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 Faster to the Finish 
    

How one contractor shaved 30% off their sales cycle and won more deals through process automation.
01/
Client Introduction
Our client is a family-owned low-voltage contracting business specializing in cabling and security systems for companies opening or relocating offices. While they also handle residential work, the owner wanted to grow the commercial side—particularly rewiring offices during moves. The business is run by a father-and-son team who handle everything from sales to customer service, with ambitions to scale their operations more strategically.
02/
The Situation
The owner had aggressive growth goals and wanted to step back from day-to-day sales in order to focus on big-picture strategy. His son was stepping into a larger sales role, but their process made scaling difficult. Deals often took more than a month to close, and without a clear system in place, opportunities were at risk of slipping through the cracks. To hit growth goals, they needed to shorten the sales cycle and ensure prospects received consistent, timely attention.
03/
The Issue
The company’s “CRM” was literally a stack of paper files on the owner’s desk. Notes were scribbled on loose sheets, follow-ups were inconsistent, and sales depended heavily on memory. Some prospects received prompt attention, while others waited weeks for the next call. The owner knew this ad hoc approach couldn’t support their vision for growth—and without a structured process, they risked losing deals to better-prepared competitors.
04/
The Solution
We worked with the client to map out their existing sales cycle and identify opportunities for automation and consistency. The goal was to help them look more professional, respond more quickly, and guide prospects toward a decision with less friction.
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Pre-Meeting Preparation: When a prospect scheduled a meeting, they received a confirmation email with a link to upload their office diagram. This allowed the contractor to walk into the first meeting fully prepared with tailored recommendations.

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Post-Meeting Follow-Up: After the meeting, prospects received a thank-you email, a link to the company’s testimonial page, and later an educational guide on office connectivity and security—keeping the contractor top-of-mind while adding value.

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Timed Reminders: Four days after the follow-up email, the contractor received both an email and text reminder to call the prospect, ensuring no opportunity sat idle.

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Process Automation: By automating intake, follow-ups, and reminders, the sales team could spend less time on admin tasks and more time closing deals.

The new process not only streamlined operations but also elevated how the business presented itself compared to competitors still gathering details during the first meeting.

05/
The Outcome
The transformation was clear. With a structured process in place, the contractor looked more professional, moved deals faster, and gave prospects the confidence to choose them over competitors. The automation handled the routine touches, while the sales team focused on personal conversations that closed deals. By eliminating guesswork and creating a repeatable process, the contractor positioned the business for sustainable growth.
30%
Shorter Sales Cycle
25%
Increase to Close Rate
William V.
Owner
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Having Kevin work with us was just what we needed.  He was able to build a process that not only kept me on top of what I needed to do for my clients but also the process actually helped me close more business. Having a process that can scale with my business is invaluable.  I know we will be able to keep this process going as we grow.

   Do you have a Functioning Sales Process? 

 A stack of paper files isn’t a sales system—it’s a bottleneck. Growth requires clear processes, smart automation, and a CRM that keeps deals visible and moving forward. With the right structure, you can shorten sales cycles, close more business, and free up time to focus on growth instead of chasing paperwork. 
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