Free Checklist

The Winning Bid Checklist: 10 Errors to Catch Before Your Bid Goes Out the Door

The pricing and presentation mistakes that quietly lose contractors jobs — and margin. Run every bid through this list in 10 minutes.

Sound familiar?
You lost a job by 4% and later realized you forgot a scope item worth 10%.
You "add 20%" and still end the year wondering where the money went.
Material prices moved between your quote and the contract — and you ate the difference.
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The 10-Point Winning Bid Checklist
1

Rebuild the scope in your own words

If you cannot write the scope from memory in plain English, you do not understand the job yet. Missing scope items are the number one source of "how did I lose money on a job I won."

2

Verify every quantity yourself

Never bid off someone else's takeoff. Plans lie, walkthrough notes lie less, your own tape measure does not lie.

3

Price labor from production rates, not gut feel

Crew-hours per unit of work, from your own past jobs. "That feels like a three-day job" is how three days becomes six at your expense.

4

Use material quotes less than 30 days old

On volatile items (lumber, copper, steel), get current supplier pricing in writing and put an expiration date on your bid to match.

5

Get sub quotes in writing, with scope attached

A number over the phone is not a quote. If their scope is not written, the gap between what you sold and what they include comes out of your pocket.

6

Apply YOUR overhead number, per job

Truck, insurance, phone, office, estimating time — divide last year's overhead by billable days and load every bid with your real daily burn, not an industry average.

7

Check margin, not markup

A 20% markup is only a 16.7% margin. If your target is 20% margin, you need a 25% markup. Most contractors underprice by confusing the two.

8

Put exclusions and allowances in writing

What you are NOT doing is as important as what you are. Unwritten exclusions become free work; unwritten allowances become arguments.

9

Propose the payment schedule yourself

Tie payments to milestones you define. The contractor who proposes the schedule controls cash flow; the one who does not, finances the job.

10

Present it — do not just send it

Itemized summary, timeline, license and insurance attached, and a follow-up call scheduled within 48 hours. Bids that arrive with proof and a next step beat cheaper bids that arrive as a bare number.

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