Nationwide operational and sales support

Operational capability built around measurable business outcomes.

SaleStreams LLC provides project-based and recurring remote services for contractor, service, mechanical, exterior-trade, energy-efficiency, and growing multi-location organizations. Services are structured around defined responsibilities, deliverables, communication requirements, and business outcomes.

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Clean-Energy Program Administration

Structured processing for utility and clean-energy incentive projects, from documentation readiness and authorized submission through status management, deficiency follow-up, closeout, incentive tracking, and reconciliation.

Application and documentation readiness
Authorized preapproval and closeout support
Status, exception, and deficiency tracking
Program reporting and payment reconciliation

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Revenue & Project Administration

Consistent follow-through for the work between an approved opportunity and completed, collected revenue.

Open-estimate and sales follow-up
Administrative permit preparation, authorized submittal, and tracking
Invoice-status and accounts-receivable follow-up in the client’s name
Customer, project, and completion-document coordination

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Operational Systems & Workflow Design

Business-wide process architecture designed around how contractor, service, mechanical, exterior-trade, and multi-location organizations actually operate.

End-to-end workflow and handoff design
SOPs, dashboards, controls, and exception paths
CRM, business-platform, and workflow-system setup and administration
Role-based training, critical-thinking coaching, and adoption support

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Supply Chain & Resource Planning

Practical planning and operating structures that connect demand, materials, suppliers, capacity, and field requirements so work is better prepared to move.

Supply-chain, purchasing, and procurement workflow design
Supplier, material, inventory, and availability planning
Demand, backlog, capacity, and resource alignment
Purchasing controls, exception management, and operational reporting

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Sales and Operations Planning (S&OP) Implementation

Design and implementation of a sustainable, client-owned planning process connecting demand, sales commitments, capacity, resources, supply considerations, and business priorities.

Current-state planning assessment and process design
Roles, meeting cadence, inputs, decision points, and accountability
Demand, backlog, capacity, and resource-capacity planning framework
Dashboards, action logs, team training, facilitated practice, and transition to client ownership

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Service-Line Launch & Operational Expansion

Cross-functional planning and implementation support for organizations adding new trades, locations, programs, or business lines.

Operational-readiness and responsibility planning
Workflow, SOP, dashboard, and process-control development
Systems configuration, supply-chain, resource, and reporting structure
Onboarding, training, launch coordination, and post-launch stabilization

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Managed Business Operations Support

Defined recurring support for companies that need accountable operational capacity without building another internal department.

Project intake and document control
Vendor and procurement coordination
Quality-assurance and completion-file review
Customer retention, warranty, lifecycle follow-up, and operational reporting

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Warranty, Closeout & Customer Lifecycle Administration

Structured post-installation and post-service administration that protects the customer experience, preserves complete records, and helps capture the value of work already sold and completed.

Manufacturer, equipment, and product warranty registration
Registration confirmation and warranty-record maintenance
Completion packages and customer handoff documentation
Maintenance enrollment, renewal, issue intake, routing, and retention workflows

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Data, Records & Platform Administration

Practical data stewardship that improves record quality, system usability, operational visibility, and continuity.

CRM and business-system data cleanup and deduplication
Structured data migration and field-mapping support
Customer, equipment, asset, and project-record maintenance
Document organization, indexing, retrieval, and data-quality workflows

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Vendor, Credential & Procurement Administration

Organized administrative support for vendor, subcontractor, material, and renewal records that keep projects ready to move.

Vendor and subcontractor onboarding administration
Certificate of insurance, credential, and expiration tracking
License, certification, and registration renewal calendars
Purchase-order, material, backorder, delivery, and change-document tracking

Focused scope

Additional capabilities are incorporated around an agreed outcome.

Data stewardship, vendor coordination, document control, credential tracking, customer-retention workflows, warranty administration, KPI reporting, capacity planning, and quality review may be included when they support the authorized service. Legal, accounting, engineering, and licensed-trade decisions remain with the client and its appropriately qualified professionals.

Choose an engagement model →Understand pricing structures →See our service-delivery process →

SaleStreams LLC

Project-based or ongoing support

Add the capability your business needs.

Begin with a defined service request. We will confirm the appropriate engagement model, responsibility level, required information, delivery cadence, and pricing structure before work begins.

Start a service request →