Free resource · 2026 edition

The 2026 Industrial Sales Playbook.

Seven AI-powered systems that added $4M+ in pipeline for boiler and mechanical contractors in Southern California. Practical, documented, and immediately applicable.

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What's inside
7 systems
Each one deployed inside a real Southern California contracting shop.
42 pages
Specific steps, not theory. Documented results, not promises.
$0 · no sales call
One PDF to your inbox. No drip sequence, no strings attached.
What's inside

Seven systems, each deployed in a real shop.

Every system was installed inside a real contracting company in Southern California. The steps are specific, and the results are documented — adapt them to your own pipeline.

01

AI-powered pipeline scoring

90-day forecasting that replaces gut feel with a reliable revenue view.

02

Proposal automation

Cuts build time by 60–70% and closes more consistently.

03

3-phase Salesforce optimization

Configured correctly for field service teams — the same setup that lifts adoption.

04

Pre-bid competitive intelligence

A repeatable framework for any account over $50K ACV.

05

90-minute weekly coaching cadence

Replaces three hours of reactive hallway management.

06

Renewal & expansion engine

Your existing accounts are your most underutilized asset.

07

The five buyer questions

What every buyer asks when they open your proposal — and how to answer all of them.

Who it's for

Written for the industrial market — not adapted from retail.

This is the same pipeline, CRM, and proposal framework we install in our 90-day engagements, and the outcomes are on the results page. The playbook is built for technical, long-cycle, relationship-driven deals.

See the service lines
  • You run sales at a boiler, mechanical, or HVAC service company in Southern California.
  • Your pipeline lives in spreadsheets and people’s heads instead of a system you trust.
  • Proposals take too long to build and you lose deals you should win.
  • Your CRM is paid for but barely adopted by the people who close.
  • You want the operating manual, not another gated webinar.
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Double your qualified pipeline in 90 days — or the last month is free. Offered on qualifying engagements where full terms are met. Always in writing.