Platinum Presence helps growing service businesses replace scattered sales materials, inconsistent customer communication, and disconnected marketing with one polished system built to create trust, support the sale, and guide the homeowner from the first interaction through the final review.
From the first sales conversation to the final review — one professional system. Prefer to talk first? Book a 30-minute consultation or see what we built for Q&M (live demo).
A coordinated design system across sales presentation, customer materials, field marketing, and digital experience — designed as one.
Many contractors and service-business owners are excellent at what they do. They are also on a roof, at a job site, between appointments, returning calls late, managing crews, and trying to sell from a phone full of notifications.
The result is not a lack of talent. It is a scattered customer experience — and the homeowner sees the scattered experience before they ever see the quality of the work.
We connect the customer experience from the first knock on the door to the final review — one homeowner, one journey, every touchpoint designed.
One homeowner. One connected journey.
Platinum Presence designs the connected customer-experience framework — brand, sales, customer materials, digital presence, and follow-up. Where functionality requires platforms, integrations, or automation, those capabilities are scoped on a per-project basis based on the contractor's existing systems and the deliverables in the approved proposal.
Platinum Presence creates a dual-screen interactive sales experience. The salesperson receives the structure, prompts, and talking points needed to guide the appointment. The homeowner receives a polished visual experience designed to keep them engaged and help them understand the decision.
01 — Contractor View
02 — Homeowner View
Demo content. Final implementations are scoped per contractor and branded to the company.
Contractor
Homeowner
Contractor
Homeowner
We are not creating another pitch book. We are creating a connected homeowner experience.
Each project is scoped from these four areas — combined and sequenced according to the company, the customer journey, and the deliverables in the approved proposal.
A clear identity that carries through every customer touchpoint — built for real-world use across print, screen, vehicles, signage, and apparel.
The interactive sales presentation, the contractor-guided structure, and the leave-behind experience designed to support the conversation and keep the homeowner engaged.
The pages, content, and touchpoints that carry the experience from the first appointment through the final review and referral.
The neighborhood, field, and digital materials that introduce the brand before the appointment and reinforce it long after.
A note on scope and fulfillment. Unless specifically included in the approved proposal, Platinum Presence provides final digital design files. Printing, apparel production, signage, vehicle installation, shipping, and other physical fulfillment are quoted or coordinated separately. Every project is scoped according to the business, deliverables, timeline, and level of support required.
We learn how the company sells, communicates, follows up, and serves the customer — through the project discovery questionnaire and an optional consultation call.
We map the experience from the first contact through the final review and referral. We confirm scope, deliverables, and timeline in a written proposal before any design work begins.
We organize the story, talking points, homeowner education, product information, proof, objections, financing, warranties, and next steps into a structure the team can use.
We build the visual brand system, interactive presentation, customer-facing materials, and digital experience as one coordinated body of work.
We test the experience, organize files, publish approved assets, and prepare the sales team to use the system on real appointments. Production coordination is available when scoped.
A clearly organized place to review the conversation, see the work, understand the decision, and take the next step.
One access point. One clear customer journey.
Final functionality depends on the project scope, the contractor's existing systems and integrations, and the deliverables in the approved proposal. Not every contractor receives every touchpoint — the experience is built around what the company actually needs.
Every rep can follow the same structure on every appointment — without sounding scripted.
The homeowner participates in a visual experience instead of passively watching pages get flipped.
Photos, financing, warranties, and references are organized around the sales conversation, not buried in files.
Every presentation reflects the same brand, the same process, and the same standard of quality.
The homeowner can revisit approved information after the appointment — the sale doesn't end when the rep leaves.
New or less experienced reps gain structure, prompts, and talking points. Senior reps gain consistency without losing their voice.
Q&M Roofing came to Platinum Presence for a coordinated brand, sales, and customer-experience system. From the truck rolling up to the driveway through the in-home appointment and the follow-up postcard, every touchpoint reads as the same capable, established company.
No. The interactive presentation is one part of a broader customer-experience system. Depending on scope, the system can connect the sales conversation, product education, financing, references, project gallery, agreement, production updates, reviews, and referrals.
No. The homeowner experience runs in a standard mobile browser. They open it from a QR code or direct link — no install, no account creation. A future project could include a custom app if that becomes a real requirement, but it is not required for the connected experience.
The current implementation supports a follow-along model: the contractor and homeowner navigate the same sequence, with the contractor verbally guiding the conversation while their contractor view shows talking points, prompts, and notes. Real-time synchronized screen control is a future enhancement that requires additional backend work; it is not active in the current demo and would be scoped on a per-project basis.
Yes, when included in the project scope. The homeowner-facing experience can remain available through a direct link or QR code so the homeowner can revisit products, financing, warranties, and references after the rep leaves.
No. The homeowner view and the contractor view are separate routes with separate content. Contractor prompts, private notes, objection-handling guidance, and discovery questions never appear on the homeowner experience.
Yes. Branding, products, services, warranties, financing, photos, reviews, sales flow, and customer-journey content are all customizable for the contractor. The framework is reusable; the content is built around the specific company.
Not by default. Platinum Presence primarily supplies the digital design and experience files. Printing, apparel production, signage, vehicle installation, shipping, and other physical fulfillment are quoted or coordinated separately unless specifically included in the approved proposal.
No. Each project is scoped according to the business, the customer journey, the deliverables, the contractor's existing systems and integrations, and the timeline. Every engagement is confirmed in a written proposal before design work begins.
Yes. The framework supports roofing, construction, remodeling, countertops, windows, gutters, landscaping, trucking, and other growing service businesses. The presentation flow, talking points, and customer-journey content are configured per industry and per company.
