Halcyon Field Services Proposal

Sales proposal presentation

An eleven slide sales proposal presentation from Halcyon Field Services, an invented maintenance contractor, to a property group with twelve buildings and 214 air conditioning units. It moves the buyer from 68 emergency callouts a year to a planned calendar, prices three tiers on one table with a recommendation, and answers the five questions raised in the walkthrough.

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Photograph of a commercial building rooftop plant deck at golden hour, tidy rows of air handling units and ductwork, clean city skyline behind, wide editorial composition, no text, no logos

Proposal, August 2026

Planned maintenance for 12 sites

Prepared for Meridian Property Group

Halcyon Field Services

Slide 1 · Cover: planned maintenance for 12 sites, the client and the date.

From callouts to a plan

Today

Reactive callouts

68 emergency visits across your sites last year.

Tenant complaints

Average 9 hours from report to an engineer on site.

Unplanned spend

Repairs arrive as invoices nobody budgeted for.

Move

1

Asset survey

Every unit tagged, aged and risk rated in week one.
2

Service calendar

Visits scheduled around tenant hours, not ours.
3

One report

Monthly view of works, costs and open faults.

With us

Planned visits

Four scheduled services a year on every asset.

Four hour response

Engineer on site within four hours for a breakdown.

Fixed monthly fee

One price per site, agreed for three years.

Outcome

Fewer breakdowns, a budget you can forecast, tenants who stop calling.

02

Slide 2 · From callouts to a plan: today, the move and the destination in three columns.

What the program covers

One contract across all twelve buildings, with the same engineers, the same reporting and one point of contact for your facilities team.

Quarterly servicing

Filters, belts, coils and controls checked on every unit, four times a year.

Breakdown cover

Four hour response during business hours, eight hours overnight and weekends.

Compliance records

F-gas logs and statutory records kept current and audit ready for every site.

Asset register

Age, condition and replacement year for all 214 units, updated after each visit.

Named team

The same four engineers and one account manager across the whole portfolio.

03

Slide 3 · What the program covers: servicing, breakdown cover, compliance, an asset register and a named team.

How we mobilise

Four steps from signature to a running maintenance calendar.

1

Survey

Two engineers visit every site, tag each unit and record its condition and age.

2

Schedule

We build the year of visits around tenant hours and your access rules.

3

First service

Backlog faults cleared and every unit brought to a known baseline.

4

Report

Monthly report on works done, faults open and spend against budget.

04

Slide 4 · How we mobilise: four steps from signature to a running maintenance calendar.

The first 90 days

What happens between signing and the first full quarter of planned service.

Week 1

Contract signed, account manager introduced, site access arranged with each building manager.

Weeks 2 to 4

Full asset survey across all twelve sites. Every unit tagged and photographed.

Week 5

Asset register and service calendar issued for your approval.

Weeks 6 to 10

Backlog works cleared, starting with the four units flagged as high risk.

Week 12

First quarterly service complete and the first monthly report delivered.

05

Slide 5 · The first 90 days: a week by week timeline from signing to full service.

What we commit to

Service levels written into the contract, measured monthly and reported to you.

Planned visits on time

Scheduled services completed in the agreed week.

98%

Four hour response

Breakdowns attended within four hours in business hours.

95%

First visit fix

Faults resolved without a second trip for parts.

85%

Compliance records

Statutory records current at any audit date.

100%

Report by the fifth

Monthly report in your inbox by the fifth working day.

100%

06

Slide 6 · What we commit to: five service levels with a percentage on each.

61%

Fewer emergency callouts in year one

Ashgrove Estates, 9 buildings

Same portfolio size, same contract shape

We moved from chasing contractors to reading one report. Callouts dropped by well over half in the first year, and for the first time our maintenance budget matched what we actually spent.

Helen Marsh, Head of Property, Ashgrove Estates

07

Slide 7 · Proof: a 61 percent drop in callouts at a nine building portfolio, with a quote.

What it costs

Fixed monthly fee per site, held for three years. Parts quoted separately at cost plus 12 percent.

Feature
Essential
Planned
Full cover
Services per unit, per year
2
4
4
Breakdown response
Next day
4 hours
4 hours
Out of hours cover
No
Weekends
24/7
Compliance records
Yes
Yes
Yes
Asset register updates
Annual
Quarterly
Quarterly
Parts included
No
Under $250
Under $1,000
Named engineers
No
Yes
Yes
Monthly report
Summary
Full
Full plus review
Monthly fee per site
$1,850
$2,640
$3,410
Recommended for Meridian: Planned cover across all twelve sites, $31,680 a month.

08

Slide 8 · What it costs: three tiers row by row, with a recommendation and the monthly total.

Questions you asked

Answers to what came up in the walkthrough on 4 August.

What happens to our current contractor?

We run in parallel for 30 days, take their records at handover and cover any open faults from day one.

Can we start with fewer sites?

Yes. Six sites is the smallest workable start, at the same per site price, with the rest added by quarter.

What if a unit needs replacing?

The asset register flags it a year ahead with an estimate, so it lands in your capital budget, not a surprise invoice.

Who do we call at 2am?

One number reaches the on-call engineer, not a call centre. Full cover sites get a named escalation contact.

How do we exit?

Ninety days notice after year one, with the asset register and all compliance records handed back in full.

09

Slide 9 · Questions you asked: five objections from the walkthrough, each answered.

What you get

Four planned services a year on all 214 units, across twelve sites.

Four hour breakdown response, written into the contract.

One fixed monthly fee per site, held for three years.

Compliance records kept audit ready at every building.

One monthly report covering works, faults and spend.

10

Slide 10 · What you get: the offer restated in five lines.

Ready when you are

Say the word and we can have engineers surveying the first six sites within two weeks.

Account manager

Dan Whitmore, Halcyon Field Services

Email

dan.whitmore@halcyonfield.example

Direct line

(03) 9550 1180

11

Slide 11 · Ready when you are: the account manager, a direct line and the survey start date.

What makes this deck work

Before, bridge, after on one slide

Slide two shows today, 68 emergency visits and nine hour waits, the three moves that change it, and the destination, in one glance. Harvard Business Review found B2B purchase decisions now rest with groups who each hold a veto, and a one slide argument survives being forwarded.

Service levels are numbers

Slide six commits to 98 percent of planned visits on time, 95 percent of breakdowns attended within four hours and 85 percent fixed first visit, measured monthly. Adjectives like responsive cannot be audited; percentages in a contract can.

Objections answered in the deck

Slide nine takes the five questions asked on 4 August, from what happens to the current contractor to how the client exits, and answers each in two sentences. Buyers who research before meeting a supplier, as HBR's study of solution sales describes, expect the hard answers in writing.

Questions people ask

What should a maintenance contract proposal presentation include?

The buyer's problem in their own numbers, the scope, how you mobilise, service levels, proof, pricing and the questions they raised. Halcyon's eleven slides start from 68 emergency callouts and nine hour waits across Meridian's twelve sites and end with a named account manager and surveys starting within two weeks.

How should pricing tiers be shown in a proposal deck?

In one table, feature by feature, with a recommendation underneath. Slide eight compares Essential, Planned and Full cover across nine rows, ending on monthly fees of $1,850, $2,640 and $3,410 per site, then recommends Planned for all twelve sites at $31,680 a month. Parts sit outside the fee at cost plus 12 percent.

How many slides does a sales proposal presentation need?

Enough to carry the decision. This one runs eleven: cover, problem, scope, mobilisation, the first 90 days, service levels, proof, price, questions, the offer restated and contact. Contract terms and survey method belong in the written proposal, because the buying group that reads it afterwards is larger than the group in the meeting.

Can this proposal deck be reused for another service business?

Yes. The order holds for cleaning, security or IT support: today against the plan, scope, mobilisation, service levels, a client result, tiers and answered questions. Describe your service, the client's current numbers and your tiers in the generator prompt, then ask the AI assistant to rework any single slide, with each change shown as a preview first.

Should a proposal answer the objections raised in the meeting?

Yes, in the buyer's own words. Slide nine takes the five questions raised during the site walkthrough and answers each one, so the person who asked can see they were heard and the people who were not there can read the answer. Objections left to the follow up call get repeated by someone else instead.

What service levels should a maintenance proposal commit to?

Numbers, not adjectives. Slide six commits to five levels with a percentage on each, covering response, attendance and completion, so performance can be reported rather than argued. A proposal that promises a responsive service and a dedicated team gives the buyer nothing to hold you to and nothing to compare.

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Written and checked by the OneCraft team. Last checked .