Client profile template

Client tender profile template for consultants

Good tender monitoring starts before the first alert. A consultant needs enough client evidence to know what the business does, where it can deliver, what value range is sensible, and which tenders should be ruled out early.

Free Scout needs no card. TenderHawk is independent, not a government service, and currently watches Find a Tender, Contracts Finder, PCS official notices and a Sell2Wales public fallback.

Fewer bad matches, clearer decisions.

This template keeps the monitoring brief source-led and client-specific. It is deliberately cautious: if a client cannot evidence a capability, geography or accreditation, TenderHawk should not treat that gap as solved.

Pricing stance

Start with Free Partner Scout if you want to test one client profile with no card. Partner Starter is £99/month for up to 3 active client profiles, Partner Growth is £249/month for up to 10, and Partner Agency starts from £499/month by conversation. Partner Scout is for consultants, bid writers and agencies; it does not send directly to clients or replace bid/no-bid advice.

Useful signals to watch

direct services, adjacent services and explicit exclusions

TenderHawk looks for source-backed evidence before turning this signal into a customer-facing alert.

base location, service radius, regions and remote-delivery evidence

TenderHawk looks for source-backed evidence before turning this signal into a customer-facing alert.

typical contract size, staffing limits and mobilisation constraints

TenderHawk looks for source-backed evidence before turning this signal into a customer-facing alert.

accreditations, licences and buyer types the client can evidence

TenderHawk looks for source-backed evidence before turning this signal into a customer-facing alert.

What a small business should check first

Worth checking

What would make a tender obviously wrong for this client?

Which sectors are real delivery capability, not aspiration?

What should be checked with the client before the tender is discussed?

Usually a warning sign

turning vague words such as quality, solutions or support into capabilities

assuming national coverage from a regional business without evidence

storing unnecessary client data or implying TenderHawk contacts clients directly

Example types TenderHawk watches

sector and keyword checklists

geography and contract-value boundaries

questions to ask a new client before monitoring tenders

Public references used carefully

Google helpful content guidance

Used as the quality bar for publishing only useful, non-duplicative Partner Scout resources.

Check source

Find a Tender

One of the supported public sources TenderHawk monitors and cites when checking public-contract opportunities.

Check source

Contracts Finder

One of the supported public sources TenderHawk monitors for lower-value and relevant UK public-contract notices.

Check source