Journey Hub

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What is a Journey?

A Journey is created when you decide to bid on an opportunity. It helps you stay focused by tracking everything from your initial assessment to final submission. Think of it as your personal project management space for each bid.

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Journey Benefits

• Stay Organized: Keep all bid-related information in one place
• Track Progress: Monitor your progress through different stages
• Collaborate: Work with your team on specific opportunities
• Meet Deadlines: Never miss important dates with task management
• Generate Proposals: Create tailored proposals directly within your journey

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Getting Started

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Creating Your First Journey

There are two ways to start a journey:

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1. From Search Results

When you find an opportunity you want to pursue:

1. Click on the opportunity to view its details
2. Click the “Start Journey” button
3. Your journey will be created automatically with the opportunity details

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2. From Journey Hub

Create a journey manually:

1. Go to the Journey Hub tab
2. Click “New Journey”
3. Fill in the details:
   • Title: Name your journey
   • Description: Add notes about the opportunity
   • Status: Choose initial status (usually “Assessment”)
   • Due Date: Set the response deadline

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Journey Statuses

Your journey progresses through different stages:

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Journey Management

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Kanban Board View

The default view shows your journeys organized in a Kanban board format, making it easy to see the status of all your opportunities at a glance. Features:

• Drag & Drop: Move journeys between status columns
• Quick Actions: Access journey details, tasks, and proposals
• Visual Progress: See where each opportunity stands
• Filtering: Filter by opportunity type or due date

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Calendar View

Switch to calendar view to see all your deadlines and important dates in one place. Benefits:

• Deadline Tracking: Never miss a response deadline
• Time Management: Plan your work schedule effectively
• Team Coordination: Share important dates with your team
• Visual Planning: See your workload across different time periods

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Journey Features

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Tasks Management

Break down your work into manageable tasks with deadlines and progress tracking. Task Features:

• Create Tasks: Add specific action items for your journey
• Set Deadlines: Assign due dates to keep on track
• Track Progress: Mark tasks as complete
• Add Notes: Include additional context and requirements
• Priority Levels: Mark high-priority tasks

Common Task Types:

• Review RFP requirements
• Gather company documentation
• Contact references
• Prepare technical approach
• Review pricing strategy
• Submit bid package

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AI Chat Assistant

Chat with SamSearch AI directly within your journey to get help with:

• RFP Analysis: Understand complex requirements
• Technical Questions: Get clarification on specifications
• Best Practices: Learn from industry expertise
• Documentation Help: Understand what documents you need

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Proposal Generation

Generate tailored proposals directly within your journey:

1. Upload Documents: Add RFP and supporting materials
2. AI Analysis: Let SamSearch analyze the requirements
3. Generate Outline: Create a structured proposal outline
4. Customize Content: Tailor the proposal to your business
5. Export: Download your final proposal

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Document Management

Keep all your bid-related documents organized:

• RFP Documents: Store the original opportunity documents
• Company Materials: Keep relevant company information
• Draft Proposals: Track different versions of your proposal
• Supporting Documents: Store certificates, licenses, and references

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Journey Types

Journey Hub supports all the opportunity types available in search:

• Federal Contracts 🏛️
• SLED Opportunities 🏙️
• Forecasts 🔮
• Subcontracting 💼
• Grants 💰
• SBIR/STTR 🚀
• DIBBS 📦
• Upload 📤 (for manually created opportunities)

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Best Practices

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Journey Organization

1. Use Clear Titles: Make it easy to identify opportunities
2. Set Realistic Deadlines: Account for review and revision time
3. Break Down Work: Create specific, actionable tasks
4. Regular Updates: Keep status and progress current
5. Team Communication: Use notes to keep everyone informed

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Task Management

1. Start Early: Begin working as soon as you create the journey
2. Prioritize: Focus on high-impact, time-sensitive tasks first
3. Regular Reviews: Check progress daily or weekly
4. Document Decisions: Keep notes on key decisions and rationale
5. Learn & Improve: Review completed journeys for lessons learned

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Collaboration

1. Assign Responsibilities: Clearly define who does what
2. Share Updates: Keep the team informed of progress
3. Coordinate Deadlines: Ensure dependencies are met
4. Review Together: Schedule regular team reviews
5. Celebrate Wins: Acknowledge successful completions

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Getting Help

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Journey Hub Support

If you need help with Journey Hub:

1. Check the Help Button: Click the help icon for guided tours
2. Review Documentation: Refer to this guide for detailed information
3. Contact Support: Reach out to our support team
4. Watch Tutorials: Access video guides and demonstrations

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Tips for Success

• Start Small: Begin with one or two journeys to get familiar
• Be Consistent: Use the same approach across all opportunities
• Regular Maintenance: Update statuses and progress regularly
• Learn from Experience: Each journey teaches you something new
• Stay Organized: Keep your workspace clean and organized

Journey Hub is designed to make your bidding process more efficient and successful. Take advantage of all the features to stay organized, meet deadlines, and win more contracts!