SOP 12IndustryAdvanced10 steps

Track live construction projects and who is on them

Source live permits and tenders, convert projects into the companies attached to them, and reach procurement inside the buying window.

4 steps not yet verified live

Tool names and credit costs in this recipe are validated. Some steps work around a platform gap that has not been decisively probed, so treat those as a workaround rather than a documented capability. Check the result before you act on it.

Where the list comes from

Permit portals, tender boards and planning registers. Rows start as projects and become companies at step five.

The steps

  1. 1

    Orient

    Confirm the inputs, compute the expected cost, and tell the user what the run will do before anything spends a credit.

  2. 2

    Find the portals, then scrape them

    Workaround

    Source discovery first (SOP 02 Step 1), Custom Research Tool (1c), run once.

  3. 3

    Extract project fields

    Target: project name, location, value, status/stage, developer, main contractor, architect, permit or application date, description. Gate: stage and date present.

  4. 4

    Remove out-of-window projects

    18 months ago has already been bought for. Gate: count drop recorded. This is usually the largest single reduction in the SOP and it costs nothing.

  5. 5

    Normalize the party names

    Portal data names companies inconsistently, legal entities, trading names, typos, and joint ventures. Clean Company Names (0.1c), Clean Location (0.1c).

  6. 6

    Convert projects to companies

    One project row becomes several company rows (developer, contractor, architect), and one company recurs across projects. Transpose the party columns into company-level rows, keeping the project reference on each.

  7. 7

    Resolve domains and enrich

    Check Domain Status (FREE). Industry Classifier (0.2c), Company Headcount (0.2c), Company Annual Revenue (1c), Company Address (0.5c).

  8. 8

    Classify the company's role and relevance

    Workaround

    No construction role/trade classifier. Whether a company is a developer, main contractor, M&E subcontractor, groundworks specialist or architect changes both the pitch and the buyer, and nothing classifies it.

  9. 9

    Project opportunity score

    That last instruction matters: the tail's opener needs one named project, not a list. Gate: read 5 justifications; each should name a real project.

  10. 10

    Run the shared outbound tail

    Personas: Procurement Manager, Buyer, Project Manager, Operations Director, Construction Director, Commercial Manager, Quantity Surveyor, and Owner at smaller firms.

Where the run should stop

  • Out of window projects are removed before any enrichment. A completed project is not an opportunity.
  • Party names are normalised before conversion, because the same contractor appears under several spellings.

What you should end up with

Companies attached to live projects, with the project named, its value and timing, a role classification and procurement contacts.