Trustpilot

Your Marketplace onboarding checklist

Getting set up correctly can help you find the right opportunities and get more from Marketplace. 

Our Marketplace onboarding checklist gives you practical steps to follow from your first week through to your first four months, helping you build a relevant, filtered pipeline of opportunities for your business. 

Get set up for success 

The checklist will help you: 

  • Set up saved searches and alerts around the work you want to win 
  • Understand Premium and Public opportunity types 
  • Bookmark and track relevant opportunities 
  • Add other users from your business 
  • Use the Marketplace app while you’re on the go 
  • Refine your searches based on the opportunities coming through 
  • Explore Market Intelligence 
  • Connect directly with main contractors 
  • Make the most of Marketplace Live events 
  • Review what’s working and improve your approach over time 

Start with the essentials 

The checklist is designed to give you clear actions at each stage, from familiarising yourself with the Opportunities Board and creating your first saved searches, through to approaching main contractors directly and turning Expressions of Interest into submitted bids. 

Need help getting started? 

Want someone to walk you through Marketplace? Book an onboarding meeting with one of our specialists and we’ll help you get set up around the types of opportunities your business is looking for.

 Book a Marketplace onboarding meeting