Three ways to engage. One goal: a commercial sales system that runs without you.

Every engagement starts with a real diagnosis of your current sales reality. The right option depends on where you are, not where you hope to be.

01 — THE SALES FOUNDATION

$5,000 – $8,000 · One-time engagement

Your team needs a process, not another generic pep talk.

Built for trade vendors with 5 to 100 employees that have never had a structured B2B sales system.

Most commercial service companies grow to the point where the owner can't keep doing all the outbound selling. Someone gets hired to handle business development. Nothing gets followed. Reps fail to break into preferred vendor lists, get frustrated, and leave. Revenue stalls.

The Sales Foundation fixes the root cause. We get into your business, build a complete commercial specialty contractor outbound sales strategy in your language, train your team on how to use it, and set up the infrastructure so the process actually runs week to week. You leave with a working B2B sales system, not a binder.

  • You've never had a formal commercial sales process.

  • You just hired, or are about to hire, your first dedicated B2B salesperson.

  • You're tired of every single property management meeting running through you.

  • You want the right structure in place before you scale your commercial service lines.

THIS IS FOR YOU IF:

WHAT'S INCLUDED:

  • Initial client assessment call

  • Custom commercial sales playbook (your ideal property types, your process, your language)

  • 3 training sessions, 90 minutes each (commercial hvac maintenance contract sales training, roofing/landscaping/cleaning target practice)

  • Prospecting strategy and asset target list definition

  • CRM audit and commercial pipeline setup recommendations

  • Sales Activity Scorecard

  • Objection handling cheat sheet (getting past gatekeepers, avoiding the race to the bottom on price)

  • Email and voicemail templates tailored for facility managers

  • New hire onboarding checklist

  • 30-day follow-up call

02 — THE SALES PARTNER

$2,000 – $3,000 / mo · Monthly retainer

The system is only as good as the execution.

For Foundation graduates, or owners who have some process but need ongoing B2B pipeline accountability.

Having a playbook is one thing. Running it month after month, through your busy season and your slow one, is another.

The Sales Partner keeps it moving: two focused calls a month, accountability between them, a monthly read on pipeline health, and a direct line for the real questions—the stuck deals with property managers, the hiring decisions, the awkward contract negotiations you shouldn't be guessing your way through. This isn't generic business coaching. It's sales accountability built specifically for the commercial service and trade vendor world.

  • You completed the Foundation and want to keep the momentum going.

  • You have some sales process, but it slips when project execution gets busy.

  • You want a thinking partner who understands how to handle asset managers and holds you to a standard.

  • You want someone to review the pipeline with you and call out stale deals.

THIS IS FOR YOU IF:

  • 2 × 60-min coaching calls/month (owner, sales lead, or both)

    • Call 1: pipeline review, stuck commercial deals, skill focus, commitments

    • Call 2: outbound prospecting strategy, accountability, playbook updates as needed

  • Accountability check-ins between calls (text or voice memo)

  • Monthly Sales Pulse — activity and commercial pipeline metrics report

  • Playbook audited quarterly or on trigger events

WHAT'S INCLUDED:

03 — FRACTIONAL SALES MANAGER

$3,500 – $5,000 / mo · Offered selectively · 12-month minimum

The sales leadership you need. Without the $120,000 hire.

For commercial service companies doing $3M+ that are actively building an outbound sales team.

At a certain point, a coaching call isn't enough. You need someone who shows up, reviews the actual call recordings with facility directors, sits in on major account pitches, builds the comp structure, and holds your team to a real standard every month. That's what this is.

The Fractional Sales Manager engagement is built for specialty trade contractors doing $3M or more that are serious about building a permanent, high-performing sales function. We attend your sales meetings, review call recordings, help you hire and onboard the right B2B people, and build the performance infrastructure a growing team needs. Offered selectively, because the work requires real presence, not just advice.

  • You're doing $3M or more and building a dedicated B2B commercial sales team.

  • You've outgrown basic coaching and need hands-on sales leadership.

  • You're hiring salespeople and need someone to run the process with you.

  • You're not ready for a full-time VP of Sales, but you need that level of strategic thinking.

THIS IS FOR YOU IF:

  • Up to 4 sales meetings/month (in person or virtual)

  • Call recording review with real-time feedback on commercial pitches

  • Hiring support: B2B job description, salesperson scorecard, and final-round interview presence

  • 30-day onboarding plan for new sales hires (1 hire/term)

  • Comp structure design: base/commission split, accelerators, maintenance contract quotas

  • Performance benchmarks: ramp targets, activity minimums, KPIs

  • Compensation and Performance Framework document

  • Acts as the sales leader you can't yet afford full-time

WHAT'S INCLUDED:

Feature Comparison Foundation Partner Fractional SM
Custom Sales Playbook Updates Updates
3 Training Sessions (90 min each)
Prospecting Strategy & ICP Definition
CRM Audit & Setup Recommendations
Sales Activity Scorecard
Monthly Coaching Calls (2×/month)
Monthly Sales Pulse Report
Sounding Board / Deal Support 30 days
Sales Meeting Attendance (up to 4/mo)
Call Recording Review & Feedback
Hiring Support & Onboarding Plan
Comp Structure & Performance Benchmarks
Recommended Starting Point Start here

Not sure where to start?

Most specialty contractors begin with the Foundation. We do a quick diagnostic call first, confirm the right fit, and price the engagement based on your team size and what actually needs to be built. No pitch. No proposal theater. Just a straight conversation about your commercial pipeline.