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
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 mapped24×7 monitoring of all servers and network devices
→ Managed Infrastructure — Core
Quarterly vulnerability scans with executive reporting
→ vCISO — Tier 2
1-hour on-site response, all sites, 7 days a week
→ Premium Field Services (custom)
HIPAA-aligned policy framework & annual attestation
→ Compliance Practice — Healthcare
Endpoint XDR with 24×7 SOC triage
→ Managed SOC — Bundle B
Backup with 15-min RPO for clinical systems
→ BCDR — Clinical tier
Dedicated TAM with monthly business reviews
→ vCIO Engagement
Cyber insurance underwriting attestation
→ Needs review — policy template
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.
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.
