Quick Start Guide

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:

• Schedule a Customer Success Meeting

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Getting Started Resources

• Rogue Platform
• Step-by-step Instructions
• Schedule Additional Demos
• UseRogue Security Center

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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.

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.