Know Your Core Strengths
Take the time to identify your company’s most positive attributes, then position them as business advantages as important—or more important—than pricing alone.
Call On Your Advocates
Testimonials from past clients and high-profile industry partners can have a major impact on your bidding success—third party credibility that’s authentic and persuasive.
Elevate Your Brand
Make sure that you company is consistently represented as polished and professional; a successful image will encourage project owners to do business with you.
Centralize Your Information
Data that’s disconnected and hard to find will slow you down and contribute to bidding errors. Use a single platform to consolidate precon information.
Connect Your Teams
Successful bids are often the result of collaborative sales, estimating and project management teams. Make sure every stakeholder has easy access to relevant data.
Integrate Your Systems
Avoid delays and re-entry errors as your projects progress by connecting your precon software with accounting, project management and other back-end business systems.
Stay Out in Front
Do your research and keep up to date on the latest innovations in the industry. Clinging to yesterday’s technology won’t be enough to tip the balance in your favor on bid day.
Showcase Your Expertise
Make sure your bids include the technology solutions you use on a daily basis to prepare estimates, manage projects and run back office systems, the more integrated, the better.
Quantify the Value
Be prepared to show prospective clients how your company’s technology investments have been used in the past to save money, accelerate timelines and provide other business benefits.
Commit to the Cloud
If you have yet to put your systems in the cloud, it’s time to make the move. Then leverage the cloud platform to facilitate real-time team connection and collaboration.
Create a Mobile Culture
Smart phones and other mobile devices aren’t just a perk for your employees; they support your business interests, too. Drive mobile adoption at every level of your organization.
Sync Your Systems
Empower your precon teams with technology that syncs with smart phones and other mobile devices for real-time collaboration and decision-making.
Keep in Touch
Successful contractors are busy people; reach out on a regular basis to stay top-of-mind with owners and be remembered when it’s time to bid on the next project.
Make sure your projects get the attention they deserve from potential project owners; regular posts on social media and other platforms can help raise awareness of your experience and expertise.
Refine Your Approach
Ask for feedback on submitted proposals, then be sure to incorporate any suggestions you get in your next bid. Contractors know what they’re looking for and will work with you if you can supply it.
Review Past Proposals
Past bids—won or lost—are a treasure trove of useful information. Use historical data to gain insight and pinpoint trends based on results obtained in the past.
Create Conceptual Estimates
Use relevant information from past bids to set up quick conceptual estimates for the project at hand, the best way to sketch out the details before your proposal is formally submitted.
Automate Your Processes
With past proposals as your guide, look for opportunities to boost the productivity of your teams— and trim projected costs—with new automated workflows.
Analyze Your Strengths
Look carefully at the details of your company’s past projects; by tracking data by customer, project type, location and other key factors, you’ll make better decisions about which projects to pursue.
Avoid No-Win Proposals
Don’t assume that a low bid will make up for inexperience, lack of specialization, an insufficient workforce or other factors that will limit your ability to complete the job.
Improve Your Odds
If possible, find out how many contractors are bidding on the same project. Your chances of success against five competitors are much greater than if there are 15 or 25.