Bid-and-win cycle
Project inquiries that must be qualified, walked, priced and chased through weeks of decisions, permits and competing bids.
Industries · Home Services
Qualify Project Leads Before the First Site Visit
GC work rewards timely response and disciplined follow-up. For enquiries that reach a connected channel during configured coverage, the workflow can screen scope and budget, request a walkthrough and support bid follow-up.
Illustrative example — hypothetical conversation, not a client transcript or result. Names, times, budgets and offer details are fictional placeholders.
Thanks for contacting Hartwell Construction. What kind of project is this — new build, addition, or a commercial fit-out?
Commercial fit-out. We are opening a second location.
Great. What is the approximate square footage, and do you have drawings or is this still at concept stage?
About 2,400 sq ft. We have architectural drawings.
Good — drawings help us bid accurately. What is your target start date and budget range for the build-out?
We would like to start in about 6 weeks. Budget is around 300 to 380 thousand.
That fits our commercial process. I can book a site walkthrough with an estimator this week. Who is the best contact and what is the address?
Dana Pierce, 1180 Industrial Pkwy, 555-0163.
Booked: site walkthrough Thursday at 10:00 AM, 1180 Industrial Pkwy. You will receive a confirmation and a document checklist.
Industry context
How GC work actually comes in
General contracting is a referral and relationship business with a long bid cycle and high-value projects.
Residential & commercial mix
Custom homes, additions and renovations alongside commercial fit-outs and tenant improvements.
Referral networks
Architects, designers, developers, property managers and past clients who send the best-fit projects.
A GC can spend estimating time on projects that do not fit the budget or timeline. A qualified inquiry can also wait for a callback.
Praktivo screens inquiries against your fit rules, books the walkthrough and keeps bids and change orders moving through months of decisions.
New buildsAdditionsRenovationsCommercial fit-outsTenant improvementsBidsChange ordersPermitsSchedulingPunch list
Where leads are being lost
Where GC leads are being lost
Bad-fit bids waste your estimator; good leads lost to slow replies waste everything.
Common leaks in general contractors businesses
- Project inquiries waiting for a first response.
- Estimating hours spent on projects with no real budget.
- Bids submitted and then never followed up.
- Referral introductions that did not get a fast personal touch.
- Past clients never re-contacted for the next project.
- Change orders and RFIs buried in email threads.
Illustrative example — hypothetical timeline, not a client result
- Week 1Strong project inquiry arrives; response takes three days
- Week 2Walkthrough and estimate completed
- Week 3Bid submitted; no follow-up scheduled
- Week 6Owner signs with a GC who stayed in touch weekly
- ResultEstimating hours spent, project lost to follow-through
AI qualification agent
Screen the project before it reaches the estimator
The agent captures scope, square footage, drawings, timeline and budget, then books only the walkthroughs that fit.
What the agent does on the call
- Configured response goals apply to supported form, chat and message channels during agreed coverage hours after provider and routing setup; this is not a response-time guarantee.
- Identifies project type: residential, commercial or TI.
- Captures square footage, drawings status, timeline and budget range.
Configured target: response and availability goals apply once your channels and calendar are connected; this is not a service-level guarantee.
- Books qualified site walkthroughs and sends a document checklist.
- Borderline projects can be queued for team review through configured handoff rules.
- Follows up on submitted bids through long decision cycles.
- Re-contacts past clients and referral partners at the right moments.
Illustrative example — hypothetical inquiry-to-walkthrough timeline
- 8:47 AMCommercial fit-out inquiry received
- 8:50 AMQualified: 2,400 sq ft, drawings ready, 300–380k, start in 6 weeks
- 8:50 AMSite walkthrough booked for Thursday 10:00 AM
- 8:51 AMLead created with source = Google Ads / “commercial contractor”
- Day beforeWalkthrough reminder and document checklist sent
- Post-walkthroughBid follow-up cadence starts automatically
Illustrative example
Illustrative example of the inquiries the agent qualifies for a general contractor. Scope questions, budget bands and fit rules come from you.
What the AI handles end-to-end
What the AI handles end-to-end
Protect estimating capacity and keep long cycles moving.
Configured response target
Response goals are set for connected channels and your agreed opening hours.
Configured target: response and availability goals apply once your channels and calendar are connected; this is not a service-level guarantee.
Project qualification
Scope, square footage, drawings, timeline and budget captured consistently.
Walkthrough scheduling
Books qualified site visits with reminders and checklists.
Bid follow-up
Supports approved follow-up through longer bid decision cycles.
Sub & vendor follow-up
Reminds subs and vendors on quotes and document deadlines.
Client onboarding
Collects documents, insurance and signatures after a project is won.
Old-lead reactivation
Revisits past inquiries that went quiet and re-qualifies them.
Past-client outreach
Re-contacts completed clients for the next project.
Review requests
Collects reviews at project completion.
Referral follow-up
Uses a configured follow-up cadence to send referral partners a personal response.
Follow-up sequence
A submitted bid, followed up properly
Bids may remain open while owners compare options and arrange financing; an approved follow-up cadence can keep next steps visible.
Illustrative sequence — hypothetical submitted-bid follow-up cadence
- Day 0Bid delivered; the agent confirms the owner received it.
- Day 2Offers a call to walk the scope and exclusions.
- Day 5Checks in on configured questions; pricing details follow the connected team-review rule.
- Week 2Schedule touch: what a start date would look like if they proceed.
- Week 4Offers a short call with the estimator; verify channel-specific reply and opt-out handling before launch.
- Week 6Final check-in, then nurture and revisit next planning cycle.
Matched inbound email replies stop the email sequence. Verify consent, opt-out and reply-stop behavior separately for other connected channels before launch.
Human in control
What stays human
The agent qualifies and follows up. Your team owns the build.
- All pricing, bids, change orders and contracts.
- Scope interpretation, drawings and structural decisions.
- Subcontractor and schedule judgement.
- Code, permit and safety compliance.
- When someone asks for a person, transfer depends on the connected channel, available target and routing; captured qualification details can be included when supported.
Approval before it goes out
Agents only use your approved knowledge base — service list, pricing rules, availability and policies. Anything outside that scope is flagged for a human instead of guessed.
The agent uses your approved pricing, policies and calendar information; a person owns final decisions on money and scope.
Owner visibility
Owner visibility: leads, pipeline and true ad ROI
See which channel is producing projects worth bidding on.
Admin panel
Captured inquiries show source, project type, budget band and status.
Pipeline view
Inquiry → Qualified → Walkthrough → Bid → Won, updated automatically.
Conversation history
Full qualification thread saved before the estimator arrives.
Marketing ROI you can actually read
- Which campaign produced qualified walkthroughs versus unqualified inquiries.
- Cost per qualified bid and per won project by channel.
- Bid-to-win rate once follow-up is consistent.
Illustrative example — hypothetical project attribution
- SourceGoogle Ads / “commercial general contractor”
- LeadIndustrial Pkwy — 2,400 sq ft fit-out with drawings
- Agent actionQualified and booked the site walkthrough
- OutcomeWalkthrough → bid submitted → won
- ReportingQualified bids and won value by campaign
FAQ
GC questions, answered
What general contractors ask before they automate project intake.
Can the AI screen projects accurately?
Yes. It asks the qualification questions you approve — scope, square footage, drawings, timeline and budget band — and books only the walkthroughs that fit. Configure borderline cases for team review through an available handoff.
Will clients know it is AI?
It can identify itself as an assistant using configured wording. Handoff for a person depends on the connected channel, available target and routing setup.
Can it follow up on bids for weeks?
Yes — long, useful sequences keep the bid warm through financing, permits and competing quotes without feeling like pressure.
Does it integrate with our CRM and estimating tools?
We build around common CRMs and estimating tools and are honest when a native connection is not available.
Can it handle sub and vendor follow-up?
Configure reminders and escalation rules for subcontractor quotes and documents; your team reviews schedule-impacting items.
Where does it send the leads?
Into your CRM and calendar with full source detail and the conversation attached to the record.
Get your plan
Put this to work on your project pipeline
Tell us how inquiries are qualified today. We will map your lead journey and identify a practical opportunity, often response-workflow setup or bid follow-up.
- A free AI strategy call — no obligation.
- A scoped blueprint: the biggest leak, and the first automation to fix it.
- Honest fit check — we will tell you if another change looks more useful than automation.
The fastest way in: answer a few questions and we will map your lead journey, find the biggest leak and show the fastest automation win — before we ever get on a call.
Free strategy call · No commitment · We reply by email
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Ready to spend estimating hours where they pay off?
Book a free AI strategy call and we will map your qualification, walkthrough booking and bid follow-up.