Know exactly where every lead came from and which ones become paying jobs.
Overview
Most contractors can't answer 'where did that lead come from' or 'what's our close rate by source' with confidence. Marketing dollars go out; awards come in; the connection is a shrug.
We fix that. We stand up a contractor-grade CRM, design pipelines that match how your BD team actually pursues work, and wire in source tracking so every closed job traces back to the marketing dollar that started it.
Everything below is scoped, delivered, and reported against real pursuit outcomes — never busywork.
We recommend and implement the right platform for your size and pursuit style — HubSpot, JobTread, Buildertrend, Follow Up Boss, or a lightweight custom stack.
Custom pipelines mirroring pre-qual, ITB, bid, award, and backlog — with automations firing at each transition so nothing sits stale.
Every lead tagged with source, campaign, and touchpoint history.
No more 'must have been word of mouth' when it was actually a $12k LinkedIn campaign.
Hands-on training for BD, PMs, and admin — plus quarterly adoption reviews to keep the system clean and avoid the usual CRM graveyard.
A tight four-phase process. You always know what's shipping, when, and why.
Interview BD, marketing, and ops to map your real pursuit workflow — not the one on the org chart.
Where do leads actually get dropped today?
Set up the CRM, pipelines, custom fields, and automations tailored to your process.
Working system in your team's hands inside 3 weeks.
Import historical contacts, projects, and pipeline — de-duped and standardized.
Nothing gets left behind on spreadsheets.
Live team training, written SOPs, and monthly support to keep data clean, adoption high, and the system out of the CRM graveyard.
Provable marketing ROI — every awarded job traced to a source
Cleaner pipeline visibility for leadership forecasting and cash planning
Higher BD team productivity — less time hunting notes, more time chasing awards
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.
Great. We audit what's there, clean it up, and layer in attribution and automation rather than forcing a switch.
Ripping out a working CRM is the fastest way to lose team adoption.
Setup is a fixed project fee. Ongoing management and adoption support is a monthly retainer — both scoped after discovery.
You'll know both numbers before you sign anything.
That's the #1 CRM failure mode. We involve BD leadership in configuration, train in the field (not a Zoom deck), and run quarterly adoption reviews.
If it's not being used at 90 days, we come fix it — no charge.
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.
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.
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.
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 crm & lead tracking setup to work?
(619) 314-4333