Commercial outreach and CRM for contractors and trades
Commercial and property-management work can keep crews busy year-round. It usually comes from being known to the people who manage buildings.
Who you're usually writing to
Property managers, facility managers, general contractors and owners of commercial buildings.
Sound familiar?
- Quotes are tracked on paper or in text messages.
- Following up on estimates feels awkward, so it doesn't happen.
- Slow seasons arrive with nothing in the pipeline.
An outreach routine that works for contractors and trades businesses
Introduce yourself to property managers
A short, specific note about the work you do and the area you cover is enough to get on their list.
Follow up every estimate
A polite follow-up a week after a quote wins jobs that would otherwise go quiet.
Plan for slow seasons
Start outreach a month or two before your quiet season so work is lined up.
Example first email
An example to adapt, not a script. Words in {{double braces}} are filled in for each contact, with the fallback after the bar.
Subject: Maintenance work for {{company | your buildings}}
Hi {{first_name | there}},
We're a licensed painting company working on commercial and strata buildings across the city.
If you manage buildings that need work this year, I'd be glad to do a free site visit and send a written estimate.
Would it be helpful to have us on your list?Follow-up, a few days later
Hi {{first_name | there}}, just following up. Happy to come by for a quick look whenever it suits.
Tips
- Use a custom field for trade or service so one campaign can serve several.
- Log every site visit on the contact's timeline.
- Set the pipeline's close date to the expected job start.
How Montegra Reach fits in
Keep your contacts in one place, send short sequences from your own mailbox at sensible hours, see every reply in one inbox and move deals through a simple pipeline. The AI can draft emails and replies from a sentence, using only what you tell it about your business. $0 for 30 days, then from $49 CAD a month.
Start freeGuides
- How to write a cold email people actually reply to
- How many follow-up emails to send (and when)
- CASL and cold email in Canada: a plain-language guide
- CAN-SPAM checklist for B2B email