✗ Is There A Template To Help Gather The Information Needed To Create And Post A Strong Opportunity Quickly?

Yes—The Exchange provides an Exchange Opportunity-Location Intake Template specifically designed to help you and your team gather the right information upfront, streamline internal coordination, and significantly speed up the Opportunity posting process.

* Email support@getroute.com to request a copy of the Exchange Opportunity-Location Intake Template 

By capturing detailed, structured information at the beginning, you create a stronger, more compelling Opportunity that:

• Attracts more qualified contractors
• Reduces unnecessary back-and-forth questions
• Accelerates engagement and decision-making

We strongly recommend completing as many data fields as possible. The more complete your intake, the more efficient and effective your Opportunity posting will be.

How the Template Helps You Move Faster

This template is more than just a form—it’s a multi-purpose tool that supports several key steps in the process:

1) Opportunity Overview Creation
Once completed, you can copy the data into an AI tool (using the Exchange AI Prompt Template) to quickly generate a clear, well-structured first draft of your Opportunity Overview.
Important: Always review and refine AI-generated content to ensure accuracy and alignment before posting.

2) Location-Level Support Document
You can scrub sensitive details (such as client name and exact address) and upload the document as an Attachment to provide additional context and clarity for contractors evaluating your Opportunity.

3) Opportunity-Locations Bulk Upload (CSV Template)
For Opportunities with multiple locations, the template can be converted into a bulk upload file:

• Copy and save the template as a separate document
• Delete the Instructions tab
• Remove any columns that do not contain three asterisks (***)
• Save the file as a CSV

This CSV file can then be used to efficiently bulk upload Opportunity Locations into your posting—saving time and ensuring consistency across all locations.

If you encounter any issues with the bulk upload process, our team is available at support@getroute.com to assist.

Final Thought

Using the Intake Template allows you to move from idea to live Opportunity faster—while maintaining a high level of quality, clarity, and professionalism. It’s one of the most effective ways to streamline your workflow and drive stronger results on the Exchange.