Sell to State Client Tender Workspace Setup (Onboarding)

Sell to State Client Tender Workspace Setup (Onboarding)

1. 01

   Provision the flat-fee Sell to State subscription and store the bearer token

   The Data plan is $49/month or $499/year, billed to the agency, not the client. Generate the sk_live_ token once and keep it in the agency password vault so the same credential serves the web app, REST API, CLI, and MCP server.

2. 02

   Confirm the token resolves across all four access surfaces

   Run one plain-English query in the web interface, one against the REST API, one through the CLI (npm, pip, or Homebrew install), and one through the MCP server in Claude or Cursor. If any surface rejects the token, stop and reissue before client work begins.

3. 03

   Draft 3 to 5 plain-English search queries with the client

   Capture the exact phrasing the client uses for their category, for example 'water treatment plant upgrades' rather than a NAICS code. These become the saved queries that drive every downstream alert and report.

4. 04

   Apply country and sector filters to each saved query

   Sell to State indexes 194 countries, so an unfiltered query returns noise. Lock the client's buying geographies and sectors now; changing filters later invalidates the shortlist history the client has already reviewed.

5. 05

   Build the supplier and agency watchlists

   Add the competitors the client names plus the buying agencies that matter to them. The supplier profiles carry full contract histories and the agency views show spending patterns, which is what turns a tender list into a positioning brief.

6. 06

   Configure keyword and category alerts for new tender publications

   Alerts must fire on publication, not on award, because the client's window to bid closes at the deadline. Route alerts to the delivery team inbox first so a human reviews relevance before the client sees anything.

7. 07

   Wire the CSV export into the monthly shortlist deliverable

   Set the structured export to carry tender ID, agency, value, closing date, and procurement method. Deliver it as a curated shortlist with plain-English summaries, not a raw dump, so the retainer reads as analysis rather than data access.

8. 08

   Hand the client a one-page reading guide and close onboarding

   Cover how to read closing dates, procurement method, and contract value, and who on the client side owns bid decisions. This is the handoff point where the agency stops configuring and starts delivering the managed intelligence retainer.