PLAYBOOK · Partner strategy
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Primes, mid-tiers, and small businesses building credible teams

Teaming Partner Research
playbook.

Good teaming is not a spreadsheet of logos. It is a defensible map of who closes your gaps and who helps you win.

PLAYBOOK CARDLIVE WORKFLOW
100s
of firms screened
6 lenses
fit, vehicle, agency, set-aside, geography, proof
1 brief
ready for partner outreach
SECTION · WHY THIS MATTERS

The manual way
does not scale.

Teams usually find partners from memory, conferences, or last-minute intros. That misses firms with better agency fit, better vehicles, or better proof.

01

Read the requirement

Extract capability gaps, locations, certifications, vehicles, clearances, and likely evaluation themes.

02

Build the candidate pool

Search past awards, agency history, set-aside databases, teaming networks, and vehicle rosters.

03

Rank partner fit

Score each firm against gaps, credibility, conflicts, incumbent relationships, and outreach priority.

04

Prepare outreach

Draft the partner rationale, intro message, and capture talking points.

Outputs

What your team can send, review, or run.

5 ARTIFACTS
01
Partner shortlist
02
Capability gap map
03
Set-aside fit notes
04
Vehicle coverage
05
Outreach brief
FAQ

Questions sales teams hear.

Can it find small-business partners?

Yes. It can prioritize 8(a), SDVOSB, WOSB, HUBZone, and other set-aside criteria.

Can it avoid conflicts?

It can flag likely conflicts and incumbent relationships so your team can review them early.

Does it replace relationships?

No. It gives your team better reasons to start the right conversations.

WORKING SESSION

Run this playbook on a live pursuit.

Bring the opportunity, RFP, draft, or contract package. We will show the workflow on real material, not a sandbox.

Book a working session →Talk to our team
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