Who It's For

Established companies ready to scale their presence.

This is built for contractors who already have real volume and want every customer touchpoint — sales, materials, follow-up, and reviews — working as one coordinated system instead of scattered pieces.

  • You have multiple reps who need to sell consistently
  • Your follow-up and review requests depend on memory
  • Your strongest project photos and reviews aren't presented well
  • You want a guided, interactive sales presentation
  • You're ready for an organized referral and review pathway

Not there yet? Most contractors start smaller. See the Contractor Presence Review or Credibility Package for a lower-commitment first step.

A Better Sales Conversation

The contractor guides. The homeowner participates.

The system can include a dual-screen interactive sales experience. The salesperson gets the structure, prompts, and talking points needed to guide the appointment. The homeowner gets a polished visual walkthrough designed to keep them engaged and help them understand the decision.

01 — Contractor View

What the salesperson sees.

  • Talking points for every section
  • Discovery prompts and key questions
  • Objection-handling reminders
  • Product and financing notes
  • Private notes for the rep, never shown to the homeowner

Designed to keep new and experienced reps consistent — without sounding scripted.

02 — Homeowner View

What the homeowner sees.

  • Large, polished visuals
  • Product and service explanations
  • Project photos, before-and-after, and diagrams
  • Financing overview, warranty information, and reviews
  • The ability to revisit the experience after the appointment

Designed to keep the homeowner engaged — not buried in pages or PDFs.

See the Live Q&M Experience

Demo content. Final implementations are scoped per contractor and branded to the company.

One Connected Customer Journey

From the first appointment to the final review.

The Complete Presence System can connect the customer experience from the first appointment to the final review — one homeowner, one journey, every touchpoint designed.

  1. 01Lead or appointment
  2. 02Sales presentation
  3. 03Product & service education
  4. 04Financing information
  5. 05References & gallery
  6. 06Agreement
  7. 07Production updates
  8. 08Completion
  9. 09Review request
  10. 10Referral request

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 your existing systems and the deliverables in the approved proposal.

What May Be Included

A connected system, scoped to your business.

Brand identity & guidelines
Interactive sales presentation
Homeowner-facing digital experience
Proposal & estimate templates
Follow-up & review-request system
Field & digital marketing materials

Not every company receives every touchpoint — the system is built around what your business actually needs and confirmed in a written proposal. Printing, apparel production, signage, and vehicle installation are quoted or coordinated separately unless specifically included in your proposal.

Ready to connect the whole customer journey?

Start with a 15-minute Presence Review so we can understand your business first.