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Corei
RFP Toolkit

Upload the RFP. Ship the offer in 15 minutes.

Drop in a prospect's RFP and Corei maps every requirement to your service catalog, standards, and prior wins. The result is a tailored, fully-executable offer with pricing, scope, and SLAs — ready to send, track, and convert into an opportunity.

6–10 hrs
collapses to 15–30 minutes
1 upload
to a tailored, scored response
100%
of items mapped to your catalog

RFP · Meridian Health · Managed IT & Security

42 requirements parsed · 38 mapped · 4 need review

Draft ready

Coverage

90%

38 of 42 items

Est. ARR

$184k

350 endpoints · 24×7

Gross margin

41%

Within target band

Risk flags

2

On-site SLA, HIPAA scope

Corei · Response summary

  • Managed endpoint + SOC bundle matches 31 line items — pulled from your standard catalog.
  • HIPAA narrative drafted from your 2 prior healthcare wins (Riverdale, Hopewell).
  • Section 4.2 requires 1-hour on-site SLA — outside standard; flagged for pricing review.

Why MSPs change their RFP process

Stop losing the weeks RFPs cost you.

Today

A 40-page RFP becomes a week-long scramble across sales, service, and engineering inboxes.

With Corei

One upload. Every requirement parsed, mapped, and assigned in minutes.

Today

Copy-pasting from the last response means stale pricing, mismatched scope, and broken SLAs.

With Corei

Pulled live from your service catalog, standards, and the wins most similar to this prospect.

Today

Win or lose, the response dies in a shared drive — nothing tracks back into the pipeline.

With Corei

Approved offers convert to a tracked opportunity with scope, value, and follow-through.

How it works

From inbox attachment to executable offer in four steps.

01

Upload the RFP

PDF, Word, or a folder of attachments. Corei parses requirements, scoring criteria, deadlines, and compliance asks.

02

Map to your catalog

Every requirement matched to a service, bundle, or standard from your offering — with coverage scored line by line.

03

Price and tailor

Pricing pulls from your rate cards. Narrative pulls from prior wins. You shape the story; Corei keeps it consistent.

04

Send and convert

Export as PDF or share via Digital Sales Room. Approved scope becomes a tracked opportunity in your pipeline.

Requirement mapping

Every line item, matched to a real piece of your business.

Corei parses the RFP into a structured requirement list, then matches each one to the exact service, bundle, or compliance practice in your catalog. Coverage scores tell you where you're strong, where to up-bundle, and where to flag a gap for pricing review.

  • Reads scope, scoring criteria, evaluation weights, and deadlines.
  • Matches to your service catalog, not a generic template.
  • Flags items outside standard so they get priced, not promised.

Meridian Health RFP · requirement map

38 of 42 mapped
3.1

24×7 monitoring of all servers and network devices

Managed Infrastructure — Core

100%
3.4

Quarterly vulnerability scans with executive reporting

vCISO — Tier 2

100%
4.2

1-hour on-site response, all sites, 7 days a week

Premium Field Services (custom)

70%
5.1

HIPAA-aligned policy framework & annual attestation

Compliance Practice — Healthcare

95%
6.3

Endpoint XDR with 24×7 SOC triage

Managed SOC — Bundle B

100%
7.2

Backup with 15-min RPO for clinical systems

BCDR — Clinical tier

90%
8.4

Dedicated TAM with monthly business reviews

vCIO Engagement

100%
9.1

Cyber insurance underwriting attestation

Needs review — policy template

50%

Anatomy of a Corei RFP response

Six layers, assembled for this specific deal.

Requirement matrix

Every line item from the RFP with a coverage score, the matched service, and the owner who signs it off.

Pricing & margin

Built from your rate cards, with margin guardrails. See ARR, ramp, and one-time fees on the same page.

Narrative sections

Company overview, methodology, references, and compliance — drafted from your prior wins, never generic.

Compliance pack

HIPAA, SOC 2, CMMC, PCI evidence pulled from your standards library and attached as exhibits.

Reference wins

Corei picks the 2–3 most similar prior wins to cite, with anonymised metrics if needed.

Win-theme prompts

Suggested differentiators based on what the RFP weights heaviest and what your service profile beats.

Grounded, not generated

The offer reflects your business — not a model's best guess.

Corei is grounded in your service catalog, your standards, your pricing, and your prior wins. Every claim in the response cites the source it came from, so reviewers — and auditors — can trace it back.

  • Service catalog & bundles — the single source of truth for scope.
  • Standards library — security posture, SLAs, escalation, vendor preferences.
  • Won proposals — narrative, references, and pricing patterns that worked.
  • Rate cards — region, role, ramp, and bundle discounting rules.

Corei · RFP drafting

Draft the methodology section for Meridian's RFP. Keep it healthcare-specific.

Drafted from 2 prior healthcare wins and your standard onboarding playbook:• 30-day discovery aligned to HIPAA control set (cited: Riverdale §2.1).• Phased rollout: SOC + endpoint first, BCDR week 6, clinical apps week 10.• Named pod: vCIO + 2 engineers + 1 dispatcher (matches your healthcare standard).Sources: Riverdale Health (2024), Hopewell Clinics (2023), Standards/HIPAA-v3.

Fully executable

The response doesn't die in a shared drive.

Every RFP response is connected to the rest of your business — sales pipeline, service delivery, and finance — so a win turns into work without the usual rebuild.

Send via Digital Sales Room

One branded URL with the response, exhibits, references, and an e-sign block — trackable from open to signature.

Convert to opportunity

Approved scope, pricing, and dates flow straight into your pipeline as a tracked opportunity with stage and forecast.

Kick off delivery

Won deals seed the project plan, service contracts, and onboarding checklist — no re-keying scope from a PDF.

RFP Toolkit

Bring your next RFP. Watch a 6-hour task become a 15-minute one.

In a 45–60 minute demo, upload a real RFP (or use ours) and walk away with a draft response tailored to your services, pricing, and prior wins.