Pre-engage upcoming contracts before procurement.

February 25, 2026

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5 minutes

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Overview

This episode of Stotles University walks you through the full workflow for finding an upcoming contract expiry on Stotles, identifying the right contact at the buying organisation, and starting your pre-engagement outreach. It begins by showing how to filter expiring contracts by date range, sector, and signal score to build a focused shortlist of opportunities worth pursuing.

From there, you will see how to save an opportunity, find and attach senior decision-maker contacts, and review the buyer profile for competitor intel and renewal likelihood before reaching out. Finally, the video demonstrates the built-in outreach builder, which uses AI to generate tailored emails you can customise by tone and objective, helping you move from research to first contact without leaving the platform.

Key takeaways

Filter expiring contracts by date range (e.g. 3 months to 2 years out), sector, and signal score to quickly surface the most relevant opportunities.

Save promising contracts as opportunities and attach senior decision-maker contacts to build a "digital scrapbook" you can later push into your CRM.

Use the buyer profile to check competitor presence, renewal likelihood, and other expiring contracts before you reach out.

The built-in outreach builder generates tailored pre-engagement emails with adjustable tone and objective, so you can go from research to first contact in one sitting.

Suppliers who pre-engage with buyers before a contract goes to market consistently see the highest win rates.