Proposal Creation & Submission for Masonry
This Proposal Creation & Submission workflow provides masonry contractors with a reliable way to prepare detailed, professional bids. It covers documenting scope, material requirements, labor hours, and timelines, then packaging them into a clear, consistent format. By following this process, contractors reduce errors, improve client communication, and present a professional image. Clients appreciate transparency and accuracy, while sales teams gain efficiency and stronger conversion rates. Standardized proposals also help masonry businesses set realistic expectations and avoid disputes later. With this system in place, contractors can protect profitability, strengthen credibility, and grow their business by consistently winning more projects.
1Review lead information and project scope——Add yours
Most tasks do not need a long instruction. Add your company’s how-to in Subtrak only when the step needs one.
2Confirm any missing details with the client (budget, timeline, special requirements)——Add yours
Most tasks do not need a long instruction. Add your company’s how-to in Subtrak only when the step needs one.
3Gather material and labor cost estimates——Add yours
Most tasks do not need a long instruction. Add your company’s how-to in Subtrak only when the step needs one.
4Identify any subcontractor or vendor pricing needed——Add yours
Most tasks do not need a long instruction. Add your company’s how-to in Subtrak only when the step needs one.
5Draft the proposal document (scope of work, pricing, terms)——Add yours
Most tasks do not need a long instruction. Add your company’s how-to in Subtrak only when the step needs one.
6Include any required licenses, insurance, or company credentials——Add yours
Most tasks do not need a long instruction. Add your company’s how-to in Subtrak only when the step needs one.
7Add timeline estimates and payment schedule——Add yours
Most tasks do not need a long instruction. Add your company’s how-to in Subtrak only when the step needs one.
8Double-check numbers, scope, and formatting for accuracy——Add yours
Most tasks do not need a long instruction. Add your company’s how-to in Subtrak only when the step needs one.
9Have proposal internally reviewed, if needed——Add yours
Most tasks do not need a long instruction. Add your company’s how-to in Subtrak only when the step needs one.
10Send proposal to client (email, portal, or in-person delivery)——Add yours
Most tasks do not need a long instruction. Add your company’s how-to in Subtrak only when the step needs one.
11Confirm client received and understood the proposal——Add yours
Most tasks do not need a long instruction. Add your company’s how-to in Subtrak only when the step needs one.
12Track status (sent, reviewed, accepted, declined)——Add yours
Most tasks do not need a long instruction. Add your company’s how-to in Subtrak only when the step needs one.
13Follow up within a set timeframe if no response——Add yours
Most tasks do not need a long instruction. Add your company’s how-to in Subtrak only when the step needs one.
14Update CRM or tracking system with proposal outcome——Add yours
Most tasks do not need a long instruction. Add your company’s how-to in Subtrak only when the step needs one.
You found the SOP
Now make sure it actually gets done.
14 tasks is the easy part. The hard part is that six months from now the project still has to run this way when you are not the one watching.
Book a free strategy session
Founder of Subtrak · Twenty years in commercial roofing operations
“One session and this template becomes how your company actually does the work, with a name and a date on every step.”
Every project runs your way. And you can see that it did.
Put a name and a date on every step, and the crew gets a reminder when their part comes up.
Book a free strategy session