For new contractors or small teams building their foundation. We combine your core business systems with the digital setup you need to look professional and stay organized from day one.

What’s included:

• Full operations & workflow audit

• Setup of one project management tool (ClickUp, Buildertrend, or Contractor Foreman)

• Business essentials setup:
  

  • Custom email and phone system configuration (Google Workspace, VoIP, etc.)

  • Social media setup (Facebook, Instagram, LinkedIn, Google Business)

  • Basic website creation (Wix) with lead capture form

• File and folder organization for estimates, contracts, and photos

• SOPs for communication and document handling

• 1-on-1 walkthrough and team onboarding session

Perfect for: New contractors who want to get their back office, online presence, and operations working in sync.

For contractors who already have tools—but need them connected and streamlined. We unify your systems so your operations, communication, and marketing all work together.

What’s included:

• Workflow analysis and process mapping

• Integration between your project tool, CRM, and communication channels

• Automation setup for job updates, scheduling, and reports

• Marketing and admin systems alignment:
  

  • Google Workspace and CRM integration

  • Website and social media connection for lead tracking

  • Back-office workflow optimization (invoicing, email templates, task systems)

• SOP updates and staff training

Perfect for: Contractors who’ve outgrown spreadsheets and want their office and marketing systems to run automatically.

For builders ready to tighten their field-to-office communication and free up admin time. We focus on streamlining your project execution, documentation, and team coordination—while reducing the time spent managing repetitive admin tasks.

What’s included:

• On-site and office workflow assessment

• Jobsite–office coordination system setup

• Daily log, RFI, and report automation

• Back-office productivity upgrades:
  

  • Email and phone communication workflows

  • Shared drives and document systems

  • Automated file sharing between site and office

• KPI dashboards for performance tracking

• Field-team onboarding & training

For contractors who want continuous improvement and reliable support. We act as your operations partner—keeping your systems updated, your digital presence fresh, and your admin processes running efficiently.

What’s included:

• Monthly systems review & workflow optimization

• Quarterly automation or integration setup

• SOP and documentation maintenance

• Staff onboarding & systems refreshers

• Ongoing business support:
  

  • Website updates and performance check

  • Social media account maintenance and optimization

  • Back-office assistance (emails, scheduling, task management)

• Quarterly strategy sessions