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PTL 7.1 Pre-Bid Consultation


Goal:

• To verify all information the customer has given us to be sure the bid is correct the first time, if possible.

Outline:

PTL 7.0 Bid Preparation and Submittal
         
7.1 Pre-Bid Consultation
             7.1.1 Provide Job References
          7.2 Prepare Bid (Sales Call)
          7.3 Other Bid Contacts
          7.4 Submit Bid
          7.5 Bid Submittal Follow-Up
          7.6 Submit Rebid
          7.7 Rebid Submittal Follow-Up

Details:

Intent:
    To get the input from the customer on exactly what he needs.

Benefit:
    By knowing what the customer needs, we don’t go off on tangents doing things the customer never asked us or intended us to do. It gives us an opportunity to make suggestions to help them by going over some of their intentions first. By understanding what their intent is we can better address the concerns.

Examples:
    More clearly identify and understand the leeway you have with the plans; you might also give intentions that are not even mentioned on the plans. Gives you an opportunity to better qualify the customer as well as the job in terms of likes/dislikes in the direction they might want to take. Another example may be identifying other factors that are relevant to the decision-maker. For example, you may be able to identify the mason early on and include him in the weekly communications. Overall, a pre-bid consultation will make the process more efficient for everyone.

Definition
    What we are trying to do is get a project manager internally talking to all the officers of a project (decision makers/estimators) making sure all are on the same page. The conversation between the customer and the office.