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See how a small business gets its first council bid ready.

Meet Birch Cleaning, a fictional team of six. Follow them as they gather their evidence, choose a suitable opportunity and prepare a council bid.

Birch, its buyer and its award are fictional. The product screens use a separate example account.
01 See what is missing 02 Build the essentials 03 Find the right work 04 Prepare and submit
The starting point

Birch knows how to clean. It doesn't yet look ready to a buyer.

The team has six people, private customers and a solid service. Its experience is scattered across emails, and its website says little about how the work is checked.

Inside Crown 360
Current Crown 360 workspace showing the grouped navigation and Website Analysis page. Explore the screen

Product preview using a different fictional company. Open the image to take a closer look.

Birch's first two moves

Find the gaps before a deadline does.

1
Free Gap Analysis

Birch answers plain questions about its business. It sees what it can already show and what it still needs to prepare.

2
Website Analysis

The scan finds that Birch lists its cleaning services but gives no example of its quality checks. Birch adds one to its own site.

Now Birch hasA manageable list: write up past work, gather documents and prepare the plans buyers may ask for.
What does the free assessment involve?

Birch can save its answers and return later. A detailed report is an optional separate purchase. The website scan suggests changes; Birch chooses what to publish.

Get ready to be checked

Birch turns everyday work into things a buyer can see.

The team doesn't need to invent a public-sector track record. It starts with real jobs and prepares clear, honest documents.

Past workAn office-cleaning job, written up with the customer's permission
Evidence LibraryA reference and inspection checklist, saved privately
Company introductionOne shareable pack of services and approved examples
Previous Work + Capability Packs

A useful example, ready for the next buyer.

Birch records what it did, who it helped and how it checked the result. Capability Packs bring its approved information into a short introduction.

Prepare the documents buyers often ask for.

Birch works through each one, checking that every claim and commitment is true for its business.

Current Carbon Reduction Plan builder and grouped workspace menu. See the builder
01 · Carbon Reduction Plan

Understand and reduce emissions.

Birch records fuel and energy use, then sets practical steps it can track.

Output: a working carbon plan
Current Social Value Plan builder and grouped workspace menu. See the builder
02 · Social Value Plan

Show how the work helps people.

Birch chooses local jobs and training commitments it can actually deliver.

Output: a plan with measurable actions
Current Modern Slavery Policy Builder and grouped workspace menu. See the builder
03 · Modern Slavery Policy Builder

Check how people are treated.

Birch reviews its suppliers and working practices, then prepares a policy if it needs one.

Output: a policy draft to review
Current Cyber Essentials Preparation screen and grouped workspace menu. See the builder
04 · Cyber Essentials Preparation

Work through security checks.

Birch asks its IT provider for the answers it lacks and records what still needs fixing.

Output: a security preparation checklist
Back to ReadinessBirch updates its answers and sees what still needs attention.

The plans are underway. Its insurance details still need a fresh check before it can rely on them in a bid.

This screen shows a separate example account. Its 100% figure means the questions were answered; it does not mean the business meets every buyer requirement.
Example screen · assessment answers complete
Current Readiness screen with the grouped Crown 360 menu and assessment answers complete in a separate example account. See Readiness

The builders help prepare and organise work. Cyber Essentials certification comes only from an authorised certification body.

Find a sensible opportunity

Birch looks ahead, then chooses a live contract.

Not every notice is ready to bid on. Birch separates future routes from live work, then checks whether a contract fits its team.

Future route · Frameworks + Buying Routes

A way to sell to several buyers later.

Birch finds a facilities framework. A framework is a list of suppliers a buyer may use for future purchases. Birch checks how to join and follows the next opening.

Prepare now Apply when it opens
Live opportunity · Contracts + Shortlist

Cleaning for three council libraries.

The locations fit Birch's service area. The team checks staffing, insurance, documents and the deadline against the official notice before spending time on a bid.

One contract shortlisted
Inside Crown 360

Different ways to find work, in one place.

The current Buying Routes page separates open contracts, frameworks and future plans so Birch knows what it can act on today.

Actual product screen from a separate fictional account.
Current Buying Routes page showing the grouped Find Work menu and cards for open competitions, frameworks and future plans. Explore the screen
Along the way

Birch follows the council in Buyers and watches a planned school-cleaning contract in Future Opportunities.

The live bid

Birch checks the gaps, then builds its answer.

The council's tender pack sets the rules. Bid Workspace keeps the files and draft answers together. Bid planner helps Birch assign owners and track the tasks.

1Upload the buyer's packSee the lots, dates and questions.
2Check possible gapsConfirm what Birch can meet.
3Work through actionsGather documents and finish tasks.
4Review the responseCheck every claim before use.
5Submit to the councilUse the buyer's portal and keep its receipt.
6Record the resultSave the decision and feedback.
CROWN 360TODAYCOMPLIANCEFIND WORKMANAGE BIDSBid WorkspacesBid planner
BID WORKSPACELibrary cleaning tender
Birch Cleaning · example workspace

Check one gap before you finish the bid.

The council asks for £5 million public liability cover. Birch has recorded £2 million. Ask the insurer what can be changed before the deadline.

4 of 6 actions done
Needs checkingConfirm insurance coverOwner: Birch's manager
DoneWrite the quality-check answerInspection checklist attached

Illustrative Birch example based on the current Bid Workspace flow. Buyer requirements and task progress are fictional.

Winston helps explain the buyer's words

A question Birch can actually answer.

Birch can ask Winston beside a requirement or action. The team makes the final call using its own records and the buyer's latest instructions.

The gap to resolveThe buyer asks for £5 million public liability cover. Birch's saved certificate shows £2 million.
W
Ask WinstonExample conversation for Birch
What does that insurance requirement mean for us?
Winston

The council wants cover of at least £5 million. The certificate Birch saved says £2 million. Ask your insurer whether it can be raised before the deadline. Don't answer “yes” until you can confirm it.

Real product screen: Winston open on Readiness for a separate example company
Current Crown 360 Readiness page with its grouped menu and an open Winston assistant conversation for a separate example company. See the real screen
Birch's final checks

From working draft to a decision.

Birch asks its insurer and gets a £5 million certificate before the deadline. It saves the new certificate, marks that action done and has another person check the bid's numbers and promises. The team then submits through the buyer's portal.

What happens after submission?

In this fictional story, the council awards Birch the library work. Birch records the decision and feedback, then adds a truthful case study after delivery. Crown 360 helps prepare a bid; the buyer decides the award.

Fictional resultBirch wins the library contract.
  1. SubmittedThe council's portal confirms receipt.
  2. AwardedBirch records the council's decision.
  3. Ready for next timeIt saves feedback and, after delivery, a new case study.
See the work

Open Birch's example documents.

Fictional examples of the files a business might prepare. Check and adapt anything you use for a real buyer.

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