SSumRevTeardown

Sales systems for home service companies

Build a sales process that responds, follows up, and shows the owner what happens next.

SumRev works with established home service companies to define how leads and estimates move, who owns each next action, what the CRM should show, and how the team reviews sales every week.

Start with a $500 Pipeline Teardown

The work

Specific operating changes, not abstract advice.

  • —Define pipeline stages and exit criteria
  • —Establish lead ownership
  • —Build agreed follow-up workflows
  • —Configure useful reporting in the existing CRM
  • —Establish a weekly sales review
  • —Document the process and train internal owners

Offer structure

Diagnosis, implementation, then documented transfer.

01 · Diagnosis

Pipeline Teardown

$500

3–5 business days after kickoff and receipt of the required information

A sample-based sales process audit of 20 recent opportunities and the pipeline records available. You receive documented problems, prioritized recommendations, one practical fix, and a short walkthrough.

  • 20 won, lost, or stalled opportunities
  • Pipeline setup and available follow-up records
  • Financial estimates only where records support them
  • $500 credited toward a qualifying engagement started within 30 days
Start with a $500 Pipeline Teardown

02 · Paid implementation

Sales System Build

From $6,500/mo

90-day partnership

Hands-on implementation inside your existing sales operation. We build the process your team will use, not a slide deck about what they should do.

  • Define pipeline stages and exit criteria
  • Establish lead ownership and agreed follow-up workflows
  • Configure useful reporting in the existing CRM
  • Establish a weekly sales review with defined responsibilities
Start with the Pipeline Teardown →

03 · Documentation, training, and transfer

Operating System Handoff

From $9,000

4–6 weeks

Document the operating process, train internal owners, and transfer reporting and review responsibilities so the system can be run by the team.

  • Documented sales process and operating procedures
  • Training for internal owners
  • Reporting and dashboard transfer
  • Weekly review responsibilities handed to the team
Start with the Pipeline Teardown →

A separate path

Equity Partnerships are not a service tier.

SumRev may consider a separate equity arrangement for selected businesses after a Pipeline Teardown. It is not the normal buying path for paid implementation.

Learn about Equity Partnerships →

FAQ

Can you work inside our existing CRM?

Yes. SumRev configures useful stages, ownership, follow-up, and reporting in the tools you already use when those tools can support the process.

Is the Sales System Build sales training?

Training can be part of implementation, but the work starts with the operating system around the team: stages, ownership, follow-up, reporting, and a weekly review.

Is Operating System Handoff included in the Sales System Build?

The current offers are priced separately. The exact scope and sequence are defined from the documented needs found in the Pipeline Teardown; this page does not combine them into an unsupported package total.

Where does paid implementation start?

Start with the $500 Pipeline Teardown. It establishes the diagnosis before a Sales System Build is scoped.

First step

Find the documented problems before scoping the build.

Start with the $500 Pipeline Teardown. You receive prioritized fixes in 3–5 business days after kickoff and receipt of the required information.

Start with a $500 Pipeline Teardown