Strategic & Portfolio Fit

10%

Average: 0.00 / 5

Does this fit our target verticals, size band, and geographic footprint?

Would this be a reference-account or strategic door-opener?

Is there a logical adjacency to an existing account (cross-/up-sell), or is this a cold new relationship?

Does winning this diversify our portfolio sensibly, or dangerously concentrate risk in one customer/vertical?

Customer / Relationship History

10%

Average: 0.00 / 5

What is our prior history with this customer, and was the outcome positive?

Is the customer's financial health verified (credit rating, payment history)?

Do we have access to real decision-makers, or is this a blind portal/gatekeeper-only process?

Does the customer have a track record of switching 3PL providers frequently ("provider hopping")?

Opportunity Scope Clarity

10%

Average: 0.00 / 5

Is the scope of work clearly defined (inbound/outbound/VAS/full solution), or vague and evolving?

Are volumes, SKU profile, seasonality, and growth projections available and credible?

Is this a genuine operational need, or a price-check/benchmarking exercise?

Is the go-live timeline realistic given the scope and complexity?

Commercial & Financial Viability

20%

Average: 0.00 / 5

Does the projected margin meet our minimum threshold?

Is the payback period on any required capex acceptable within the contract term?

Are payment terms and security mechanisms (deposit, guarantee) acceptable?

Is an indexation/rate-review mechanism (labor, fuel, CPI) included or negotiable?

Resource Availability — Current State

15%

Average: 0.00 / 5

Do we have available warehouse space in the required location(s) today?

Is current labor market capacity sufficient in the required location?

Do we have bid-desk/solution-design bandwidth right now to properly cost this opportunity?

Does our current WMS/IT infrastructure support the required integration without major development?

Resource Availability — Go-Live

15%

Average: 0.00 / 5

Is the recruitment plan realistic for the go-live date given the local labor market?

Are MHE/racking/automation lead times compatible with the go-live date?

Is a dedicated, non-double-booked transition/mobilization team available?

Is there a credible ramp-up/parallel-run/pilot plan before go-live cutover?

Operational / Technical Feasibility

10%

Average: 0.00 / 5

Can the required SLAs realistically be met with our current or planned operating model?

Are penalty/liability clauses proportionate and capped at a market-standard level?

Is required system integration (EDI/API/ERP) technically feasible within budget and timeline?

Does the product/handling profile (hazmat, cold chain, high-value) fall within our licensed and insured capability?

Competitive Positioning / Probability to Win

10%

Average: 0.00 / 5

Is this a genuine competitive process, or is the incumbent expected to retain regardless?

How many competitors are in the process, and is the shortlist reasonable?

Do we have a credible, objective differentiator for this specific opportunity?

What is our realistic, non-optimistic probability to win?

  • No verifiable financial standing / high credit risk, no security mechanism offered.

  • Confirmed "benchmarking only" tender — incumbent expected to retain.

  • No available space or labor capacity in required location within the go-live window.

  • Uncapped liability terms, no willingness to negotiate.

  • Unresolved dispute or unpaid invoices with this customer/corporate group.

  • Go-live date not physically achievable given lead times.

  • Winning would require pulling resources from a higher-priority confirmed mobilization.

  • Conflicts with existing exclusivity/reputational policy.

  • No access to decision-makers; signs of a pre-decided "check-the-box" RFP.

  • Margin floor not achievable even in the best realistic pricing scenario.

  • Scope requires certifications/licenses/insurance outside current operational coverage (e.g. hazmat without ADR, pharma without GDP).

  • Projected 5-year customer lifetime value is negative or breakeven even under optimistic assumptions.

Score all 32 sub-questions to save. (0 of 32)