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Pilot close packets

Buyer-ready packets for signing the first pilot.

These pages turn the demos into close-room assets: live app proof, proposal, SOW, deal desk terms, rebrand setup, tenant launch package, and search route coverage in one shareable packet.

Close packets

5

Signature path

Demo proof -> proposal -> SOW

Launch path

Rebrand kit -> tenant clone package

Sales-close catalog

Each packet has commercial terms, proof, and implementation handoff.

Product opportunities
Editorial plumbing supply counter with brass fittings, blue bins, barcode scanner, and abstract inventory tablet.#1 / Launch firstBranch inventory pilot

Plumbing Supply Inventory

PipeStock Pro pilot close packet

A client-ready proposal for turning the Plumbing Supply Inventory demo into a scoped, rebrandable trade supply inventory software pilot with clear launch owners, commercial terms, acceptance criteria, and follow-on SEO/AEO expansion. This page condenses the close motion into the artifacts a buyer needs before signature.

90/100
Setup

$22k-$40k

Recurring

$1k-$3.5k/month

Launch

Weeks 1-4; 1 week SKU export, 2 weeks scanner and workflow hardening, 2 weeks controlled branch pilot.

Proof

Branch ops board

Validate fit: Lookup acceptance: Branch users validate 50 high-volume SKUs with bin and substitute context.
Approve commercial shape: 45 percent due at signature for branch tenant setup and item master mapping.
Lock rebrand setup: SKU, will-call, receiving, and variance labels can be swapped before ERP field mapping.
Open close packetLive app proof
Editorial HVAC dispatch desk with route tablet, schedule board, service tools, and abstract work order controls.#2 / Launch firstDispatch board pilot

HVAC Dispatch

CoolRoute Command pilot close packet

A client-ready proposal for turning the HVAC Dispatch demo into a scoped, rebrandable field service dispatch software pilot with clear launch owners, commercial terms, acceptance criteria, and follow-on SEO/AEO expansion. This page condenses the close motion into the artifacts a buyer needs before signature.

87/100
Setup

$24k-$42k

Recurring

$1.2k-$4k/month

Launch

Weeks 2-6; 1 week job import, 2 weeks board and notification workflow, 2 weeks same-day dispatch pilot.

Proof

Route

Validate fit: Assignment completeness: 95% of active pilot jobs have technician, priority, and route status.
Approve commercial shape: 45 percent due at signature for territory setup, job import mapping, and dispatcher workflow design.
Lock rebrand setup: Role, job, ETA, and parts language can be applied before service-system mapping.
Open close packetLive app proof
Editorial roofing estimate desk with shingle samples, roof plans, proposal packet, calculator, and abstract tablet UI.#3 / Build nextEstimator desk pilot

Roofing Estimator

RidgeQuote pilot close packet

A client-ready proposal for turning the Roofing Estimator demo into a scoped, rebrandable roofing estimate and proposal software pilot with clear launch owners, commercial terms, acceptance criteria, and follow-on SEO/AEO expansion. This page condenses the close motion into the artifacts a buyer needs before signature.

85/100
Setup

$20k-$38k

Recurring

$900-$3.2k/month

Launch

Weeks 4-8; 1 week price-book prep, 2 weeks estimate and approval hardening, 2 weeks proposal pilot.

Proof

Proposal

Validate fit: Estimate completeness: 90% of pilot estimates include scope, line items, margin, and approval state.
Approve commercial shape: 45 percent due at signature for tenant setup, price book mapping, and proposal template review.
Lock rebrand setup: Estimate, takeoff, proposal, and approval terms can be swapped before price-book setup.
Open close packetLive app proof
Editorial property management desk with keys, building plans, owner packet, and blurred portal dashboard.#4 / Nurture and validateOwner packet pilot

Property Management Pipeline Portal

LeaseOps Portal pilot close packet

A client-ready proposal for turning the Property Management Pipeline Portal demo into a scoped, rebrandable property management onboarding software pilot with clear launch owners, commercial terms, acceptance criteria, and follow-on SEO/AEO expansion. This page condenses the close motion into the artifacts a buyer needs before signature.

82/100
Setup

$24k-$45k

Recurring

$1.2k-$4k/month

Launch

Weeks 6-10; 10 days data prep, 20 days portal hardening, 15 days active onboarding pilot.

Proof

Accounting

Validate fit: Owner packet completion: 85% of required files complete or owner-blocked by day 7.
Approve commercial shape: 40 percent due at signature for packet policy review and tenant setup.
Lock rebrand setup: Portal terms can be swapped before the first owner packet import.
Open close packetLive app proof
Editorial referral network workspace with abstract relationship cards, connection lines, and blurred analytics.#5 / Nurture and validateCohort pilot

Referral Network

LoopLedger pilot close packet

A client-ready proposal for turning the Referral Network demo into a scoped, rebrandable referral network management software pilot with clear launch owners, commercial terms, acceptance criteria, and follow-on SEO/AEO expansion. This page condenses the close motion into the artifacts a buyer needs before signature.

80/100
Setup

$18k-$32k

Recurring

$750-$2.5k/month

Launch

Weeks 8-12; 2 weeks tenant setup, 2 weeks workflow hardening, 2 weeks chapter pilot and report review.

Proof

Matchmaker

Validate fit: Active member adoption: 70% of imported pilot members log in or update profile details.
Approve commercial shape: 50 percent due at signature to reserve implementation slot and start roster mapping.
Lock rebrand setup: Terminology swaps can be applied before roster import and sponsor report review.
Open close packetLive app proof