Process and Ownership
Our Process
05
Meeting Handoff
We book qualified meetings and provide a clean handoff brief with context, key notes, and the recommended next step.
Accepting partners
Revive
01
Lead Audit
We review lead source and history, then segment inbound, no-shows, and dormant leads by urgency and next action.
02
Script Match
We align the outreach script and qualifying questions so follow-up stays consistent and on-brand.
03
Follow-Up
We run a defined follow-up sequence to reopen conversations and surface real intent.
04
Fit Check
We qualify on jurisdiction, scope, timing, and readiness, and capture clean notes without drifting into technical scoping.
Accepting partners
Build
01
Lane Lock
We lock service areas, lanes, disqualifiers, and qualification standards so outreach stays tight and focused.
02
Process Setup
We set up a clean workflow for outreach, follow-up, outcomes, and handoffs.
03
List Build
We build segmented lists by jurisdiction, project type, and buyer role aligned to your lanes.
04
Outreach Run
We run coordinated email, LinkedIn, and call sequences and manage follow-up across the decision window.
05
Meeting Handoff
We qualify or disqualify with notes, handle basic objections and general pricing context, then book and hand off cleanly.
Waitlist
Close
01
Deal Path
We align on qualification standards, disqualifiers, and the deal path so every opportunity follows one controlled flow through signed retainer.
02
Process Setup
We set up a clean workflow for outreach, full-cycle follow-through, outcomes, and handoffs.
03
Target Build
We build segmented lists by jurisdiction, project type, and buyer role, aligned to your lanes and footprint.
04
Discovery Run
We run coordinated email, LinkedIn, and call sequences, handle replies, and run discovery calls and meetings to confirm fit and drive scope clarity.
05
Retainer Handoff
We manage objections and decision timing through a signed retainer, then hand off to your operations team to move the project through permitting.
We take on a limited number of partners per region to protect quality, capacity, and execution.
California Workflow Native
Designed around real jurisdiction behavior, long decision windows, and permit-expediter buying patterns, not generic sales playbooks.
Decision-Window Control
Follow-through stays active across the real decision window, not a one-touch sequence. Every thread ends with a booked meeting, a clear next step, or a documented disqualifier.
Qualification Gates
Every conversation is filtered by jurisdiction, scope, readiness, and decision ownership before it becomes your team’s time.
Operating Rhythm
Execution runs on a fixed cadence across the decision window, with KPI reporting and optimizations tied directly to conversion outcomes.
How We Protect Execution Quality
Frequently Asked Questions
Clean Inputs. Clean Outcomes.
We standardize intake, enforce qualification gates, and keep structured follow-through active until the deal moves forward or is disqualified with a documented reason. The result is fewer bad meetings, less wasted staff time, and a pipeline you can trust. Request pricing and we’ll confirm fit, capacity, and next steps.