The walkthrough is done, the bid went out, and then it goes quiet. The Bid-to-Contract Kit is a ready-to-use system for the part of your business between the quote request and the renewal: a tracker, a revenue-leak calculator, follow-up sequences, a walkthrough checklist, and a CRM setup map. Install it yourself this week.
Your crews do the cleaning. The sales side often runs on memory, inboxes and one person who knows where everything is.
Built on the same framework I use in paid assessments, packaged so you can run it without me.
Excel / Google Sheets workbook with dropdowns and formulas. Tracks every request, walkthrough and bid, plus every active contract's 90 / 60 / 30-day renewal window and add-on opportunities. The dashboard shows response time, walkthrough-to-bid days, overdue follow-ups, win rate and renewals due.
.xlsxEnter your requests, walkthroughs, bids, close rate, contract value, renewal rate and response time. Set your own targets. See the annual revenue left on the table at five stages, and which one to fix first.
.xlsx + browser versionSix ready-to-edit sequences: speed-to-lead, post-walkthrough, post-bid, no-response, renewal and win-back. Each has timing, subject lines and short text versions.
PDF + WordEverything to capture in a 30-minute visit (decision process, building details, floors, scope, frustrations, add-on spotting), plus a one-page handoff "promise sheet" for your ops team.
PDFStage definitions, fields and automations, set up two ways: HubSpot's free CRM or a spreadsheet-only path. Pick one and keep it.
PDFA 7-day setup plan, a 30-minute weekly pipeline review agenda, and the six numbers worth watching. Start here.
PDF
Run the calculator on your real numbers. You'll see where revenue is slipping and which stage to fix first.
Every open request, bid and contract in one place, each with a dated next step. Overdue follow-ups turn red.
Speed-to-lead reply, same-day walkthrough recap, structured bid follow-up, and a 90/60/30 renewal routine.
A 30-minute review against the dashboard. Re-run the calculator monthly to see whether the biggest leak is shrinking.
No subscription. Use it across your company.
14-day money-back guarantee. If the kit isn't right for you, email gage@desertwestdigital.com within 14 days of purchase for a full refund, no questions asked.
Commercial cleaning and janitorial companies that bid on offices, medical, schools, industrial and multi-tenant buildings, and want a simple system for quote requests, walkthroughs, bids, renewals and add-on work. It's not built for residential house cleaning.
No. The tracker runs in Excel or Google Sheets. If you already use HubSpot (including the free CRM), the CRM Setup Map shows how to set up the same stages, fields and follow-up routine there.
Microsoft Excel 2016 or later (or Microsoft 365) or Google Sheets for the tracker and calculator, any PDF reader for the guides, and Word or Google Docs if you want to edit the sequences. The HTML calculator opens in any web browser.
No. It's a one-time purchase of $197. You download the files and they're yours to use inside your company.
Right after checkout you're taken to a download page with the full kit as one .zip file. Bookmark that page. If you lose it, email gage@desertwestdigital.com with the address you used at checkout.
If you book the $2,000 Revenue Systems Assessment within 60 days of buying the kit, the $197 comes off the price. Mention the email you used at checkout when you book.
No. The calculator uses your numbers and targets you choose. The values pre-filled in the file describe a made-up example company so you can see how the math works. Every target and probability in the kit is an adjustable assumption.
Yes. Use it across your company. Please don't resell or redistribute it outside your business.
Every purchase comes with a 14-day money-back guarantee. If the kit isn't right for you, email gage@desertwestdigital.com within 14 days of purchase and you'll get a full refund, no questions asked.
The Revenue Systems Assessment is a fixed-price $2,000 checkup of how your company turns quote requests into signed contracts and keeps them. You keep the build plan either way.
Talk about the assessment →Drop your name and email. I'll reach out within one business day.
