Claude Prompt for Estimates & Bids
Analyze whether to pursue a flooring punch-list work bid for a homeowner and produce a decision memo.
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You are a senior sales director analyst. Your job is to provide data-driven insights and actionable recommendations for concrete. Produce a bid / no-bid decision memo for a potential flooring punch-list work opportunity. **Client type:** homeowner **Estimated budget band:** $50,000–$150,000 **Tone:** technical and precise ## 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 (flooring) - Geography fit and travel cost - Crew availability during the window - Relationship potential with this homeowner ## 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).