Ad Hoc Reports are the most powerful (and overlooked) tool on the platform. Our live training is built for Federal contractors and business developers who are ready to stop guessing and start gathering strategic insights. In just one session, you’ll build and start using your own custom reports and data. You’ll see who buys what you sell, who they buy it from, how often…and a whole lot more. No technical background required—just bring your curiosity and your Federal growth goals.
Program Overview
SAM.gov Ad Hoc Training takes a comprehensive look at how your company can free public source data on Federal contracts to focus, prospect, and win in the Federal marketplace.
You’ll have the sources, skills, and tools to answer the 5 most common questions successful companies ask, including:
- Who buys what we do in the Federal market?
- How do they buy and which contract vehicles do we need?
- Which agencies should I focus on to win business most easily?
- Where can I see potential recompetes based on current contracts?
- Which partners should I approach for teaming and Mentor-Protege?
Program Deliverables
Your whole team is invited to a four-hour private live online training on easy (and often-overlooked) ways to tap the free public source competitive intelligence in SAM.gov. You’ll get recommendations on a proven structure for your queries, step-by-step guidance on how to build your own custom query inside SAM.gov Ad Hoc Reports. You’ll practice formatting the export files to get them ready for analysis, and do simple data filtering. Finally, you’ll follow along, hands-on, as you work with your own data to create powerful tables and high-impact charts that reveal opportunities hidden in plain sight. And you get a session recording to keep for your team.
Optimize Use of SAM.gov Contract Opportunities
- Remove standard filters to reveal the points of contact for your sales team
- Customize opportunity searches that fit your company best
- Track your high-priority opportunities, primes, competitors, and buyers
- Set up free automatic notifications (and save tens of thousands of dollars)
- Learn how to export and read data to quickly identify new opportunities
Customize Your SAM.gov Contract Data – Ad Hoc Reports
- Discover the most important 8 questions you need to ask
- Learn the 65 data fields that answer those questions
- Explore how to use Keywords (& NAICS Codes) to get the data you need
- Set up your Ad Hoc Query to pull that data for you
- Export your files for analysis
- Troubleshoot when things go sideways
Work With Your Data
- Practice formatting your exported data files to get them ready for analysis
- Do simple data filtering to see demand clusters and isolate leads
- De-mystify and easily create pivot tables that reveal purchasing patterns
- Add high-impact charts if you want them
- See the role GSA Schedules play in your niche
- Analyse acquisition methods, high-potential partners, and set-asides
- See any competitor’s full Federal prime contract footprint
Who Should Participate?
The companies who benefit most from this session want to grow their Federal business – through better focus to increase win rates, and cost-effective sales and marketing to boost profits on those wins.
Attendees are typically those responsible for sales, business development, and capture—including CEOs, CGOs, and all BD roles. The session is open for your whole team.
This program is also ideal for business counselor teams like APEX Accelerators and Small Business Development Centers (SBDC’s), with options to include territory-wide clientele as participants.
Why Choose This Program?
- Expert training and insight: with Judy Bradt, nationally-renowned expert with over 37 years’ experience in the Federal market
- Full team engagement: Live, private, practical, hands-on experience
- Proven value: for the whole team, from Federal market novices to senior sales executives and company owners
- Immediate skill-building: get practice converting Federal contract data into actionable intelligence in real time.
- Emphasis on self-sufficiency: proven tools and techniques you can continue to use, without expensive ongoing data subscriptions.
What Past Clients Have to Say
Discover why they say, “Absolutely do it.” and “Judy is super easy to work with, and delivered a very high quality program that was just what we needed.” Expect direction, clarity, insights, confidence, validation, and discovery.
Here is what past clients have to say about their experience with the Summit Insight SAM.gov Ad Hoc Training.