Play 18 · Public records
The bond lapses and the license goes with it
A six-step play for a surety bond agent. It starts from California CSLB, stacks City permit portals, Arizona ROC, Florida DBPR and Washington L&I on top, and ends in a message to the contractor that is useful before anyone replies.
Installs this workflow, five project tables and a draft campaign. Source access and any external outputs are checked before research.
- Category
- Public records
- Sources
- 5
- Steps
- 6
The workflow
- Trigger
California CSLBLicense bonds and their cancellation dates - Evidence
- ArtifactWhat you hand overA replacement bond quote tied to the license, with the open permits that a suspension would stall.
- ContactGliderFinds the contractor, with a verified work email and a phone
- MessageSend itFrom your own mailboxes, evidence attached
Why it earns attention
When a contractor's license bond cancels, the license suspends, and every open job can stall. The cancellation date is public before it happens, so you can arrive with the replacement already quoted.
The play in six steps
- 01
Find bonds about to cancel
California CSLB- What you pull
- License records with a pending bond cancellation: license number, classification, bond company, and the cancellation date. Arizona, Florida and Washington publish similar license and bond records.
- Why it matters
- In California the license suspends when the bond cancels and no replacement is on file. The date is your deadline and theirs.
ExampleLicense B, general building · bond cancels Dec 12 · no replacement bond on file
- 02
See what work is at risk
City permit portals- What you pull
- Open permits issued to that license number: address, project type and issue date.
- Why it matters
- A suspension can stop work on every open job. Counting them turns a notice into a reason to act this week.
Example4 open permits in San Diego County · largest: Mission Hills remodel, issued Sept 3
- 03
Build the replacement quote
Your artifact- What you build
- A quote for the same bond amount from your carriers, the steps to bind it, and how fast the board records it.
- Why it works
- Most cancellations come from a missed renewal notice. A quote they can bind today solves it before the date.
Example$25,000 contractor bond · $250 to $400 a year · binds in a day · filed with CSLB electronically
- 04
Check before you send
Confirm the cancellation is still pending and no replacement is on file the day you send. Some contractors are switching carriers on purpose.
- 05
Find the contractor in Glider
Glider- Search for
- OwnerOffice managerOperations managerBookkeeper
- Why them
- The owner holds the license. In a small contractor the office manager handles renewals and is the one who missed the notice.
- What you get
- A work email and a direct phone, with the email verified before it goes into a sequence.
- 06
Send the evidence, then run the first test
To: the contractorEvery line comes from a step above CSLB shows your contractor's bond cancelling December 12, and the license suspends that day unless a new bond is on file.1 You have four open permits in San Diego County, including the Mission Hills remodel.2 Here's a replacement bond quote for the same amount that you can bind this week.3 Want me to start it?
- Facts from the data (the number is the step)
- What you built for them
- One small ask
- Why it works
- It names a hard date, the jobs it would stop, and a fix that takes one reply. The contractor can verify all of it on CSLB in a minute.
- First test
- Thirty contractors with bond cancellations inside 30 days and at least one open permit.
- Success looks like
- Five bonds bound out of twenty pending cancellations.
The sample message is hypothetical and its numbers are illustrative. Verify every claim, date and rule before sending.
Sources used
The five sources this play names. Each links to the other plays that use it.
Related plays
All 63 GTM playsRun this play with Glider.
Deploy the full workflow into a project. Conway checks your scope and source access, builds the evidence, and prepares outreach for review.