Vet Intel — Client Deep Profile

Client Identification

Company Name

Primary Contact

Client Profile ID

Filename stem from client_profiles/

Call Date

Tier

Sitrep — $799/mo

Overwatch — $2,000/mo

1 — Capacity & Contract Range

Max crew on a single job

People you can realistically put on one contract

Total employees

Contract value range

Drag to set the sweet spot — contracts outside this range get flagged

Min: $25,000 Max: $500,000

Do you have a surety bond?

Yes — bonded

Can obtain one

No bond

Single bond limit ($)

Contracts over this get flagged as bonding risk

$

Travel range

Local · <50 mi

Regional

Multi-state

National

2 — Capabilities & Equipment

What specific work do you do best?

In their own words — not NAICS codes. What do they actually show up and do?

Key equipment owned

Relevant to federal work. Flags contracts requiring gear they don't have.

Certifications & licenses (beyond veteran set-asides)

Off-hours / nights / weekends available?

Available off-hours, nights & weekends

Boosts score on contracts requiring off-schedule work

3 — Past Performance

Best 1–2 past performance examples

Contract name, agency, approx value, what you did. AI uses this to assess experience match.

Have you bid and lost? What happened?

Helps AI flag similar risk patterns in future bids

4 — Competitive Strategy

Your #1 competitive differentiator

The thing that makes you win when competitors are equally qualified. AI weights opportunities where this matters.

Preferred agencies, bases & installations

Press Enter or comma to add each one. Score gets +10 for each match.

Hill AFB Tinker AFB NAVFAC Southwest VA VISN 19 Army Corps of Engineers AAFES DLA

Things to AVOID

Press Enter or comma to add. Contracts matching these get hard NO-BID.

SECRET clearance TS/SCI clearance Alaska / Hawaii Full construction IT / cyber only International work

Open to subcontracting under a larger prime?

When a contract exceeds capacity/bond, AI will suggest "pursue as subcontractor" in the action field

Yes

Selective

Prime only

Open to teaming with other small businesses?

Yes

Selective

No

5 — Goals & Context

Federal revenue goal · 12 months

$

Current annual federal revenue

$

Biggest obstacle to winning more contracts

3-year vision

Anything else to know?