How do I respond to a project opportunity?

Each time a client invites your company to a project opportunity, your client relationship leader(s) will receive an email notification with next steps, including how to access and review the client's Smart Brief. You will need to respond to the project opportunity from within the Platform.

1. Navigate to the project by clicking the “Projects” icon in the main menu.

2. Click on “View and Respond” to view the client’s Smart Brief and respond to the project opportunity. In some cases, you may be required to execute a Non-disclosure Agreement (NDA) on the Platform before being able to view the Smart Brief, message the client, and decide whether to create a proposal. For all legal projects, your company will be required to perform a conflicts check before you can view the Smart Brief.

3. Once you have reviewed the brief, you must let the client know if you wish to pursue the opportunity by clicking “Pursue Opportunity” at the bottom of the screen. Note that the client will not be made aware that you are interested in the opportunity nor will you be able to submit a proposal unless you select “Pursue Opportunity”. If you decide to decline the opportunity, we will notify the client directly.