Welcome Onboarding Flip Book after Discovery Call

Welcome

This guide walks you through everything you need to do before we begin work on your tender. It should take around 15 minutes to complete.

What’s inside

Service agreement & payment
Document upload guide
What to expect next

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Required — we’ll send your training completion confirmation here.

BidElevate Ltd · bidelevate.co.uk · hello@bidelevate.co.uk

Contents

01 Your journey with us

02 Service agreement

03 Payment

04 Document upload

05 What happens next

06 Training course

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Your journey with us

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Discovery call

You’ve had your call with us — great to meet you.

→

You are here

Sign your agreement, make payment, upload documents.

3

Service review call

We go through your service in depth so your expertise shapes the responses.

4

Tender drafted

We write your responses and share drafts for your review.

5

Submitted together

We submit on your behalf or guide you through final submission.

BidElevate · bidelevate.co.uk

Your journey

Three things to do before we begin

Once these three steps are complete, we can start work on your submission.

1

Read & sign your service agreement

This sets out exactly what we’ll do, what’s included, and what we need from you throughout the process.

2

Make your payment by bank transfer

Our bank details are in the agreement. Once payment is received you’ll get a confirmation from us.

3

Upload your documents

Use the secure onboarding form to share your organisation’s documents so we can get to work.

If anything feels unclear at any stage, drop us a message at hello@bidelevate.co.uk — we’re always happy to talk it through.

02 / 05

Service agreement

Please read the agreement carefully before signing. It sets out the scope of our work together and the terms that apply throughout the process.

BidElevate · bidelevate.co.uk

Step 1 of 3

Read & sign your agreement

Click the button below to open your service agreement.
Sign digitally. No printing, no scanning, no paper.
Better for you, better for the planet.

Open & sign your agreement →

Have a question before signing? Email hello@bidelevate.co.uk or book a quick call — we’re happy to talk it through.

03 / 05

Payment

Payment is made by bank transfer once your service agreement has been signed.

BidElevate · bidelevate.co.uk

Step 2 of 3

Make your payment

Once your service agreement is signed, please use the button below to make your payment.
Bank details are included on the payment page.

Click here to make your payment →

Once your payment is received we’ll confirm by email within one business day. The onboarding form is on the next page whenever you’re ready.

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Document upload

Everything you upload goes straight into your client library for this tender and all future ones.

BidElevate · bidelevate.co.uk

Step 3 of 3

Upload your documents

Once payment is confirmed, use the secure onboarding form to share your documents.

Go to the onboarding form →

All documents are handled in strict confidence and used solely for the purpose of preparing your tender submission.

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Your training course

9 Videos

1. Welcome — start here

45s

2. Documents to upload

40s

3. Your kickoff call

35s

4. Portal logins and access

40s

5. The service review call

50s

6. Pricing

45s

7. Clarification questions

35s

8. How to review your draft

50s

9. Case studies & evidence

Coming soon

Total: 4.75 min

BidElevate · bidelevate.co.uk

Before your call

Before you start

Watch these 9 short videos. They cover everything you need to know about working with us — from portal access and clarification questions to reviewing your draft responses.

This preparation makes your service review call much more productive. You’ll arrive already understanding the process, so we can focus on your service and your tender.

Already know this? Visit our training hub to browse videos and blog posts directly.

BidElevate — Eligibility Checker