Create Your Company Introduction Packet.

A 3 page golden ticket that gets your company in the door.  The basic requirements a general contractor needs to qualify your company as a preferred vendor on the bid list.  A quick way around filling out long subcontractor applications.

*We will create a company capability statement for you, you submit your  COI and W9 to allow us to combine the 3 pages into 1 pdf.
We will create the capability statement to match your company details, you submit your COI and W9 to allow us to combine the 3 pages into 1 pdf.

Why you need a Company Introduction Packet?

General contractors want to know, “Who are you?  What do you do, and Where do you do it?  What have done in the past, and can you do it for me?”  This 3 page packet answers these questions concisely and gets your company On The Bid List!


The construction industry is one of the largest industries in the world, awarding billions in annual contracts for various products and services – in both large and small quantities. This presents a profitable opportunity for small businesses as profit is king, and bidding is a tough game, with the lowest most responsible bidder winning contracts commonly. Surprisingly it is easy to enter the industry, if you look responsible and experienced.

Prequalifying with commercial contractors at times requires a long form of questions to fully understand your business. General contractors need to reduce risk, by increasing the quality of their subcontractor, vendor and supplier network. However, we found an easier way to put the information that construction companies really care about, in a 3 page packet. This packet can be used physically, faxing, emailing, and postal mail.

Here are the 3 documents that you need to staple together, or combine in 1 pdf to distribute to all your potential customers. Estimators, project managers and front desk receptionists will be impressed with your company and your company will be added to the master bid list.

This 3 page packet answers all the questions that are on pre qual applications, sharing your COI and w9 solidify that you are qualified and ready to do business.


Capability statement

A capability statement is a concise, one page document of your business competencies. Think of it as your business’s resume. Its purpose is to provide specific information that will convince potential customers to do business with you. When written well, it will differentiate your business from the competition!

Contents of Capability Statement

Core competencies

This should not be everything your business is able to do. Use bullet points and short statements of your expertise as it relates to your target agency’s specific needs

Past Performance 

List past customers for whom you have done similar work, general contractors want to know that you have worked for their competitors or proof that you have already completed a project successfully like the current opportunity. Are you qualified?

Company data

Include one or two short sentences of your company description, including number of employees and capacity. Also list DUNS, CAGE Code, NAICS codes, and any set-aside eligibility that your business holds, such as Small Disadvantaged Business (SDB), Women-Owned Small Business (WOSB), 8(a) Certification, HUBZone, or Small Disadvantaged Veteran-Owned Small Business (SDVOSB).

Contact information

On the top right, we tell who is the main invitation to bid contact. This person name, phone, and email will be inserted as the person to call or email when opportunities arise. A well-written Capability Statement will open doors to contracting opportunities

Certificate of insurance (COI)

A certificate of insurance (COI), also known as an acord certificate, is a one pager that provides policy details on your liability insurance coverage, verifying that you have the business insurance you claim to have. It summarizes essential information like the types and limits of coverage, the issuing insurance company, your policy number, insurance limits, the named insured, and the policy’s effective and expiration dates.

Small business owners and contractors usually require a COI that grants protection against liability concerns. Any business that provides a service with potential for high liability and loss could be asked to show a COI.

A COI summarizes your insurance coverage. Most people will want to confirm that you are protected before starting a job or else they could be held liable for any accidents or injuries.

IRS Form W-9

IRS Form W-9 is most commonly used by companies when they are working as a independent contractor. If you ever find yourself filling out a Form W-9, it generally means that a business or person who is paying you money needs your Social Security number so it can notify the IRS of the amount.

Businesses use IRS Form W-9, Request for Taxpayer Identification Number and Certification, to get information from vendors they hire as independent contractors.

Action to make: This packet is best used 4 different ways

Hand the packet to prospect, best to have a business card clipped to top left corner.
Include in emails as attachment.
Fax packet.
Mail packet to offices

Result from creating intro packet and distributing

Putting the 3 documents together is only half the battle, you must share with your prospects. Using this packet will increase your opportunities 10x,  especially if you are able to deliver this packet with your hands into the office of construction companies. The fax will
result in calls and emails back, the attachment will result in your email to be forwarded to lead estimators to be put on bid list. You will make more money if you can distribute this packet to your potential customers.

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