The sales process
Six steps, roughly six weeks. Every stage has a defined output so you always know what you're paying for and what comes next.
We map your current stack, what you pay for it, crew size, lead sources, and where jobs stall. No pitch deck — we're pricing the build.
Output
A written summary of what's broken and what it costs you monthly.
We drive the platform against your real workflow: intake, estimate, e-sign, production board, storm targeting, AI follow-up. You watch your own process run inside it.
Output
Confirmed feature list and the tier that fits.
You get a fixed upfront build fee and the monthly retainer in writing — no hourly, no surprise change orders. Enterprise scopes get a line-item build plan.
Output
Signed agreement and deposit.
We construct your sub-account: pipelines, automations, documents, integrations, storm and hail lead targeting, AI agents, and your branding end to end.
Output
A staging environment you review before anything goes live.
Crew and office training, data migration off the old CRM, phone and email routing, then go-live with us on the line.
Output
Your team running production in the new system.
Hosting, monitoring, new automations, and quarterly build reviews. Premium support adds priority response and dedicated build hours every month.
Output
A platform that keeps getting more valuable instead of more expensive.