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?