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 professionalSales 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 templateBid board
BidsLead5
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 moreBid 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 moreLost4
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 columnsEvery 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 columnsThe 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 columnsSite 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 13, 3:00 PM | Booked |
| Cornerstone Property | Dmitri Alvarenga | (704) 555-0111 | Property management | 38,000 | Oct 12, 5:00 PM | Booked |
| Kingsley Law | Nathaniel Kingsley | (704) 555-0125 | Professional office | 8,900 | Oct 9, 2:30 PM | Booked |
| Crescent Yoga | Mei-Ling Tran | (704) 555-0124 | Fitness | 3,800 | Oct 8, 6:00 PM | Booked |
| Tidewater Storage | Bernice Calloway | (704) 555-0118 | Retail or storage | 3,200 | Oct 7, 1:30 PM | Booked |
| Iron Orchard Fitness | Marcus Delgado | (704) 555-0115 | Fitness | 14,500 | Oct 1, 7:00 PM | No-show |
| Sweetgum Veterinary | Dr. Tomas Rivas | (704) 555-0117 | Medical office | 5,200 | Sep 30, 1:00 PM | Completed |
| Beacon Hill Dental | Dr. Priya Nambiar | (704) 555-0119 | Medical office | 4,100 | Sep 29, 7:00 PM | Completed |
| Lakeside Montessori | Annika Sorensen | (704) 555-0121 | School | 17,500 | Sep 25, 5:30 PM | Completed |
| St. Brendan School | Pastor Ruth Engstrom | (704) 555-0112 | School | 31,000 | Sep 24, 2:00 PM | Completed |
| Grace Fellowship | Sandra Whitfield-Okoye | (704) 555-0114 | Church | 22,000 | Sep 23, 7:00 PM | Completed |
| Marlowe & Pruitt | Joanne Pruitt | (704) 555-0116 | Professional office | 6,800 | Aug 25, 6:30 PM | Completed |
2 more rows
Services
6 sample rows · 4 columnsThe 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. |
Forms and booking
Request a walk-through
FormRequest a walk-throughThe request form on the company's website, where a building manager asks for a walk-through and a bid.
What is the name of your company or building? *
Who should our estimator ask for?
What is the best number to reach them?
What kind of building is it?Medical officeProperty managementSchoolManufacturingChurchFitnessProfessional officeRetail or storage
Roughly how many square feet would we be cleaning?A guess is fine; we measure at the walk-through.
When would you like us to walk the building? *Pick a weekday time; we confirm by phone.
Request a walk-throughBook a walk-through
Booking pageBook a walk-through45 minutes
- Monday09:00 – 12:00
- Tuesday09:00 – 12:00
- Wednesday09:00 – 12:00
- Thursday09:00 – 12:00
- Friday09:00 – 12:00
- Monday13:00 – 16:00
- Tuesday13:00 – 16:00
- Wednesday13:00 – 16:00
- Thursday13:00 – 16:00
- Friday13:00 – 16:00
Your details
What is the name of your company or building? *
Who should the estimator meet on site? *
What number can the estimator reach on the day?
What kind of building is it?Medical officeProperty managementSchoolManufacturingChurchFitnessProfessional officeRetail or storage
About how many square feet is it?
BookDashboards
Bid pipeline
BidsBids by stage
- Won6
- Lost4
- Negotiating4
- Bid sent5
- Walk-through scheduled6
- Lead5
Monthly value by lead source
- Referral$9,495
- Website form$5,215
- Property manager$28,645
- Repeat client$2,950
- Cold outreach$12,890
Follow-ups by week
- Oct 4, 202611
- Oct 11, 20267
- Oct 18, 20262
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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