SOP Templates > Site Preparation > Sales > Proposal Creation & Submission

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