Case Studies

Lead generation: from manual searching to a self-updating pipeline

State projects surface three to six months before they go to bid, with the architect of record attached.

Renata Pinheiro
Renata Pinheiro
3 min read
How the work runs
AI gathers and flags
Human decides
01
Pull the sources
Texas TDLR state registrations and SAM.gov federal solicitations.
02
Filter to fit
Counties, project sizes, and the set-asides the firm qualifies for.
03
Classify and tag
By vertical, with the architect of record or contracting officer attached.
04
Score the feed
One ranked list. Nothing deleted, no notes overwritten, history compounds.
05
The team decides who to pursue
Mark each lead yes or no. One command promotes the keepers.
3 to 6 mo
Lead time before bid
2
Pipelines, state and federal
Weekly
Refresh, hands off

A general contractor's business development ran on manual searching. We built two automated pipelines that surface qualified public and federal opportunities every week, including state projects three to six months before they go to bid, so the team spends its time pursuing work instead of hunting for it.

The problem

Finding opportunities meant scanning state project registrations and federal solicitation portals by hand, one at a time. It was slow, easy to miss things, and hard to keep current. Often a project surfaced only once the window to reach the architect and get on the bid list was already closing.

What we built

Two pipelines the team runs themselves, once a week:

Everything flows into a scored feed. The team marks each lead Yes or No, and one command promotes the keepers into a working pipeline. It never deletes a lead or overwrites the team's notes, so the history compounds. The tool gathers, filters, and flags; the team scores and decides who to pursue.

The result

Business development shifted from hunting for data to working a pipeline that refreshes itself every week. Qualified state and federal opportunities arrive already filtered, classified, and, for state projects, early enough to build the relationship before the bid goes out. Nothing relevant slips through, and the lead history keeps building.

Renata Pinheiro
Renata Pinheiro

Founder of The Alignment Lab. Twenty years spent working inside construction companies rather than consulting to them from the outside, at McCarthy, Odebrecht, and American Constructors, across strategy, communications, and change management.

More about us
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