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A sequenced action plan for when you decide to commit. Print it and work it.

A RocketLevel worksheet for restoration owners and sales managers, backed by decades of experience in the trade. Fill in the owners and dates, and run it.

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How to use this. Print this page or save it as a PDF (Ctrl+P, or Cmd+P on a Mac) and work from your copy. Put the owner's name and real dates in the fields, tick boxes as the work lands, and the page becomes the record of what you actually did.

If you have not read Breaking Into Commercial: Your First 90 Days (Owner's Playbook) yet, read it first. It is the reasoning behind the order of these ninety days.

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Which ninety days is this? There are two 90-day boards in the library and they do different jobs. This one is the owner's sales entry plan: name an owner, build the target list, run the weekly cadence, walk buildings, open Master Service Agreement (MSA) conversations. The 90-Day Commercial Launch Sprint Board is the infrastructure that has to exist before you can safely sell commercial: pollution coverage, MSA terms, a line of credit, standing rental and fuel accounts, a commercial project manager, vetted industrial hygienists.

The logical order is infrastructure first, then the sales motion, because the shield is what lets you say yes to the building you just won. If your shield is already mostly in place, or you are a small shop where it is a short list, running the two in parallel is reasonable, and the first month of this page carries no risk either way: naming the owner, drawing the territory, and building the target list can start on day one. The lines worth holding come from that other board. Do not start outreach until the coverage, the contract, the credit line, and the vendor accounts are in place, and do not sign an MSA or accept a commercial loss until you have a project manager who can run it.

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Deciding to build commercial is the easy part; the first 90 days decide whether the effort takes root or quietly stalls. The plan below gives you the order so you do not have to invent it. Commercial builds over months, so measure these 90 days by whether you have a working motion running rather than by revenue.

• 📑 Jump to a section

Set the foundation

Days 1 to 30: Build the base

• [ ] Name the commercial owner and clear their plate enough to actually do it.
• [ ] Get your credentials file ready, insurance, safety record, and certifications, using Template: The Vendor Application Checklist. If you are chasing institutional buildings or a prequalification platform, work the deeper document set on Template: The Commercial Prequalification Readiness Packet instead.
• [ ] Confirm you hold the license the work requires in every jurisdiction the territory covers, before the first call goes out rather than after the first win. Selling into a state you cannot legally perform in is a fast way to work for free: California Business and Professions Code 7031(a) bars an unlicensed contractor from bringing any action to collect, and 7031(b) lets the customer recover everything already paid.
• [ ] Build your target list: the property managers, facility directors, and risk managers worth your time. Quality over quantity.
• [ ] Set up a simple pipeline with the eight stages from The Commercial Pipeline Stage Spec: Identified, Engaged, Meeting booked, Met or site walk, Qualified opportunity, In approval or under agreement, Approved or signed, Producing. Each stage starts with something you could show another person, and each one has a time limit before the account gets a new dated step, moves to nurture, or drops back.
• [ ] Pick your weekly cadence day and put it on the calendar.
• [ ] Set your own targets in the day 90 scoreboard below, before the first call goes out.

Days 31 to 60: Start the motion

• [ ] Begin outreach using Template: The Commercial Outreach Cadence (Four to Eight Touches). Helpful first, not salesy, and check the compliance notes on that page before your first mail merge goes out.