Course outline
Get prequalified with your clients
Before a client invites you to bid, it wants to know you're qualified: company info, safety record, insurance, and references. Don't wait for each client's form — send one complete packet up front. Most will add you to their list without asking for more.
By the IntelBid team
After this lesson you can
- Know what goes in a prequalification packet
- Send it before your clients ask
What goes in the packet
- Prequalification statement — company info, scopes, safety (EMR), insurance limits, bonding, references
- W9
- Certificate of insurance
- Safety program, licenses, and a bonding letter if you have one
Here's what a finished statement looks like, built from sample company info:
A sample prequalification packet
SampleSample Flooring Co.
- Scopes
- Resilient flooring, carpet tile, polished concrete, resinous flooring
- EMR
- 0.85
- General liability
- $1,000,000 each occurrence / $2,000,000 aggregate
- Bonding
- $2,000,000 single / $5,000,000 aggregate
In the packet
- Prequalification statement
- W9
- Certificate of insurance
- Safety program
- Bonding letter
The email each client gets
Subject: Prequalification packet — Sample Flooring Co.
The same layout IntelBid generates from your company profile.
In IntelBid, your profile builds the statement and one click drafts this email to every client you pick, packet attached. Start your free trial
More detail: bonds, insurance and prequalification.
One packet, sent to every client at once
Fill in your company profile once and IntelBid generates your prequalification statement. Keep your W9, COI and other documents in your packet, select clients, and IntelBid drafts an email to each one with the packet attached — you review and send. Each client shows whether it's sent, waiting or complete, and what's about to expire.
Start your free trialEvery trial starts with a sample project loaded, so you can try this before connecting anything.
About IntelBid Learn. The IntelBid team builds bid management software for commercial flooring subcontractors. These lessons come from the bid desk: how commercial flooring work is priced, won and paid for.