Demand
Build visibility and offers around service, panels, generators demand in the territories the team can serve.
Mechanical and Essential
The mix ranges from small repairs to high-value projects. Qualification, service packaging, estimate follow-up, and local trust improve the mix.
The operating objective
Create more of the right work without breaking response, capacity, quality, or margin.
One customer journey
Build visibility and offers around service, panels, generators demand in the territories the team can serve.
Define the qualification, booking, estimate, options, and follow-up path for each major job type.
Make source, contact, schedule, owner, status, sold scope, and cash visible in the system of record.
Match the promise to capacity, field standards, quality control, and a complete customer closeout.
Give the team clear ownership, scorecards, meeting rhythms, and an escalation path that does not depend on the owner.
Measure the handoff
Downpour establishes what each stage means, where the record lives, and who owns it. Missing data remains unknown until the destination proves the outcome.
Reviewed with job mix, timing, source, capacity, and economics before it becomes a growth decision.
Reviewed with job mix, timing, source, capacity, and economics before it becomes a growth decision.
Reviewed with job mix, timing, source, capacity, and economics before it becomes a growth decision.
Reviewed with job mix, timing, source, capacity, and economics before it becomes a growth decision.
Adjacent playbooks
Mechanical and Essential
Emergency service, maintenance, replacement, and membership demand.
Open playbookMechanical and Essential
Emergency, repair, installation, and repipe opportunities.
Open playbookMechanical and Essential
Education, appointment setting, financing, and long-cycle sales support.
Open playbookStart with the real constraint