Bid pipeline for Construction

Template

With this Bid Pipeline Template, you can identify a bid opportunity for a project. Besides having the client information, you will also have the contractor information to contact them through the process and identify good proposals, if it is a hot opportunity and for inputting the lead information. Going through the phases and inputting new information will allow you to get the project and understand why you got it or not.

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Template structure

See how this template is structured. Remember, this is just an example – you can always customize it.

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  1. Project name
  2. Project address
  3. Client name
  4. Client email
  5. Contractor name
  6. Contractor’s point of contact
  7. Contact’s email
  8. Contact’s phone
  9. Bid value
  10. Vendor
  11. Bid submission deadline
  12. Priority level

Prospect

  1. Company size
    • Small
    • Medium
    • Large
  2. Lead information

Discovery

  1. First contact date
  2. Project requirements
  3. How hot is the opportunity?
    • Hot
    • Warm
    • Cold

Submission

  1. Expected closing date
  2. Attach proposal
  3. Proposal submission date
  4. Proposal main info

Negotiation

  1. Final bid value
  2. Final outcome
    • Won
    • Lost
  3. Outcome analysis/reason
  4. Bid submission date
  5. Attachments

Bid won

Done

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