A POINT OF VIEW FOR Macomb Mechanical, Inc.
What if there was a better way?
A faster, smarter way to turn strategy into a high-performing CRM and revenue operating model while the long-term leader is being hired.
Executive Brief
The Challenger Thesis
CRM should help create pipeline, not just document it.
Our hypothesis is that Macomb could create a decision layer that combines customer history, prior projects, service and maintenance information, facility context and market signals to identify where the next service, retrofit, maintenance or project opportunity is most likely to emerge, then give business development a reason to act before a formal pursuit appears.
The question worth testing
What if Macomb could identify the next likely revenue opportunity from signals it already owns?
Concept: Macomb Growth Radar
Connect the signals. Prioritize the accounts. Create the next best action.
Connect customer and project history, service and maintenance activity, facility and market signals, then use AI to prioritize where commercial attention is most likely to create value.
Customer + Project History
Service + Maintenance
Market + Facility Signals
AI Opportunity Scoring
Where We Would Start
Three commercial use cases worth proving before making this a technology program.
01
Maintenance-to-Project
Identify service and maintenance relationships showing signals for retrofit, replacement or broader project work.
02
Project-to-Service
Systematically convert completed construction relationships into recurring service and preventative maintenance opportunities.
03
Earlier Pursuit Intelligence
Combine relationship history and market signals to surface accounts and facilities worth engaging before formal bids emerge.
A 90-Day Proof, Not a Big-Bang Program
Start with one revenue question.
Demonstrate whether existing data and relationships can produce a useful commercial signal before committing to a larger platform initiative.
Days 1–30: Map the commercial process, available data and one high-value use case. Define what a useful signal looks like to business development.
Days 31–60: Connect a focused data set, create the first scoring model and put the output in a workflow the team can actually use.
Days 61–90: Test against real accounts, tune the model, measure signal quality and decide whether the business case merits expansion.
Why Agilidy
Business first. Technology second. Results quickly.
Jason Wickman has spent 25+ years around Microsoft CRM and Dynamics, including helping Microsoft launch Dynamics 365 for Sales, with experience spanning technical consulting and sales leadership. Agilidy works directly with a small number of CEOs and revenue leaders, using AI and Vibe365 to reduce the time and overhead typically required to turn CRM ideas into working outcomes.
The operating principle
If we cannot demonstrate a useful business signal quickly, you should know that before investing in a large consulting engagement.
Does the thesis resonate?
If it does, the next conversation is simply to pressure-test it against how Macomb actually sells, services customers and manages commercial information today.
Connect with Jason