Who it’s for
Business development leads who want a pipeline beyond today’s open tenders, and teams trying to unseat an incumbent.Before you start
- Your company profile has the interests and CPV codes that describe your services.
- You understand two terms. An award notice records who won a contract. A framework is an umbrella agreement that buyers call off work from, often for several years.
Steps
1
In Opportunities, open the Expiring contracts view
It lists awarded notices with a contract end date in the coming months.
2
Sort by Contract end: soonest
Narrow the list with filters such as CPV Codes, City, Contract value, and Buyer. Save the result as a search profile with Save next to the search box so you can come back to it.
3
Open a promising contract
Note the buyer, the incumbent supplier, the value, and the end date.
4
Ask Emma to research the buyer's history
Ask Emma
5
Ask Emma for a wider sweep
Ask Emma
6
Add the best targets to Pipeline with Add to pipeline
In the Pipeline item, generate the Buyer activity report for a structured view of past notices, suppliers, and buying patterns.
7
Check the Upcoming view regularly
Buyers often publish a prior information notice (PIN) before the full tender.
8
Ask Emma to keep watch with a routine
Ask Emma
What Emma does and what you decide
Emma: searches historical award data, compares buyers and suppliers, ranks targets against your profile, generates buyer activity reports, and runs routines that watch for new notices. You: pick which buyers to pursue, decide whether and how to contact them, and plan your positioning against the incumbent.Tips
- Respect the buyer’s procurement rules. Market engagement is often welcome before a tender, but contact usually becomes restricted once the tender is live.
- Use the Similar Notices list on an opportunity to find buyers with comparable needs.
- Claim your supplier profile under Settings → Experience so your own past awards count in matching. See Past projects.