Proposal Creation & Submission for Site Preparation
This Proposal Creation & Submission workflow helps site preparation contractors evaluate and present project bids clearly and consistently. It includes documenting site size, excavation requirements, soil conditions, equipment needs, and scheduling. By standardizing these proposals, contractors improve accuracy, reduce miscommunication, and create a professional client experience. The process allows sales teams to work more efficiently and respond quickly to inquiries. Clients benefit from clear communication and transparent pricing. For contractors, the system increases close rates, protects margins, and strengthens credibility. With this process in place, site prep companies can build trust, win more projects, and grow their business effectively.
Review lead information and project scope
Confirm any missing details with the client (budget, timeline, special requirements)
Gather material and labor cost estimates
Identify any subcontractor or vendor pricing needed
Draft the proposal document (scope of work, pricing, terms)
Include any required licenses, insurance, or company credentials
Add timeline estimates and payment schedule
Double-check numbers, scope, and formatting for accuracy
Have proposal internally reviewed, if needed
Send proposal to client (email, portal, or in-person delivery)
Confirm client received and understood the proposal
Track status (sent, reviewed, accepted, declined)
Follow up within a set timeframe if no response
Update CRM or tracking system with proposal outcome
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