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Case study · From the Pluris libraryReceipt no. 7263
What sucked

Every RFP needed example content, and this team built it by hand every single time.

They had a library of past work sitting right there. But using it meant digging through it manually, finding the closest match, copying it, and reworking it for the new prospect. It worked. It was just slow. And here's the part that actually cost them: content was the thing capping their growth. Not demand. Not interest. They couldn't take on more RFPs because they couldn't turn content around fast enough to keep up. A library full of good work, and almost none of it was easy to reach.

Media & EntertainmentSales & Revenue2–4 months
What they built

Checkmark Automations built a Claude-based retrieval system backed by a vector database. Every piece in the client's content library was tagged with structured metadata, use case, industry, content type, and made semantically searchable. The system reads each incoming RFP, retrieves and ranks the best-fit past work, and drafts a tailored response inside the team's existing CRM.

What changed
The result: 3+ hrs saved on every RFP that comes through the door.

Content is no longer the ceiling on how many RFPs the team can take on.

15 min of content work per RFP, down from three hours, a 90% reduction in human modification and intervention

Quality maintained, while speed to delivery is revolutionized

76% reduction in RFP backlog

Sales teams get the tools they need to win the bids, budget and work before their competitors.

Time to results
2–4 months
Company size
5,001+ people
Project cost
$25K – $100K
More fixes like this
Who did it
Matt
Checkmark Automations

Vetted by Pluris.