Hi, @anon23072074
I am not involved in the construction industry.
I am in the field of mechanical manufacturing.
However, I believe my approach can be considered insightful.
I engage in the following practices:
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Forming teams specifically for solicitation purposes.
1.1. Within these teams, I create a diverse range of solicitation projects. In our organization, we categorize our clients into different sections. Each project is created as a task within these sections, assign smaller tasks as subtasks. For slightly larger projects, designate them as their own sections.
1.2. For clients with a notable number of projects, I establish dedicated solicitation projects for them. -
Establishing teams for contracts.
2.1. I organize projects on a contractual basis, once the solicitation has been successfully converted.
2.2. I consolidate relevant projects (by client and by assigned group) in a portfolio.
This also should be helpful as a reference.