Analisa County Screening Retainer Build (6-8 days)
Productize Analisa into a recurring county and municipal screening retainer for government-adjacent clients, using watchlists, saved alerts, and supplier screening to turn public US data into a monthly intelligence deliverable. Time: 6-8 days.
By InnovaAI ResearchPublished
How do you implement it?
Analisa County Screening Retainer Build (6-8 days)
Productize Analisa into a recurring county and municipal screening retainer for government-adjacent clients, using watchlists, saved alerts, and supplier screening to turn public US data into a monthly intelligence deliverable.
- A signed client mandate naming the counties, municipalities, or suppliers to be screened
- Analisa account provisioned with an API key generated before client-facing work begins
- Client's compliance or recompete question written down as a testable screening rule
- Named owner on the agency side for weekly alert triage and report assembly
- Agreed report cadence and delivery format so the retainer scope is fixed before setup
- 1.Create the agency Analisa workspace and confirm free-tier access to maps, profiles, rankings, and the API
- 2.Map the client's mandate onto Analisa's quality-of-life scores, spending trackers, and supplier screening views
- 3.Draft the screening rule set the client will be measured against
- 1.Build the client watchlist of target counties, municipalities, and suppliers
- 2.Set saved alerts against priority spending and demographic triggers
- 3.Decide which alerts route to email versus the API pull
- 1.Run a first supplier screening pass tied to the client's compliance question
- 2.Capture the exact Analisa outputs (maps, rankings, profile pages) that will appear in the deliverable
- 3.Log which outputs need CSV export versus in-platform viewing
- 1.Configure the recompete calendar for the client's tracked contracts
- 2.Add competitor and teaming-partner tracking where the mandate calls for it
- 3.Test alert delivery end to end and fix any gaps in coverage
- 1.Assemble the first monthly intelligence report from Analisa exports and profile data
- 2.Write the analyst commentary layer that turns rankings into client decisions
- 3.Set the report template the retainer will reuse each cycle
- 1.Walk the client through the watchlist, alert logic, and report in a live session
- 2.Record which alerts the client wants promoted or muted
- 3.Adjust screening thresholds based on client feedback
- 1.Document the operating runbook for weekly alert triage
- 2.Hand off or staff the recurring cycle against the retainer calendar
- 3.Confirm the export and reporting limits the plan tier allows so the cadence stays inside them
A single Pro seat at $29 per month carries the watchlist, saved alerts, recompete calendar, and supplier screening that anchor the retainer, so a $1,800 setup plus a monthly fee leaves most of the retainer as agency margin once the runbook is written. Moving the client to a Team seat at $99 per month only makes sense when the mandate needs the higher export and reporting ceilings, and that upgrade should be priced into the retainer rather than absorbed.
- Configured Analisa watchlist covering the client's target counties, municipalities, and suppliers
- Monthly county intelligence report built from Analisa rankings, profiles, and CSV exports
- Supplier screening log tied to the client's compliance or recompete question
- Recompete calendar with tracked contracts and competitor entries
- Alert triage runbook defining who reviews which Analisa alert and when
The client receives a recurring Analisa report and alert stream that answers their screening question without the agency manually rebuilding the watchlist each cycle.
More on Analisa
- StrategyWhy Analisa Is a Data Layer, Not an Anchor, for Agency Retainers
- ConceptAnalisa Data Layer Test
- Evaluation RuleAnalisa Rule: Adopt Only When a Client Mandate Names a US County or Municipality
- Decision FrameworkAnalisa: Buy vs Skip (US Public Data Retainers)
- Failure PatternThe Analisa Watchlist Sprawl Trap: Why Agencies Fail With Analisa on Multi-County Retainers
- Operating ProcedureAnalisa Supplier Screening Pass (Delivery)