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
- 01
Configure Territory
We set your territory, equipment categories, and project types
- 02
Daily Scanning
The agent scans public data sources daily and filters for relevance
- 03
Weekly Brief
You receive a brief (email or dashboard) with actionable opportunities
- 04
Act on Targets
Your team acts on the highest-value targets with full context
Example Outputs
What this looks like in practice
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.
Learn more - 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