HOW IT WORKS

Lead generation.
Handled for you.

Choose inbound website and search improvements or outbound commercial prospecting. Each service has a defined scope and reporting plan. Your team handles technical assessment, estimates, proposals and closing.

Two ways to build commercial demand.

INBOUND

Help buyers find and choose you.

Website improvements, SEO and AI-search visibility built around how your customers choose a contractor, residential or commercial.

From $1,950/month + $1,000 onboarding

Explore inbound lead generation ↗

Choose the route that fits your market, website and sales capacity. A combined engagement is scoped and quoted separately.

OUTBOUND DELIVERY

How does outbound delivery work?

Do I need to run outreach software?

No. Sourci researches accounts, writes and sends the agreed emails, follows up and reviews replies. You approve the market and messaging, then take over relevant buyer conversations.

What do I receive besides contacts?

A handoff records the account, buyer role, what the buyer said, the stage of interest, known timing, unanswered questions and agreed next action. A list entry alone is not a qualified conversation.

Does this fit an immediate gap in the schedule?

Sourci does not promise immediate work or a set number of booked estimates. It fits a team that can invest in commercial prospecting and follow through on conversations. If you need a job immediately or have no capacity to estimate, it may not fit your current needs. To compare this with ads, marketplaces and referral programs, see contractor lead generation options.

See the email-to-handoff example, then compare the responsibilities and qualification criteria to agree before launch.

01

Define a job worth winning.

Start with your services, geography, project preferences and available capacity. Identify who handles estimating and which existing customers or relationships to exclude.

  • A clear market and scope
  • Agreed qualification questions
  • A definition of an acceptable handoff
02

Build the account plan.

Research relevant properties and businesses, identify likely buying roles, and prepare the contact list. Fit is a research judgment; project need is something to establish with the buyer.

  • Relevant account types and decision-maker roles
  • List checks and exclusions
  • Messaging for your review
03

Write, send and follow up.

Write the messaging for your review, then send agreed cold email and follow-up. Review replies, honor requests not to be contacted and ask the screening questions that make sense for the conversation.

  • Email outreach and follow-up
  • Reply review and qualification
  • Clear records of interest and timing
04

Hand over the conversation.

Share the buyer context, what was actually discussed and the agreed next action. Your estimator follows up, confirms the scope and decides whether the opportunity merits a site visit.

  • Buyer and account context
  • Confirmed details and unanswered questions
  • Next action and responsible person

MEASURE WHAT MATTERS

A reply is a start.
A won job is a result.

Use distinct stages to see where the process works and where it needs attention.

Interested reply→Qualified conversation→Estimate→Won contract

Your team reports estimates and wins so outreach quality can be evaluated against actual sales outcomes.

WORKING TOGETHER

Clear ownership.
Less back-and-forth.

Sourci

Account research, outreach preparation, agreed email follow-up, reply review and buyer context.

Your team

Positioning approval, prompt buyer follow-up, technical assessment, estimates, proposals and project delivery.

EXAMPLE

From an account to a useful next step.

What might the emails and reply look like?

The messages use the contractor’s approved claims, audience and exclusions.

1. Example first email

We are reaching out on behalf of a commercial painting contractor serving your area. Does your team review contractors for occupied-office repaint work? If so, may we send relevant experience for your review?

2. Example follow-up

Following up on the painting vendor question. Is there a person or process we should use to share the contractor’s capabilities? If this is not relevant, let us know and we will stop contacting you.

3. Buyer reply and qualification

Buyer reply: “I handle maintenance vendors for this office. Send occupied-site examples for our November budget review. There is no repaint scope approved yet.”

Follow-up question: “Can the contractor send those examples to you for that review, and what vendor requirements should they address?”

Clarification: The manager agrees to receive the examples and explains the vendor-review route. Budget authority, surface scope, site access and a project date remain unconfirmed.

Stage: vendor-review conversation. The project scope and budget remain unconfirmed. Count this as a qualified handoff only if the agreed evidence requirements are met.

Occupied-office repaint example
StageEvidence in this exampleWhat it means
1. Account researchA managed office is inside the contractor’s agreed radius; exterior repainting matches its capabilities.A research candidate. No project, budget or interest is established.
2. Buyer routeThe management firm identifies a property manager as the contact for maintenance vendors.A starting role. Spending authority still needs confirmation.
3. Interested replyThe manager asks for occupied-site experience and says the next budget review is in November.Interest in reviewing a contractor. November is a budget-review date, not a job start.
4. QualificationThe manager agrees to a capability review and explains the vendor process. Budget, final scope and approval remain unknown.A vendor-review conversation. It is not ready to estimate or book as a site visit.
5. HandoffThe estimator receives the account fit, buyer role, stated timing, exclusions and agreed capability-review action.The estimator sends relevant proof, confirms the approval route and records the next response.

What goes into the handoff?

Download the example handoff CSV, or use the pipeline guide and blank handoff worksheet for your own process.

When it should not become a qualified handoff.

A generic “send information” reply without confirmed relevance stays an interested reply. Wrong geography or unsupported work is rejected. An unknown buyer route or unclear next action stays in review. Existing customers, excluded accounts and anyone requesting no contact are removed from outreach. Qualification and any billable milestone must match the written scope agreed before launch.

EXAMPLES

A vendor review and an active project need different next steps.

Example buyer conversations and next steps
Buyer statementStage and unknownsUseful next action
“Send occupied-site examples for our next vendor review. No repaint is approved.”Vendor review. Scope, budget and project date remain unconfirmed.Send the agreed capabilities and establish the review route. Do not book an estimate as though a project exists.
“We want an estimate for repainting the lobby. I can arrange access next Tuesday; ownership approves spending.”Buyer-confirmed estimate request. Dimensions, surface condition, budget and spending approval still need confirmation.Your estimator confirms the purpose and access for a site visit, assesses scope and follows the approval process.

Qualification and any billable milestone follow the written scope. A confirmed need is not a won job or a guarantee that the contractor can deliver it.

Agree the working scope before starting.

Choose a scope your team can use.

What should count as a handoff?
Decide whether relevant vendor-review conversations fit your sales cycle or whether your team needs an active project discussion. Write down the evidence required for each stage; a reply alone does not satisfy either definition.
Who takes the next action?
Name the person receiving qualified replies and agree the handoff channel and follow-up responsibilities. Sourci handles the agreed research, emails, follow-up and reply qualification; your team handles technical scope, estimates and closing.
What needs agreement before launch?
Confirm the audience, exclusions, approved claims, sending setup and access, outreach volume, reporting, exact fee, included and third-party costs, term and cancellation. Record the agreed decisions in the written scope.

You can start the conversation with your trade, service area and available capacity. We can work through the remaining scope questions together.

See who gets recommended
What belongs in a Sourci engagement scope
DecisionWhat to write down
Market and capacityTerritory, specialties, project preferences, available capacity and excluded accounts.
Included workAccount research, contact checks, approved messaging, email follow-up, reply review and handoff format.
QualificationWhich stages count, required evidence, unknowns, rejection reasons and dispute handling.
Commercial termsFee, payment timing, any billable milestone, included volume, term, cancellation and third-party costs.
ResponsibilitiesWho approves messaging, manages sending setup, handles interested buyers and reports estimates and wins.
ReviewReporting frequency, outcome definitions and the decision to adjust, pause or continue.

Inbound Foundation is $1,950/month plus $1,000 onboarding; Growth is $3,450/month plus $1,500 onboarding. Outbound Foundation is $2,950/month; Growth is $4,450/month. Larger or combined scopes are quoted separately. We agree the service, scope, responsibilities and exact fee in writing before starting. Prices are in USD. Calculator defaults are examples, not a quote. Use the provider comparison to assess the proposed terms, then discuss your service area and work.

AGREE THE FIT

Does Sourci fit your market?

Can you support a contractor in Canada?

We review a Canadian contractor’s service area, trade, buyer types and capacity before accepting an engagement. We also review contact permissions, opt-outs and sending and handoff responsibilities for the proposed campaign. The country, territory and service scope must be confirmed in writing before work starts. Review the scope decisions and discuss your market with Sourci.

FREE CHECK

Which contractors get recommended
in your city?

When a customer asks ChatGPT or Google AI who to hire, it names a few contractors. Tell us your trade and city. We send you which contractors get named, and whether you are one of them.

See who gets recommended

We reply within 2 business hours.

Compare a prospecting provider before you commit

Define the buyer, the qualified handoff, the reporting and the responsibilities you expect. Our commercial painting lead-provider guide includes questions to ask and a blank comparison worksheet.