Cross-Sell Proposals
A company with many services usually sells one of them to each customer. This looks at every site on the books, works out what else is due there, and puts a priced, illustrated proposal in front of the right person. The striping is fading in the aerial; the coils are due by runtime; the hood is on its quarterly clock; the storefront could be re-imaged. One proposal, one approval.
How it helps your business
What changes when it is running.
- Turn a single-service account into a whole-site account without a new sales call.
- Bundles priced automatically, so the discount is a rule and not a negotiation.
- The manager sees the work on their own building, not a generic brochure.
- You know the moment the proposal was opened and how far they read.
What’s included
In the box.
- A profile per site: services in place, cadence, last visit, what was found
- Opportunity detection from imagery, service history and the calendar
- Rendered before/after of the proposed work on the actual site
- Bundle pricing rules and a proposal template in your brand
- Tracked delivery: opens, read time, sections reached, clicks to call
- Approval and scheduling hand-off in one tap
How it works
Step by step.
Profile the site
Everything you already know about the location, in one place.
Find the next job
Imagery, history and cadence say what is due and what is worth proposing.
Build the proposal
Rendered on their building, priced from your rules, in your brand.
Send and track
Delivered to the manager, with a read receipt for the rep.
The demo opens in a new tab and carries sample data. Your version is set up with your services, your rates and your brand.
Goes with
Solutions that pair with this one.
Enter an address. Get the lot's asphalt area, stall count, striping footage and roof area from satellite imagery, with a quote attached.
A company list in, personalised messages out through their own contact forms, and a read receipt on every proposal.
A technology team on call. We connect the software you already run, build what is missing, and add AI where it saves hours.
Want this for your company?
Tell us about your business. We’ll come back with what it would take and what it would look like, usually within one business day.