assembly.

01

Read the buyer's criteria

James reads the RFP or tender and lists what the buyer will score: team, references, methodology, price, and the exact criteria for each. He writes the bid/no-bid brief in your format.

Analyse & qualify
Case study retrieval matched to bespoke evaluation criteria

02

Match your references and people

James searches past bids, project sheets and CVs by meaning, shows which references and consultants meet each criterion, and which fall short.

Reference mapping
CV reformatting without manual rework

03

Tailor, not stretch

He rewrites each case study and CV for this buyer, in the buyer's template and language, and anonymises them in one instruction if the tender asks. Facts come only from your documents, with the source shown.

Draft answers
Multi-contributor coordination with full visibility

04

Bring in each practice

Each partner sees only the sections assigned to them, in their own view. James drafts first, comments where input is still owed, and stitches the response into one voice.

Collaborate & review

Before and with SEQUESTO

BeforeWith SEQUESTO
Searching old bids for a similar projectReferences matched to each criterion, with the gaps shown
Twelve CVs rewritten in the buyer's templateCVs tailored and placed in the buyer's template by James
Partners e-mailed a Word fileEach partner answers their own sections in SEQUESTO
Four writing styles in one responseOne voice, in your firm's tone
The methodology rewritten from a blank pageDrafted from your past approaches, for this buyer's brief

Worked example

A transformation programme for a public utility (illustrative)

An advisory firm receives a tender from a water utility for a finance transformation programme. The buyer asks for three references of comparable scope, CVs for a programme director and four consultants in its own Word template, and a 10-page methodology. James lists the award criteria and checks 60 past project sheets: four references meet every criterion. The bid manager picks three. James tailors them, rewrites five CVs into the buyer's template and drafts the methodology from two past programmes. The finance and digital partners each review only their sections. One consultant's CV lacks the certification the buyer asks for, so James reports it instead of guessing.

Relevant Features

Only in SEQUESTO

CVs and references, not only answers icon

CVs and references, not only answers

Tailored to the buyer's criteria as part of the bid.

James
The buyer's template, filled in place icon

The buyer's template, filled in place

Reference tables, CV forms and pricing sheets, layout untouched.

Form filling
Partners only see what they need icon

Partners only see what they need

Sections, pricing and day rates visible to the people you choose.

Access control

Bring a tender with a CV template.

In 30 minutes we show you the matched references, the tailored CVs and the methodology draft, from your own documents.

FAQ

Questions from consulting and advisory teams

No. James works from the CVs, project sheets and past bids you already have, in whatever version they are.

Yes. Ask once and James removes names and client references across every CV and the whole response.

Copilot helps one person write. James works inside the bid: he matches references to the buyer's criteria, writes into the buyer's template, assigns sections to partners and checks every requirement before the bid is called complete.

Yes. James writes in your firm's tone, follows your company and project rules, and every partner can edit the draft.