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Goals & Economics
The numbers behind your revenue goal.
These four answers drive the campaign math at the end of your report. Estimates are fine; we just need realistic working numbers.
Question 1 of 4
What is your average annual contract value? *
Total revenue from one client at a full year of service. USD.
Question 2 of 4
Target new revenue from new commercial contracts in the next 12 months? *
Annualized value of new commercial business you want to win. USD.
Question 3 of 4
How many new commercial contracts did you close in the last 12 months? *
Question 4 of 4
Typical contract length *
Targeting
Who you target and how well you know them.
Bad targeting creates bad pipeline. Four questions on your ICP, list, decision-maker access, and segmentation.
Question 1 of 4
How clearly defined is your Ideal Customer Profile?
Question 2 of 4
How is your target account list maintained?
Question 3 of 4
How well do you know the people who decide on vendors at your target properties?
Question 4 of 4
How many distinct ICP segments do you actively target?
Visibility
What property managers see when they look you up.
Visibility is the silent qualifier. Buyers research before they respond. Four questions on your search presence and credibility signals.
Question 1 of 4
When a property manager searches for your service in your market, what happens?
Question 2 of 4
How complete and active is your Google Business Profile?
Question 3 of 4
How does your website specifically address commercial property buyers?
Question 4 of 4
What credibility signals does a property manager see when they look you up?
Outreach
How you start new commercial conversations.
Five questions on your channels, cadence, messaging, and weekly outreach discipline.
Question 1 of 5
How many outreach channels do you actively use to start new commercial conversations?
Question 2 of 5
How structured is your outreach cadence?
Question 3 of 5
How is your outreach messaging tailored to the property type and decision-maker?
Question 4 of 5
Are you using LinkedIn as part of your commercial outreach?
Question 5 of 5
What does a typical week of outreach look like?
Follow-up
What happens after the first touch.
Follow-up is where most pipelines leak. Four questions on your nurture, CRM discipline, and post-meeting cadence.
Question 1 of 4
When a prospect does not respond to first outreach, what happens?
Question 2 of 4
What happens to leads who say "not right now" or "maybe later"?
Question 3 of 4
How disciplined is CRM usage for tracking commercial prospects?
Question 4 of 4
What is your typical follow-up window after an initial meeting or walkthrough?
Conversion
Turning conversations into contracts.
Last set. Four questions on your proposal process, objection handling, lost deals, and how you measure improvement.
Question 1 of 4
How standardized is your quote or proposal process?
Question 2 of 4
How do you handle objections during the sales conversation?
Question 3 of 4
What do you do with deals you lose?
Question 4 of 4
How do you know if your sales process is improving over time?