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Play 18 · Public records

ForSurety bond agentsToThe contractor

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

  1. TriggerCalifornia CSLBLicense bonds and their cancellation dates
  2. Evidence
  3. Artifact
    What you hand overA replacement bond quote tied to the license, with the open permits that a suspension would stall.
  4. Contact
    GliderFinds the contractor, with a verified work email and a phone
  5. Message
    Send 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

  1. 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.
    Example

    License B, general building · bond cancels Dec 12 · no replacement bond on file

  2. 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.
    Example

    4 open permits in San Diego County · largest: Mission Hills remodel, issued Sept 3

  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

  4. 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.

  5. 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.
  6. 06

    Send the evidence, then run the first test

    • 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.

All 63 GTM plays

Run 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.