This strategy is specifically designed for companies seeking to generate new business by bidding on under-construction and even historical projects. By leveraging contact with decision-makers, you can demonstrate interest through bids and introductory emails. Ganarpro serves as your engagement platform, facilitating initial outreach and tracking communications to keep project interactions organized.
Ganarpro’s pipeline management strategy uses a dynamic, relationship-focused approach to keep projects moving forward based on key engagement dates. Here’s a closer breakdown of the elements and the benefits they bring to your workflow:
Timely Follow-Ups Based on Key Dates: By tracking “Last Contact,” “Proposal,” and “Last Visit” dates, you can prioritize and organize follow-ups. Ensuring these dates are recent across projects means you’re actively engaging with multiple clients, creating a steady flow of communication. This keeps your company top-of-mind for potential clients and demonstrates attentiveness.
Focused Attention on Active Projects: With a strategy geared toward maintaining frequent interactions with “Active” projects, you’re allocating resources where they’re most likely to yield results. By consistently updating contact and visit dates, you’re emphasizing ongoing projects instead of spreading efforts thin across all leads. This targeted approach helps sustain momentum and reduces the risk of missed opportunities on progressing projects.

Balanced Approach to Engagement Timing: Strategy rules includes, do not contact more than one person per day from the same company to avoid appearing automated, as we use template formats for our emails. Additionally, we will not attempt to communicate with individuals who have a history of non-responsiveness. When engaging with a brand-new contact, we will allow a few days to pass before initiating communication to avoid seeming too eager. Understanding that general contractors often share emails internally, we will maintain a moderate approach when reaching out to each company.

This pipeline management strategy is a well-rounded approach that combines timely follow-ups, focused engagement on active projects, and strategic proposal timing. It enhances client relationships, increases the likelihood of proposal acceptance, and keeps your team focused on high-potential opportunities
For each project or deal you create, set a Next Follow-Up Date to track when you need to engage with the project again. This date automatically generates a task, ensuring you never miss an opportunity to follow up and keep the project moving forward.

After engaging with all people, companies, and projects from the Project Board and Project Research, I prioritize using the Project Board first because it’s easier to determine if the job is serviceable and within a reasonable distance in my state. Then, I use Project Research to ensure I haven’t overlooked any attractive opportunities. Once those are addressed, I move to Contact Outreach to explore companies operating in my state that I’ve never contacted before. This page includes its own email template, allowing for customization and the option to save new templates.

Ultimate Outreach Strategy Using Ganarpro
To effectively reach all contacts, companies, and project leads in Ganarpro, follow this step-by-step strategy:
- Start with the Project Board
- Focus on projects in your local area.
- Identify and email all decision-makers associated with each project.
- Move to Project Research
- Filter projects by your state.
- Review the list of projects you haven’t visited yet.
- Open each project, identify the relevant contacts, and send emails.
- Proceed to Contact Outreach
- Select your state and review the list of companies.
- Hover over each company to check the Last Contact Date.
- Open each contact’s profile and use an editable email template to send a personalized message.
By systematically working through these three Ganarpro apps—Project Board, Project Research, and Contact Outreach.