A home and commercial services firm had no commercial pipeline. It was rebuilt from zero.
One AI system for commercial target identification and outreach, worked through a four-stage funnel.
42
Commercial targets identified
18
Quoted
7
Recurring accounts won
01 / 04
The situation
0
Commercial accounts at the start
A home and commercial services firm had run for more than two decades on referrals and reputation. No website, no search presence, no structured outreach. As legacy customers churned, revenue eroded, and there was no pipeline to replace it.
Its commercial pipeline did not exist. There was no target list and no method for working one. The firm needed a way to find commercial accounts and turn them into recurring work.
02 / 04
What was built
10–14
Weeks from kickoff to production
ClearForge built an AI system to identify commercial targets and support outreach through a four-stage funnel. It went from kickoff to a live production system in 10 to 14 weeks.
The system qualified inbound and outbound opportunities, ran coordinated outreach and follow-up, and prepped every call. The owner worked the pipeline from one weekly view: leads, quotes, follow-ups, and account expansion.
It shipped with an eval harness and reliability gates. Outputs were checked against a test set before release.
03 / 04
Results
7
Recurring accounts won
The commercial pipeline was rebuilt from zero. The funnel: 42 targets identified, 31 contacted, 18 quoted, 7 recurring accounts won.
Recurring commercial maintenance contracts replaced one-off referral dependency. The documented pipeline also made the business easier for a buyer to diligence.
| Metric | Value |
|---|---|
| Targets identified | 42 |
| Contacted | 31 |
| Quoted | 18 |
| Recurring accounts won | 7 |
04 / 04
How adoption was run
70%
Weekly-active adoption bar by day 90
Adoption ran on the Adoption Mile. A named operator owned it. The team met on a weekly working cadence. A live adoption scoreboard tracked weekly-active use.
The engagement was built to the 70 percent weekly-active adoption bar by day 90. That is the standard the firm builds to.
Case A
1,181 qualified opportunities across 3 divisions in 6 months, at a 99.8% match rate to real product capabilities. Monthly volume ramped 32x, from 19 to 613. 631+ generated sales playbooks.
Read the case studyCase C
Ran a portfolio-wide AI diagnostic: 3 companies assessed on one model, 8 priority plays selected, a 12-month execution plan.
Read the case study