Private Business Opportunity Review

Invista / Pedorumi Pty Ltd

Initial information request to help us understand the opportunity, current pipeline, expected role, and proposed commercial structure.

Purpose of this form

Hi Jack,

Thanks for reaching out to me about this opportunity. I'm genuinely excited about working with you and thank you for taking the time to provide some background. The purpose of this form is simply to help us understand the opportunity before we suggest a simple working structure. Approximate figures are fine at this stage.

Previous AV activity

A brief summary of what the business has done in this space previously.

How much AV work did the business complete last year?How many AV projects were completed last year?What was the approximate average project value?What gross margin was generally achieved, if known?

Current pipeline

Current opportunities, open leads, submitted quotes, and dormant contacts.

Are there current open leads or warm opportunities?Are any quotes already submitted or close to submission?Are there dormant contacts or past customers worth following up?What is the approximate total value of current opportunities?

Expected role

Please indicate what you would want us to be responsible for.

Select all that apply

Lead generationFollow-up of existing opportunitiesCustomer meetingsSite visitsProject scopingQuote assistanceTender or procurement assistanceClosing salesCustomer relationship managementPost-sale follow-up

Please describe the role you have in mind.

Commercial structure

Commission basis, payment timing, repeat work, and base retainer proposal.

You mentioned 25–30% commission. Should this be calculated on revenue, gross profit, or another agreed basis?When would commission be paid?Would commission apply to repeat work from introduced customers?Please provide your initial proposal, including non-recoverable base retainer plus commission structure.

Delivery capability

Project types, service areas, installation model, and delivery constraints.

What types of AV projects are in scope?What geographic areas can be serviced?Who handles installation?Are there any current delivery constraints?

Additional comments

Anything else that would help us understand your proposal in more depth.

Additional notes