New Lead.

Capture the deal at the top of the funnel. One unique property address anchors everything that follows.

Opportunity Intake

Deal Name *

Description *

Lead Source Engine (from Lead Type)

Lead Type (Source) *

Account Executive

Customer Property*

Search opportunities, customers, companies, properties, or contacts — by name, address, email, or phone. Pick a match, link the owner/resident/contact in the account tree, then run the complete property lookup. No match? Add the customer below.

Scopes on this deal *

Select at least one — drives the estimator, scope teams, and proposal. You can add or drop scopes later.

Step 1 of 5

Property & Parties.

The property is the customer. Owners sell, managers churn, tenants rotate — the building stays. Attach every role.

Property Classification

Class

Property Type

Square Footage

Roof System / Age

Roles on this Property

Owner

Atlas 9 Holdings LLC

Manager

CBRE Asset Mgmt + add

Tenant

Atlas 9 Sports + add

+ Role

+ add role / party

Scopes & Team.

Commercial Roofing

JC

Julian CaldwellSalesperson

+ Salesperson + Estimator + Watcher

Architectural Cladding

JC

Julian CaldwellSalesperson

+ Salesperson + Estimator + Watcher

+ Service Agreement

+ Salesperson + Estimator + Watcher

Scope Estimator

Property Lookup roof calculator

100%

Google Satellite · Zoom 19

Scroll to zoom · Pan tool or right-drag to move · Trace roof corners

Markup

Traced footprint— sq ft

Roof squares—

Reference Images 3 attached

Drop photos or browse — inspection, drone, elevation, markups

Attaches to this scope & travels with the deal into the formal estimate.

Est. quantity — sq ft · — squares

Low——/SF

Mid (Recommended)——/SF

High——/SF

Cost Breakdown (mid)

Man-hours1,386@ 6-person crew

Crew days23.110 hrs/day

Labor cost$55,422$40/hr blended

Conceptual budgeting only — verify with on-site measurement.

Deal Roll-up — all scopes

Estimate Intake — Roofing Required field scoping. Travels to the estimator as the takeoff basis.

0 of 0 answered Intake incomplete

Complete required questions & mandated photos to submit.

Intelligence Layer — between scoping and working the deal

Formal Estimate Workspace

Estimator-owned · appears after submit

Locked until a scope is submitted to Estimating. Complete an Estimate Intake above and submit a scope. Ownership transfers to the estimator and this workspace opens with the preliminary number as its baseline.

Communications Intelligence

Microsoft 365 · external source

Deal team syncAssign scope team and link a contact to match communications.

Governance: scoped mailboxes · consent on file · sensitive threads excluded

Qualify the Lead.

Before we invest in working this deal, decide whether it's worth pursuing. Capture pain, budget, decision, and fit now — a poor fit gets caught here, before estimating resources are spent.

Qualification Gate

Not yet qualified

Five questions before we commit to working the deal — pain, budget, decision, asset context, and fit. The qualifying questions gate progression into Property & Parties and everything downstream; asset context is good-to-have.

1

Pain — why does this matter to them now?The consequence behind the issue, not just the issue.

Gate

Surface issue

Underlying motivation *

2

Budget — do they have the money, and from where?Confirmed vs. pending; which bucket.

Gate

Funding status *

Bucket

3

Decision — who decides, and how?The real decision-maker, influencers, process, timeline.

Gate

Decision-maker *

Influencers / approvers

Process & timeline to yes

Portfolio / enterprise layer

4

Asset context — the full picture of the roof/buildingInforms scope & urgency.

Good-to-have

Roof cost vs. asset value

Roof age / end-of-life

Scope likelihood

5

Fit & readiness — should we spend resources pursuing this?Heir apparent vs. one of many; vendor packet; close window.

Gate

Competitive position *

Close window *

Vendor packet required?

Disqualifier presentAnything that should stop pursuit

Answer the gate questions to advance.

Work the Deal.

The operational hub — compose the proposal from what's been captured, work the pursuit through tasks, and journal everything at the deal and customer level.

Decision Unit

Economic Buyer *

Estimated Start Date

Close Date (Projected)

Bid to General Contractors?

FederalTriggers certified payroll

Bond RequiredSurety on file

Proposal Composer

Composed from scopes · property · estimates

Select and arrange the deal's components. Each scope is a block — include, reorder, and choose preliminary vs. formal pricing. The branded, sendable proposal is generated here.

Composed total (mid)$548K

2 scopes still on preliminary pricing

STUB

Branded proposal generation lands here. Assembles included scopes into the JR&CO-branded, client-facing document (PDF / e-sign). Wired once formal estimates flow back from estimating.

Tasks & Pursuit

Deal-wide · open from any stage

0 open · no next action set

Tasks span the whole pursuit — assign a cadence and work the list from the Tasks drawer, available on every stage.

Activity Journal

Deal + Customer · append-only

Also show on customer timeline

Relentless in our pursuit

This deal is Warm.

Decision unit mapped, scopes scoped, team assigned. The opportunity advances and stays on the radar for active pursuit toward proposal.

Property

Atlas 9 Spring, TX

Scopes

2 + service

Deal Value

$1.84M blended GM 33%

Source Engine

Relationship BOMA

Manager

J. Caldwell

Warm Flag

Pending

End of flow · Lead Warm

Account	Owner	Status	Open Value	Next Action
Atlas 9Spring, TX · existing	JCCaldwell	Hot · uninspected hail	$1.84M	Fold hail inspection into visit
BomgaarsSioux City, IA · win-back	JSSwigart	Win-back	$508K	Call CEO on hail follow-up
Fairfax Industrial ParkKansas City · active	DBBoyd	At risk · cold 18d	$920K	No touch in 18 days — re-engage
Mercy Health — Cedar RapidsHealthcare · bonded	RMMendez	On track	$2.3M	Formal estimate due Fri
Sporting KC — Training FacilityKC · partner	JCCaldwell	On track	$640K	Proposal review scheduled

Recent invoices	Date	Amount	Status
INV-4471 · service inspection	Oct 2023	$1,850	Paid
INV-3920 · re-roof final	Aug 2021	$612,000	Paid

Opportunity Intake

Customer Property*

Marketing Collateral

Property Classification

Roles on this Property

Scope Estimator

Formal Estimate Workspace

Communications Intelligence

Qualification Gate

Decision Unit

Proposal Composer

Tasks & Pursuit

Activity Journal

This deal is Warm.

Good morning, Julian

Sales Leadership

Pipeline by Stage

Margin Health — Sold vs. Produced

Strategic Accounts

By Salesperson

Needs Attention

Source Engines

Strategic Bets

Atlas 9 Holdings LLC

How to Route

Contacts

Financial & Billing

Properties

Account Timeline

Primary Site

The Building

Weather Signal

For Sales

Tasks & Pursuit

Opportunity Intake

Customer Property*

Marketing Collateral

Property Classification

Roles on this Property

Scope Estimator

Formal Estimate Workspace

Communications Intelligence

Qualification Gate

Decision Unit

Proposal Composer

Tasks & Pursuit

Activity Journal

This deal is Warm.

Good morning, Julian

Sales Leadership

Pipeline by Stage

Margin Health — Sold vs. Produced

Strategic Accounts

By Salesperson

Needs Attention

Source Engines

Strategic Bets

Atlas 9 Holdings LLC

How to Route

Contacts

Financial & Billing

Properties

Account Timeline

Primary Site

The Building

Weather Signal

For Sales

—

Add Lead

Add Contact

Add Person

Tasks & Pursuit