Service 14

Concierge Back-Office Support

Administrative and operations support so owners can focus on bidding and building.

Overview

The best contractor owners spend their time on pursuit and operations, not on scheduling, chasing vendor COIs, or booking travel. Every hour a president spends on admin is an hour not spent winning a $2M award.

Our concierge back-office team handles the administrative load — with a real, dedicated, US-based coordinator, not offshore chat support — so leadership stays focused on the two things only they can do: win work and run projects.

What's included

Everything below is scoped, delivered, and reported against real pursuit outcomes — never busywork.

Scheduling + calendar management

Dedicated coordinator managing your calendar, meeting prep, and rescheduling.

Human, not AI — buyers hate AI schedulers.

Vendor + subcontractor communication

Follow-ups on quotes, COIs, W-9s, and paperwork so nothing stalls on missing docs the week of a submittal.

Appointment coordination

Booking site walks, pre-bid meetings, and client visits — with reminders and prep materials for every attendee.

Errand + logistics support

Travel booking, permit pickups, courier coordination, expense reconciliation — the small tasks that eat leadership hours.

How it runs

A tight four-phase process. You always know what's shipping, when, and why.

01

Onboarding

Map the recurring admin tasks eating your leadership's time and the SOPs (if any) that exist today.

Usually there aren't any.

02

Team assignment

Assign a dedicated coordinator — US-based, background-checked, and trained on your systems.

Same person every day.

03

Ramp

Start with a defined set of tasks; expand as your team builds trust with the coordinator.

Most clients double scope by month 3.

04

Ongoing

Weekly check-ins with a supervising account manager to add or refine workflows as your needs evolve.

Outcomes you can measure

10–20 hours per week returned to leadership for pursuit and operations

Nothing dropped — vendor paperwork, appointments, and follow-ups handled inside 24 hours

A single accountable point of contact for the admin work that used to bounce between people

Built for commercial, not consumer

Selling to commercial contractors is a different game than B2C marketing. These buyers are relationship-driven and ROI-obsessed.

They hate wasted meetings and won't sit through a 30-page strategy deck. We move at your pace and show real work early.

Every recommendation is scoped against a real pursuit — an ITB, a bid list, or an account you're actively chasing. Nothing gets built for vanity.

You'll see results tied to pipeline, not clicks. Reporting rolls up to bids won, projects awarded, and revenue booked.

FAQs

Where is the coordinator based?

US-based, working in your time zone, and background-checked. Not offshore VA work — you get a real person you'd hire yourself.

How do you handle confidential information?

NDA on day one, scoped systems access, and audit logs on any financial or client data the coordinator touches. Under your MSA if you have one.

What if they don't work out?

You get a replacement inside 5 business days, no penalty. We over-hire the coordinator team specifically so we can swap fast.

Do you only work with commercial contractors?

Yes. Every engagement is with a commercial GC, electrical, HVAC, mechanical, roofing, concrete, or specialty firm.

We don't split focus with residential remodelers or retail service work — the buying cycles are too different.

What does an engagement actually cost?

Most engagements run $2,500–$12,000 per month depending on scope. We scope against your revenue, pursuit volume, and target markets — never a template price.

You get a fixed monthly number, month-to-month, no long contracts.

How fast do we see results?

Speed matters as much to us as it does to you. Most services show measurable movement inside 30–60 days — not the 6-month runway a big agency will quote you.

We prototype and ship, then iterate against what the numbers say.

How do you handle our data and client info?

US-based team, signed NDAs on day one, scoped systems access, and audit logs on anything financial or client-sensitive. We work under your MSA if you have one.

Ready to put concierge back-office support to work?

(619) 314-4333