GROUNDWORK Systems Setup
Most trades businesses don't have a software problem first. They have an information flow problem. GROUNDWORK helps you find where important information is being lost, capture it at the source, structure it, and make it usable across your workflow.
Where Information Gets Lost
Leads, estimates, job updates, and follow-ups stop depending on memory, retyping, and manual handoffs.
Find the Gaps
We review your operations and identify exactly where important information is being lost, duplicated, or delayed.
Capture at the Source
Set up systems that capture information once — at the point it's created — so it doesn't need to be retyped or remembered.
Make It Usable Everywhere
Structure your data so it flows cleanly across your tools, your team, and your processes.
What's Included
A structured two-week engagement that maps your operations, aligns your workflows, and sets up your highest-impact systems.
Operations Review
A thorough review of your operations, utilization patterns, and core needs.
Discovery Session
One hour with the owner and/or key team members to understand how your business really runs.
Workflow Mapping
Map your lead intake, scheduling, estimating, and follow-up processes to identify bottlenecks and opportunities.
FECA Automations
Set up your Field Estimate Communication Automations as part of the engagement.
Tool Alignment
Align your existing tools — Salesforce, Bolster, DocuSign, Calendly, and more — so they work together instead of in silos.
Written Recommendations
A clear written plan with recommendations for next-step automations and system improvements.
Team Training
Two-hour training session for your team so everyone knows how to use the new systems.
Pricing
GROUNDWORK
Free 15-minute exploratory call, then $2,500 for the full two-week engagement
Build a Stronger Foundation
Before you add more tools, make sure the tools you have are working together. GROUNDWORK gives you that clarity.
Book Exploratory Call