We stay in the thread, writing in your name, until the need and timing are confirmed in her words, the fit is checked against the criteria you agreed with us, and a next sales step is set with her. We ask one question at a time — never a questionnaire.
The conversation that set it up, one question at a time+
Us, in your name
Thanks, Dana. What would you need from a new contractor on those two buildings — ongoing maintenance, or something more immediate?
Dana
Ongoing maintenance to start. Both buildings came over without a service agreement.
Us, in your name
Is there a date you'd want someone in place by?
Dana
Before our heating-season inspections, so by the end of October.
Us, in your name
How would bringing on a new HVAC contractor normally get approved?
Dana
I pick the contractor and our regional manager countersigns the agreement. You'd also need to be on our approved vendor list — a certificate of insurance and a tax form, through our vendor portal.
Us, in your name
Would it work for [your estimator] to walk both buildings with you next week?
Dana
Tuesday morning works. Have them check in with our building engineer at the front desk of the first building.
The opportunity brief your team receives
- The need (confirmed with Dana, in her words)Buyer confirmed
- "Ongoing maintenance to start. Both buildings came over without a service agreement."
- Timing (her words)Buyer confirmed
- "By the end of October," before their heating-season inspections.
- Approval path (her words)Buyer confirmed
- Dana picks the contractor; the regional manager countersigns the agreement.
- Checked against the criteria you agreed with us
- A commercial property inside the agreed service area — yes · work you perform: maintenance — yes · a named buyer who decides: Dana picks the contractor — yes · a stated need and timing window in her words — yes · none of the exclusions you named (not an existing customer, not an active bid) — yes
- Next sales step (set with Dana)Buyer confirmed
- A walk-through of both buildings with [your estimator] on Tuesday morning; check in with the building engineer at the front desk of the first building. Your estimator confirms.
- Not yet knownUnknown
- The regional manager's name, and how long vendor registration takes.
- Status
- Accepted sales opportunity · warm introduction sent in your name · walk-through set with Dana · handed off to [your estimator]
Stays with you: Technical HVAC discovery, the site assessment, the estimate, the proposal, the negotiation, the close and the work itself stay with you. We develop the opportunity; you do the technical selling and close it.