Managed opportunity & account support

Find. Pursue. Protect.

One connected partnership around your sales team: identifying suitable growth opportunities, coordinating approved pursuits, and maintaining visibility across the accounts you already serve.

01

Find suitable opportunities

  • Identify growth opportunities aligned with your services, capacity, and agreed territory.
  • Screen service fit, location, timing, credentials, site requirements, and customer capacity.
  • Maintain a prioritized view of suitable opportunities and next actions within the agreed scope.
  • Review recommendations with your sales lead so your team makes the pursue or decline decision.
02

Keep approved pursuits moving

  • Track requirements, deadlines, amendments, customer questions, and assigned next actions.
  • Coordinate documents and approved inputs from sales, estimating, and operations.
  • Provide writing, formatting, or package assembly only where included in your scope.
  • Record approvals and handoffs. Your authorized team controls pricing, commitments, and final submission.
03

Maintain your existing contract portfolio

  • Organize your existing accounts and contracts, including work already managed by your team.
  • Track client-provided agreements, sites, customer contacts, contract terms, notice windows, and renewal or rebid dates.
  • Maintain next actions, account history, and customer-reported service or relationship issues.
  • Review renewal priorities with your sellers and operations team; record decisions and follow-through.

How we work together

A defined rhythm and clear ownership.

The engagement sets the territory, active pursuit capacity, managed portfolio size, deliverables, and response expectations. We work with your existing sales process and agree where updates belong.

Weekly priorities

Review qualified opportunities, active pursuits, open customer inputs, and the next actions that matter.

Ongoing coordination

Maintain the agreed watchlist and action tracker. Escalate verified deadline changes and issues within the agreed service schedule.

Monthly portfolio review

Review account changes, notice windows, renewals, pursuit progress, and whether the service is useful to your team.

Responsibilities

A partnership with your sales and operations team.

Keystone owns the agreed coordination work

  • Opportunity review, fit assessment, and next-action tracking
  • Requirements, document requests, deadlines, and next-action visibility
  • Portfolio records, renewal tracking, and reporting

Your team owns business decisions

  • Customer relationships, calls, meetings, site visits, and closing
  • Pricing, staffing, technical claims, and service delivery
  • Pursuit decisions, signed commitments, and final submission approval

A quote shaped around your business

Scan first. Owner meeting next. Proposal afterward.

Ongoing managed support is quoted individually after the owner meeting. Your proposal defines the monthly fee, onboarding work, capacity, included writing or assembly, additional work, and cancellation terms. A complimentary scan does not create a paid engagement.

Clear expectations

Opportunity availability varies. Keystone does not guarantee awards, revenue, or renewals. Any exclusivity must be expressly agreed. Private client information stays separate.

Make room for growth with your existing team.

Tell us what you want to grow. We will prepare a high-level scan, confirm fit, and arrange a focused owner conversation.

Start the conversation