Create a verified, normalized project and tender pipeline without double counting
ENERGY STORAGE / INTELLIGENCE 03PTM-001 — PTM-020
Standalone digital toolkit · Available now
Build a verified opportunity pipeline—without double counting headlines as projects.
Projects, Tenders & Market Sizing
Convert fragmented project announcements and tender documents into normalized records, duplicate reviews, bid/no-bid checks and reconciled top-down and bottom-up market sizing. See what is announced, what is executable and what is still only an assumption.
Bilingual complete toolkit · English + Simplified Chinese
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A standalone demonstration in English and Chinese, with a fictional worked example.
Positioning
Build a verified opportunity pipeline—without double counting headlines as projects.
Convert fragmented project announcements and tender documents into normalized records, duplicate reviews, bid/no-bid checks and reconciled top-down and bottom-up market sizing. See what is announced, what is executable and what is still only an assumption.
What customers receive
- 20 specialist, source-aware AI prompt cards in English
- The corresponding 20-card Simplified Chinese edition
- An editable English Excel/Google Sheets analysis toolkit
- A corresponding Simplified Chinese analysis toolkit
- Import-ready English and Chinese Notion/CSV intelligence databases
- An English data and intelligence workflow SOP
- A corresponding Simplified Chinese workflow SOP
- A fully worked illustrative example in English and Simplified Chinese
- A standalone quality review checklist in English and Simplified Chinese
- START_HERE, license and version documentation
What makes this a toolkit
The prompt cards define the research task and evidence rules. The editable workbooks, intelligence databases, workflow SOPs, worked examples and independent quality checks turn AI output into a repeatable, reviewable research process.
Quality improvements: adds guarded percentage inputs, automatic range checks and corrected market-sizing logic, with both language workbooks, databases, examples and PDFs recalculated and visually reviewed.
What you can build
From research task to reviewable decision.
Extract bid requirements, eligibility gaps and commercial risks into a bid/no-bid view
Reconcile top-down forecasts with bottom-up project evidence and confidence scenarios
Complete card directory
PTM-001 — PTM-020
Project Discovery Search Plan
Project Record Extraction
Developer, Owner & Supplier Role Resolution
Duplicate & Project-Phase Resolution
Project Status Verification
MW, MWh & Duration Normalization
Technology & Use-Case Classification
Milestone & Schedule Reconstruction
Project Contract & Supplier Map
Pipeline Confidence & Probability Scenarios
Tender Discovery & Procurement Calendar
Tender Requirement Extraction
Bid Eligibility & Capability Gap
Tender Commercial & Contract Risk
Bid/No-Bid Decision Memo
Top-Down Market Sizing
Bottom-Up Market Sizing
Forecast Driver & Assumption Audit
Project & Tender Opportunity Prioritization
Market Outlook & Sizing Reconciliation
What PTM-001 to PTM-020 cover
Most pipeline numbers in this market are wrong in the same two ways: the same project counted twice, and announced capacity added to contracted capacity. Ten of these cards exist to prevent that.
Building a verified pipeline (PTM-001 to PTM-010) runs the project discovery search plan, extracts project records, resolves who is developer, owner and supplier, removes duplicates and separates project phases, verifies status, normalises MW, MWh and duration, classifies technology and use case, reconstructs milestones and schedule, maps contracts and suppliers, and scores pipeline confidence with probability scenarios.
Tenders (PTM-011 to PTM-015) builds the procurement calendar, extracts tender requirements, tests bid eligibility and capability gaps, assesses commercial and contract risk, and produces a bid or no-bid memo.
Sizing and prioritisation (PTM-016 to PTM-020) sizes the market top-down and bottom-up as two independent exercises, audits the forecast drivers and assumptions, prioritises project and tender opportunities, and reconciles the outlook against the sizing. The gap between the two estimates is treated as information about uncertainty, not as an error to be smoothed away.
Questions about this toolkit
Does this include a project or tender database?
It includes the method and the record structure for building and maintaining one — the prompt cards, an analysis workbook, a Notion and CSV database template and a workflow SOP. It does not include a pre-filled dataset, which would begin going stale on the day of purchase.
Why keep announced and contracted capacity separate?
Because a large share of announced storage capacity never reaches contract. Adding the two together produces a market size that is directionally right and commercially useless. PTM-004, PTM-005 and PTM-010 keep project phases, verified status and confidence in separate columns.
How is market size triangulated?
From two independent bases. PTM-016 builds a top-down estimate and PTM-017 a bottom-up one from verified projects; PTM-020 reconciles them and reports the spread. PTM-018 audits the drivers behind each, so a reviewer can see which assumption moves the number.
Who it is for
- Energy-storage market intelligence and strategy teams
- International business development and overseas sales
- Developers, EPCs, system integrators and equipment suppliers
- Energy consultants, analysts and founder-led storage businesses
Important limitations
The toolkit does not include live or proprietary market data, third-party subscriptions, hosted automations, done-for-you research or consulting. AI output must be verified by the user. This is not legal, regulatory, engineering, tax, financial or investment advice.
License
Licensed to one named purchaser for internal business use. Resale, public sharing, relicensing and repackaging are prohibited.
Instant digital delivery
After successful payment, the completed download package and receipt are delivered automatically through the checkout provider. No seller customization or manual fulfilment is required.
Frequently asked questions
Before you purchase.
Is this a completed digital product?+
Yes. The listed files already exist and are delivered automatically after successful payment. The purchase does not include consulting, customization or commissioned research.
Does it include current proprietary market data?+
No. It provides the research system, prompts, workbooks, database structures, SOPs, examples and quality checks. Buyers supply and verify current source material.
Are English and Simplified Chinese both included?+
Yes. Both language editions are included in the same US$99.99 one-time purchase.
Can AI output be used without human verification?+
No. The toolkit is designed around evidence controls and human review. Outputs must be checked against reliable original sources before business use.
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