Examples & case studies

Real numbers. Real contractor businesses.

Each example below is one Process Segment from the menu, fully systematized — a representative slice of the work, not the full list of what we take on.

Marketing & Sales — Lead management

Every lead, tracked. Every quote, on time.

A real pipeline — not a notebook. Leads land in one place, get qualified against your fit criteria, and move through named stages with an owner and date attached. Nothing falls off the truck.

Lead intake form on your site
Named stages with clear exit criteria
Prewritten client communications that answer common questions and keep leads progressing through the sales process
Automated follow-ups that sound like you

Before and after: active leads grew from 5 to 22, weighted pipeline value from $280K to $1.8M, and time for bad leads to drop off fell from 8 weeks to 4.

Marketing & Sales — Estimating

Estimate faster. Filter earlier. Close more.

We replaced the single, fully bidded estimate with a three-level system that filters jobs earlier and makes the final bid faster to close.

Budgetary Estimate → 2-day planning budget for homeowners without finished plans
Working Estimate → 4-day value-engineering estimate before bids go out
Fully Bidded Estimate → fast final bid built on what the client already agreed

Before and after: estimating went from one 2–3 week bidded estimate to three levels (Budgetary, Working, Fully Bidded), with faster delivery and win rate rising from 60% to 86%.

Workforce — Subcontractor & supplier management

Subs and suppliers onboarded, vetted, and held to a standard.

Office and field finally speak the same language. Repeatable onboarding and performance management for your subcontractors and suppliers — licenses, insurance, sub agreements, rates, and field expectations — means your foreman, superintendent, or project manager doesn't have to re-explain the standard on every job.

Subcontractor and supplier sourcing & vetting workflow
Onboarding pack — licenses, insurance, sub agreement, rates
Field expectations and quality control in plain English for your foreman, superintendent, or PM — and your subs
Performance management, offboarding, and replacement built in

Before and after: subcontractor management went from scattered business cards and missing W9s/COIs to all 29 subs in a database with signed sub agreements, COIs on file, and quality control checklists before payment.

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