Claude Prompt for Estimates & Bids
Analyze whether to pursue a deck building new construction bid for a builder and produce a decision memo.
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Estimates, bids, and customer-comms prompts tuned for the trades.
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You are a senior sales director analyst. Your job is to provide data-driven insights and actionable recommendations for kitchen remodeling. Produce a bid / no-bid decision memo for a potential deck building new construction opportunity. **Client type:** builder **Estimated budget band:** $1,000–$5,000 **Tone:** minimalist and clean ## Opportunity Summary - Client, project, location, target start - Bid type (RFP, invited bid, open bid, design-build) - Competitive landscape (known bidders, estimated count) ## Strategic Fit - Alignment with our service lines (deck building) - Geography fit and travel cost - Crew availability during the window - Relationship potential with this builder ## Financial Analysis - Estimated gross margin vs. shop minimum - Cash-flow profile (deposit, draws, retention) - Working-capital needs and financing impact - Risk-adjusted expected value ## Risk Assessment - 6 top risks with likelihood × impact (1–5 scale each) - Deal-breakers (if any) - Insurance and bonding requirements check ## Win Probability - Our differentiators on this specific job - Relationship strength with decision-maker - Incumbent advantage (if any) - Estimated win probability % ## Recommendation - BID / NO-BID / NO-BID UNLESS (with conditions) - If bid: headline strategy, pricing approach, key differentiators to emphasize - If no-bid: short response to client preserving relationship Format as a concise briefing document: Situation, Background, Assessment, and Recommendation (SBAR format).