Win work
Find prospects, manage relationships, and act on signals before the RFP lands.
Overview
Win work is the pursuit side of Toolblocks. You find good-fit firms and people, keep your network current, plan events, and act when something changes, before a formal RFP. The goal is fewer context switches and clearer next steps while relationships are still warm.
How the surfaces fit together
| Surface | Job it does | Start here |
|---|---|---|
| Morning brief | Personal daily briefing with meetings, overnight signals, and top follow-up | Revenue seat; start each workday |
| This week | Ranked pursuit actions and weekly outcomes on the Dashboard | Revenue seat; plan each week |
| Find and qualify prospects | Search firms by market, size, and location | When you need net-new targets beyond referrals |
| Contacts | People and organizations, strength, categories | Daily relationship work |
| Accounts | Strategic targets: coverage, warmth, next steps | When you name annual pursuit targets |
| Events and shortlists | Conference strategy and who to meet | Before and after high-cost travel |
| Signals | Timely reasons to engage | When you want “why now” prompts |
| Competitors | Firms you meet competitively | When you track your competitive set |
A typical weekly loop
Monday: Open Morning brief on the Dashboard. Set outcomes in This week. Then skim signals and BD review for anything else overdue.
Midweek: Open account detail or event detail before calls. Run research on contacts when you need sources.
Friday: Clear follow-up reminders, update connection strength, and move shortlist members into tasks.
Capture contacts in the workspace
Most teams start in Contacts. Add people manually, import LinkedIn connections, or import a CSV. Connect LinkedIn or Google Workspace in Settings → Integrations when you want enrichment and mail context in the app.
Win work vs delivery work
| Area | Question it answers |
|---|---|
| Win work (this guide) | Who should we pursue, why now, and what is our next BD action? |
| Run projects (pipeline, tasks) | How do we deliver work we already won? |
Many firms use both. They are separate loops.
What you need
Win work features gate on your workspace plan, seat type, and shared usage pool on Team. Confirm yours in Settings → Billing → Subscription and Settings → Organization → People.
Morning brief, This week, and Competitors
You need Team with a Revenue seat. During a Team trial, members typically get Revenue access so you can evaluate pursuit workflows before you commit.
Accounts
You need Team or an active trial. Free workspaces see a preview with an upgrade path.
Contact enrichment
Draws from your firm's shared usage pool on Team. See Credits and AI usage for how enrichment and AI consume included usage.
Events
Conference planning lives in Events. See Events overview for the full before, during, and after workflow.
Toolblocks reduces non-billable BD drag; it does not replace professional judgment. AI outputs and enrichment are draft for review.