How to Request a Relationship Discovery Meeting

This estimate kickoff meeting is the first step in the bid life cycle. This is the meeting agenda Clay uses in his company but you can take this template and use the key points to hit on when starting a bid for your company.

This checklist encompasses the second step of the bid lifecycle. This checklist is specific to electrical, but can be used as a reference point by other subcontractors to create their own.

The estimate turnover is a vital step in the successful completion of a project. The most important elements here are: 1) Making sure you have everyone in the room 2) Ensuring that information handoff is comprehensive This meeting agenda will help you accomplish those goals.

The final estimate review serves two purposes: 1) A final opportunity for the executive team to gut check an estimate based on historical data, and 2) A coaching opportunity for the estimator to present and defend their estimate. Use this meeting agenda to cover all of your bases.