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Stop tracking leads in your head. Start knowing exactly where every opportunity stands — and what needs to happen next.

The Problem

A painting contractor had been in business 18 years. Good reputation. Steady referral business. Growth had stalled and he wasn’t entirely sure why.

When we asked how he tracked his leads, he held up his phone. Texts. A few emails. One spreadsheet he’d started and abandoned six months earlier. He knew he had opportunities in the pipeline — he just couldn’t tell you how many, what stage they were in, or which ones had gone cold because nobody followed up.

He wasn’t losing business because the work was bad. He was losing it because follow-up didn’t happen consistently. Without a system, it can’t.

This is the same story across most contractors in the $5M to $30M range. Business development is reactive — whoever calls this week gets the attention. The opportunities that came in two weeks ago, that needed a follow-up call, that might have turned into a job — they’re just gone.

What We Do

We set up and configure a CRM built around how your business development actually works. Not a generic sales tool with features you’ll never use, one configured for a contractor. Your pipeline stages, your lead sources, your proposal workflow, your follow-up sequence.

When a lead comes in, it goes into the system. Follow-up tasks are created automatically. When a proposal goes out, the deal updates. When a job is won, it creates the project in your PM system automatically, no re-entry, no one dropping the ball at handoff.

You can see your full pipeline in 30 seconds. Every active opportunity. Every pending follow-up. Your win rate by lead source. Which types of work you’re winning and where you’re losing.

What Changes

Every lead captured and tracked — nothing in someone’s head or inbox

Follow-up tasks created automatically so nothing gets forgotten

Pipeline visibility — see your forecast at any point without asking anyone

Won deals flow into your project system without re-entry

Win rate by lead source — know where your best work actually comes from

Proposal stage automated — proposal sent, deal updates, follow-up scheduled

Who This Is For

You know you have opportunities in the pipeline but can’t tell someone how many or where they stand

Follow-up on proposals is inconsistent. It depends on whoever remembers to call

You’ve won work and then had to manually re-enter the job information into your PM system

You have no data on your win rate, your average deal size, or which types of work are most profitable to pursue