Illustrative example, not a specific client.
Two estimators and an owner who still babysits the big bids. The proposal goes out as a PDF. After that, follow-up is whoever remembers. The GC awards the job to the sub who called back.
30 days. New quotes land on the board the day they are sent. The day-2 and day-7 touches run on those new bids only. Old Sent mail is not backfilled.
60 days. The board is the Monday meeting. Quiet GCs are visible, decision dates are on the card, and a reply pulls the quote out of the sequence so nobody gets a nudge after they already said no.
No. A reply, an award, or a loss closes that quote the same day. The next touch does not go out.
It stays with the owner. The board is for quotes that currently get nothing after they are sent.
Yes. The sequence starts after the PDF goes out. Takeoff, pricing, and alternates stay with the estimator.
Bring the process that is costing you the most time. We’ll tell you whether it looks like a systems problem, a process problem, or something you should not automate.
If we're not the right fix, we'll say so on the call and point you somewhere better.