Sales Enablement · Internal Use

Sales Playbook & Training Guide

How to work a lead the CCA way — from first contact to handoff.

Contents
  1. 1. Who we are & how we talk
  2. 2. The lead-to-close flow
  3. 3. Discovery — the right questions
  4. 4. Choosing the offer
  5. 5. Pricing & what goes to Rose
  6. 6. Answering "what do I need?"
  7. 7. Your toolkit
  8. 8. Never-break rules
Section 1

Who we are & how we talk

Contractor Compliance Authority (CCA) helps contractors understand, obtain, maintain, and manage licensing and regulatory compliance across jurisdictions. We combine professional services, compliance intelligence, research, and technology. Parent company: Compliance Authority Group, Inc.

Say it right: we're CCA — never "the CCA." Our promise: "We Meet You Where You Are." Contractor Solutions that Grow With You.

The CCA voice

Section 2

The lead-to-close flow

1
Claim it. New lead lands (Cliq/email/inbox). Put your name on it in the tracker so no one double-works it. Every lead always has a next action and a date.
2
Make contact fast. Speed matters — reach out while intent is high. Log the attempt.
3
Run discovery. Use the guided discovery form. Understand the work, states, deadline, and qualifier situation.
4
Pick the offer. Use the offer picker (Section 4). Route to Rose when the rule says so.
5
Look up the requirements & price. Use the State Licensing Lookup and the price list. Confirm before you quote.
6
Quote & follow up. Present a clear estimate (CCA fee + separate government/third-party costs). Keep a dated next action until it closes or is parked with a reason.
7
Won → handoff. Won isn't paid, and paid isn't delivered. When it's won, hand off cleanly with every promise captured.
Section 3

Discovery — the right questions

Use the guided discovery form. The essentials to capture every time:

Deadline within ~30 days? Mark it Hot and flag Rose the same day, whatever the offer.
Section 4

Choosing the offer

Read the discovery answers top to bottom — first match wins.

#If discovery shows…OfferRose?
1Prior rejection/denial, deficiency, or disciplineCompliance Risk AuditYES
2Needs a qualifier / help finding oneQualifier Match & PlacementYES
3New state / 2+ states / multi-state painMulti-State Expansion RoadmapIf big/complex
4Government / public worksContractor Growth / Vendor ReadinessIf deadline near
5Difficult issue — entity, exam, financial, experienceCompliance Risk AuditIf 2+ issues
6First license / new business, single state, cleanLicensing Application SupportNo
7Operating, wants ongoing helpRenewal / Monitoring ProgramNo
8Large / enterprise / many states / franchiseEnterprise Compliance DeskYES
9"Not sure" / thin infoPreliminary Compliance Exposure ReviewNo
10Sensitive / pricing exception / nothing fitsManual Rose ReviewYES

Low-friction entry points for online buyers: Classification Review ($295), Application Review ($495), Expansion Roadmap ($1,500), Verified Trust Score ($499) — these open the door to the bigger relationship.

Section 5

Pricing & what goes to Rose

Use the quick-reference for current numbers (Aug 2026 list). Quote the CCA service fee; government, exam, bond, insurance, and qualifier costs are separate, at cost.

Fast reference

ServiceCCA fee
License application (by complexity)$1,500 – $10,000+
Renewal (standard / complex)$750 – $3,500
Entity formation (LLC / Corp)$750 / $950
Foreign registration$750+
Registered agent$199/yr (+$149 each add'l state)
Monitoring$299 / $499 / $750+ /mo
Compliance Risk Audit$2,500 – $25,000+
Qualifier placement2× monthly + first month (~$9,000 typical)
Goes to Rose: any qualifier placement; multi-state / enterprise / franchise / white-label; prior denials or discipline; discounts beyond your level (reps 0–5%, leads 6–12%, Rose 13%+); anything sensitive or custom.
Section 6

Answering "what do I need?"

Use the State Licensing Lookup — type the state and trade and you'll get license type, agency, threshold, fees, exam, bond, and reciprocity, with a Verified badge.

Section 7

Your toolkit

Guided Discovery Form

Run every discovery call through it. Produces a clean handoff summary. (CCA_Guided_Discovery_Sales_MVP.html)

Lead Worklist Tracker

Shared sheet — claim leads, set stage/status, next action + date, notes. (CCA-Lead-Worklist-Tracker.csv)

Sales Quick Reference

Offer picker + current price list on one page. (CCA-Sales-Quick-Reference.html)

State Licensing Lookup

Searchable: what a contractor needs in any state + trade. (CCA-State-Licensing-Lookup.html)

Fees & Entity Lookup

Searchable: entity formation/annual fees + market insurance, bond, vendor reference. (CCA-Fees-Entity-Lookup.html)

Section 8

Never-break rules