B2B service business

Mensah Commercial Cleaning · B2B service business · Charlotte, NC

Kofi Mensah owns Mensah Commercial Cleaning, a janitorial company in Charlotte, and he uses this to move every bid from first inquiry through the site walk-through, the proposal and the negotiation to a signed contract, so no building is quoted twice or forgotten.

Legal and professional Sales pipelineBoards5 tables · 7 views · 1 form · 2 dimension sets · 1 booking page · 1 dashboard · 1 document · 1 notification · 1 stage rule set · 1 row action · 1 agent

Use this template

Bid board

Bids

Lead5

Grace Fellowship — floor care programBID-26-976Grace Fellowship Church

Sweetgum Veterinary — carpet care programBID-26-979Sweetgum Veterinary Clinic

Beacon Hill Dental — restroom and high-touch sanitizingBID-26-982Beacon Hill Dental Associates

Redbud Pediatrics — floor care programBID-26-985Redbud Pediatrics, P.A.

St. Brendan School — day porterBID-26-988St. Brendan Lutheran School

Walk-through scheduled6

Iron Orchard Fitness — floor care programBID-26-949Iron Orchard Fitness

Tidewater Storage — nightly janitorialBID-26-961Tidewater Self Storage

Crescent Yoga — floor care programBID-26-964Crescent Yoga & Pilates

Kingsley Law — floor care programBID-26-967Kingsley Law Group, P.A.

Cornerstone Property — day porterBID-26-970Cornerstone Property Group

1 more

Bid sent5

Sweetgum Veterinary — nightly janitorialBID-26-943Sweetgum Veterinary Clinic

Beacon Hill Dental — nightly janitorialBID-26-946Beacon Hill Dental Associates

Lakeside Montessori — carpet care programBID-26-952Lakeside Montessori Academy

Nolan Distribution — restroom and high-touch sanitizingBID-26-955Nolan Brothers Distribution

Halloran Machine — day porterBID-26-958Halloran Machine & Tool

Negotiating4

St. Brendan School — nightly janitorialBID-26-931St. Brendan Lutheran School

Grace Fellowship — weekend and event cleaningBID-26-934Grace Fellowship Church

Lakeside Montessori — nightly janitorialBID-26-937Lakeside Montessori Academy

Cornerstone Property — nightly janitorialBID-26-940Cornerstone Property Group

Won6

Redbud Pediatrics — nightly janitorialBID-26-901Redbud Pediatrics, P.A.

Marlowe & Pruitt — nightly janitorialBID-26-904Marlowe & Pruitt Insurance Agency

Carolina Trust — nightly janitorialBID-26-907Carolina Trust Credit Union

Kingsley Law — nightly janitorialBID-26-910Kingsley Law Group, P.A.

Brightwater Apartments — day porterBID-26-913Brightwater Apartments

1 more

Lost4

Halloran Machine — nightly janitorialBID-26-919Halloran Machine & Tool

Nolan Distribution — nightly janitorialBID-26-922Nolan Brothers Distribution

Tidewater Storage — carpet care programBID-26-925Tidewater Self Storage

Crescent Yoga — nightly janitorialBID-26-928Crescent Yoga & Pilates

Tables

Bids

30 sample rows · 15 columns

Every building the company has quoted or is about to: the service, the monthly price, who owns it and where it stands.

Bid	Bid number	Account	Service	Stage	Square feet	Visits per week
Redbud Pediatrics — nightly janitorial	BID-26-901	Redbud Pediatrics, P.A.	Nightly janitorial	Won	9,200	5
Marlowe & Pruitt — nightly janitorial	BID-26-904	Marlowe & Pruitt Insurance Agency	Nightly janitorial	Won	6,800	3
Carolina Trust — nightly janitorial	BID-26-907	Carolina Trust Credit Union	Nightly janitorial	Won	7,600	5
Kingsley Law — nightly janitorial	BID-26-910	Kingsley Law Group, P.A.	Nightly janitorial	Won	8,900	5
Brightwater Apartments — day porter	BID-26-913	Brightwater Apartments	Day porter	Won	21,000	5
Iron Orchard Fitness — restroom and high-touch sanitizing	BID-26-916	Iron Orchard Fitness	Restroom and high-touch sanitizing	Won	14,500	3
Halloran Machine — nightly janitorial	BID-26-919	Halloran Machine & Tool	Nightly janitorial	Lost	54,000	5
Nolan Distribution — nightly janitorial	BID-26-922	Nolan Brothers Distribution	Nightly janitorial	Lost	82,000	6
Tidewater Storage — carpet care program	BID-26-925	Tidewater Self Storage	Carpet care program	Lost	3,200	1
Crescent Yoga — nightly janitorial	BID-26-928	Crescent Yoga & Pilates	Nightly janitorial	Lost	3,800	3
St. Brendan School — nightly janitorial	BID-26-931	St. Brendan Lutheran School	Nightly janitorial	Negotiating	31,000	5
Grace Fellowship — weekend and event cleaning	BID-26-934	Grace Fellowship Church	Weekend and event cleaning	Negotiating	22,000	2

18 more rows

Accounts

16 sample rows · 8 columns

The businesses the company cleans for or is courting, with the building and the person to call.

Account	Account code	Industry	Service address	Building size (sq ft)	Primary contact	Contact phone
Beacon Hill Dental Associates	A-3110	Medical office	268 Linden Quarry Blvd, Charlotte, NC	4,100	Dr. Priya Nambiar	(704) 555-0119
Brightwater Apartments	A-3113	Property management	1500 Harrow Gate Pkwy, Charlotte, NC	21,000	Teodora Marinescu	(704) 555-0122
Carolina Trust Credit Union	A-3111	Professional office	700 Tannery Row, Charlotte, NC	7,600	Leland Brooks	(704) 555-0120
Cornerstone Property Group	A-3102	Property management	415 Harrow Gate Pkwy, Charlotte, NC	38,000	Dmitri Alvarenga	(704) 555-0111
Crescent Yoga & Pilates	A-3115	Fitness	340 Sycamore Mill Rd, Charlotte, NC	3,800	Mei-Ling Tran	(704) 555-0124
Grace Fellowship Church	A-3105	Church	90 Brickmaker Ln, Charlotte, NC	22,000	Sandra Whitfield-Okoye	(704) 555-0114
Halloran Machine & Tool	A-3104	Manufacturing	7600 Olney Station Dr, Charlotte, NC	54,000	Gary Halloran	(704) 555-0113
Iron Orchard Fitness	A-3106	Fitness	3305 Tannery Row, Charlotte, NC	14,500	Marcus Delgado	(704) 555-0115
Kingsley Law Group, P.A.	A-3116	Professional office	601 Tannery Row, Charlotte, NC	8,900	Nathaniel Kingsley	(704) 555-0125
Lakeside Montessori Academy	A-3112	School	58 Brickmaker Ln, Charlotte, NC	17,500	Annika Sorensen	(704) 555-0121
Marlowe & Pruitt Insurance Agency	A-3107	Professional office	512 Sycamore Mill Rd, Charlotte, NC	6,800	Joanne Pruitt	(704) 555-0116
Nolan Brothers Distribution	A-3114	Warehouse	9100 Olney Station Dr, Charlotte, NC	82,000	Cormac Nolan	(704) 555-0123

4 more rows

Walk-throughs

14 sample rows · 10 columns

Site visits where an estimator measures the building before a bid is written.

Company	Contact	Contact phone	Building type	Square feet	Walk-through time	Status
Brightwater Apartments	Teodora Marinescu	(704) 555-0122	Property management	21,000	Oct 26, 3:00 PM	Booked
Cornerstone Property	Dmitri Alvarenga	(704) 555-0111	Property management	38,000	Oct 23, 5:00 PM	Booked
Kingsley Law	Nathaniel Kingsley	(704) 555-0125	Professional office	8,900	Oct 22, 2:30 PM	Booked
Crescent Yoga	Mei-Ling Tran	(704) 555-0124	Fitness	3,800	Oct 21, 6:00 PM	Booked
Tidewater Storage	Bernice Calloway	(704) 555-0118	Retail or storage	3,200	Oct 20, 1:30 PM	Booked
Iron Orchard Fitness	Marcus Delgado	(704) 555-0115	Fitness	14,500	Oct 15, 7:00 PM	No-show
Sweetgum Veterinary	Dr. Tomas Rivas	(704) 555-0117	Medical office	5,200	Oct 14, 1:00 PM	Completed
Beacon Hill Dental	Dr. Priya Nambiar	(704) 555-0119	Medical office	4,100	Oct 13, 7:00 PM	Completed
Lakeside Montessori	Annika Sorensen	(704) 555-0121	School	17,500	Oct 9, 5:30 PM	Completed
St. Brendan School	Pastor Ruth Engstrom	(704) 555-0112	School	31,000	Oct 8, 2:00 PM	Completed
Grace Fellowship	Sandra Whitfield-Okoye	(704) 555-0114	Church	22,000	Oct 7, 7:00 PM	Completed
Marlowe & Pruitt	Joanne Pruitt	(704) 555-0116	Professional office	6,800	Sep 8, 6:30 PM	Completed

2 more rows

Services

6 sample rows · 4 columns

The price list: what the company sells and how each service is billed.

Service	Billing basis	List rate	Scope of work
Nightly janitorial	Per 1,000 sq ft per month	$175	Empty trash, vacuum, mop hard floors, clean and restock restrooms, dust and disinfect high-touch surfaces after hours.
Day porter	Flat monthly	$2,400	A day porter on site to keep restrooms, lobbies and break rooms stocked and tidy through business hours.
Floor care program	Per 1,000 sq ft per month	$38	Strip, wax and buff hard floors on a quarterly rotation, billed in equal monthly amounts.
Carpet care program	Per 1,000 sq ft per month	$24	Hot-water extraction on a quarterly rotation with spot treatment between visits.
Restroom and high-touch sanitizing	Per 1,000 sq ft per month	$42	Electrostatic disinfecting of restrooms, door handles, rails and shared equipment on a set schedule.
Weekend and event cleaning	Flat monthly	$900	Pre-event setup cleaning and post-event reset for weekend services and gatherings.

Also included

Bid boardStage rules
Lost to incumbentRow action
Follow-up coming dueNotificationReminds the bid's owner the day before a follow-up is due.
Cleaning proposalDocumentThe proposal letter that goes to a buyer after the walk-through, stating the scope, schedule and monthly price.

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Ashby-Lindqvist couple's trust	Referral	—
Meadowcroft revocable trust	Financial advisor	—
Barranco-Fisk will and powers of attorney	Website	—
Harrowgill simple will	Seminar	—

Brannock household	Calloway Brannock	calloway.brannock@plainsprairiemailbox.net
Okello-Lindgren household	Marisol Okello-Lindgren	marisol.okello@plainsprairiemailbox.net
Vandersloot household	Teodor Vandersloot	teodor.vandersloot@plainsprairiemailbox.net
Achebe-Rourke household	Ngozi Achebe-Rourke	ngozi.achebe@plainsprairiemailbox.net

Harborside Literacy Project	LH-3001	Odalys Brandenburg-Hale
Marsh Hollow Community Clinic	LH-3004	Tobias Mwangi-Keller
Cedar Row Family Shelter	LH-3007	Winnifred Adeoye-Marsh
Pinecrest Youth Orchestra	LH-3010	Lucian Hargreave-Doyle

PG-482913	Homeowners	In force
LA-551207	Personal auto	In force
PG-482956	Homeowners	Renewal due
PG-483011	Personal auto	Renewal due

Larkspur Title Group - loan signing visit	Referral partner	—
Bellwether Escrow Co. - loan signing visit	Referral partner	—
Dunmore & Whitfield Law - estate signing	Referral partner	—
Halvorsen Estate Planning - estate signing	Referral partner	—

Marguerite Tolliver	(360) 555-0100	marguerite.tolliver@tidewatermailbox.net
Anselm and Greta Voorhees	(360) 555-0103	anselm.voorhees@marshlandmail.net
Juniper Hallowell	(360) 555-0106	juniper.hallowell@cedarposts.net
Lindenhurst Pet Grooming	(360) 555-0109	office@lindenhurstpetgrooming-bham.com

Bid board

Tables

Bids

Accounts

Walk-throughs

Services

Also included

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