Internal working brief

Do not forward - source: St. Elizabeth research MD

Prepared by

Sales strategy and campus-readiness wedge

Internal only

Win the first conversation by sounding like a school partner, not a cleaning vendor.

SEAS is a Catholic, parish-connected, preschool-through-8th community with 25 years of trust. Amy's opening move should be a small, useful walkthrough centered on stewardship, safety, and front-office relief.

400+Students

25Years of school community

3Sponsoring parish communities

LoriPrimary public contact

01 - Account SnapshotInternal - UFG Sales

Account

St. Elizabeth Ann Seton Catholic School

9539 Racquet Court, Elk Grove. Preschool through eighth grade, Diocese of Sacramento, over 400 students.

Moment

25-year milestone

Founded in 1999 and publicly celebrating a 25-year story. Lead with next-chapter stewardship, not a generic vendor pitch.

Buyer path

Front office first

Lori Brett is the published contact across the site. Do not assume her title; "Mrs. Brett" is safest.

02 - Strategic AngleInternal - UFG Sales

The wedge is stewardship plus compliance.

SEAS has a public culture of faith, family, knowledge, and service. UFG should mirror that language and make facilities feel like a support system for mission, safety, and parent confidence.

Faith

Respect school/parish rhythms, Mass, events, and shared community spaces.

Family

Protect the arrival experience and the places families see first.

Knowledge

Keep classrooms, supplies, and learning areas ready without interrupting instruction.

Service

Relieve the office from vendor follow-up and facility loose ends.

03 - Decision MapInternal - UFG Sales

Primary contact

Mrs. Lori Brett

Published email contact across the site. Keep outreach warm, concise, and respectful of her role as gatekeeper.

Principal

Mrs. Marci Greene

Likely decision influencer. Connect campus readiness to welcome, safety, and school-family trust.

Broader circle

Pastor / Diocese / Parent Club

Three-parish model means credibility and documentation matter. Do not overstep; offer a useful first walk.

04 - Proof Stack / Amy Talk TrackInternal - UFG Sales

Five reasons UFG is safe to invite on campus.

Do not read this like a brochure. Use it as the call path: say the line, drop the receipt, then ask the pivot question that moves SEAS toward a walkthrough.

01The Spike

Child Safeguarding

Say: Every UFG employee assigned to your campus completes child-safeguarding training before work begins.
Proof: Training records are part of the start-up file, alongside site requirements and worker documentation.
Pivot: Would it help if Amy sent a sample readiness packet before the walkthrough?

Amy's opener

Before we talk scope, I want to show you how we make campus access safe, documented, and easy for the school office.

02

Safety Manager

Say: You get a dedicated safety and training compliance manager, not a vague back office.
Proof: One owner keeps training, protocols, and incident response from becoming a school-side burden.
Pivot: Who currently reviews vendor training or safety documentation for SEAS?

03

Documentation Ready

Say: Your business office should not have to chase basic vendor paperwork.
Proof: COI, W-9, training records, worker classification, SDS, and site-specific requirements are organized before work starts.
Pivot: Should Amy bring the document checklist to the walkthrough?

04

Family-Owned

Say: UFG has been family-owned, operated, and Northern California based for 26+ years.
Proof: The story is local accountability, steady leadership, and real ownership when a campus needs help.
Pivot: What does SEAS wish felt more accountable with facilities support today?

05

One Point of Contact

Say: One relationship can cover janitorial, grounds, maintenance, and facilities management.
Proof: Fewer handoffs means fewer small issues landing back on the front office.
Pivot: Where does SEAS lose the most time coordinating facilities follow-up?

05 - Outreach GuardrailsInternal - UFG Sales

Do

Sound useful and respectful.

Reference the 25-year milestone, the school's mission, and the practical value of a written walkthrough summary.

Do not

Over-research or overclaim.

Do not mention NCES, tuition budget details, exact vendor requirements, or inferred titles in the client deck.

Do

Ask for a small step.

Twenty minutes, practical campus notes, no pricing guesswork, useful either way.

Do not

Pressure the decision.

SEAS should feel respected, not cornered. The deck should earn a conversation, not force a buying decision.

06 - Discovery QuestionsInternal - UFG Sales

Questions to earn the scope, not guess it.

Current setup

Is janitorial in-house, contracted, parish-shared, or split by space?

Event load

Which events create the hardest resets: Masses, auction, jog-a-thon, athletics, Parent Club?

Compliance

What documentation does the Diocese or Catholic Mutual require before recurring work?

Preschool

Are there separate cleaning/product protocols for preschool areas?

Summer

What has to be reset before the next school year opens?

Decision path

Who should be included after the walkthrough summary is ready?

07 - Amy VoiceInternal - UFG Sales

"I thought a short walkthrough might be useful before summer planning gets crowded."

Use this energy: warm, specific, low-pressure, immediately practical.

08 - Next StepInternal - UFG Sales

Send the client deck as a reason to talk sooner.

Recommended CTA: ask Mrs. Brett to pick Option A or B as a preferred day, or suggest another day. Amy should follow up with a time and keep the written readiness summary as the useful deliverable, not a pitch meeting.

Amy AlfaroBusiness Relationsamy@ufgworks.net 408-380-2287

Letty MirandaPresidentlmiranda@ufgworks.com 408-396-4606