The Commercial Flooring Bid Playbook

The steps

1. 1

   Step 1: Get prequalified

   Build the packet every GC checks before they invite you, from a complete sample.

   1. Build your prequalification packet2 min
2. 2

   Step 2: Get on the networks

   Sign up where invitations are sent, and know the prequalification systems GCs use.

   1. Sign up where invitations are sent4 min
3. 3

   Step 3: Get on bid lists

   Build the longest list of GCs you can and send each one your packet.

   1. Get on every GC's bid list2 min
4. 4

   Step 4: Capture every invitation

   Every invitation in one list, every client on the same bid.

   1. Capture every invitation to bid1 min
5. 5

   Step 5: Get the documents

   Plans and specs from the plan room.

   1. Get the plans and specs1 min
6. 6

   Step 6: Take off the job

   Takeoff software and the quantity summary you price from.

   1. Do the takeoff1 min
7. 7

   Step 7: Price and propose

   Takeoff to priced proposals for every client — try the proposal builder.

   1. Price it and send a proposal to every client1 min
8. 8

   Step 8: Follow up and win

   Follow up with each client and record the result.

   1. Follow up and win the job1 min
9. 9

   Step 9: Start the job

   The COI, subcontract and submittals your client will ask for.

   1. Won it: send the COI and submittals1 min
10. 10

    Step 10: Bill and get paid

    Pay apps and retainage by the cut-off — try the pay app builder.

    1. Bill on time: pay apps and retainage1 min