The Process — 6 Phases, 90 Days to Proof

From RFQ Chaos
to a Bid Pipeline That Wins on System.

Six phases, built for how tank projects actually get bought. Scroll and the journey tracks with you — each phase has a clear purpose, a tight set of actions, and a defined handoff.

Active Phase
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01
Pipeline Diagnostic
Week 1
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Current Phase
Pipeline Diagnostic
Week 1
Start with Phase 01
01
Pipeline Diagnostic
01WEEK 1

Pipeline Diagnostic

This first pass is not a sales presentation. It is a measurement exercise. We inspect where your RFQs come from, how fast quotes go out, what happens after they're sent, and which spec searches you're invisible for — so the real constraint becomes obvious.

01Trace every RFQ to award or silence
02Audit quote turnaround and follow-up
03Rank leaks by lost contract value
Deliverable

Bid Leak Report with ranked constraints and contract-value impact.

End State

You leave week one knowing where contracts are escaping and what matters first.

02
Strategic Blueprint
02WEEK 2

Strategic Blueprint

Instead of attacking everything at once, we turn the diagnostic into a 90-day plan. Each system gets a place, an owner, and a KPI — quote turnaround, follow-up completion, win rate — so execution stays controlled.

01Set the build order
02Define KPIs and baselines
03Lock timeline and ownership
Deliverable

90-day implementation blueprint with priorities, timing, and targets.

End State

By the end of week two, everyone knows what gets built next and why.

03
System Build
03WEEKS 3-6

System Build

This is the engineering phase. CRM stages matched to industrial procurement, RFQ intake and qualification, quote follow-up sequences, spec-sheet landing pages, and tracking get built to match the leak pattern uncovered earlier.

01Build CRM and bid pipeline logic
02Deploy RFQ intake and follow-up
03Launch spec and state pages
Deliverable

Live bid infrastructure built around your actual bottlenecks.

End State

The business now has working systems instead of disconnected tools.

04
Activation
04WEEK 7

Activation

The launch phase is where the new process becomes usable. We test end-to-end behavior — from inbound RFQ to follow-up touch nine — walk your estimators and office staff through the workflow, and close gaps before live bids lean on it.

01Run full integration checks
02Train estimators and office staff
03Ship SOPs and go-live rules
Deliverable

Activated system with trained operators and clean handoff documentation.

End State

Your team can run the system without guessing what happens next.

05
Measurement
05WEEKS 8-12

Measurement

The first 90 days are for proof, not vanity reporting. We review quote turnaround, follow-up completion, and win rate weekly, test messaging against real buyers, and tune the weak stages until the system produces reliable lift.

01Review KPI movement weekly
02Test quotes, pages, and sequences
03Rework underperforming stages
Deliverable

Measured gains, validated learnings, and a cleaner path from RFQ to award.

End State

You can see exactly which changes are winning bids and which are not.

06
Scale
06MONTH 4+

Scale

Only after the foundation proves itself do we push harder. Install-base reactivation, inspection contracts, new state markets, and additional tank segments get added on top of a system that already converts.

01Launch install-base reactivation
02Expand into proven states and specs
03Refresh roadmap every quarter
Deliverable

A growth system that scales without needing proportional effort each month.

End State

Growth becomes easier to predict because the operating system is stable.

Our commitment

Results in 90 Days or We Keep Working

If quote turnaround, follow-up completion, and win rate do not measurably improve within 90 days of activation, we keep optimizing at no added cost until they do. The process is accountable to the numbers, not to activity for its own sake.