Pre-tender positioning: Building trust, alignment & client relationships with ADCO's Susan Mercer

Pre-tender positioning sounds like a “nice to have” until you lose a shortlist you should have made, simply because the client didn’t know you.

That’s what this episode of Chasing The Win with Susan Mercer, Business Development Manager at ADCO Constructions, really comes down to. Before the tender drops, you’re either building enough trust and alignment to be genuinely in the game, or you’re just another name that popped up on a document.

Start with the client, not the contractor

When I asked Susan what effective positioning looks like in practice, she went straight to relationships, but not the surface-level kind. Susan sees her role as getting to know the client and the project properly, and helping the client get to know the people who will actually deliver the work.

Susan made the point that it starts with the client getting to know her, but she’s not the one delivering the project. So the real work is understanding who the client is, what they value, what ticks boxes for them, and what they are genuinely looking for in a contractor. If you’re going to be in a relationship for one to three years on a project, you want alignment from the start, not a mismatch you only discover once you’re already committed.

We also talked about how different clients are driven by different things. Some are programme-driven and will do a lot to protect time. Others are bottom line driven and will trade time to protect cost. Susan’s view was that you can often sense it, but you should never rely on assumptions when you can ask better questions.

One of Susan’s go-to questions is, “What keeps you awake at night?” It can feel direct, but it gets you past the polite layer quickly. When a client tells you their biggest worry is safety on site, you now have something specific you can respond to with real intent, instead of guessing what matters.

Your first interaction is a preview of delivery

Susan also talked about the first meeting as a preview of what the client will get if they choose you. It’s not just an introduction, it’s the start of a working relationship.

She wants the client to meet more than just the business development person. She wants them to meet the proposed delivery team, because they’re the ones who will be on the ground making decisions and solving problems. Susan also wants the client to meet someone senior they can escalate issues to, like the state manager, because issues will happen. Pretending otherwise doesn’t build confidence, but showing the client how issues will be handled does.

What I really liked is that Susan doesn’t see her job as “done” once the project moves into delivery. She steps back in to check whether the client is getting what she promised. That follow-through is part of positioning too, because it protects trust for the next opportunity.

You can’t win from an open tender list alone

Susan shared a story from early in her career that perfectly explains why pre-tender positioning matters. She saw an EOI advertised, knew her organisation could deliver, put together a strong response, and still didn’t make the shortlist. When she later spoke to someone inside the department, they told her plainly, “We’d never heard of you before.”

On paper, yes, they could have delivered the project, but nobody knew them. Nobody trusted them. The shortlist had already been shaped around organisations the client had confidence in.

This is why I keep saying technology can’t replace pursuit. You can’t have AI scanning tender websites and call it business development. In a competitive market, the difference is often subjective. It’s the small biases, the unspoken preferences, and the tiny details that are keeping someone awake at night. You only learn that by building relationships and asking better questions.

Personalities and culture decide more than we admit

Susan also said something that I think a lot of people know, but don’t always say out loud. If a project is relatively straightforward, there are plenty of contractors who can build it. The deciding factor often becomes who the client actually wants to work with for the next three years.

Personalities matter. Culture matters. The client is choosing who they want to interact with every day, and that is not a small decision.

Susan asks clients directly if there is anyone they would prefer not to work with. She’s had honest answers, and those answers have influenced the team ADCO puts forward in the tender. It’s not negative, it’s realistic. People are people, and not everyone works well together. If you can uncover that early, you can avoid unnecessary tension later.

Your trade partner relationships are part of your positioning

Another part of this conversation I loved was Susan’s focus on relationships beyond the client. At ADCO, relationships run across clients, consultants, internal teams, and trade partners, and those relationships matter when it comes to tendering.

Susan talked about wanting to know that preferred consultants and trade partners will align with them, and that comes down to trust and past experience. She was also clear that it’s not about the lowest price. It’s about reliability and performance.

If a trade partner underperforms, it reflects on the contractor. If a trade partner goes out of business mid-project, the disruption is enormous. Programme delays, extra cost, and reputational damage with the client. Strong relationships and consistent performance are part of how you protect delivery, and delivery is part of how you protect your pipeline.

Shape the opportunity before probity drops

I asked Susan about shaping the opportunity before the probity curtain drops, because there are really two layers of tender strategy. There’s how you respond once the document lands, and then there’s how you position long before that.

Susan’s view was that you generally know about a project for a long time before it drops, often 12 months or more. That’s your window to understand why the project has been designed the way it has, what risks and opportunities have already been explored, what the budget and programme pressures are, and what concerns you’ll need to deal with during the tender.

She also made a great point about not wasting time proposing “brilliant” ideas that have already been put forward and rejected. If you don’t understand what matters to the client before probity drops, you should be questioning whether you know enough about the project to bid at all.

Intel only matters if it’s shared

We also talked about the gap I see in a lot of organisations, where business development and tendering aren’t integrated enough. People gather great intelligence, but it doesn’t make it into the tender response.

There’s no point building a pursuit plan and locking it in a drawer. The delivery team, estimators, design manager, and bid manager need it. Otherwise, it can’t influence strategy, solution development, or the way you respond.

Susan also shared that she doesn’t pretend to have all the answers. She uses the pursuit plan to ask questions of her team, and she spends time on site learning from delivery teams. She looks at what’s worked on other projects, why it worked, and what it achieved for the client, then carries those learnings into the next pursuit. That’s how intelligence becomes something real, not just notes from a coffee meeting.

Know when to walk away

Pre-tender and tender effort is resource-intensive, and Susan is learning to trust her gut more. If something seems too good to be true, it probably is.

If the first you’ve heard about a major project is a month before tender and you’re well connected in the industry, Susan’s view is that you should be asking hard questions. Is the funding real? Are approvals in place? Are there dependencies that could stall it?

She also pointed out how often projects go to tender and then don’t proceed. That wasted effort across the industry is significant. Losing a tender hurts, but at least the project is going ahead with someone. Tendering a project that gets shelved is a different kind of frustration, and it’s something you need to factor into your decision-making.

Susan also said if other reputable tenderers start dropping out during the tender, don’t assume you’ve won. Ask why. They may know something you haven’t uncovered yet.

If you’re new, build your connections properly

For people new to the industry or new to a region, Susan suggested joining industry committees and attending networking events. Committees, in particular, can create deeper connections because you spend more time with people and build familiarity.

We also talked about being willing to ask for introductions, but only once you’ve built enough rapport that it feels genuine.

Susan referenced the idea that relationships take seven points of connection to build. That means you need to be intentional about follow-up, and you need to go into meetings with a plan. Don’t show up to a coffee with no agenda and expect it to magically turn into work.

These relationships take time, and they need to be genuine. You can’t meet someone once and expect to be handed an opportunity, but if you keep showing up and keep building trust, it does come back around.

The thrill of the chase and the reality of what gets built

To finish, Susan shared what she loves most about what she does: The thrill of the chase, and then seeing a project come to fruition.

This isn’t paperwork being pushed back and forth. It’s bricks and mortar. It’s hospitals, universities, shopping centres, and community spaces that real people use. Because when you strip it all back, that’s what pre-tender positioning is really about. You’re not just trying to win a document. You’re earning the right to deliver something that matters, with people you trust, for clients you align with.


LINKS: 

Connect with Deb at Tender Plus

Web: https://www.tenderplusconsulting.com.au/ 

LinkedIn: https://www.linkedin.com/company/tender-plus/

 
 
Next
Next

Shifting left in tendering: Avoiding last-minute bid stress with Tania Field