Petra for Business Development

Your Relationships Are Your Advantage. Petra Makes Them Scalable.

You know how to build relationships and close deals. But you're losing projects to competitors and you can't explain why. Follow-ups slip, pipeline visibility is non-existent, and you lack the systems to nuture meaningful relationships.

Sound Familiar?

The Daily Reality of Construction BD

You're great at building relationships. But the systems around you are failing. These are the problems Petra was built to solve.

You have 200+ contacts but no system to track who needs follow-up and when.

Opportunities go cold because you're relying on memory and sticky notes instead of a structured follow-up cadence.

You're chasing every RFP that comes across your desk—even the ones you'll never win.

Without a Go/No-Go framework, you waste weeks on proposals for projects that were never a fit. Your win rate stays stuck below 20%.

You can't see your pipeline in one place. Deals live in your head, your email, or a spreadsheet.

When leadership asks for a forecast, you're guessing. And guesses don't build confidence or get you more resources.

You close deals but can't articulate why clients chose you over the competition.

Without win/loss data, you can't replicate what works or fix what doesn't. Every pursuit feels like starting over.

Marketing sends you leads but you have no visibility into where they came from or how warm they are.

You're calling contacts cold when they should be warm. The handoff between marketing and BD is broken.

You spend more time on CRM data entry and reporting than on actual relationship building.

The tools that are supposed to help you sell are actually keeping you from selling. Admin eats your best hours.

HOW PETRA FIXES THIS

Spend Less Time on Admin and More Time Closing.

Petra gives you the pipeline visibility, follow-up system, and pursuit intelligence to win more work with less effort.

CRM Built for Construction

Track contacts, companies, and relationships with fields that matter to you—project types, decision-makers, past bid history. Not generic SaaS fields you'll never use.

Visual Pipeline Tracker

See every deal from prospect to signed contract in a Kanban board or list view. Weighted forecasts, stage-by-stage analytics, and win rate tracking—all at a glance.

Go/No-Go Scoring

Score every opportunity against your company's strengths, capacity, and profit targets before you commit resources. Chase fewer deals. Win more of them.

Follow-Up Automation

Never let a relationship go cold. Automated reminders, interaction logging, and cadence tracking ensure every contact gets the right touch at the right time.

Competitive Intelligence

Track who you're losing to and why. Win/loss debriefs, competitor profiles, and market positioning data help you sharpen your pitch for every pursuit.

AI-Powered Deal Insights

Petra's AI flags at-risk deals, suggests next actions, and identifies patterns in your wins and losses. Data-driven BD instead of gut-feel guessing.

Your Week: Before vs. After Petra

Without Petra

Monday: Scrolling through emails trying to remember who you promised to follow up with

Tuesday: Spending 3 hours on a proposal for a project you had a 5% chance of winning

Wednesday: Updating a spreadsheet pipeline that's already out of date

Thursday: Walking into a client meeting without knowing their last three interactions with your firm

Friday: Telling leadership “pipeline looks good” with zero data to back it up

With Petra

Monday: Dashboard shows your follow-ups due today with full interaction history for each contact

Tuesday: Go/No-Go score flags a low-fit RFP—skip it and focus on your highest-scoring pursuits

Wednesday: Pipeline view shows your weighted forecast with deals advancing to proposal stage

Thursday: Pull up a contact card with every touchpoint, project interest, and decision-maker mapped

Friday: Present leadership with win rate trends, pipeline velocity, and a clear revenue forecast

Free Assessment

Pipeline Health Diagnostic

Answer 5 quick questions to find out if your pipeline is full enough, fast enough, and converting at the rate it should be.

Question 1 of 5 0%

Petra Is Built For You If...

You're managing your relationships without a real system

You're tired of chasing RFPs you were never going to win

You need pipeline visibility that doesn't require a spreadsheet

You want to know why you win (and why you lose) so you can replicate success

You're spending more time on admin than on building relationships

You want AI-powered insights that help you prioritize the right pursuits

Stop Losing Deals to Disorganization.
Start Closing with Confidence.

Join the BD professionals who've replaced gut-feel pursuits with a data-driven system. Start for free—no credit card required.