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Run it on every target, log each touch, rename it, make it yours. The original stays unchanged.

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Commercial pipelines usually go cold because the follow-up stops. This schedule keeps every target moving toward a first meeting.

A RocketLevel template for restoration sales reps and sales managers, built from the programs we run. Clone it and run it on every commercial target.

In the programs RocketLevel runs, it takes four to eight touches to get a first commercial meeting on the calendar, and plenty of contractors stop at one or two. That is where a lot of commercial efforts go cold. Closing the gap takes no special talent, only showing up on a schedule.

The early touches build the relationship. They make you a known, trusted, low-risk option before the emergency, so you're the name they already have when something goes wrong.

Four touches or eight. Run the full eight on a target worth real money: a portfolio, a hospital, a manager who controls more than one building. Run four on everything else by keeping touches 1, 2, 3, and 5, and dropping 4, 6, 7, and 8, the softest ones.

The cadence

The commercial outreach cadence from day 1 through day 63: four touches or eight, never two

Touch Timing Channel Goal What you actually say or do
1 Day 1 Call or in-person Make contact, be useful Introduce yourself, offer something helpful (an emergency-readiness check, a quick walkthrough), not a pitch
2 Day 3 to 5 Email Add value Send the useful thing you offered: a simple after-hours response plan, a risk checklist for their property type
3 Day 8 to 10 Call Earn the next step Reference the value you provided, ask for a short meeting or walkthrough
4 Day 14 to 18 Email or drop-by Stay top of mind A relevant note, a seasonal reminder (storm prep, freeze risk), keep it helpful
5 Day 21 to 25 Call Book the meeting Direct, friendly ask for the meeting or site walk
6 Day 30 to 35 Email Leave the door open A respectful "I am here when you need me," with your direct contact
7 Day 44 to 49 Call Reopen on a new signal Reference something specific to their building or the season, a storm forecast, a renewal date, a change you noticed on site
8 Day 58 to 63 Email or drop-by Close the sequence cleanly A final, respectful note that the door stays open, with an offer to check back next quarter if there's no response

The rules

  1. Lead with help. Every touch should make their job easier before it asks them for anything.
  2. Track every touch. Use the log below so nothing falls through and nobody gets touched twice in a day or forgotten for a month.
  3. Aim for the meeting, then the site walk. A booked, attended meeting is the win. A card left at a desk isn't.
  4. Space the touches out and keep each one helpful. Random, pushy contact reads as desperate.
  5. Stop the cadence the moment they engage. A real reply, a booked meeting, or a clear no ends the sequence. Move the record out of the cadence and into whatever your next step is. An automated touch 4 landing two days after they said yes tells them nobody was listening.
  6. Honor a no on the first ask. "Take me off your list" ends it permanently, and you note the date. Chasing someone who told you to stop costs you the building and the manager's next building.

Keep the outreach legal