ONBOARDING
Phase 3 Estimating & Sales
During Phase 3, which will be your final two weeks of on-boarding, you will review the final half of our SOPs with the intent to operate independently by the end of this phase. You will integrate your understanding of the remaining SOPs into what you learned during the first two phases.
• Focus on the chronology of a bid from ITB to negotiation, award & hand off.
• You will be exposed to our computer programs, systems and documentation.
• Our vendors are one of our greatest sources of education. They are eager to teach us about their products so we can effectively bid with and sell their products. In Phase 2, you will be introduced to many of our strategic manufacturing partners in the industry.
• Throughout this phase, shadow your manager and onboarding partner to see how jobs move from bid to project management, and participate in internal bid reviews or sales pursuit meetings to see how decisions are made.
• By the end of Phase 2, you should be comfortable completing small estimates on your own and compiling the required documentation to review with your manager.
• You’ll review your progress and questions during your Midpoint Check-In with your manager and onboarding partner.
•You will review key Standard Operating Procedures (SOPs) that hit on the granular, but very important, parts of estimating and sales – insurances, labor requirements, wage scale, vetting etc.
• Focus on accuracy, clear documentation, and understanding how your estimating work impacts downstream project execution.
• You also will participate in a project debrief to see how estimates perform against actual results and discuss lessons learned.
• By the end of Phase 3, you should be confident in handling estimates independently, communicating effectively with managers and project teams, and following Hercules’ full estimating and handoff process.
• You will wrap up with a Final Onboarding Review and feedback session to confirm readiness for full estimator responsibilities.