The most valuable thing the company owned was locked in an inbox.
Grounds maintenance and snow removal · property-management and condominium accounts
The problem
This company wins work from property managers who already know them. Years of those relationships sat in two email accounts: quotes sent, jobs won and lost, lunches, people who went quiet and were never chased.
The customer list was a 33-row spreadsheet. Nobody could say which relationships were still warm, who had asked for a price and never got a follow-up, or who to call first on Monday.
The result
- Old relationships reopened and turned into booked meetings
- Quote requests coming back in from accounts that had gone silent
- The customer list rebuilt from 33 contacts to over 120, showing which properties each manager controls, last contact, what was quoted and what happened
- A weekly outreach campaign that runs without the owner doing any admin
Read the full case study: how the system works, its guardrails and its results →
How we did it
It read the archive
Every quote, reply, meeting and outcome extracted. One rule made the difference: a quote with no reply is an open opportunity, not a lost deal.
It scores every account out of 100
Relationship quality, quote recency, price competitiveness, signs of unhappiness with their current provider, work controlled, and reachability.
It can’t contact the wrong people
Competitor-linked firms, their staff and properties, and anyone who asked not to be contacted are blocked before scoring. No score can override that.
It writes like the owner
Modelled on his own past emails. Every invitation names the properties that manager controls and offers real dates.
He approves every message
The system can’t send on its own. He approves, edits or holds each one, and every sent message is checked against what he approved.