Cushman & Wakefield, a global firm handling 500+ proposals a year across 60 countries, replaced copy-paste proposal writing with Inventive AI RFP software

70–75 marketers now draft proposals from one AI knowledge hub instead of shared Word docs and manual copy-paste.

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50–60 Projects Run in the Pilot

About 40 active users ran live projects before the wider rollout.

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8 Regional Teams and Growing

Adoption is expanding past the first cohort, with interest from other departments.

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Per-Project Pricing, Not Per Seat

Costs follow pursuit volume instead of seat count, so occasional contributors don't need paid seats.

Cushman & Wakefield and Inventive AI case study cover

For Cushman & Wakefield, a global commercial real estate leader operating in 60 countries across the Americas, EMEA and APAC, proposals are a major part of how new business is won. Its business development teams had a well-governed content library but still built every draft by hand. With Inventive AI, the team turned that library into automated first drafts. This case study is based on conversations with Erin Courtney, Americas BD and Proposal Marketing Lead, and Ariel Kearbey, Vice President, Americas Business Development & Markets Marketing.

Impact at a Glance

Cushman & Wakefield impact at a glance: Scaling Proposals Across the Globe

About Cushman & Wakefield

Cushman & Wakefield is a global commercial real estate leader operating across 60 countries in the Americas, EMEA and APAC. Its Americas Business Development and Proposal Marketing organization fields 500 to 600 complex commercial real estate pursuits each year.

The challenge: a world-class library trapped in copy-paste

The team already had an extensive, well-governed SharePoint library. It held hundreds of conflict-of-interest disclaimers, regional compliance files and global service capabilities. Getting approved answers from that library into proposals was still manual.

The team collaborated in shared Word documents until drafts reached roughly 90% completion. Proposal managers hunted down past answers, copy-pasted snippets between platforms and reconciled version conflicts across files. As volume grew, proposal content library owner Angie Timmons-Hanselka and Erin Courtney saw they needed proposal software for commercial real estate that could turn stored knowledge into automated first drafts.

"We have to go in and, literally, go into our library and copy-paste all of that stuff over. Then I just want to be able to say, okay, Inventive, here's my outline, for it to ingest that and just plug in the content. That would be the immediate low-hanging fruit of where we could gain the most time-saving."
— Erin Courtney, Americas BD and Proposal Marketing Lead, Cushman & Wakefield

Why Cushman & Wakefield chose Inventive AI over per-seat RFP software

When the team looked at alternatives, legacy vendors like Responsive came with a licensing problem. Cushman & Wakefield runs a distributed marketing model where dozens of contributors join pursuits occasionally, some leading only one regional pursuit a year. Paying for a full annual seat for each of them didn't make sense.

Inventive AI offered RFP software with project-based pricing, so costs follow pipeline activity instead of headcount.

"That was one of the biggest turnoffs for us of going to Responsive because of our setup. It just feels impossible to try to give that many user licenses out and not efficient for us because we may have one person who's running one project through the system a year, yet you're paying for a whole seat for them. So the project pricing model is what I would 100% prefer."
— Ariel Kearbey, VP, Americas Business Development & Markets Marketing, Cushman & Wakefield

The team also needed RFP software that worked with SharePoint. Through Inventive's integrations, and exports that kept corporate templates intact, with native headers, fonts and brand styles.

Response quality on real financial and compliance questions

Commercial real estate bids involve complex financial portfolios and compliance rules that differ by jurisdiction, so accuracy is non-negotiable. In live trials on new corporate balance sheets and performance figures, Inventive AI answered every benchmark question accurately and matched the narrative voice.

Grounding answers in the source library also exposed problems in it. While answering questions on recent financial disclosures, the platform surfaced older data points in the library that needed updating. Regenerated answers, such as office footprints across Americas metros, matched the team's approved standard language word for word.

How the team uses it

The Americas marketing group uses Inventive AI as RFP software for large marketing teams, across several kinds of submissions:

  • One-off knowledge agents: Marketers ask AI agents quick questions without starting a full RFP project, and get vetted answers from approved company material.
  • Targeted category tagging: Content managers tag sections so the AI draws from the right subset of SharePoint documents or web pages for specific questions.
  • Excel questionnaire handling: For detailed due-diligence questionnaires, the platform parses rows, matches content and exports finished files in their original format without breaking formulas.

Why Cushman & Wakefield prefers Inventive AI as a partner

During the initial rollout, Cushman & Wakefield ran 50 to 60 full projects through Inventive AI. Close collaboration between the two teams let the workflow keep adapting to how the marketers actually work.

With hands-on engineering support and fast turnaround on feedback, the platform is now expanding from its first cohort of about 40 users to eight regional sub-teams. Other divisions have started asking for access too.

"It's been one of the things Erin and I have been praising you for, the partnership and your willingness to take our feedback and even adjust things. We've really enjoyed that relationship. It's truly one of the biggest things I have been saying on my end on why we would prefer to partner with you guys, especially against just other companies where I feel like we will get lost in the shuffle."
— Ariel Kearbey, VP, Americas Business Development & Markets Marketing, Cushman & Wakefield

Turn a proposal library into automated first drafts with Inventive AI

Inventive AI helps marketing and BD teams respond to complex RFPs with accurate, cited answers from approved content.

Book a demo to see how Inventive AI handles proposals like Cushman & Wakefield's.

Frequently Asked Questions

Which RFP software offers project-based pricing instead of per-seat licenses?

Inventive AI offers project-based pricing with unlimited user seats. Large organizations can bring in intermittent contributors without paying for seats that sit idle most of the year.

What should commercial real estate firms look for in proposal software?

CRE proposals mix market data, financials, regional compliance language and conflict-of-interest disclaimers. Good proposal software drafts from an approved library, lets content owners point specific sections at specific sources and handles Word narratives, Excel questionnaires and procurement portals in one place.

How do proposal teams keep compliance disclaimers current across regions?

Store each region's approved disclaimers in one governed library and tag them by region and section. When the AI drafts from tagged sources, the right version lands in the right proposal, and outdated versions get flagged during drafting instead of after submission.

Does RFP software work with a SharePoint content library?

Yes. Inventive AI connects to SharePoint, and teams can label folders so specific proposal sections draw only from the approved content meant for them.

How accurate is AI on financial and compliance questions in proposals?

As accurate as its sources. AI that drafts only from verified documents can match approved language word for word, and it can surface outdated figures in those documents during drafting.

Is Inventive AI suitable for a large enterprise proposal team?

Yes. It handles Word narratives, Excel questionnaires and procurement portals for teams spread across regions, and occasional contributors don’t need their own paid seats.