Pack 03 · RFP & Procurement

Vendor Evaluation Pack

A complete construction vendor evaluation template — RFP, demo scripts, scoring rubric, and reference-check kit built specifically for contractor RFPs.

Claude ProClaude TeamClaude Max

Instant download · Works with Claude Pro, Team & Max · 30-day guarantee

The Problem

Why operators buy this pack.

  • 01

    Your team picked the last platform off a sales demo and a steak dinner — and you're still paying for it.

  • 02

    Every vendor pitch sounds great in the room. None of them get scored the same way twice.

  • 03

    You have no construction-specific RFP, no demo script, and no reference-check questions that aren't softballs.

  • 04

    Procurement defaults to whoever the loudest internal champion is.

This pack gives you a repeatable contractor RFP and scoring process so vendors compete on the criteria you actually care about.

What's in the Pack

6 components. One outcome.

01

RFP Template (construction-specific)

Section-by-section RFP tuned for contractor workflows and integrations.

02

Demo Script Generator

Produces a scripted demo agenda with required scenarios per vendor.

03

Scoring Rubric Builder

Weighted scorecard tailored to your business model and trade.

04

Reference Check Question Set

Open-ended questions that surface real adoption and support issues.

05

Contract Review Checklist

Red-flag clauses, pricing levers, and exit terms to negotiate.

06

Vendor Comparison Summary Generator

Side-by-side comparison memo for final decision.

6 components · Instant download
How to use this pack

Install. Input. Output.

01

Step 01Install

Upload the skill file to Claude using the Projects feature. Takes under 5 minutes.

02

Step 02Input

Paste in your situation using the included input template. No technical knowledge required.

03

Step 03Output

Claude returns a structured, consultant-grade deliverable you can act on immediately.

Sample Output

What you actually get back.

Input
We're evaluating three estimating platforms: Stack, Buildxact, and ProEst. We have 4 estimators, do mostly commercial remodel, and our biggest pain is inconsistent unit costs across the team.
Output
VENDOR EVALUATION — ESTIMATING PLATFORMS

REQUIRED DEMO SCENARIOS
1. Build a $1.2M commercial remodel estimate using a shared cost catalog.
2. Two estimators edit the same project simultaneously — show conflict handling.
3. Export to Excel + push to your accounting system (QuickBooks/Procore).
4. Show audit log on a unit cost change.

WEIGHTED SCORING (out of 100)
• Shared cost catalog & version control       25
• Multi-user concurrent editing                15
• Commercial remodel template fit              20
• Integration with downstream systems          15
• Field takeoff / measurement tools            10
• Implementation effort                        10
• Pricing & contract flexibility               5

REFERENCE CHECK — TOP 3 QUESTIONS
1. "Walk me through what broke in the first 90 days."
2. "Who on your team uses it least, and why?"
3. "If you had to re-evaluate today, would you pick them again?"

Actual output format. Content varies based on your inputs.

Who this is for

Built for three operators.

Persona 01

Owner-Operator

Pain

Tired of getting sold and wants vendors to compete on facts.

How this helps

A repeatable scoring process you can hand to ops.

Persona 02

Operations Manager / COO

Pain

Runs the evaluation but lacks a defensible scoring trail.

How this helps

Documented rubric, demo scripts, and references for every shortlist.

Persona 03

Technology Consultant

Pain

Reinvents the RFP for every client.

How this helps

Construction-tuned RFP and scorecard ready to brand and ship.

Everything included

No upsells. No add-ons.

  • Claude skill file (one-click install)
  • Installation guide (PDF)
  • RFP template library
  • Demo script generator
  • Vendor scorecard rubric
  • Reference-check question bank
  • Free updates for 12 months
Get the Pack

Vendor Evaluation Pack.
$129 USD.

One-time purchase. Instant download. 30-day guarantee.

  • Construction-specific RFP and rubric
  • Demo scripts that expose real workflow gaps
  • Reference questions that get real answers
30-day guarantee
Common Questions

Questions about this pack.