Landscape Construction - Qualifying Form

Section 1 — Scope Glance

Updating an existing deal? Paste the Record ID from HubSpot below. Find it in the deal URL: app.hubspot.com/contacts/48835500/deal/{THIS NUMBER}
New opportunity? Leave the Deal Record ID blank — a new deal will be created automatically in Stage 1.
Optional. Leave blank to create a new deal. Paste an existing ID to update that deal.
Project Information
Total estimated project value.
Check if estimated value falls below the company's minimum project threshold.
Check if this project is worth pursuing despite being below threshold.
Project Location
Suite, unit, building number, or additional location detail.
Client & Primary Contact
General contractor or client company name.
The contact's role on this specific project.
How much influence does this contact have over the award decision?
Project Timeline
Scope & Documents Received
Select all scope areas included in this opportunity.
Select all documents received from the client / GC.
Estimator Capacity Assessment
Select the estimator assigned to this project.
How many working days do you have to prepare this estimate?
Given your current workload, what's the impact of taking this on?
Questions or concerns about the scope, plans, or missing information. Flag anything that would block or slow estimating.
Routing Decision
What should happen next with this opportunity?

Section 2 — BD Qualification

Before you start: You need the Deal Record ID from HubSpot. Open the deal and copy the number from the URL:
app.hubspot.com/contacts/48835500/deal/{THIS NUMBER}
Paste the numeric ID from the deal's URL in HubSpot.
Relationship & Decision Context
Wildridge's relationship with this prospect/client.
How satisfied is the prospect with their CURRENT landscape provider? 1 = very dissatisfied, 10 = extremely satisfied.
What gaps or frustrations has the prospect expressed about their current provider?
Who ultimately decides which landscape contractor gets the work?
Any additional context on how they make award decisions.
Bid Process & Pricing
Select all that apply to this prospect's bid process.
How does the client want pricing structured?
Portal details, special formatting, or other submission instructions.
What matters most to this client when choosing a contractor?
Project Status & Competition
Select all that apply.
Best guess — how many landscape contractors are bidding on this project?
Strategic Evaluation
Rate each factor on a 1–5 scale. SOP with anchor definitions is in development (K3). For now: 1 = Very Low / Very Weak, 3 = Moderate, 5 = Very High / Very Strong. These five scores feed the automated Strategic Evaluation Composite Score.
Your subjective assessment, not HubSpot's stage-based probability.
BD Comments & Signature
General observations, concerns, or context for the Go/No-Go review.

Section 3 — Go / No-Go Review

Before you start: Sections 1 and 2 should be complete before running the Go/No-Go review. Paste the same Deal Record ID used in the prior sections:
app.hubspot.com/contacts/48835500/deal/{THIS NUMBER}
Paste the numeric ID from the deal's URL in HubSpot.
Go / No-Go Review
Who participated in the Go/No-Go review meeting?
Required when "Approved with Conditions" is selected. Document the specific conditions.
Approval & Signature
Person who made the final call.
Title or role of the approver (e.g., CEO, VP of Ops, Branch Manager).