HOW IT WORKS
From choosing the right accounts to handing over a useful conversation, every step has a clear purpose.
Start with your services, geography, project preferences and available capacity. Identify who handles estimating and which existing customers or relationships to exclude.
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.
Send agreed business outreach and follow-up. Review replies, honor requests not to be contacted and ask the screening questions that make sense for 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.
MEASURE WHAT MATTERS
Use distinct stages to see where the process works and where it needs attention.
Your team reports estimates and wins so outreach quality can be evaluated against actual sales outcomes.
WORKING TOGETHER
Account research, outreach preparation, agreed email follow-up, reply review and buyer context.
Positioning approval, prompt buyer follow-up, technical assessment, estimates, proposals and project delivery.
COMMERCIAL LEAD GENERATION
Tell us what you do, where you work and the jobs you want more of.