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Pursuit Resources: Join Narrative for RFPs

Sample RFP Boilerplate Text

Overview

Join customers routinely tell us that their use of Join in proposals helps them advance to the next stage of the pursuit. This page contains Join boilerplate that you can use in any number of sections in an RFP or RFQ response. Feel free to repurpose and customize it to your own win strategy.

Use Join for the Win (again and again)!

Join Text Narratives

Each pursuit has unique requirements; however, you can strengthen your responses by including how your collaborative team leverages Join to provide a world-class project experience to the client.

Below is boilerplate “About Join” narrative that you can place wherever you think it would best bolster your pursuit win strategy. Below the boilerplate is section-specific content.

Note: All text is sample content that is ready for you to cut and paste and make your own. 

Boilerplate Join Narrative

About Join

Join is the preconstruction and design phase management platform that helps teams plan, evaluate, and deliver projects with greater efficiency and certainty. Project teams rely on Join to move faster, align stakeholders, and deliver a premier owner experience, from first concept to a fully procured, permitted, and constructible project. 

Key Owners Benefits

Owners are empowered with real-time project oversight, allowing them to:

  • Access cost data 24/7
  • View project timeline
  • View design phase and budget status
  • Track change costs
  • Reduce risk
  • Relay real-time information to financial partners

Section-Specific Join Narrative

Cover Letter

If collaboration is a significant part of your pursuit win strategy, the cover letter is a great place to introduce Join as a cornerstone of your team’s collaborative process. Below is a sample cover letter bullet point:

  • A highly collaborative team. The majority of our work is negotiated and delivered through collaborative project delivery methods, including Design/Build, CMAR, and IPD. [Insert Company Name] and [Insert Design Team Name] have successfully partnered on multiple highly collaborative projects, leveraging our shared expertise to drive efficiency and innovation.

    Together, we have implemented the Join collaborative project delivery platform on our joint projects, resulting in greater project efficiencies, improved project outcomes, seamless collaboration and transparency, as well as a superior project experience for our clients.

  • [If space allows, include a specific project and its outcomes to further illustrate success.]

Preconstruction and Construction Services

Consider including a paragraph about Join after the sections on your company’s services. If it would make sense in this section, you may opt to include a Join screenshot(s) to preview the collaborative environment.

Join for Managing Cost, Risk, and Schedule

On this project, we will use Join as the system of record for cost, risk, and schedule during preconstruction and design. Join gives the Owner and project team a single, shared view of how design decisions, scope changes, and risks impact the project in real time.

Instead of relying on disconnected spreadsheets and reports, Join connects estimates, risks, and schedules into one live model. As the design evolves, the Owner can see where the project stands, where it is trending, and what is driving those changes. This creates greater transparency, faster decision-making, and fewer surprises later in the project.

For the full team, Join becomes the collaboration hub that keeps designers, trade partners, and preconstruction staff aligned around shared cost and schedule targets, helping deliver greater certainty before construction begins.

Preconstruction:

During preconstruction, Join empowers teams to make data-driven decisions on all budget-impacting items. The platform enables us to visually track the project timeline and cost trendline in real-time, ensuring alignment with the Owner’s target timeline and budget. Stakeholders, including the Owner, can access individual cost items—whether potential additions or deductions—to review detailed breakdowns, options, and supporting materials, offering unparalleled visibility into the decision-making process.

Simply put, the Owner has 24/7 access to project data and real-time cost insights.

Construction:

Decision-making doesn’t stop in preconstruction. Join provides construction teams with quick access to past project data, helping them identify solutions for similar challenges.

Throughout construction, Join serves as a centralized decision-making tool for:

  • Managing and reviewing change orders
  • Communicating the project timeline to stakeholders
  • Tracking real-time contingencies and allowances

By integrating Join into our workflow, we enhance collaboration, minimize surprises, and keep the entire team aligned from start to finish.

Project Approach / Risks and Mitigation Strategies 

⭐ This is where Join can become a game-changer for your team. When presenting a comprehensive and tailored plan for designing and building your client’s project—along with the key challenges you anticipate—highlight how Join streamlines decision-making at every stage. By enabling your team to identify, evaluate, and align on thousands of critical decisions, Join ensures that all stakeholders stay informed, engaged, and working toward a shared vision throughout the entire process.

Join for Mitigating Risk

Creating "Items" in the Join collaborative project delivery platform is a powerful way to track, communicate, and mitigate project risks. Join enables stakeholders to assess potential cost and schedule impacts for each identified risk while facilitating the exploration of mitigation strategies to prevent costly surprises as the project progresses.

Key project risks where Join supports risk mitigation:

  • Expedited Schedules
  • Cost Escalation
  • Long-Lead Items
  • Supply Chain Disruptions
  • Labor Availability
  • Code/AHJ Requirements
  • Existing Conditions

By integrating risk management into Join, project teams can proactively address challenges, optimize decision-making, and maintain project momentum.

Relevant Project Experience

A compelling way to showcase your team’s experience—both working together and on projects similar to the client’s—is by presenting a grid of key team members alongside the relevant projects they’ve collaborated on.

Equally impactful is incorporating this experience into your write-up and project data sheets, highlighting how your team met compressed schedules, maintained or improved budgets, and met quality, safety, or sustainability metrics using Join. If you're already tracking this data, that’s a valuable asset—it serves as concrete proof that your team has the expertise and track record to deliver success on the client’s proposed project.

Commitment to Innovation and Technology 

This statement reaffirms your company’s commitment to equipping your team with the resources and training needed to deliver a world-class project experience and an exceptional building for your clients.

Innovation and Technology

[Insert Company Name] is committed to investing in technology that empowers teams, streamlines design and construction, and delivers unexpected value to our clients and their projects. One of the most impactful tools we've implemented in recent years is Join, a collaborative project delivery platform that brings key stakeholders—including the design team, general contractor, and owner—together in a single interface to make informed decisions and track schedule and cost impacts in real time, eliminating the inefficiencies of managing multiple systems.

Through our experience, we’ve found that Join:

  • Strengthens data integrity for more reliable decision-making
  • Accelerates decision-making, keeping projects on track
  • Aligns and engages all team members, driving project momentum
  • Maintains focus on Owner and end-user objectives
  • Provides Owners with 24/7 visibility into real-time schedule and cost impacts
  • Builds Owner confidence by reinforcing the team’s understanding of project goals