✓Targetboard

BD ops · Bid Forge · AI companion

Track progress.
Forge better bids.

Daily JD checklists, KPI logging, job pipeline, week/month reviews, Bid Forge AI drafts, and a floating companion—so your BD team stays accountable and ships clearer proposals.

Invite-only · Role-based tabs · Slack & email reminders

Targetboard · Dashboard

Dashboard

Hi Alex · July 2026

Month
Reminders & alerts

1 open follow-up · Don’t let discovery stall.

Strategy

Q3 push

July 2026

Jobs

18

Won 3 · Lost 1

On track

3/4

All clear

Pipeline

11

Active stages

Proposed 5Responded 3Discovery 2Won 3

Your month

Proposals14 / 20
LinkedIn48 / 50

Your jobs

  • Shopify redesign RFPDiscovery
  • SaaS retainer — NorthwindProposed
  • Upwork · React migrationWon

Built for BD ops teams — invite-only workspace

Daily JD checklistKPI loggingJob pipelineBid Forge AIAI CompanionWeek & month viewsTeam progressPlaybookSlack & email remindersRole-based access

Product tour

See the workspace your team actually uses

Dashboard alerts, Bid Forge drafts, daily KPIs, job stages, AI companion, and team progress—previewed as they appear in Targetboard.

Targetboard · Dashboard

Dashboard

Week 31 · Alerts on

WeekMonth

Jobs

12

On track

3/4

Pipeline

9

Won

2

Follow-up due · Discovery call with Northwind

Features

BD ops from daily JD to AI-assisted bids

Everything your leads and members use in Targetboard—accountability, pipeline, Bid Forge, and coaching AI.

Live Dashboard

KPI tiles, pipeline stage counts, week/month scope, and actionable alerts for follow-ups and missing emails.

Bid Forge

Stream AI bid drafts from job briefs, playbook criteria, PDFs, and URLs—then save to a job or export PDF.

AI Companion

A floating ops coach with multi-chat history, rename, email transcript, and PDF export for coaching sessions.

Today checklist + KPIs

Configurable daily JD items with blur autosave, improvement notes, blockers, and today’s KPI counts.

Job pipeline

Track Upwork, LinkedIn, and email opportunities from lead through won/lost with filters and month views.

Week & month reviews

Roll daily KPI logs into target vs actual, lead overrides, email metrics, and structured lead reviews.

Team progress

On-track / behind scoreboards so leads see who needs coaching before the week ends.

Playbook & reminders

Define JD items and KPIs once. Deliver Slack and email reminders on your timezone schedule.

Workflow

The rhythm Targetboard is built for

From morning checklist to Bid Forge to weekly coaching—the BD ops rhythm Targetboard is built around.

  1. 1

    Start the day

    Open Today—tick the JD checklist and log KPI counts as you work.

  2. 2

    Move the pipeline

    Add Upwork, LinkedIn, and email jobs; advance stages as conversations progress.

  3. 3

    Forge stronger bids

    Use Bid Forge with playbook knowledge to draft, refine, and attach proposals.

  4. 4

    Stay nudged

    Dashboard alerts and Slack/email reminders catch follow-ups and missing setup.

  5. 5

    Review the week

    Week rollups show target vs actual; leads add coaching notes and action plans.

  6. 6

    Coach with AI

    Ask the companion who’s behind, what to prioritize, or how to tone a follow-up.

Roles & pipeline

Right tabs for each role. Clear stages for every job.

Members ship. Leads coach. Admins configure. The job pipeline stays consistent across Upwork, LinkedIn, and email.

Member

Execute daily

  • Dashboard & Today
  • Jobs + Week targets
  • Bid Forge drafts
  • AI companion

Lead

Coach the team

  • Everything members get
  • Progress scoreboard
  • Team targets & Playbook
  • Weekly lead reviews

Admin

Run the workspace

  • Users & roles
  • SMTP + Slack reminders
  • AI companion models
  • Timezone & schedules

Job stages

1Lead2Proposed3Viewed4Responded5Discovery6Follow-up7Negotiation8Won / Lost

Use cases

How the team runs Targetboard

Three loops that keep BD accountable—from daily execution to AI-assisted proposals.

Today · Jobs · Week

Members ship daily

Tick the JD checklist, log LinkedIn and proposal counts, and keep jobs moving—without waiting for a standup spreadsheet.

Progress · Team · Playbook

Leads coach with signal

Progress shows who’s on track. Week reviews capture revenue notes, win rate, and the action plan for next week.

Bid Forge · Companion

Bids draft faster

Bid Forge streams proposals from your knowledge base and playbook. Companion helps prioritize follow-ups and tone checks.

Why teams choose Targetboard

BD ops pipeline accountability and AI bid drafting in one workspace

Built for invite-only BD teams that need daily execution on Upwork and LinkedIn—and faster, playbook-grounded proposals.

BD operations software for Upwork and LinkedIn pipelines

Spreadsheets and standups drop follow-ups. Targetboard gives members a daily JD checklist, KPI logging, and a shared job pipeline across Upwork, LinkedIn, and email—so leads see who is on track before the week ends. Week and month reviews roll actuals against targets without another export ritual.

Explore the product features or jump to how invite-only access works.

AI bid writing and proposal drafts with Bid Forge

Bid Forge streams proposal drafts from the job brief plus your playbook criteria, case study PDFs, and pricing URLs—so you ship clearer bids without starting from a blank page. Save drafts to a job, email them, or export PDF. The AI companion helps prioritize follow-ups and tone-check outreach when you need a second pass.

Read the FAQ for Bid Forge details, then request access for your BD team—there is no public self-serve signup.

Access

Invite-only BD workspace

Targetboard isn’t a public SaaS plan page. Companies request access, we create your workspace, then your admin invites the team.

Request a workspace

Tell us your company and team size. We provision an invite-only tenant—no public signup.

Admin signs in

We send the first admin credentials. Reset links work when platform SMTP is configured.

Invite your team

Create members, leads, and admins under Users. Role-gated tabs and the onboarding guide follow.

New company or already invited?

Request a workspace for your BD team, or sign in if you already have credentials.

FAQ

Answers before you request access

Straight answers about Targetboard’s BD workspace, Bid Forge AI bidding, and how companies onboard.

Targetboard is an invite-only BD operations workspace for agencies and freelancers. It combines daily JD checklists, KPI logging, an Upwork and LinkedIn job pipeline, Bid Forge AI proposal drafts, team progress, Playbook config, and an AI companion.

Ready for a more accountable BD week?

Daily checklists, pipeline clarity, Bid Forge drafts, and AI coaching—without another spreadsheet ritual.