
How Slotted Works for Consultants
From linking to a brand through award—a repeatable path for every client fulfillment search.
1. Link to the Brand
Join the client's Slotted workspace and work in their context.
The brand invites you onto their account. You switch into that brand's workspace and operate with the access you need to run the engagement—without owning a separate consultant workspace.
The brand remains the owner of the RFP and the commercial relationship.

2. Build the RFP
Structure requirements, open a data room, and invite the right providers.
Stand up a Standard RFP for open sourcing and comparison, or start a Blind RFP when neutrality and reveal control are part of the mandate.
Capture inventory, volumes, service levels, and commercial expectations once—so every provider sees the same clear brief.
- Guided intake for operational and commercial detail
- Shared data room for documents and Q&A
- Shortlist from the brand's network or Slotted directory

3. Compare with Confidence
Review proposals on a normalized basis and guide the award with clear tradeoffs.
Providers respond in structure. You facilitate Q&A and keep stakeholders aligned. Compare fully landed proposals even when each 3PL quotes in its own format.
Your judgment stays on fit—not on decoding spreadsheets.

4. Award and Hand Off
Close the search cleanly and move the brand into implementation.
Pick finalists, award on-platform, and keep the record straight. You can pay platform fees on behalf of the brand when the engagement is set up that way—ownership and economic attribution stay with the brand.
If you have rev-share agreements with providers, those economics are carried through for provider visibility on the award-fee surface—so providers see the agreed terms clearly. Brand-facing views stay focused on fulfillment and proposal economics.
Then focus on the partnership and next steps, not the paperwork.
- Award on-platform with a clean record
- Optional fee payment on behalf of the brand
- Provider-visible rev-share when your agreements apply
The Engagement at a Glance
Step 1
Link to Brand
Join the client's workspace and open the engagement.
Step 2
Build the RFP
Intake, data room, shortlist—or Blind RFP when needed.
Step 3
Compare
Normalized proposals and clear tradeoffs.
Ready to run your next client search on Slotted?
See the workflow end to end—or explore Blind RFP for confidential engagements.
