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Project & Bid Intelligence Agent

Surface new project opportunities in your market before your competitors know they exist.

The Problem

Why this matters

  • Your team finds out about bids and projects too late — or not at all
  • Municipal agendas, permit filings, and DOT postings are scattered across dozens of sources
  • Nobody has time to manually scan government portals every day
  • Competitors who find opportunities first win the relationships

What It Does

How the agent works

  • Monitors DOT bid portals, municipal meeting agendas, and permit databases daily
  • Tracks industrial project announcements: data centers, warehouses, infrastructure
  • Identifies relevant projects based on your equipment categories and service area
  • Cross-references project contacts against your existing CRM
  • Generates a weekly opportunity brief with target accounts
  • Adds 'why it matters' context notes for each opportunity
  • Flags time-sensitive bids with approaching deadlines
  • Builds a rolling pipeline of upcoming projects in your territory

Deliverables

What you get

Weekly Opportunity Brief

Curated list of relevant bids, projects, and permits

Target Account List

Companies and contacts associated with each opportunity

Context Notes

'Why it matters' explanations tailored to your business

Deadline Alerts

Time-sensitive notifications for bids with approaching close dates

How It Works

From setup to running

  1. 01

    Configure Territory

    We set your territory, equipment categories, and project types

  2. 02

    Daily Scanning

    The agent scans public data sources daily and filters for relevance

  3. 03

    Weekly Brief

    You receive a brief (email or dashboard) with actionable opportunities

  4. 04

    Act on Targets

    Your team acts on the highest-value targets with full context

Example Outputs

What this looks like in practice

New DOT bid: Highway 290 widening project, Harris County TX. Estimated $14M. Equipment needs: excavators, graders, haulers. Bid deadline: March 28.
Municipal agenda item: City of Plano approves new 200-acre industrial park. Phase 1 site prep starts Q3. 3 general contractors already in your CRM.
Permit filed: Amazon distribution center, 1.2M sq ft, Fort Worth. Earthwork contractor TBD. Matches your excavation equipment profile.
Data center campus expansion — Ashburn, VA. $800M project. Steel and heavy lift needs identified. 2 contacts in your network connected to the GC.

Explore

Other use cases

  • 02

    Stale Lead & Quote Reactivation

    Re-engages cold leads and expired quotes with automated sequences. Flags intent signals and surfaces a priority queue for your reps.

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  • 03

    Instant Inbound Triage

    Responds to new inbound leads immediately. Asks qualification questions, routes to the right rep, and logs everything — no lead sits unanswered.

    Learn more
  • 04

    Fleet Replacement & Service Triggers

    Tracks install dates, warranty expiry, and service milestones. Sends timely touchpoints so you capture service revenue and replacement cycles.

    Learn more
  • 05

    Collections & AR Follow-Up

    Runs structured reminder sequences with escalation logic. Flags exceptions for human follow-up. Professional, consistent, and reduces admin load.

    Learn more

FAQ

Common questions

What data sources does it monitor?

Public government portals including DOT bid boards, municipal meeting agendas, building permit databases, and industrial project announcement platforms. We configure sources based on your territory and market.

How accurate is the filtering?

The agent is tuned to your specific equipment categories and service area. You'll get relevant opportunities, not noise. We refine the filters continuously based on your feedback.

Put your operations on autopilot

Let's map out which agents make the most impact for your business.

Talk to Civ Sav