When to ask COLE
- You have leads but they are not converting.
- You want to land a bigger type of client than you have now.
- You are considering a partnership or referral arrangement.
What owners ask COLE
- How should I approach winning my first commercial contract when everything I have done so far is residential?
- I get enquiries but they go quiet after the quote. Help me work out where I am losing them.
- Write me an outreach message to send to a potential referral partner.
Quick asks in the app
- Draft me a cold outreach sequence
- Follow up a quote that went quiet
- Answer a client who says I am too expensive
Not for COLE: Getting found by people who have never heard of you. That is NINA.
Works alongside
- NINA, MarketingGetting found: where to advertise, showing up on Google and social media, and a brand people remember.Meet NINA
- AVA, StrategyWhere the business is heading: what to grow, what to drop and big decisions.Meet AVA
Guides for this work
- How to price a quote so the job pays in the UKWork out your cost per billable hour, add overheads and a margin, then show VAT, deposit, validity and any cancellation rights on the quote.Read the guide
- How to price a job estimate so it pays in the USWork out cost per billable hour, add overhead and margin, then state sales tax, deposit and cancellation rights in a written estimate.Read the guide
- How to follow up an enquiry or quote in the UKReply fast, follow up twice, then stop. Marketing emails and texts to individuals need consent or the soft opt-in, and sales calls need a TPS check.Read the guide
- How to follow up leads and estimates in the USAnswer fast, follow up twice, then stop. Commercial email follows CAN-SPAM; autodialed marketing texts need written consent under the TCPA.Read the guide
Free lessons COLE is part of
- Bidding for school, council and NHS cleaning when the tender is scored, not just pricedPublic and facilities work is won on a scored tender: registration on the Central Digital Platform, social value you can prove, the standards buyers check and an answer library kept ready.Read the lesson
- Winning janitorial accounts from property managers, public buyers and federal agenciesCommercial buyers choose on readiness, records and a credible start-up plan, public bids add registrations and wage determinations, and taking over an account can bring the previous crew with it.Read the lesson
- Proving to homeowners, main contractors and councils that I am a safe pair of handsEach kind of client checks different proof: reviews and trust marks for homeowners, accreditation for main contractors, registration for public tenders.Read the lesson
- Getting prequalified with GCs and public owners instead of chasing platform leadsHomeowners check reviews and your license, GCs check your financials, bonding and safety record, and public owners check registration and bonds.Read the lesson
- How do I win public sector work, and stop depending on one big client?Consultancies win through referrals, a narrow niche and frameworks, and public sector work comes with its own rules on registration, conflicts, payment and IR35.Read the lesson
- Winning government consulting work without being shut out by a conflictGovernment work rewards consultants who register early, pick the right route in, and keep clear of organizational conflicts of interest.Read the lesson
Which plans include Sales & Quotes
Scale includes all sixteen specialists. On Starter you choose three to work with ALEX, and on Growth nine, and you can swap any time. COLE shares one memory of your business with the rest of the team, so you only explain things once.
Questions owners ask
What does Greymill's Sales & Quotes specialist do?+
COLE is Greymill's Sales & Quotes specialist. Turns new leads and quotes into signed work. Who to approach, quotes, follow-ups and winning the work.
When should I ask COLE?+
You have leads but they are not converting. You want to land a bigger type of client than you have now. You are considering a partnership or referral arrangement.
Which Greymill plans include Sales & Quotes?+
Scale includes all sixteen specialists. On Starter you choose three to work with ALEX, and on Growth nine, and you can swap any time.
Can COLE send emails or file anything for me?+
Not on its own. Nothing is sent unless you press Send, Greymill only changes your books when you press Approve and never makes a payment, and it files nothing unless you send it yourself. Where a matter needs a regulated professional to sign it off, Greymill says so and tells you exactly what to take to them.
Is there a free trial?+
Yes. Every plan starts with a 7-day free trial on full Scale access, no card needed, so you can try COLE with the whole team.
The rest of the team
- ALEX, Ask AnythingMeet ALEX
- AVA, StrategyMeet AVA
- ELLA, Daily OperationsMeet ELLA
- JAMES, Big ProjectsMeet JAMES
- THEO, TechnologyMeet THEO
- GRACE, Staff & HRMeet GRACE
- MAYA, Cash & ProfitMeet MAYA
- MARCUS, Tax & BookkeepingMeet MARCUS
- FELIX, Loans & FundingMeet FELIX
- DARA, Data & AnalyticsMeet DARA
- NINA, MarketingMeet NINA
- LUKE, WritingMeet LUKE
- BLAKE, CoachingMeet BLAKE
- LEO, Contracts & DisputesMeet LEO
- IVY, Rules & LicensingMeet IVY