This checklist will guide you through setting up your account, configuring your settings, organizing your data shelf, and getting started with your first proposal.

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Initial Setup

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Schedule a Success Meeting

We highly recommend pilot users schedule time with our team within their first few days for training or Q&A. We’ll help walk you through your first proposal:

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Getting Started Resources

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Account Setup Process

  1. Initial Login
    • First admin creates the organization account
    • Use the “Sign Up” function for your first login
    • Additional users can be invited by the admin
    • Confirm email and create password
    • Log in to start using the platform
  2. Organization Setup
    • Create your organization
    • Navigate to Settings → Manage Members
    • Add team member emails
    • Members receive invites to join

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Quick Start Checklist

  1. Account Creation
    • Create login using the account admin’s email
    • Set up password
  2. Organization Setup
    • Create organization
    • Invite team members (Settings → Manage Members)
    • Set up capabilities statement
    • Adjust tone of voice settings
  3. Data Management
    • Add documents to data shelf
    • Verify no pending documents
    • Create first War Room
    • Add solicitation documents to War Room
  4. Proposal Setup
    • Create Compliance Matrix
    • Create Outline
    • Set section instructions and lengths
    • Generate proposal volumes
    • Add document descriptions
    • Begin editing

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Detailed Settings Guide

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Capabilities Statement

Your capabilities statement represents your company’s core competencies, including:
  • Core capabilities
  • Products and services
  • NAICS Codes
  • Socio-economic set asides
  • Contract vehicles
  • Current customers
  • Past performance

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Tone of Voice Settings

For complete details, visit our Tone of Voice Settings Guide.
SettingScaleDescriptionRecommended
Grade Level1-14Educational comprehension level needed to understand content12-14 for government proposals
Active:Passive Ratio1-10Balance between direct (active) and indirect (passive) voice8-9 for strong, direct tone
Sentiment1-10Emotional tone from cautious to optimistic7-8 for confident, professional tone
Subjectivity1-10Balance between facts and expert interpretation5-6 for credible persuasion
Concreteness1-10Balance between specific details and general concepts7-8 for clear, tangible examples
Complexity1-10Sophistication of language and sentence structure7-8 for technical expertise while maintaining clarity
TIP: Need help with tone settings? Use Rogue Ask AI Chat for personalized guidance. Copy your current settings into the chat, describe your needs, and compare results in a new war room document. Common tone settings for different situations:
  • Technical Proposals: Higher grade level (13-14), complexity (7-8), and concreteness (8-9)
  • General Proposals: Moderate grade level (11-12), balanced complexity (6-7), high active voice (8-9)
  • Persuasive Content: High sentiment (8-9), active voice (9-10), moderate subjectivity (6-7)

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Advanced Settings

Use custom prompts for organization-wide instructions such as:
  • Preferred terminology
  • Company naming conventions
  • Standard references

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Creating Your First Proposal

  1. War Room Setup
    • Click “Create a new proposal”
    • Name your War Room
    • Add solicitation documents to Data Shelf
  2. Compliance Setup
    • Upload solicitation
    • Review relevance ratings
    • Adjust as needed
  3. Outline Creation
    • Upload sections C, L, & M
    • Review and customize outline
    • Add section instructions
    • Set section lengths
    • Map requirements to outline
  4. Document Generation
    • Create documents from outline
    • Add document descriptions
    • Generate initial draft
    • Begin editing process

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Template Management

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Creating Templates

  1. Navigate to Templates tab
  2. Click “Create new template”
  3. Build outline or paste existing
  4. Save custom instructions
  5. Set template to “live”

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Using Templates

  1. Click “Create new document” in War Room
  2. Choose “Create a first draft”
  3. Select saved template
  4. Customize as needed
For detailed guidance, visit our How To Guide.