Norevia — Action sheet — Ecodistribution

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Action sheet · OPP-26-041

Ecodistribution

Logistics platform extension

Reliable matchQualification

Estimated amount: €180,000
Owner: Sophie Lambert
Last activity: 12 days ago
Evidence linked: 4
To confirm: 5 items
Trigger source: Norevia CRM

What we recommend

External actionAwaiting validation

Continue qualifying — do not prepare a full proposal yet.

Next action

Set up a 30-minute call with the client contact to confirm the five missing items.

To be done by Sophie Lambert — after human validation.

Traceability · PROT-OPP-01

What we recovered

Relationship in place since 2022
Energy audit already delivered on another site of the group
Client contact already known and still in post
Sales history accessible in the CRM

What is still missing

Exact floor area of the new site
Current project phase on the client side
Decision timeline
Exact scope expected for the engagement
Whether a competitor has already been consulted

These items are shown deliberately: missing information must be visible, never guessed.

Evidence

What the recommendation rests on

Every piece of evidence links back to its source document. Without a cited source, a recommendation is not usable.

Final report — East platform energy audit

Engagement report · 2022 · Project archive · 2022 folder / Ecodistribution

Describes the audit method applied to another site of the same client, reusable as a reference.

Recommendations summary — Ecodistribution

Summary · 2022 · Project archive · 2022 folder / Ecodistribution

A readout format the account contact has already approved, which lowers the risk of disagreement on form.

Commercial proposal — LogiPark MEP design

Commercial proposal · 2023 · Project archive · 2023 folder / LogiPark

A proposal template for a logistics platform, reusable by changing the scope.

Lessons learned — LogiPark

Lessons learned · 2023 · Project archive · 2023 folder / LogiPark

Flags the friction encountered on a comparable platform — worth anticipating during qualification.

Human validation

No external action goes out without human validation.

Awaiting validation

The CRM task can only be created once the recommendation is validated — that is the rule of the loop.

Simulated decision — no real action was sent. No email, no message, no CRM write.

Comparable projects identified
Reference	Project	Client	Year	Lead	Relevance	Why
PRJ-2022-118	Energy audit — East logistics platform	Ecodistribution	2022	Marc Vasseur	High	Same client, same site typology: the relationship and the technical context are already documented.
PRJ-2023-074	MEP design — logistics platform	LogiPark	2023	Inès Rahmani	Medium	Comparable site typology, but a different client and a broader engagement scope.

The reasoning

The commercial relationship exists and is documented.
A similar project has already been delivered for this account.
Reusable evidence is available and linked.
The potential is documented well enough to justify a conversation.
Five critical facts are still missing before an offer can be sized.

Confidence level

Confidence level by element
Element	Level	Comment
Account match	High	Legal name and contact identical to the 2022 file.
Relevance of the historical project	High	Same client, same site typology.
Relevance of the comparable project	Medium	LogiPark: close typology but broader engagement scope.
Estimated amount	Medium	Extrapolated from the CRM, not confirmed by the client.
Decision to bid	Human validation required	No automatic decision: the owner must validate.

Diagnostic questions related to this sheet

Q-02— What makes a project comparable?Q-03— Who decides, and on what criteria?Q-14— Who validates the action?Q-11— When to commit expert time?

The CRM remains the source of truth. This sheet prepares a decision and proposes a task; it replaces neither the CRM nor the judgement of the opportunity owner.