Sales process

  • Receive Sales leads from ConstructConnect, Events attended, Lead Sources (Architects, Real Estate Brokers, Referrals, Etc.)

  • Collect Preliminary project details from lead to prequalify it

  • Set Project up in Sage

  • Make introductory call & send introductory email with marketing brochure

  • Have Initial meeting with prospect to discuss their project

    • Meet the client in person, over Teams, or at the Project site

    • Understand the client’s vision, needs, and wants for project

    • Solicit Preconstruction agreement opportunities based on client’s current status of project

  • Have Qualification meeting to ensure the project as one we want to bid based on qualifications checklist in Sage

    • Fully understand client’s goals for projects

    • Get agreement for us to bid project (RFP)

    • Alert each department of new project in estimating

  • Client sends all project documentation

  • Full introduction meeting with Estimating/Preconstruction

    • All details based on client conversations

    • Review documentation

  • Estimating sets up project in Sage & sends out ITB,

  • Sends first round of RFIs to Biz Dev based on their own review

  • After receiving subcontractor Bids/RFIs, estimating sends second round of RFIs to Biz Dev

  • Have Bid Package review between Biz Dev & Estimating

    • SOV, Clarifications, Exclusions, Inclusions, Marketing

  • Have ELITE Principal bid review meeting and approval

  • Proposal Submission to client

  • Have Review meeting the following week with client

  • Track proposal with client after bid submission until project awarded or lost

  • If lost, determine why exactly. Was it just price check? Get feedback

  • Have Closing meeting with client & team

    Meetings with Client/Prospect:

    Initial

    Qualification

    Discovery

    Review

    Closing