What your team receives

A next step you can act on.
With the evidence behind it.

A contact’s name is only the beginning. The handoff should tell your estimator who replied, what the facility needs, what is still unknown, and what happens next.

Fictional demonstration. The facility, person, reply, and timing below were created to show the delivery format. This is not a customer result, a real lead, or evidence of campaign performance.

Opportunity handoff · DEMO-001

Northbank Office Center · fictional facility
Bid discussion requested · not booked
Facility and scopeProfessional office building within the client’s approved service area. Recurring evening janitorial service, five visits per week.
Contact and authorityAlex Morgan, property manager. In this example, the reply confirms responsibility for cleaning vendor reviews.
Evidence retainedResearch-source URL and review date; verification result and date; original reply and timestamp. Fictional evidence only in this demo.
What is still unknownCleanable square footage, current scope, access restrictions, budget, contract notice period, and walkthrough availability.

The buying signal

“I handle the cleaning contract here. We’re reviewing providers next month. Can your team discuss evening service five days a week and arrange a site visit?”

Invented example reply. A real handoff preserves the actual response.

Next action
The cleaning company’s estimator replies with two available walkthrough times and confirms the address, scope, and decision process. ServiceOps records the accepted time only after confirmation.

Qualification: Relevant decision-maker + in-scope facility + explicit request to discuss service. One facility and buying need counts as one opportunity, even if several people reply.

Different responses mean different work.

ResponseReported asNext step
“Can you quote our evening cleaning?”Active bid discussion, if role and facility fit are confirmedClarify scope and coordinate a walkthrough.
“Our review is in November; contact me October 15.”Future review opportunity, if from the relevant decision-makerRecord the stated review window and authorized follow-up date. No meeting claimed.
“You should talk to our property manager.”Referral, not yet a qualified positive opportunityVerify the new contact and seek an explicit buying signal.
“Send information.”Needs qualification unless role, need, and context are clearAsk one relevant question. Do not inflate the opportunity count.
“Tuesday at 10 works for the walkthrough.”Confirmed appointment once date, timezone, location, and attendees are settledSend the confirmed details to the authorized representative.
“Remove us,” an automatic reply, or no responseOpt-out, automatic response, or no responseSuppress opt-outs promptly; exclude all three from opportunity totals.

Would a new account justify the cost?

Use your own contract economics. These inputs are illustrative, not industry averages or a forecast. This calculation assumes a contract has already been won; it does not predict whether or when that will happen.

The calculation includes $125 for each attended qualified appointment, capped at eight billable appointments ($1,000) in month one. There is no upfront management fee. Include labor, payroll burden, supplies, and travel in direct costs. Add estimating time, additional campaign fees, and other acquisition expenses to the last field. Taxes, financing, bad debts, and cash collection delays are excluded.

Monthly contribution = revenue × (1 − direct cost percentage) − extra monthly overhead. Retained contribution per account = monthly contribution × retained months − startup cost. Break-even account count = total acquisition cost ÷ retained contribution, rounded up. No assumption about close rate is included.

What is yours to decide

  • The facilities and ZIP codes worth serving
  • Your minimum profitable account size
  • The service claims and messages we may use
  • Your availability, estimates, pricing, and contracts

What we manage

  • Research, business-contact checks, and approved outreach
  • Follow-ups, response classification, and opt-out handling
  • Context-rich handoffs and calendar coordination
  • A weekly report showing activity and outcomes separately

Start with one service area and one facility type.

Before launch, we agree on the list target, sending setup, outreach volume, qualification rules, and launch date. The first step is a fit review.

Request a fit reviewRead the complete scope