Sales Director (Residential + Commercial)
Angela Marsh
Documented operational constraints and the opportunities that directly address them.
Opportunities
6
Recommended
6
Hours / week saved
12.5
Avg impact
7.8/10
Documented pains
- 01Manual estimating/quoting in Excel + Word takes 60–90 minutes residential and 4–6+ hours commercial, limiting throughput.
- 02Pricing updates lag supplier changes (weekly supplier updates vs monthly sheet updates), increasing margin risk.
- 03Approval bottlenecks for commercial estimates slow submissions and reduce win rate.
- 04Follow-up is memory-driven; 35–40% of residential leads get no follow-up.
- 05Pipeline visibility is incomplete due to poor activity capture.
Opportunities for this team
End-to-End Estimating → Job Costing Data Spine
Create a unified data model linking estimate → contract → change orders → invoices → payroll → job margin across core systems.
One-Click Missed Bid Prevention Reminders (Approval SLA)
Add lightweight email/calendar reminders and SLAs for commercial estimate approvals so time-bound bids don't die in the inbox.
Sales-to-Customer Handoff Packet Automation
Auto-generate a 'what happens next' customer message plus an internal handoff packet in JobNimbus at contract signature.
Automated Lead Follow-Up Sequences for Open Quotes
Automate 48-hour and 7-day follow-ups for open quotes and unresponsive leads to reduce the 35–40% follow-up gap.
Commercial Bid Win-Loss Intelligence System
Capture structured win/loss reasons, turnaround time, pricing deltas, and margin outcomes to guide bid strategy and approvals.
Automated CRM Activity Capture for Sales Reps
Auto-capture calls/emails and sync to CRM to improve pipeline visibility without requiring rep data entry.