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Sales Manager

Pipeline, estimates, and client relationships

Sales Playbook7 entries
Initial Contact Script
Outreach
Phone/email template for first touch with cold leads. Mention neighborhood work, offer free estimate.
Updated 2026-03-15
Estimate Visit Checklist
Estimating
Walk the property, photograph all surfaces, measure sq ft, note prep work, check lead paint (pre-1978), ask about timeline and budget.
Updated 2026-03-10
Proposal Follow-up Cadence
Follow-up
Day 1: Send proposal. Day 3: Check-in call. Day 7: Email with project photos. Day 14: Final follow-up with limited-time offer.
Updated 2026-03-01
Objection Handling — Price
Negotiation
Lead with quality: Sherwin-Williams Emerald line, 10-year warranty. Show cost-per-year vs cheap paint that needs redo in 3. Offer phased approach.
Updated 2026-02-20
Referral Ask Template
Referrals
At project completion walkthrough, ask: "Do you know anyone else who could use painting help?" Offer $200 referral credit.
Updated 2026-02-15
Commercial Bid Template
Commercial
Standard scope letter format for commercial projects. Include insurance certs, license numbers, timeline, payment schedule.
Updated 2026-01-30
Win-Back Strategy
Recovery
For lost deals: 30-day check-in ("How did the project go?"), 90-day seasonal offer, 6-month anniversary touch.
Updated 2026-01-15
Sales Chat
Pipeline summary?
9:00 AM
Active pipeline: $142,400 across 6 deals

Hot:
• Rivera Townhomes Phase 2 — $48K (proposal sent, awaiting signature)
• Parkside Elementary — $22K (estimate scheduled Thu)

Warm:
• Westfield Condo #204 — $4,200 (signed, scheduling)
• NW Portland Condo (Thompson referral) — $6,800 (new lead)

Stale (needs attention):
• Oakwood expansion — $18K (no response in 12 days)

Win rate this quarter: 68%, up from 55% last quarter.
9:00 AM