Sales Services
Sales Team Implementation
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Sales Team:
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Interim key sales team member. (Applies to various lengths of engagement).
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Followup on leads and pre-qualify for the greatest impact on in-person appointments.
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Presentation prep and deliver.
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Proposal prep and deliver.
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Close the deal.
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Maintain Pipeline of Customers:
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Keep updated records of prospects so pipeline is always full.
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Account management.
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Regularly reach out to clients and customers developing and maintaining the quality of the business relationship; in-person office visits, lunches and dinners, holiday and birthday gifts, thank you cards.
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The lists below are examples of the type of sales services we can provide for an example construction company.
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Sales Performance & Analytics
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Pipeline Reviews:
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Track total bids, bid-hit ratio, average contract value, close rates.
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Win/Loss Analysis:
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Identify why deals are won or lost and adjust strategy.
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Marketing-to-Sales Feedback Loop:
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Identify best-performing lead sources.
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Share jobsite photos, client stories, and case studies for marketing use.
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Sales Strategy & Structure
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Define Sales Roles:
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Separate or clarify roles for Estimators, Business Development Reps, and Project Managers.
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Identify who owns follow-up, proposals, and relationship maintenance.
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Set Annual/Quarterly Targets:
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Revenue goals by service line (e.g., residential remodels, commercial TI, restoration).
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KPIs: bids submitted, bid-hit ratio, closing rates, average project size, pipeline value.
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Establish a Sales Process Playbook:
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Step-by-step: Lead Intake → Qualification → Site Visit → Estimate → Proposal → Close → Handoff.
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Standardize how every team member approaches prospects.
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