Commercial Maintenance Strategy, Service & Replacement Bluprint

This video is the first in a series describing the ideas you may want to consider in setting up or enhancing your commercial maintenance strategy. Each video breaks down the use of the materials in the templates section of the site.

Run Time: 15:21

Commercial Maintenance, Service & Replacement Products: Strategy & Market Opportunity

This video breaks down the market opportunity through the lens of the client - the commercial building-owner or developer. We analyze the commercial products as they relate to maintenance and investigate the life cycle cost of commercial equipment versus maintenance prices. The discussion is centered around product positions to set up a sales process later.

Run Time: 19:54

Commercial Selling Business Model - Maintenance, Replacement, Service

This video breaks down the idea of a business model in commercial sales in order to establish commercial maintenance and grow replacement and service from this set of processes.

Run Time: 12:13

Commercial Strategy for Entry into Maintenance

Use these detailed slides as a guideline or blue print to answer questions and focus a business plan on entering the commercial maintenance vertical.

78 Page Document

Commercial Building Survey Form

Use this template as a building survey form to determine the type of equipment, the age and the demographics of what is on the property in order to create a list of repairs, a proposal, or any recommendations we may want to suggest to the building owners.

Commercial Customer Assessment Form - Questions for Interview

Use this tool to create your own version of the customer assessment in order to conduct the interview on the building and undertake a needs analysis.

Customer Relationship Form - CRM Data Entry

Use this form for your client intake in order to define the data collection of the client particulars prior to a maintenance proposal. This acts as a manual customer relationship management (CRM) tool. If you have a digital CRM, such as Salesforce, this simply mirrors that process. Build a database for all clients that are modeled in the commercial vertical for marketing opportunities later.

Commercial Equipment Rental Subcontract Form

This form is used to detail the pricing on a commercial pricing model, based on the subcontract requirements for a maintenance client.

Equipment Survey for Commercial Pricing

This is the equipment survey form that is designed to support the detailing of all field equipment, locations, buildings and what will be tied into a commercial maintenance agreement. The commercial account manager (CAM) needs to complete this form for any equipment and detail all aspects of the work requirements, visits, number of inspections and location difficulty.

Commercial Labor Services Detail for Pricing Maintenance

This is the estimate form for the commercial services to be performed on all equipment types. The estimate is for the labor required on the equipment. Each field equipment piece is tied to task times, and labor estimates need to be determined to detail the value of the agreement.

Credit Application - Commercial Client

This is a sample commercial credit application. Utilize this for all new clients to establish credit and organize the legal aspects of the credit process in your state.

1 Page Document