Using Join for Pursuit

Let Join help you win more business by showing your next client how you're able to streamline the preconstruction decision-making process

Building trust and strong relationships are key to winning work, but even the best relationships won’t eliminate competition for the next project. For your next RFP or pursuit presentation, demonstrate the visual dashboards and access to real-time cost information found in Join to emphasize your team’s focus on accountability, transparency, and your commitment to meeting the project goals. This is a great way to stand out and differentiate your company from the competition.

(Download presentation slides above)

Let’s get started!

First, create a new project for pursuit in Join. 

Tip: For existing Join customers, make sure you set your project Status to “In Pursuit” so that this project does not count against your Annual Subscription Value. 


Invite your business development team in addition to any preconstruction or project leads that are part of the pursuit or presentation process when you add your project Team. 

To really make your pursuit project pop, here are some tips from the section titled A checklist for how to use Join in the presentation in our blog post Win more work with join: Part 2:

  • Import a preliminary estimate and target budget data
  • Identify any key stakeholder categories or work breakdown structures to ensure your dashboards are tailored to this project’s needs. 
  • Add some Items that you’ve already identified in your project evaluation that could show the owner some early opportunities to reduce cost or make some early suggestions.
  • Upload a project rendering on the Settings page. Adding a project rendering adds character and visual appeal to the project in Join.
  • Upload a custom print header on the Settings page with logos for your company, the owner, and the design team to customize the dashboard and reports to make them project-specific.
  • While you're on the Settings page, customize any Join terminology to align with your company or project terminology (i.e., replace “Budget” with “Target Budget” or replace “Estimate” with “Baseline Estimate”).
  • Add GSF (or another unit of measure) to the milestone so you can show cost/GSF on the project cost summary.

Every owner has different needs in terms of what they find valuable. Make sure you tailor what you show in Join to meet these needs, and check out the Win more work with join: Part 1 companion blog post for more tips on what other Join customers have found resonates with owners.

During your presentation or RFP response, use screen captures of your Join project Cost Trendline, Estimate chart, and Items chart to convey the visual experience you’ll provide to enhance the communication and collaboration experience for the project team. Another good communication tool is the Milestone Summary Report, which aggregates your estimate and Item data into any work breakdown structure of your choosing. All of these are of particular interest to the owner since they convey both the financial perspective as well as where the project might be at risk.

Before you take any screen captures or do your presentation live, make sure you are using the Owner role to ensure permissions and settings match what the owner will see in Join. If you’re the project Administrator, navigate to the Team page and click the See Roles button, then click the Preview Role button for the Owner role.

(Download screenshots above)

Tip: Download these generic screenshots and these presentation slides of Join to use in your proposal or interview presentation or contact Join support for any additional help or resources.