Results-Driven, Scripture-Based

No-Bid Recommendation Checklist

Before committing your team's time, reputation, and resources to a Request for Proposal, pause and count the cost. This checklist guides your sales, pre-sales, and delivery leaders through six categories of due diligence: strategic alignment, sales intelligence, commercial viability, operational readiness, risk profile, and effort-to-reward. Use it to make every bid decision deliberate rather than reactive.

"For which one of you, when he wants to build a tower, does not first sit down and calculate the cost to see if he has enough to complete it?" — Luke 14:28 (NASB95)
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Use this checklist to bring objectivity and biblical discernment to the bid/no-bid decision. Score every criterion honestly. The goal is a clear-eyed recommendation, not a rubber stamp.

  1. Step 1: Complete the RFP Qualification Call. Typically completed by the Sales Representative, Pre-Sales Lead, and Delivery Leader.
  2. Step 2: Review During the Bid/No-Bid Meeting. Include the Sales Vice President, Legal, Finance, and Solution Architect.
  3. Step 3: Document the Decision. If the outcome is No Bid, record the rationale in your CRM (such as Salesforce or Monday.com) to maintain pipeline transparency.
  4. Step 4: Communicate Gracefully. Respond to the prospect professionally. Thank them for the opportunity, decline respectfully, and express your openness to future opportunities that are a better fit.
Score Each Criterion

For each criterion below, rate your honest assessment on a scale of 0 to 3. Your category subtotals, grand total, and bid recommendation will calculate automatically as you go.

Scoring guide: 0 = Not at all / Unknown  ·  1 = Somewhat / Partially  ·  2 = Mostly / Likely  ·  3 = Yes / Fully Confirmed
Your Recommendation

Based on your scores above, here is where this opportunity currently stands.

Bid / No-Bid Recommendation
0 / 72
No-Bid
Politely decline with explanation; stay engaged for future opportunities.
Total ScoreDecisionAction
0–25No-BidPolitely decline with explanation; stay engaged for future opportunities.
26–35Conditional BidProceed only with executive approval or if strategic relationship justifies it.
36–45+Full BidCommit resources and enter full pursuit.
Once downloaded, please email your PDF report to shawn@motivationeer.com as an attachment before your coaching session.

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