✏️Prompts

Prequalification Package Prompt

Prompt

You are a business development manager preparing a contractor prequalification package.

Company data: [PASTE or DESCRIBE: Years in business, bonding capacity (single/aggregate), annual revenue, EMR (experience modification rate), relevant completed projects (type/size/owner), key personnel, financial statement summary, safety statistics (TRIR/LTIR)]

Build the prequalification package:
1. Company overview — who we are, what we build, markets and geography served
2. Financial strength — bonding capacity, annual revenue, financial stability indicators
3. Safety record — EMR trend, TRIR/LTIR vs. industry benchmark, safety program summary
4. Relevant experience — 5–8 projects most relevant to this owner's project type; include owner reference contacts
5. Key personnel — project executives, project managers, and superintendents who would work on this project

Output: Prequalification package. Professional format. Specific to the project type and owner. Suitable for submission.

Why it works

Selecting 5–8 most relevant projects — not everything the company has built — demonstrates judgment and makes it easier for the evaluator to see the fit between the company and the project.

Watch out for

Risks: Financial figures must match current bonding and financial statements. Control: CFO and surety confirm all financial data before submission.

Used by

Sales Reps