How BrightPlan used Inventive AI RFP software to take on 3x more RFPs and protect a 90% finalist rate

A two-person solution consulting team replaced scattered personal ChatGPT accounts with one secure, shared AI platform.

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3x the RFP Volume

12 large RFPs in a three-to-six-month window, more than any previous year.

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1,500 Questions in One Workbook

Plus 10–100 follow-up questions per enterprise deal.

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One Shared Voice, Not Two

Every answer drafts from the same knowledge hub instead of separate ChatGPT accounts.

Why BrightPlan swapped personal ChatGPT for Inventive AI: case study cover

For BrightPlan, a global financial wellness platform serving enterprise employers, RFPs and InfoSec questionnaires decide which large employers it wins. Its two-person solution consulting team was already using AI, but through separate personal ChatGPT accounts that couldn't share knowledge or protect proprietary data. With Inventive AI, the team moved to one secure platform with a shared voice. This case study is based on a conversation with Haleigh Albers, Director of Solution Consulting at BrightPlan.

Impact at a Glance

BrightPlan impact at a glance: a 2-person team handles every RFP, 3x RFP volume, 1,500-question workbooks, 90% RFP-to-finalist rate

About BrightPlan

BrightPlan is a global financial wellness platform serving enterprise employers. Its two-person solution consulting team handles every enterprise RFP, InfoSec questionnaire, demo and proof of concept, acting as project managers, subject matter experts and writers at once.

The challenge: AI-first, but one question at a time

BrightPlan's team was already AI-forward, but its tool was holding it back. Each consultant used a personal ChatGPT account with prompts honed their own way, which created separate knowledge silos and no shared voice across writers.

The workflow didn't scale either. Asking ChatGPT one question at a time and pasting each answer into the document was unworkable for 1,500-question enterprise workbooks. And for a financial platform handling sensitive data, security was a major roadblock.

"My ChatGPT is super well-honed... Dr. Mel's ChatGPT is super well-honed. And so there's not consistency... We use AI, but we do not have an AI with a zero data retention policy. So that means we can't put all of our proprietary information."
— Haleigh Albers, Director of Solution Consulting, BrightPlan

The solution: a native AI platform, not an afterthought

The team needed an RFP tool with strict zero-data-retention guarantees and a simpler workflow. It looked at legacy platforms like Responsive, but they felt like traditional databases with AI added on top, and they demanded process changes BrightPlan didn't need.

"Responsive to me is an RFP platform with an AI afterthought. We've got a good process in place. I don't actually need the process. I just need the tool to do it more effectively."
— Haleigh Albers, Director of Solution Consulting, BrightPlan

Inventive AI is built natively on AI and lets teams customize how it writes. It adapts tone to a prospect's own language, such as calling employees "Boxers" when pitching to Box, and flags conflicting source documents so the knowledge hub stays clean.

The stakes were clear to the team from the start.

"If you guys could be that for us, it would change the game for us. And then our leadership would be thrilled. I don't think you understand how big of a pain point you would be solving for our leadership. Huge."
— Haleigh Albers, Director of Solution Consulting, BrightPlan

How one shared knowledge hub gave BrightPlan a consistent voice

As BrightPlan loaded its proprietary documents into Inventive AI's shared knowledge hub, answer quality and confidence scores climbed quickly. Both consultants now draft from the same source, so answers sound like one company instead of two separately tuned ChatGPT accounts.

"The answers definitely got significantly better. And you can see it got to high confidence in a bunch of things... The fact that you guys are already working on the follow-up questions and stuff, that's a really quick pickup."
— Haleigh Albers, Director of Solution Consulting, BrightPlan

For a two-person team covering project management, subject matter expertise and writing, that matters as volume grows. Centralizing the workflow in one secure platform helps the team keep up with tripled RFP volume while protecting its 90% finalist rate.

Move RFP work off personal ChatGPT accounts with Inventive AI

Inventive AI helps sales and solutions engineering teams answer RFPs and security questionnaires with accurate, cited answers from approved content.

Book a demo to see how Inventive AI handles workbooks like BrightPlan's.

Frequently Asked Questions

Is ChatGPT good enough for RFP responses?

For occasional questions, it can help. For full RFPs, it falls short: answers come one at a time, each writer's account drifts in tone, and proprietary content needs a zero-data-retention guarantee. Purpose-built RFP software answers whole workbooks from one shared, secure knowledge base.

What does zero data retention mean for RFP software?

It means the AI provider doesn't store or train on the content a company sends it. For teams handling financial, security or customer data, it's the line between being able to load proprietary documents into an AI tool and having to keep them out.

How do you tailor RFP answers to a prospect's terminology?

Give the AI the prospect's own documents and naming conventions alongside the RFP. It can then mirror their language, like what they call their employees or products, so answers read as written for that buyer instead of pulled from a template.

Can a two-person team handle enterprise RFPs with AI?

Yes, if both people draft from the same knowledge base. BrightPlan’s two-person team covers every enterprise RFP, InfoSec questionnaire, demo and POC, and uses Inventive AI to keep up as volume grows.

How does RFP software keep answers consistent across writers?

Every writer drafts from one shared knowledge hub instead of personal AI accounts, and conflicting source documents get flagged so the library holds one version of each answer.

Does AI RFP software handle follow-up question rounds?

It should, since follow-ups can matter as much as the first workbook. BrightPlan sees 10–100 per enterprise deal, and Inventive AI can draft them from the same knowledge hub as the original response.