Post-Call Review — Smoke Test Co

Company Details

Pain Points

Tick all that apply to this prospect.

[1] Can't find qualified Estimator/QS → Construction Estimator / QS [2] PM buried in admin → Project Coordinator [3] BIM capability gap → BIM Modeller (Revit/ArchiCAD) [4] Cash flow / slow AR → Construction AP/AR Specialist [5] Can't scale for new projects → Multiple roles [6] Document control falling through cracks → Document Controller [7] Contract admin is someone's side job → Contract Administrator [8] Immigration/compliance risk → Any BTG role [9] Cost escalation pressure → All knowledge work roles [10] Safety/compliance documentation burden → WHS/OHS Documentation Coordinator [11] Ageing workforce / knowledge drain → Mid-Senior specialists

Objections Raised

Cost concerns

Black Swans

Unexpected high-leverage information uncovered.

Roles to Propose

Select roles, level and quantity for the proposal.

+ Add Role

Budget & Timeline

Q3

Decision Makers

CEO

Proposal Focus

What should the proposal emphasise?

Test

Call Transcript & Notes

Manual Notes