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North Star Goal
Sign one paying client for motorized shades or lighting control
Phase 2 · Days 1–30 · Starting May 7
Partner Blitz
Call every warm and cold industry contact. Get in the room. Get the referral.
Milestone
20 meetings booked
Week 1 — Designers & GCs
May 7–13
Background Track
Warm contacts (Matt, Bryan, John Pfeiffer, Shade Service, Regent5) are already in motion — keep them moving in parallel. Touch one per week as needed. Daily slots below are reserved for net-new cold targets only.
7
Thursday Today
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1
Call Front Street Builders — ask for Steve Hirsch, introduce yourself, propose coffee
(650) 759-6493·Steve Hirsch, Founder·steve@frontstreetbuilders.com
"Steve, I specialize in motorized shades and Lutron lighting for high-end Peninsula homes — the finishing layer after a remodel. I'd love to buy you coffee and learn what your clients typically want when a project wraps up."
2
Contact Zaharias Design — complete contact form at zahariasdesign.com/contact
zahariasdesign.com/contact·Stephanie Zaharias, Principal🪟 Lists: Custom Blinds & Shades
Use the contact form only — no phone number exists and a cold call would be the wrong approach anyway. She's said publicly she is selective and doesn't love self-promotion. The note you've already drafted is ready to paste into the Additional Details field. Project city: Menlo Park. Type of project: select first two options. Partners: N/A.
3
Call Kanika Design — Best ID firm 2025 Bay Area, pitch shade/lighting partnership
(415) 894-2631·Kanika, Principal·info@kanikadesign.com🪟 Lists: Custom Blinds & Shades
"I work alongside designers doing motorized shades and Lutron lighting for Peninsula homes. I'd love to learn how you approach those systems in your projects and see if there's a fit." M–F 9am–6pm.
8
Friday
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1
Call Peninsula Construction Co. — ask for owner, pitch shade/lighting referral partnership
(650) 342-9800·Owner / Principal
"I work with homeowners who just finished a remodel and are ready to dial in their lighting and shades — clean retrofit, no construction. Do you ever get clients asking about that after a project wraps up?"
2
Call Elements In Design — pitch shade/lighting integration partnership
(650) 342-5444·Principal Designer
"I focus on motorized shades and Lutron lighting — the finishing layer that makes a remodel feel complete. You do design and construction management — I'd love to grab coffee and see if there's a fit."
3
Call Rebarts Interiors — introduce yourself, propose 20-min meeting
(650) 508-8518·Owner / Principal
40-year Hunter Douglas Gallery dealer, 4 Peninsula showrooms. Peer conversation — they do PowerView, you do Lutron. Ask for Bart San Diego. "Bart, I noticed you published a comparison of PowerView vs Lutron Serena — I work on the Lutron side on the Peninsula. I'd love to grab coffee and compare notes on the market."
11
Monday
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1
Call Peninsula Modern — interior design, Atherton/Burlingame/Hillsborough, pitch partnership
(650) 918-9668·Tiffiny Johnson, Principal·tiff@peninsulamodern.co🪟 Lists: Custom Blinds & Shades
"I do motorized shade and Lutron lighting integration — the systems that complete a modern interior. I'd love to understand how you approach those in your projects and see if there's a natural fit."
2
Call Front Street Builders Showroom — if Steve wasn't available Day 1, try again; if reached, next GC on list
(415) 459-7900·Residential Sales
If Steve connected Day 1, pivot to Audiovisions today. "I do retrofit shade and lighting installs on the Peninsula — do you ever have clients with smaller projects or jobs outside your core area?"
3
Call Audiovisions (San Rafael) — explore referral relationship for smaller-scope Peninsula work
(415) 459-7900·Residential Sales
"I do retrofit shade and lighting installs on the Peninsula — do you ever have clients with smaller scope or jobs outside your core area that you'd refer out?"
12
Tuesday
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1
Call TOPOS Architects — ask for principal, pitch shade/lighting spec partnership
(650) 327-7573·Peter Baltay, Principal AIA💡 Has dedicated smart home / lighting control team member (Andy Martin)
Ask for Peter Baltay. "I work with residential architects on motorized shades and Lutron lighting — I noticed you have someone on your team focused on smart home solutions, which is exactly what I do. I'd love to understand how you spec those systems." 654 Gilman St, Palo Alto. M–F 9–6.
2
Call Pacific Peninsula Architecture — pitch shade/lighting integration on estate projects
find number before calling·Principal Architect
"I work with residential architects on motorized shades and Lutron lighting — estate properties are a great fit. I'd love to understand how you spec those systems in your projects." Find number via Yelp or their site before calling.
3
Call TRG Architecture + Interior Design — pitch shade/lighting spec partnership
find number before calling·Randy Grange, AIA / Leslie Lamarre, CKD
"You do both architecture and interior design — which means you're specifying shades and lighting from two angles. I'd love to learn how you approach those systems and see if there's a fit." Find number via Houzz or their site.
Week 2 — Designers & Architects
May 14–20
13
Wednesday
▾
1
Call Allwood Construction — ask for Matt Gomez, pitch shade/lighting referral
(650) 366-9521·Matt Gomez Sr. or Jr.
Ask for Matt specifically — reviews repeatedly name him by name as the relationship. "Matt, I specialize in motorized shades and Lutron lighting for high-end Peninsula homes. Do you have clients who ask about that after a project?"
2
Call Kanika Design — if no answer Day 1, try again; otherwise call KNR Design Studio
find number before calling·Principal Architect
"I work with residential architects on motorized shades and Lutron lighting — you've been featured in AD and Elle Decor, which tells me your clients have both taste and budget. I'd love to understand how you spec those systems." Find number on Houzz.
3
Call Primework Construction — luxury full-house renovations, Menlo Park, explicitly mentions smart home
(669) 345-7070·Walter (lead from reviews)💡 Website explicitly mentions Smart Home Renovation Services
Ask for Walter — named in nearly every review. "Walter, I do motorized shades and Lutron lighting — the smart home layer you mention on your site. I'd love to be a resource for your Peninsula clients." Based in San Jose, works Peninsula including Atherton.
14
Thursday
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1
Call TRG Architecture + Interior Design — pitch shade/lighting spec partnership
San Mateo firm serving Burlingame, Hillsborough, Atherton, Menlo Park. Architecture + design = they specify everything in a home. "I'd love to understand how you typically approach window treatments and lighting control — I specialize in Lutron systems and motorized shades and I'm looking to build relationships with design-forward firms."
📞 TRG Architecture · San Mateo · (find on Houzz/website)
2
Call Elements In Design — pitch shade/lighting integration partnership
San Mateo interior design + construction management firm. Works on kitchen/bath/full remodels. "I focus on motorized shades and Lutron lighting — the finishing layer that makes a remodel feel complete. I'd love to grab coffee and learn about your projects."
📞 Elements In Design · (650) 342-5444 · elementsindesign.com · San Mateo
3
Call Supple Homes — ask for Sean Supple, pitch shade/lighting partnership
Custom homes and remodels, 5-star, luxury Peninsula market. "Sean, I specialize in motorized shades and Lutron lighting for the high-end homes you build. I'd love to buy you coffee and be a resource for your clients who want that finishing touch." He's known to be warm on the phone.
📞 Supple Homes · supplehomes.com · Menlo Park area
15
Friday
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1
Call Blome Architecture — boutique residential firm, Menlo Park, pitch shade/lighting spec
(650) 325-5443·Fred Blome, AIA
Ask for Fred directly — boutique means he answers. 300+ completed Peninsula projects. "Fred, I do motorized shades and Lutron lighting for residential projects. I'd love to understand how you spec those systems and see if there's a fit." M–F 9–5:30.
2
Call Bay Builders & Remodeling — Menlo Park GC, 5-star, pitch shade/lighting referral
find number before calling·Aviv or Gilad (from reviews)
Reviews name Aviv and Gilad as the team leads. "I specialize in the shade and lighting layer — motorized, Lutron, clean retrofit. Do you ever have clients who want that after a remodel?" Find number on baybuilders.com.
3
Call Evergreen Home Systems — Lutron authorized dealer, explore referral/sub relationship
(408) 374-8156·Owner / Sales·425 Salmar Ave, Campbell
"I do retrofit shade and lighting installs on the Peninsula — Lutron authorized. Do you ever have jobs that are smaller scope or clients outside your core area that you'd refer?" Find number on evergreenhomesystems.com.
18
Monday
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1
Call TOPOS Architects — ask for principal, pitch shade/lighting spec partnership
Award-winning Palo Alto residential firm. Serves Menlo Park, Atherton, Woodside, Hillsborough. Architects who spec shading systems are gold — they specify before the homeowner even knows what they want. "I'd love to understand how you typically approach shading and lighting control in your residential projects."
📞 TOPOS Architects · toposarchitects.com · Palo Alto
2
Call Pacific Peninsula Architecture — pitch shade/lighting integration on estate projects
Menlo Park firm, specializes in estate properties on the Peninsula and Monterey Coast. Works with Pacific Peninsula Custom Group. "I work alongside architects on motorized shades and Lutron lighting — and I'd love to understand how you typically spec those systems in your projects."
📞 Pacific Peninsula Architecture · 718 Oak Grove Ave, Menlo Park
3
Call CKA Architects — Menlo Park/Atherton/Woodside focus, pitch shade/lighting spec
Architecture and design studio focused on residential in Menlo Park, Atherton, Woodside, Saratoga, Los Altos. Serves exactly your market. "I work with residential architects on motorized shades and Lutron lighting — I'd love to understand how you typically spec those systems in your projects."
📞 CKA Architects · Menlo Park area (find contact on their site)
19
Tuesday
▾
1
Call Supple Homes — ask for Sean Supple, pitch shade/lighting referral partnership
(650) 380-9352·Sean Supple, Founder·sean@supplehomesinc.com
"Sean, I specialize in motorized shades and Lutron lighting for the high-end homes you build. I'd love to buy you coffee and be a resource for clients who want that finishing layer." M–F 7:30–5:30.
2
Call Screen Solutions — explore referral partnership for Lutron shade projects
(408) 374-8156·Owner / Sales·425 Salmar Ave, Campbell
"I do retrofit shade and lighting installs on the Peninsula — do you ever have jobs that are smaller scope or clients outside your core area?" Find number on screensolutions.biz before calling.
3
Week 1 review — callbacks received, meetings booked, what's working
Write down: (1) who said yes to a meeting, (2) who needs one more call next week, (3) who's a dead end. Log meetings count in the sidebar. Quality check: did you get 3 real conversations this week, or mostly voicemails? Adjust Week 2 timing and approach accordingly.
Week 3 — Real Estate & More GCs
May 21–29 (May 25 = Memorial Day — skip)
20
Wednesday
▾
1
Call 3 luxury real estate agents — Compass or Sotheby\'s, Atherton / Hillsborough / Woodside
Go for the highest-end markets — agents who sell $5M+ homes talk to clients who don't hesitate on a $20K shade install. Search Compass or Sotheby\'s for top-producing agents in those ZIP codes. "I specialize in motorized shades and Lutron lighting — do you have clients who just moved in and are thinking about home upgrades?"
📞 Research: Compass Atherton / Sotheby\'s Woodside / Christie's Hillsborough — call top 3 agents
2
Call Anna Jatsiv Interior Design — serves full San Mateo County, pitch shade/lighting partnership
Serves Menlo Park, Burlingame, Hillsborough, San Carlos, Palo Alto — the whole county. Full-service design. "I do motorized shade and Lutron lighting integration for luxury Peninsula homes — I'd love to understand how you approach those elements in your projects and see if there's a natural fit."
📞 Anna Jatsiv Interior Design · (find on Houzz — San Mateo)
3
Call NorCal Remodeling Group — serves Moss Beach, Burlingame, Menlo Park, Hillsborough
Wide coverage across San Mateo County including Moss Beach. ADUs, additions, whole-home remodels. "I focus on the finishing layer — motorized shades and Lutron lighting. Do you have clients who ask about that post-remodel?"
📞 NorCal Remodeling Group · (find on Houzz)
21
Thursday
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1
Call 3 more luxury real estate agents — Menlo Park / Burlingame / San Carlos tier
Second round of agents, this time in slightly less rarefied markets where volume is higher. Compass Menlo Park, Coldwell Banker Burlingame, Intero San Carlos. Same pitch. "I specialize in motorized shades and Lutron lighting — do you have clients who just moved in and are thinking about home upgrades?"
📞 Research: top agents at Compass Menlo Park / Coldwell Banker Burlingame / Intero San Carlos
2
Call Bay Builders & Remodeling — ask for owner, pitch shade/lighting referral
Menlo Park GC, 5-star reviews, serves Palo Alto, Redwood City, San Mateo. Mentions smart home capabilities. "I specialize in the shade and lighting layer — motorized, Lutron, clean retrofit. Do you ever have clients who want that after you finish a remodel?"
📞 Bay Builders & Remodeling · baybuilders.com · Menlo Park
3
Call KNR Design Studio (Palo Alto) — architect firm, pitch shade spec partnership
Residential architecture serving Atherton, Menlo Park, Los Altos, Burlingame. Featured in Architectural Digest 2026 and Elle Decor 2025. High-end clientele. Great architect to spec your products from the start of a project.
📞 KNR Design Studio · Palo Alto · (find on Houzz or site)
22
Friday
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1
Call Blome Architecture (Menlo Park) — pitch shade/lighting spec partnership
Boutique residential firm in Menlo Park, Palo Alto, Atherton. Perfect target. "I work with residential architects on motorized shades and Lutron lighting — I'd love to understand how you spec those elements in your projects and see if there's a fit."
📞 Blome Architecture · Menlo Park (find on Yelp)
2
Call NorCal Remodeling Group — pitch shade/lighting referral partnership
Serves Moss Beach, Pacifica, Menlo Park, Burlingame and much of the county. ADUs, additions, remodels. "I focus on the finishing layer — motorized shades and Lutron lighting. Do you have clients who ask about that post-remodel?"
📞 NorCal Remodeling Group · (find on Houzz)
3
Call 2 luxury home stagers — Peninsula market, pitch shade/lighting upgrade conversation
Stagers work in high-end homes right before they sell — they see every room and talk to listing agents constantly. An underrated referral source. "I do motorized shades and Lutron lighting for luxury Peninsula homes. Do you ever work on properties where the owners ask about upgrading those before listing?"
📞 Research: luxury home staging companies on Houzz or Yelp — Burlingame / Menlo Park / Hillsborough
Week 4 — Fill the Calendar
May 28–June 3
28
Thursday
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1
Call 2 luxury property managers — high-end residential buildings or estates, Peninsula
Property managers for luxury rentals and estates are a sleeper referral source — tenants and owners both upgrade. "I do motorized shades and Lutron lighting for high-end homes on the Peninsula. Do you manage any properties where owners or tenants have asked about smart home upgrades?"
📞 Research: luxury property management firms in Burlingame / Hillsborough / Atherton / Menlo Park
2
Call 3 new real estate agents from your target neighborhoods
Different agents than Week 3. Focus on Atherton, Woodside, Hillsborough agents — the highest-end markets. Agents who sell $5M+ homes talk to clients who don't blink at $20K shade installs.
📞 Research: Sotheby\'s, Compass, Christie\'s International — Atherton / Woodside / Hillsborough
3
30-day checkpoint — count meetings booked, proposals in motion, and pattern-match
Which partner type said yes most? (Designers, GCs, RE agents, tech dealers?) Which geography? Double down on what's working. Kill what isn't. Phase 3 starts June 4.
About this business
Why this call, why today