Best Action Consulting

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01.

Initial Operational Audit & Implementation:

$2,500 – $4,500 USD (One-time milestone fee)Full audit of estimating workflows, CRM pipeline configuration (Jobber, ServiceTitan, Buildertrend), and past-quote reactivation campaign structuring.

02.

Ongoing Revenue Desk Advisory:

Starting at $1,500 USD / monthWeekly sales desk reviews, estimator follow-up oversight, pipeline velocity tracking, and continuous pipeline conversion optimization

03.

Payment & Terms:

All engagements are governed by an executed Master Services Agreement (MSA) and formal Statement of Work (SOW). Invoices are rendered in CAD or USD and settled via institutional electronic bank transfer (ACH / EFT).

We partner with trade contracting businesses under structured, monthly advisory agreements designed to eliminate sales pipeline leakage and maximize close rates on high-value bids

Primed and Ready

Comprehensive operational audits of inbound lead flow, bid tracking, and sales desk management inside platforms like Jobber, ServiceTitan, and Buildertrend to eliminate pipeline leakage

  • CRM & Pipeline Audits

  • Sales Process Restructuring

  • Revenue Desk Advisory

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Thank you

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