Your first week should end with a working pursuit list.
KLL is not a database you are expected to figure out alone. The first week turns your business profile into a useful market view, then helps your team move from browsing to a short list worth pursuing.
Four steps from access to action.
The exact records will change by trade and territory. The operating rhythm stays simple enough for an owner, estimator, or business-development rep to use every week.
- 01 Day 1 / Define the workCompany profile
Set the company profile: trade, territory, project floor, ideal work, buyers, and the work that is not a fit.
- 02 Days 2-3 / Tune the viewMatching review
Review the first market slice, broaden or narrow optional filters, and confirm that the feed reflects how your team sells.
- 03 Days 4-5 / Work the shortlistPursuit list
Open the strongest opportunities, review scope and company paths, save the records worth follow-up, and assign the next move.
- 04 Week 1 outcome / Establish the rhythmSales workflow
Leave the first week with a working shortlist, a clearer contact path, and a repeatable habit for checking new signals.
A little direction makes the feed much sharper.
You do not need to hand us a perfect taxonomy. Start with the work you want more of and the territory you can actually serve; the profile can be refined as your team uses the system.
Primary trades, adjacent capabilities, and the work your team can execute well.
Core counties, expansion corridors, plant territories, or statewide energy coverage.
Owners, builders, EPCs, public buyers, facilities, or other decision paths.
Earlier conversations, more qualified bids, recurring accounts, or a stronger weekly pipeline.
By the end of week one, your team should know what to do next.
KLL is doing its job when the feed is not just interesting. It should make the next call, email, qualification question, or account review easier to choose.