ProposalTeam PartnersWithG2XGet the Toolkit
A Free Toolkit From ProposalTeam Partners

Build an Opportunity Screening Agent With the Tools You Already Have.

Use our free toolkit to build ProposalTeam Partners’ daily opportunity triage tool with a ChatGPT or Claude account and a G2X account. Set it up in under an hour and start reviewing and qualifying opportunities every day. Fully customizable to the way you compete.

Triage Desk
A triage desk built with the toolkit: an opportunity scored 89 out of 100, why it is a match, three risk flags and four assessed screening questions
Your CriteriaThe work you want and how you judge it
Your Data AccessThrough your own G2X account
Your AI WorkspaceThe tools your company already approved
Your ReviewPeople make the bid decisions
Why ProposalTeam

We Helped Build AI for GovCon. Now We’re Equipping GovCon to Use It.

We’ve led capture, managed proposals and contracts, and helped build GovDash. This toolkit brings that experience to the first question every pursuit starts with: is this opportunity worth our time?

Building AI for GovCon is crossed out and replaced by Building GovCon for AI.
What We Walk You Through

Set It Up Right the First Time.

No new platform to buy. We start with the tools you already have and show you how to put them to work.

  1. 1

    Define How You Compete.

    Turn your capture judgment into criteria: the work you want, what makes you eligible, where you can win, and the risks to flag. G2X can suggest the first draft from your UEI.

  2. 2

    Connect Your Own Tools.

    Use your G2X account for opportunity and award data, and the AI workspace your company already approves for the work.

  3. 3

    Build and Check the Agent.

    It reads RFP and PWS documents, flags competitive barriers, and shows the evidence behind every finding, so your team can check it.

  4. 4

    Put It Into Practice.

    Run it on a schedule, review the matches, and refine the criteria as your team learns what a good result looks like.

What’s in the Toolkit

Everything You Need to Build Yours.

Built from our live Capture Agent Build-Along with G2X. Work through it at your own pace.

01

The Full Build-Along.

The 84-minute session with Meryl Angelicola, Ron Jones, and Alexa Tsui, building the agent step by step.

02

The Worksheet.

The questions that turn how you compete into screening criteria, with suggested answers drafted from G2X.

03

Your Build Package.

Your criteria and instructions, packaged for your AI workspace to build the desk and run your search on a schedule.

04

A Guided Walkthrough.

Click through a working desk, from scores and evidence to risk flags and decisions, before you build your own.

When You Want a Partner

We Can Set It Up With Your Team.

Some teams want to build it themselves. Others want help getting it right. We start with the tools you already have, configure the useful parts, and build what’s missing, then train the people who will use it.

  • ImplementationWorking tools, clear ownership, and a repeatable process tested against real tasks.
  • TrainingRole-based workshops for capture, proposal, delivery, and leadership teams, built around the jobs they do.
  • Follow-Up SupportHelp with real questions as your team puts the agent to work.
Meryl Angelicola, founder of ProposalTeam Partners
Meryl AngelicolaFounder, ProposalTeam Partners

Meryl has led proposals, managed contracts, helped build GovDash, and guided teams through AI adoption.

You’ll need a G2X account (the free plan works) and a ChatGPT or Claude account.

Let’s Put AI to Work for Your Next Win.

Tell us where you want to grow and what is getting in the way. We’ll identify where strategy, implementation, or training can help.

Talk With Meryl