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PTL 7.0 Bid Preparation and Submittal
Checklist
Dialog
Forms
Marketing
Training
Tutorial
PTL
list
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Dialog:
01) Is this what you want?
Verify that we are making the correct takeoffs, and not forgetting anything, or adding anything they don’t want
02) Have you thought of this?
Helping the customer consider possible cast stone uses they may not have considered
03) Can we help you cut your costs?
Point out to the customer where they can reduce their costs and get the most cast stone for their dollar.
04) What is most important to you?
Ask the customer which is most important to them, time, cost, or quality.
05) Bid Follow-up
Calling the customer to check up with the bid we just submitted to them
06) Design Consultation
Telling the customer how we can help them design their project
07) Unrealistic Deadlines
Talking to the customer about getting stone to them in an unreasonable timeframe