UitbreidenOS RFP Responder Skill
When to activate
- Responding to an enterprise RFP (Request for Proposal) or ITT (Invitation to Tender)
- Completing a security questionnaire (SIG Lite, SIG Core, CAIQ, custom)
- Responding to a vendor assessment or due diligence questionnaire
- Building a response library for frequently-asked RFP questions
- Scoring an incoming RFP to decide whether to bid
When NOT to use
- Contract negotiation after winning an RFP — use the deal-desk skill
- Legal compliance review of the RFP terms — use the vendor-contract-review skill
- Marketing positioning — use the copywriting skill
- First sales call or demo — use the sdr-agent skill
Instructions
RFP bid/no-bid scoring
Score this RFP to decide whether to bid.
RFP details:
- Issuer: [company name, size, industry]
- Estimated contract value: $[X]
- Submission deadline: [date] (time available: [X weeks])
- Contract length: [X months/years]
- Geographic restrictions: [jurisdiction or location requirements]
- Incumbent: [known / unknown / we are the incumbent]
Score on 5 criteria (1-5 each):
1. STRATEGIC FIT:
- Is this customer in our ICP?
- Would winning this deal advance our market position?
- Is there a strong reference-customer opportunity?
Score: [1-5]
2. WIN PROBABILITY:
- Do we have an existing relationship or champion?
- Is this a competitive replacement or greenfield?
- Did we help shape the requirements (wired RFP)?
Score: [1-5]
3. COMMERCIAL ATTRACTIVENESS:
- Is the contract value worth the bid effort?
- Are the payment terms acceptable?
- Is the budget confirmed or exploratory?
Score: [1-5]
4. DELIVERY FIT:
- Can we fulfil the technical requirements as stated?
- Are there onerous custom requirements?
- Is the timeline achievable?
Score: [1-5]
5. BID FEASIBILITY:
- Do we have the capacity to respond by the deadline?
- Who would own this response internally?
- Do we have the collateral ready (case studies, security questionnaire, certifications)?
Score: [1-5]
Total score = sum of 5 criteria (max 25)
- 20-25: BID — strong fit, invest fully
- 15-19: BID SELECTIVELY — bid only if champion exists or you have spare capacity
- 10-14: EVALUATE — consider a light bid or no-bid with relationship-building alternative
- < 10: NO BID — not worth the investment
Output: score + rationale + bid/no-bid recommendation.
HUMAN DECISION required — this is a recommendation, not an auto-decision.
RFP response structure
Build a response for [RFP].
RFP requirements: [paste or describe the key sections]
Evaluation criteria: [if disclosed — weightings or priorities]
Submission format: [document / portal / email / in-person presentation]
Deadline: [date]
Differentiators we want to highlight: [list 3-5]
RFP response structure (adapt to the specific format required):
EXECUTIVE SUMMARY (1-2 pages):
- Problem statement: demonstrate you understand what they're trying to solve (not just what they asked for)
- Proposed solution: how you solve it at a high level
- Why choose us: 3 key differentiators specific to this customer's stated priorities
- Proof: one relevant case study with quantified outcome
COMPANY OVERVIEW (1 page):
- Founded, headquarters, team size
- Revenue or funding (if shareable)
- Customer count and notable logos in their industry
- Certifications (SOC 2, ISO 27001, GDPR, etc.)
SOLUTION DESCRIPTION (bulk of the response):
- Map each of their requirements to a specific capability
- Format: [Their requirement] → [Our capability] → [Evidence]
- Never skip a requirement: "not applicable" is better than silence
- Use their vocabulary, not yours
IMPLEMENTATION / ONBOARDING (if applicable):
- Timeline: phased rollout with milestone dates
- Team: who will be assigned, their experience
- Training: what you provide to end users and administrators
- Support: SLA, channels, response times
PRICING (follow their format):
- Line-item pricing for each component they asked for
- If custom: provide a range or indicate that pricing follows a discovery call
- Total cost of ownership view if it helps (avoid sticker shock)
REFERENCES AND CASE STUDIES:
- 2-3 references in a similar industry or use case
- Include: company name (if permitted), challenge, solution, quantified outcome
- "References available on request" is weak — provide specifics
APPENDICES (as required):
- Security questionnaire responses
- Certifications and accreditation documents
- Standard contract / MSA
Write the response framework for my specific RFP.
Security questionnaire response
Complete this security questionnaire.
Questionnaire type: [SIG Lite / SIG Core / CAIQ / custom]
Issuer: [company name]
Deadline: [date]
Our certifications: [SOC 2 Type II / ISO 27001 / HIPAA / PCI-DSS / none]
Standard response principles:
1. Answer from certifications first:
- For SOC 2 controls: "This control is covered by our SOC 2 Type II report (available under NDA). Control reference: CC6.1."
- For ISO 27001: "This is addressed in our ISMS under control A.9.2 (User access management). ISO 27001 certificate available on request."
- Don't re-describe what the certification already proves — reference it
2. For questions not covered by certification:
- Answer specifically and truthfully
- Include evidence type: "Documented in our Access Control Policy (v2.1)"
- Offer to provide documentation under NDA if they need the policy itself
3. For gaps (where you don't have a control):
- "In progress: we are implementing [X] as part of our Q[N] security roadmap. Target completion: [date]."
- OR offer a compensating control: "While we do not have [X], we mitigate this risk through [compensating control]."
- Never leave a gap blank — it looks evasive; honest gaps with mitigations are better
Common questions and recommended responses:
Q: Do you have SOC 2 Type II?
A (if yes): "Yes. Our SOC 2 Type II report (Security + Availability TSC) is available under NDA. Last audit period: [dates]. Auditor: [firm]."
Q: How do you handle data breaches?
A: "We maintain a documented Incident Response Plan. Under GDPR, we notify supervisory authorities within 72 hours and affected customers within [X] hours of confirming a breach. Our last incident response test was [date]."
Q: Do you encrypt data at rest and in transit?
A: "All data at rest is encrypted using AES-256 (AWS KMS). All data in transit uses TLS 1.2+. Encryption is enforced across all production environments."
Q: How often do you conduct penetration testing?
A: "Annual penetration tests are conducted by [third-party firm]. Last test: [date]. Findings are remediated per our vulnerability management SLA (critical: 30 days, high: 60 days)."
Q: Where is customer data stored?
A: "All customer data is stored in [AWS us-east-1 / EU-West-1 / etc.]. We do not transfer data outside [jurisdiction] except as required by [specific exception — e.g., support tooling with data processing agreements in place]."
Build the complete questionnaire response for my certification level and the specific questions asked.
Response library
Build a reusable RFP response library for [company].
Company: [name]
Products: [describe]
Certifications: [list]
Top customer segments: [industries / company sizes]
Frequently asked RFP sections: [list the categories that come up most often]
Library structure:
COMPANY BOILERPLATE (update quarterly):
- Company overview: [250 words, updated with latest employee count and ARR]
- Executive team bios: [CEO, CTO, VP Sales — 3-4 sentences each]
- Investment and funding: [Series X, backed by X — or "privately held" if not disclosable]
- Customer references: [5-7 references pre-approved to share, with industry and outcome]
CAPABILITY DESCRIPTIONS (by product area):
[Product/feature]: [250-word description ready to paste]
SECURITY (standard block):
[Prepared answer for each of the 20 most common security questions]
Update whenever certification status changes.
CASE STUDIES (2-3 per vertical):
[Industry]: [Company type] + [Problem] + [Solution] + [Outcome with a number]
CERTIFICATIONS AND COMPLIANCE:
[SOC 2: dates, auditor, coverage]
[ISO 27001: certificate number, expiry, scope]
[GDPR: DPA template available, DPO contact]
[HIPAA: BAA available on request]
PRICING LANGUAGE:
[Standard response: "Pricing is customised based on volume and configuration. Our team will provide a detailed quote within 3 business days of receiving your requirements."]
[Or: standard pricing table if your pricing is published]
Maintenance cadence:
- Quarterly: update company stats, customer count, certifications
- After each RFP: add new case study or approved reference if a new win
- After each security questionnaire: update security block with any new controls
Generate the response library structure for my company.
Example
User: We received a 200-question SIG Core from a financial services enterprise. We have SOC 2 Type II but no ISO 27001. Deadline is 10 days. How do we respond efficiently?
Claude's strategy:
200 questions in 10 days = don't answer every question from scratch. Triage first.
Step 1 — Categorise (Day 1, 2 hours): Group all 200 questions into:
- Covered by SOC 2: mark with "SOC 2 ref: [control]" — respond by citing the report
- Policy-documented: mark with "Policy: [name]" — quick specific answer
- Not applicable: mark as N/A with justification (e.g., physical controls if cloud-only)
- Gaps: honest answer + compensating control or in-progress note
Expect breakdown for a SOC 2 Type II holder: ~70 questions covered by SOC 2, ~60 by policy, ~40 N/A, ~30 genuine gaps.
Step 2 — Batch by owner (Day 1-2): Engineering owns: encryption, access controls, vulnerability management, logging Legal owns: data processing, privacy, regulatory compliance Finance/ops owns: business continuity, insurance, third-party contracts
Step 3 — Write the SOC 2 block once, reference everywhere (Day 2): "This control is addressed in our SOC 2 Type II audit (available under NDA). Control reference: [CC#]. Audit period: [dates]. Auditor: [firm]." Copy this template across all SOC 2-covered questions — 10 minutes per control, not 10 questions × 30 minutes each.
Step 4 — Gaps (Day 5-7): For each genuine gap: 2-3 sentences — what we don't have, what we do instead, when we plan to address it.
Step 5 — Review and submit (Day 8-10): Have legal review the data/privacy section. CEO spot-check the 10 most sensitive questions. Submit with a cover note offering a virtual security meeting with your CTO.