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Old 12-07-2009, 10:00 PM   #1
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Default Presentation, memberships, and winning bids

Hi guys,

I was wondering how some of you out there go about presenting your bids/contracts. When I first started out, I would just write up a fairly simple 1 page contract and attach a separate form with some general terms. The form was always professional looking, with our company logo and contact info and whatnot.

I've gotten into the habit of doing an on site evaluation, leaving a business card with a prospective client, then forwarding a contract via email 1 or 2 days later. I never give prices on the jobsite. Do any of you find more success in hand delivering your proposals?

After losing my last business, in no small part due to working for a GC whose trades consistently destroyed our finished work and lacking a contract that limited my liability on this issue, I wrote up a whole new contract form, which now has the general description on page 1 (including any necessary detail), followed by a 2 page (legal size) 'terms' section written in 7 point font. It does a hell of a job limiting my liabilites and protecting me from other peoples damage and other misc. issues, but i'm sure it's a turn off from the customers' perspective.

I don't charge peanuts either, so i'm looking for ways to improve my competitiveness against hacks and lowballers who don't contract themselves out of liability (probably because once they're out the door you won't be able to find them again), by showing my professionalism, and "why" a customer should choose my company over another guy who wants half of what i'm bidding.

Perception is a big part of this business. Including copies of my license and insurance documents with my contracts is one idea, and i've been looking into joining the PDCA as well. Any other ideas? The more the merrier!

Thanks

Last edited by Rcon; 12-07-2009 at 10:07 PM..
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Old 12-07-2009, 11:19 PM   #2
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I use a folder with
Copy of License and Insurance
Page of testimonials
Estimate Comparison
Customer Survey with stamped envelope
Proposal
Finish Schedule
Product Info as needed

I usually don't do a contract on the first visit, it depends on the situation. I usually fax them later.

Good Timing, I plan to revamp mine, already adding Lead info, be curious to see what others have to add!
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Old 12-08-2009, 12:19 AM   #3
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my bids are generally e-mailed or hand delivered. I'm embarrassed to say, I don't use a contract. I no, I no, am working on that. A presentation folder is impressive and professional but I'm not sure if its overkill. Does that customer really read all that stuff. Again, a great idea...I just question if it's necessary. Just my opinion.
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Old 12-08-2009, 12:35 AM   #4
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That is a good point. I have my "bid bag" with more info, I don't give too much, only what is needed after talking to the customer.
I think a lot depends on the job size, yes it may be a bit much for a bathroom repaint!
Most of our jobs average 8-12k, so HOs tend to want a little more verification.
I think having a clear scope of work is probably the best thing you can have!
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Old 12-08-2009, 01:44 AM   #5
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Quote:
Originally Posted by RCP View Post
I use a folder with
Copy of License and Insurance
Page of testimonials
Estimate Comparison
Customer Survey with stamped envelope
Proposal
Finish Schedule
Product Info as needed

I usually don't do a contract on the first visit, it depends on the situation. I usually fax them later.

Good Timing, I plan to revamp mine, already adding Lead info, be curious to see what others have to add!
Thanks for linking me to the estimate comparison! I will definitley include that in my contracts from now on - great idea!!

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Old 12-08-2009, 02:53 AM   #6
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Quote:
Originally Posted by RCP View Post
I use a folder with
Copy of License and Insurance
Page of testimonials
Estimate Comparison
Customer Survey with stamped envelope
Proposal
Finish Schedule
Product Info as needed

I usually don't do a contract on the first visit, it depends on the situation. I usually fax them later.

Good Timing, I plan to revamp mine, already adding Lead info, be curious to see what others have to add!
RE: Contract
Would you wait until the estimate is accepted before you present the contract when bidding a project for a general contractor?
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Old 12-08-2009, 03:03 AM   #7
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I'm used to the contractor presenting me with a contract. I just submit prices, been thinking about makeing a package's like Chris.
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Old 12-08-2009, 09:30 AM   #8
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Quote:
Originally Posted by painting247 View Post
RE: Contract
Would you wait until the estimate is accepted before you present the contract when bidding a project for a general contractor?
Yes, many times things change between estimate/proposal and contract, especially with GCs! Some GCs have their own contracts. The GCs we do repeat work with, we do one contract on the first job and do not do one again.
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Old 12-08-2009, 11:19 AM   #9
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I can't upload our Contract because it is too big.
E-mail me if you want a copy [email protected]
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