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Getting Started

In 30 minutes, you’ll go from zero to having a complete competitive intelligence picture on your next opportunity. Stop spending weeks setting up CRM systems - start winning contracts.

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Two Shortcuts That Will Save You Hours

Find Anything in 3 Seconds

Press Cmd+K (Ctrl+K on Windows) - Never hunt through menus again
  • Find that competitor analysis from last month
  • Jump to any opportunity, contact, or company
  • Create new anything without leaving your current page

Skip the Forms

Just describe what you want - No more 15-field forms
  • “Add John Smith as capture manager at 60%”
  • “Track Acme Corp as high threat competitor”
  • Watch everything populate automatically
1

Jump Into Your CRM

Navigate to your Rogue dashboard and click on the “CRM” tab. Everything loads instantly - no spinning wheels or “please wait” messages.
2

Master the Magic Shortcut

Press Cmd+K to open instant search and type “new opportunity” to see why power users never touch their mouse.
The shortcuts are smart - they know what you’re looking at and show you the right options
3

Find Your Next Contract

  1. Press Cmd+K → type “firehose”
  2. Search for Winnable Opportunities: Enter what your company actually does
  3. See Your Win Probability: Get scored matches based on your actual capabilities
  4. Import Everything at Once: Complete setup including all the documents and details
Direct connection to SAM.gov means you see opportunities the moment they’re published
4

Add Team Members in 10 Seconds

Skip the endless form fields:
  1. Press Cmd+K → type “add team member”
  2. Toggle to “Smart Entry” mode
  3. Type: “Add Sarah Johnson as business development lead at 40% allocation”
  4. Watch everything populate automatically
You can always switch back to traditional forms if you prefer clicking through fields
5

Map the Decision Makers

  1. Navigate to “Government POCs” tab in your opportunity
  2. Click “Add Government POC”
  3. Describe them in plain English: “Add Colonel Smith as contracting officer with top secret clearance”
  4. Watch the system organize everyone into the right categories:
    • Who signs the contract (Acquisition Team)
    • Who writes the requirements (Program Office)
    • Who has budget authority (Executive Leadership)
  5. Rate how strong your relationship is with each person (1-10)
6

Know Your Competition

  1. Go to “Competitive Intelligence” tab
  2. Just describe what you know: “Track Acme Corp as high threat incumbent with $50M contract value”
  3. Edit anything instantly: Click directly in any field to update competitor details
  4. Add more intel: Click the expand button for pricing strategy and technical approach
  5. See threats at a glance: Red = dangerous, yellow = watch out, green = manageable

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What You’ll Accomplish in 30 Minutes

Most CRM systems take weeks to set up properly. You’ll be fully operational in half an hour.

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✅ Find Your Best Opportunities (10 minutes)

  • Import 2-3 high-probability opportunities from SAM.gov
  • Make initial bid/no-bid decisions based on real win probability
  • Upload any solicitation documents you already have

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✅ Assemble Your Team (10 minutes)

  • Add your core capture team with their roles defined
  • Set who’s responsible for what
  • Track everyone’s workload across opportunities

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✅ Map the Competitive Landscape (10 minutes)

  • Identify your main competitors for each opportunity
  • Document who currently holds the contracts (incumbents)
  • Set up alerts so you know when competitors make moves

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How This Actually Works

Every opportunity follows the same path:
  • Find It: Discover opportunities through SAM.gov monitoring or your network
  • Decide: Make a smart bid/no-bid decision based on your actual win probability
  • Capture: Build relationships, gather intel, and position for the win
  • Propose: When the RFP drops, you’re ready with a winning proposal
  • Win: Track the outcome and apply lessons learned to future opportunities
The Reality: By the time the RFP is published, 70% of the decision is already made The Solution: Win during capture by building relationships and positioning your solution before anyone else knows about the opportunityRogue Capture handles the relationship-building phase, then hands off to proposal development when you’re already positioned to win.
Gate reviews catch problems before they cost you the contract:
  • Blue Team: “Is our strategy actually going to work?”
  • Pink Team: “Does our draft proposal hit the mark?”
  • Red Team: “Can we beat our toughest competition?”
  • Gold Team: “What did we learn for next time?”

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Ready to Win Your Next Contract?

Build Your Winning Strategy

Create a capture plan that actually gets you the contract

Outmaneuver Your Competition

Know what they’re doing before they do it

Build the Right Relationships

Connect with the people who actually make decisions

Review Like the Pros

Catch problems before they cost you the contract

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Common First-Time Questions

Ask yourself these questions:
  • Is this opportunity the right size for your company? (Not too small, not impossibly large)
  • Do you have relevant past performance? (Government wants proof you can do the work)
  • Do you have 6-18 months to build relationships? (Rush jobs rarely win)
  • Is your win probability above 30%? (Below that, you’re just giving free consulting)
The moment you decide to pursue an opportunity. Even a basic one-page capture plan is better than winging it. You can always add detail as you learn more, but starting without a plan guarantees you’ll miss critical opportunities.
Start with the basics: Who are they? What’s their past performance? Who do they know in the agency? Then dig deeper on the 2-3 most dangerous competitors. Don’t try to research everyone - focus your intelligence gathering where it matters most.
The Reality of Government Contracting: Relationships win contracts. The companies that win consistently are the ones that invest in building relationships and gathering intelligence long before the RFP drops. Start building your competitive advantage today.

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Getting Help

  • Live Chat: Use the chat widget in the bottom right corner
  • Email Support: success@userogue.com
  • Training: Schedule a training session with your Customer Success Manager
  • Documentation: Continue reading the specific feature guides in this documentation
Ready to win more contracts? Explore our guides on managing opportunities and building winning capture plans.