Overview
Where everything stands
Five areas we are building together for TFG. Everything we have discussed lives here — click any area to see its questions and answer them.
Nothing answered yet — start anywhere, one at a time.
Start here — these three unlock the most
The five areas
What we have on TFG
Also here
Context
What we have on TFG
Everything shared with us so far, and what is still outstanding. The point is that we both see the same list — if something is missing, it is visible here rather than discovered late.
Shared with us
Call recordings and transcripts
Nine calls from 30 April to 9 September, transcribed and summarised. The 9 Sep call is the current source of truth for the five areas.
TFG pitch decks
Partner call deck (60 slides) and the partner deck, plus the CX one-pager. Used for verified case studies and proof points.
GTM strategy document
TFG's own go-to-market plan — per-segment strategy, three phases, 18 case-study themes.
ICP workbook
Eight sheets. AI solutions ICP with hooks and objections, plus the proposals-made list.
Client and partner databases
Eleven files — BFSI, Oman, KSA fintech, Middle East awards, Saudi universities, SHRM contacts, event lists.
Business brochures and collateral
Company brochures and supporting documents.
Tool access
Apollo, Instantly and the sending infrastructure, all on TFG's own accounts.
Award and credibility material
People Matters TechHR gold, ETHRAA programme results published by CIPD, named client references.
Still awaited
The ChatGPT proposal setup
The custom instructions and trained context. Right now it exists in one account only.
The proposal library
Where they live, how many, and which five to ten are the gold standard.
The 50 LinkedIn messages
What was actually sent to the trainers who did not reply.
Rate cards
In a structured form, if they exist.
Saudi exclusivity scope
Once signed — whether it covers Saudi-headquartered companies only, or any Saudi-market contact.
Something here out of date, or something we hold that is not listed? Add it under and it gets picked up.
Area 1 of 5
Sales / lead generation
The outbound email engine that finds and contacts prospects.
Right now they land only with Sujith, and you mentioned he's stretched. You thought TFG has an admin@ style address that reaches two or three people.
I'll set the notifications up around them so nothing sits unseen.
Area 2 of 5
Proposal engine
Automating 80–90% of proposal creation, grounded in the proposals TFG has already written.
This is the most valuable item here. Your team has already taught it what a good TFG proposal looks like — but that only exists inside one account today.
Drive, laptops, email? And what format — PowerPoint, Word, PDF?
The ones you'd point at and say every future proposal should be this good. Names are enough, I'll find them.
The engine drafts, a human sends. I want the right name on that step.
A sheet or price list — or is pricing in your head per deal? This decides whether the engine can eventually help with commercials.
Area 3 of 5
Pre-sales / client enabler
A place where partners and clients can search what TFG offers, instead of calling to ask.
Pricing? Client names? Should they get the full proposal, or a version with commercials removed? This one decides the whole design.
Someone has to make that call per document — you, or someone on your team?
And would you want to see what partners search for? That tells you what they're selling before they ask you.
Area 4 of 5
Automation / operations
The delivery work that happens after a yes — confirmations, scheduling, coordination.
Confirmations, scheduling, materials, briefing the trainer? A quick 'we do this, then this' is perfect. This area is the least defined, so whatever you say shapes it.
Area 5 of 5
Trainer sourcing
Finding specialist trainers so bookings stop being lost for lack of supply.
Even a screenshot. You made the point yourself — these people should respond, since we're offering them paid work. My hunch is the message is the problem, not the market.
Take the shipping example — certifications, years in the sector, a rate band, based in a particular region? The sharper this is, the better the list.
So the pool builds up over time instead of starting from scratch on every request.
For later
Parked ideas
Raised, and not forgotten — just not being built yet. Click any one to see why.
An HR buyer describes a problem, and the tool shapes ideas from TFG's past work — making TFG part of their thinking team, not just delivery.
Waiting because: Needs the proposal library organised first, or it shows clients a mess.
The call is recorded, and a proposal is drafted from what was actually discussed — refined against what the client asked for, ready the same day.
Waiting because: Part of the proposal engine. Starts once the proposal questions are answered.
The engine proposing commercials from rate cards.
Waiting because: Waiting on whether rate cards exist in a structured form.
Daily opportunities pulled automatically from sources you choose.
Waiting because: Raised twice. Worth its own conversation when the first phases are moving.
Anytime
Your ideas
Anything that comes to mind between calls.
Nothing yet — add the first one below.
Agreed
What we have settled
So we do not go over the same ground twice.
- 9 Sep Five areas agreed as the structure for everything
- 9 Sep Proposals first, trainer search second
- 9 Sep Standardise the process first, use AI where content changes, human reviews before anything goes out
- 9 Sep Pitch repositioned to Future Work Readiness, with Holobox as one part