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Bid strategy

How to follow up with subcontractors on a bid without being annoying

A four-touch follow-up cadence for a three-week bid period, the wording for each touch, when to phone instead of email, and the one rule that keeps subs from resenting you.

Short answerFollow up only the people who haven't answered, three or four days after the invitation, with a two-line email that says no is fine. Phone the trades you depend on around day ten.

From the subcontractor's side, a GC who follows up is a GC who cares whether they bid. A GC who sends one invitation and goes quiet probably has six other bids on that trade and won't notice if yours never arrives. Follow-up doesn't read as pressure when it's done right. It reads as "you matter to this bid."

The one rule

Never follow up with someone who has already answered.

Most estimators follow up by re-sending to the whole list. The sub who said "bidding" on day one gets "just checking if you're bidding" on day four and learns that your emails don't need reading because they'll come again. Do that twice and they skim everything you send.

The whole skill is knowing who has responded and leaving them alone.

The cadence for a three-week bid

WhenWhoWhat
Day 0Everyone on the scopeInvitation
Day 3 or 4Non-responders onlyFirst follow-up, email, two lines
Day 8 to 10Still silentSecond follow-up, different wording; phone the trades you need
Day 15 to 17"Bidding" subs onlyConfirmation: "still good for Friday?"
Bid day, 10 AM"Bidding" with no numberPhone call

Four touches over three weeks, and nobody gets all four unless they've ignored every one.

The wording

Each touch should be shorter than the last and sound different. The same email three times is what annoys people.

First follow-up (day 3 or 4):

Subject: Re: Invitation to bid, Div 23 HVAC: Riverview Apartments (due Oct 16)

Hi Marcus,

Quick check-in: are you planning to bid the HVAC on Riverview? Due Friday the 16th at 2. A one-word reply is fine, and no is a perfectly good answer.

[Name]

"No is a perfectly good answer" is the most important sentence here. It gives permission to decline, which turns silence into information you can act on.

Second follow-up (day 8 to 10):

Hi Marcus,

Making sure this reached you, since I haven't heard back. If HVAC on Riverview isn't a fit right now, just say so and I'll stop bothering you. If you're in, great, and shout if anything in the documents is unclear.

[Name]

Different tone, acknowledges you've asked before, offers an exit.

Confirmation (day 15 to 17), to "bidding" subs only:

Hi Marcus,

Still on for Friday at 2? Addenda 1 and 2 are out; let me know if you need anything.

[Name]

Not chasing. A courtesy that catches the sub who got buried, and quietly confirms they've seen the addenda.

When to phone instead

Email is fine for most of the list. For the trades your bid depends on, the second follow-up is a call, because a call tells you why. The answers you'll get:

  1. "Yeah, we're on it, meant to reply." Mark bidding.
  2. "We're swamped, probably not." Mark not bidding, invite one more.
  3. "We didn't get anything." Your email went to spam or to someone who left. Fix the contact. Why that happens.
  4. "Which one's Riverview?" They got it and didn't read it. Your subject line needs work.

Every one of those is worth more than a fourth email.

Following up on "maybe"

A maybe is a sub who's interested but unsure: capacity, scope, schedule. Ask what would tip it. Usually it's one thing ("if the mechanical room gets clarified," "depends whether we land the hospital on Tuesday"). Follow up on that thing, on the day they mentioned. That's a follow-up they'll appreciate because it shows you listened.

What to do with a "no"

A decline early in the round is a gift, not a failure:

  1. Mark it with the date and reason. Don't delete the row; you want to know they were asked.
  2. Fill the slot the same day if it's a major trade.
  3. Note the reason on the trade list. "Won't travel to Brandon." "Doesn't do wood frame." Next time the filter saves you an invitation.
  4. Don't argue with it. Trying to talk a sub out of a no teaches them that declining costs a negotiation, so next time they'll go silent instead.

3 ways to ruin follow-up

  1. Following up the whole list. The habit that trains subs to ignore you.
  2. Manufactured urgency. "URGENT: please respond" on day 4 of 20 is crying wolf. Save it for a bid date change.
  3. Chasing and then disappearing. If a sub replies with a question and you take two days to answer, your urgency was fake.

What makes this manageable

None of this is hard for one scope. It's a lot for twelve scopes and ninety invitations, which is where follow-up usually dies: the estimator can't see who has and hasn't responded, so they blast everyone or follow up nobody.

The fix is per-person tracking that's current. A spreadsheet with a status column updated before every reply will do. Invite All (our product) does it automatically: it records the Bidding / Maybe / Not bidding click for each contact and hands you the non-responders per scope, which is the list this whole article depends on. It's the easiest way to run this cadence without a spreadsheet. The cadence, the wording and the one rule work regardless of what you track with.

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