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PTL 7.3 Other Bid Contacts


Goal:

• To be sure all of the customers wants and needs are addressed.

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:
    Figure out who all the players are that are going to be involved in the project and make sure we do our best of getting the proper communication with each of them.

Benefit:
    Have people on the project pulling for us in our absence because they can see the ease of working with us.

Examples:
    “Could you tell me the mason? I want to make sure this is an acceptable approach for him or if he has another idea. Also, I’d like to take into consideration the size of his equipment so this will work properly for him.”

Definition
    The person competing for the project at all levels.