Know which accounts to work and why now. Cobl reads the signals and gets you the meeting with the right person.
Know what is proven, what is missing and who really decides, after every meeting and email.
Give each stakeholder a reason to say yes. Cobl builds the argument, the proof and the documents your champion can share.
Know what to do next on every deal. Cobl watches each deal and plans the path to signature with the buyer.
Every deal runs on its own vocabulary. This glossary explains the terms behind accounts, deals, RFPs and proposals in plain language, for the people who sell.
A go/no-go decision is the formal review where a team decides whether to bid on an opportunity, weighing fit against the mandatory requirements, the likely competition, and what the response will cost in time. It is a decision to protect capacity, not to express confidence.
Bid capacity is the scarcest resource in a sales organization that tenders. Each serious response consumes senior technical time, finance time, and legal review, and none of that is recoverable. A team that bids everything spreads that capacity thin enough that the winnable deals get the same rushed treatment as the hopeless ones.
The other reason is honesty. Sales teams are optimistic by design, and a bid with no realistic path to winning still feels like activity. A formal review makes the reasoning explicit and repeatable, which is what turns a hunch into a decision the team can review afterward against the actual result.
Start with the disqualifiers, because they end the discussion fastest: mandatory requirements you cannot meet, certifications you do not hold, turnover or insurance thresholds you fall below, references you cannot supply. None of these are arguable, and finding one on day two is far better than finding it in week three.
Then the winnability questions. Did you influence the requirement, or is this the first you have heard of it? Who is the incumbent and how well defended are they? Do the evaluation weightings favor something you are genuinely strong on? Is the price achievable at a margin worth having? Finally the cost: how many people, for how long, and what else those people would otherwise be doing. Work from what capture management already established rather than starting the analysis from the tender document.
Run it early, within the first two or three days of the documents landing, and run it with someone who can say no. A review chaired by the person whose number depends on the pipeline will approve almost everything.
Write down the reasons, both ways. The value compounds when you compare the reasoning to the outcome six months later: patterns emerge about which signals actually predicted a win. Most teams discover that the strongest predictor is whether they spoke to the buyer before publication, which changes where the effort goes next year. Tracking win rate split by influenced and cold bids makes that visible fast.
A consultancy receives a public tender worth 1.2 million on a Tuesday. The review happens Thursday. They meet every mandatory criterion, but they have never spoken to the buyer, the incumbent has held the contract for six years with no service issues on record, and quality is weighted at only 30 percent against price. The team declines, and puts the four weeks into two smaller bids where they shaped the requirement. Both are won.
Go/no-go reviews get skipped because the inputs are scattered. Did you shape the requirement? What was said on the last call? Who is the incumbent? Assembling it takes longer than the meeting. When an RFP arrives, Cobl reads it and gives a go or no-go view. It weighs the requirements and deadlines against what the deal already holds: past calls, known contacts, rivals. The review starts from the account, not from the tender alone.
The bids you decline are as much a result as the ones you win. They are just harder to see.
Mandatory requirement fit, whether you influenced the specification, incumbent strength, evaluation weightings against your strengths, achievable margin, resource cost, and strategic value such as entry into a new sector. Most teams score these and set a threshold rather than debating each bid from scratch.
A small group with the authority to decline: typically commercial leadership, the bid or capture lead, and someone from delivery who can say whether the work is deliverable. Including delivery early prevents winning contracts the organization cannot staff.
There is no correct ratio, but a team that declines almost nothing is not running a real review. If win rate on cold bids sits far below win rate on influenced ones, the gap is a direct measure of what the review should be filtering.
Cobl watches your CRM, meetings and calendar. When something changes on an account or a deal, it prepares the next move. You review it and decide.