Inquiry-to-estimate preparation
Collect the agreed minimum job details so the estimator can decide whether and how to quote.
Industries / Construction and specialty contractors
Your 30-day revenue sprint
Win more projects. Turn estimates into signed work.
Capture job details, get estimates ready and follow up on approved quotes while your estimators focus on the work worth winning.
Your first revenue workflow.
Live in 30 days.Connected to your tools. Measured against agreed targets.30 days from agreed scope and ready access.
Live in 30 days.Connected to your tools. Measured against agreed targets.30 days from agreed scope and ready access.
A 30-day revenue sprint.
Complete scope information and timely estimator follow-up can help suitable inquiries become approved estimates and signed work.
The commercial opportunity
Make the next step
worth more.
Estimate follow-up
Prepare specific follow-up around an approved estimate and stop obsolete tasks when the customer replies or declines.
Project-document coordination
Route RFIs, change requests and supporting documents to the person who can authorize a scope or commercial change.
A workflow for construction and specialty contractors
A project inquiry with a missing site detail
Explore an illustrative path from the first signal to a decision your team can act on.
Step 1 of 4
Build a coherent inquiry
Keep the requested work, site reference, supplied plans and stated timing together without inventing dimensions or scope.
Step 2 of 4
Request the missing detail
Prepare the access or specification question that blocks an estimate and show the customer’s actual reply in context.
Step 3 of 4
Return pricing to the estimator
Hand over the complete request and exceptions for site review, feasibility, pricing and scope approval.
Step 4 of 4
Follow the approved estimate
Track the customer’s response, agreed next action and signed-work status; changed scope returns for a revised estimate.
Your estimator or project lead retains site assessment, safety, feasibility, pricing, scope and contract approval.
From scope to evidence
Your first
30 days.
We agree on one workflow, the access it needs and a commercial target before the sprint begins.
- Days 1–7
Pick one inquiry-to-estimate route and baseline quote-ready requests and signed jobs.
- Days 8–14
Connect the agreed intake, plan references and estimator ownership.
- Days 15–21
Trial approved inquiries with missing-detail and changed-scope branches.
- Days 22–30
Review quote-ready opportunities, accepted estimates, signed contract value and revenue earned during the period against the starting baseline.
Put your numbers behind it
What could
one better workflow
be worth?
Model the opportunity using your assumptions. Then take a concrete 30-day brief into a conversation with us.
- Suitable inquiries ready for estimating
- Approved estimates accepted by customers
- Revenue from signed work, with margin reviewed separately
A scenario for additional gross revenue, before delivery costs and automation fees. Booked, invoiced and collected revenue should be tracked separately. Some sales cycles extend beyond 30 days.
Before we start
A clear scope.
A useful first month.
Can this price a project from a short inquiry?
It can organize the supplied scope and missing questions. Your estimator decides the survey, quantities, exclusions and price before an estimate is released.
Can we start with document-heavy commercial work?
Yes. The first scope can focus on one RFI, change-order or document handoff, with the authorized project owner approving any scope or cost change.
What does the 30-day commitment mean?
We commit to launching one agreed, revenue-focused workflow within 30 days once scope, access and responsibilities are ready. The result is a working workflow connected to your tools, a starting baseline and clear performance measures. We track the commercial outcomes with you; demand, capacity, conversion and sales-cycle timing determine actual revenue. Scope, pricing and commercial terms are agreed before work starts.
One workflow. A commercial goal. A team to keep it running.