Playbook · commercial work
The bid with a PO behind it
A commercial bid waits on people you never meet: purchasing, a property manager, an owner in another city. This cadence is mostly email, asks one useful question by phone, and says plainly when the price stops holding.
Use it when.
- The quote goes to a company, not a household.
- There is a proof, a drawing or a spec to approve before anyone signs.
- Material prices could move before the bid is accepted.
The cadence, word for word.
Commercial bid · merged here for quote 001051
- Day 3Email · 8:00Subject: Pellwick Electric: bid 001051 for bakery service upgrade, 400 a three-phase Hello Teodor, Bid 001051 for the bakery service upgrade, 400 a three-phase is here, with the proof attached: q.carbonset.example/1051 It is good until Fri, Oct 30. Frank Pellwick Electric
Business hours, with the bid number in the subject so purchasing can find it.
- Day 7Call task · 10:00Call Teodor. Ask who else is reviewing and when they decide. Note the PO process on the quote.
The one call that matters: who else reviews, and when.
- Day 14Email · 8:00Subject: Bid 001051 is good until Fri, Oct 30 Hello Teodor, A short note that bid 001051 is good until Fri, Oct 30. After that, aluminum and LED prices may change the total. q.carbonset.example/1051 Frank
The valid-until date, said once, plainly.
What not to do.
- Do not text a purchasing department. Email and one phone call.
- Do not let a bid sit open past its date. Expire it, and send a revised bid if they come back.
- Do not send three contacts three different revisions. Keep everyone on the same link.
Trades that use it.
Load this cadence and change the words.
It's in every account as "Commercial bid". Open it, change anything, and it runs on your next quote.
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